Monitor the shareholder vote on the business combination and any updates on contractual milestone conversions for the $300M+ Digit 5 orders. The Q4 2026 close timeline is the next binary catalyst.
Price Chart
Executive Summary
Agility Robotics announced a 50,000-square-foot Pittsburgh facility expansion to support growing Digit deployments, adding four new customers across automotive, consumer goods, and agriculture. The filing reinforces commercial momentum ahead of the Q4 2026 business combination with Churchill Capital Corp XI (CCXI), but the $300 million in multi-year orders remain subject to contractual milestones.
Key Financial Metrics
Key Facts
- Agility Robotics plans a new 50,000-square-foot Pittsburgh facility, adding ~35,000 sq ft to its existing footprint.
- Four new customers added across automotive, consumer goods, and agriculture; existing customers include GXO, Schaeffler, and Toyota Motor Manufacturing Canada.
- Agility has secured more than $300 million in multi-year orders for Digit 5, subject to satisfaction of certain contractual milestones.
- The business combination with Churchill Capital Corp XI is expected to close in Q4 2026, with the combined company to trade as AGLT.
- The S-4 registration statement was declared effective by the SEC on October 13, 2026; record date for shareholder vote was September 14, 2026.
Financial Impact
More than $300 million in multi-year orders for Digit 5, subject to contractual milestones; no revenue or EPS figures disclosed.
Risk Factors
- The $300M+ orders are subject to contractual milestones and may not convert to revenue.
- Shareholder redemptions could reduce cash available post-merger.
- The business combination may not close as expected if conditions are not satisfied.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 425 Filing (Primary) | 0001213900-26-111470 |
| Document: 0001213900-26-111470-index-headers.html | 0001213900-26-111470 |
| Document: 0001213900-26-111470-index.html | 0001213900-26-111470 |
| Document: 0001213900-26-111470.txt | 0001213900-26-111470 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 425 | $10.25 | awaiting T+1 | — | $10.24 (−0.05%) |
Oct 22, 2026 4d ago | 425 | $10.26 $10.25 | ▼ −0.10% | ▼ −0.81% | $10.24 (−0.15%) |
Oct 22, 2026 5d ago | 425 | $10.27 $10.26 | ▼ −0.10% | ▲ +0.42% | $10.24 (−0.24%) |
Oct 20, 2026 6d ago | 425 | $10.35 $10.27 | ▼ −0.77% | ▲ +0.41% | $10.24 (−1.01%) |
Oct 20, 2026 6d ago | 425 | $10.35 $10.27 | ▼ −0.77% | ▲ +0.41% | $10.24 (−1.01%) |
Oct 19, 2026 7d ago | 425 | $10.36 $10.35 | ▼ −0.05% | ▼ −0.57% | $10.24 (−1.06%) |
Oct 14, 2026 13d ago | EFFECT | $10.83 $11.35 | ▲ +4.80% | ▲ +4.52% | $10.24 (−5.40%) |
Oct 13, 2026 13d ago | 425 | $10.83 $11.35 | ▲ +4.80% | ▲ +4.52% | $10.24 (−5.40%) |
Oct 13, 2026 13d ago | 8-K | $10.83 $11.35 | ▲ +4.80% | ▲ +4.52% | $10.24 (−5.40%) |
Oct 8, 2026 18d ago | 425 | $10.93 $10.78 | ▼ −1.37% | ▼ −1.31% | $10.24 (−6.27%) |
US Market Status
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