RLGT
Radiant Logistics, Inc.6.71
+0.01+0.15%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Demand bullish, Navigate inbound traction
Q&A offered modest color beyond prepared remarks, with management noting growing bullishness in demand amid tightening capacity and rising tender rejection rates—potentially constructive for margins in the seasonally slow March quarter—while ocean imports stay soft. Navigate drew praise for generating reverse inquiries from customers' vendors, creating a compounding effect, though Crain stayed non-specific on revenue impact. No project work yet from recent severe weather. Capacity tightens now. Investors will watch if these dynamics lift Q3 results and Navigate accelerates organic growth.
Key Stats
Market Cap
314.61MP/E (TTM)
21.65Basic EPS (TTM)
0.31Dividend Yield
0%Recent Filings
8-K
Q2 results beat ex-Milton baseline
Radiant Logistics reported Q2 revenues of $232.1M, down 12.2% from $264.5M due to absent $64.8M Milton Project air charters, yet underlying revenues surged 16.2%. Adjusted EBITDA held at $11.8M, up 93.4% excluding prior-year project impact; margins expanded 780bps to 18.6%. Repurchased $2.7M in shares. Low leverage fuels growth.
10-Q
Q2 FY2026 results
Radiant Logistics posted Q2 FY2026 revenue of $232.1M, down 12.3% y/y from $264.5M yet holding steady q/q; operating income slipped to $7.5M from $8.7M while diluted EPS held at $0.11. Transportation revenue fell on prior-year project charters, but margins expanded to 24.9% from 22.4% as value-added services grew 14.5% y/y on Canadian warehouse volumes. Cash swelled to $31.9M with $14.8M operating cash flow; free cash flow not disclosed in the 10-Q. Acquired 80% of Weport in Sep 2025 for Mexico freight services, recognizing $3.6M goodwill; revolver drew to $30M against $200M facility, covenants met. Solid margins endure. Freight pricing stays volatile.
8-K
Stockholders elect board, ratify auditor
Radiant Logistics stockholders at the November 13, 2025 annual meeting elected Bohn H. Crain, Richard P. Palmieri, Michael Gould, and Kristin E. Toth to the board until 2026, with Crain topping votes at 35.9M for. They ratified Baker Tilly US as 2026 auditor (41.4M for) and approved exec comp (34.8M for), favoring triennial say-on-pay votes. Board continuity holds firm.
8-K
Renewed $5M share repurchase
Radiant Logistics renewed its stock repurchase program on November 17, 2025, authorizing buybacks of up to 5 million shares through December 31, 2027, with 46,873,197 shares outstanding as of November 14. Funded by cash, credit facility, and operations, it signals the board views shares undervalued versus growth prospects. Repurchases hinge on market conditions. No obligation to buy any shares.
8-K
Q1 revenue up 11%; EBITDA dips
Radiant Logistics reported Q1 fiscal 2026 revenues of $226.7 million, up 11.3% year-over-year, with gross profit at $57.1 million. Adjusted EBITDA fell to $6.8 million from $9.5 million, hit by a $1.3 million First Brands bad debt; normalized, it hit $8.1 million. Acquired 80% of Mexico's Weport effective September 1; repurchased $0.8 million in stock. Low leverage fuels growth.
IPO
Website
Employees
Sector
Industry
ARCB
ArcBest Corporation
79.09+1.90
CHRW
C.H. Robinson Worldwide, Inc.
159.04+1.43
CRGO
Freightos Limited
3.06-0.01
CTNT
Cheetah Net Supply Chain Servic
1.39+0.00
EXPD
Expeditors International of Was
149.98-1.59
FRGT
Freight Technologies, Inc.
2.51+0.08
FWRD
Forward Air Corporation
25.67-0.25
GXO
GXO Logistics, Inc.
52.61+0.27
UPS
United Parcel Service, Inc.
100.11+0.04
ZTO
ZTO Express (Cayman) Inc.
21.05+0.00