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1. Company Snapshot

1.a. Company Description

Radiant Logistics, Inc., a third-party logistics company, provides multi-modal transportation and logistics services primarily in the United States and Canada.The company offers domestic and international air and ocean freight forwarding services; and freight brokerage services, including truckload, less than truckload, and intermodal services.It also provides other value-added supply chain services, including materials management and distribution services, as well as customs house brokerage services.


The company serves consumer goods, food and beverage, manufacturing, and retail customers through a network of company-owned and strategic operating partner locations under the Radiant, Radiant Canada, Clipper, Airgroup, Adcom, DBA, and Service By Air brands.Radiant Logistics, Inc.was incorporated in 2001 and is headquartered in Renton, Washington.

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1.b. Last Insights on RLGT

Radiant Logistics' recent performance was driven by its well-positioned financials, with low leverage and a strong balance sheet. The company's acquisition and organic growth drivers are expected to contribute to its future success. Additionally, Radiant Logistics is advancing its digital transformation with the Navegate platform and has launched its first AI Agent, "Ray", to streamline international operations.

1.c. Company Highlights

2. Radiant Logistics Shines with Strong Q2 FY2026 Results

Radiant Logistics Inc. reported a robust financial performance for the second fiscal quarter ended December 31, 2025, with revenues reaching $232.1 million and net income attributable to Radiant Logistics of $5.35 million, or $0.11 per basic and fully diluted share. The company's adjusted EBITDA was $11.8 million, and the adjusted EBITDA margin expanded by 780 basis points to 18.6%. Notably, the actual EPS came out at $0.17, significantly beating estimates of $0.01801. The adjusted gross profit margin improved 340 basis points to 27.3%, indicating a return to more normalized levels.

Publication Date: Feb -16

📋 Highlights
  • Adjusted EBITDA Growth:: Rose to $11.8M, up 93.4% YoY excluding prior year Hurricane Milton-related $5.9M.
  • Margin Expansion:: Adjusted EBITDA margin surged 780 bps to 18.6%, driven by normalized operations and efficiency gains.
  • Geographic Performance:: U.S. and Canadian operations contributed $3.6M and $1.4M, respectively, to same-store growth.
  • Strategic Acquisitions:: $0.7M growth from acquisitions, complemented by $2.7M stock buyback in Q2 2025.
  • Financial Health:: Reported net income of $5.35M on $232.1M revenue for Q2, with no net debt as of December 31, 2025.

Operational Highlights

The growth in adjusted EBITDA was driven by same-store growth of $3.6 million in U.S. operations and $1.4 million in Canadian operations, as well as $0.7 million from acquisitions. Excluding the $5.9 million in adjusted EBITDA from the prior year's Hurricane Milton project, adjusted EBITDA increased by $5.7 million or 93.4% compared to the prior year. The company also announced the launch of Navigate, its proprietary global trade management and collaboration platform, and Ray, its first AI-powered agent, signaling a strong focus on innovation and technology.

Capital Allocation and Valuation

Radiant Logistics remains virtually debt-free with no net debt as of December 31, 2025, and continues to balance its capital allocation through agent station conversions, synergistic tuck-in acquisitions, and stock buybacks, having acquired $2.7 million of its stock during the quarter. With analysts estimating revenue growth of 5.3% for the next year, the company's current valuation metrics appear reasonable, with a P/E Ratio of 24.48 and an EV/EBITDA of 15.62. The company's ROIC of 5.44% and ROE of 6.24% indicate a stable return profile.

Outlook and Conclusion

The company's guidance suggests a continued focus on its balanced approach to capital allocation, with a commitment to driving growth through a combination of organic and inorganic initiatives. As Radiant Logistics continues to execute on its strategy, its strong operational performance and reasonable valuation metrics position it for potential long-term success. With a Free Cash Flow Yield of 2.47%, the company also offers a relatively attractive return profile for investors.

3. NewsRoom

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Radiant Logistics, Inc. (RLGT) Q2 2026 Earnings Call Transcript

Feb -09

Source: seekingalpha.com

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RADIANT LOGISTICS ANNOUNCES RESULTS FOR THE SECOND FISCAL QUARTER ENDED DECEMBER 31, 2025

Feb -09

Source: prnewswire.com

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RADIANT LOGISTICS TO HOST INVESTOR CALL TO DISCUSS FINANCIAL RESULTS FOR SECOND FISCAL QUARTER ENDED DECEMBER 31, 2025

Feb -04

Source: prnewswire.com

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Radiant Logistics: The Freight Recession Is A Feature, Not A Bug

Jan -20

Source: seekingalpha.com

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RADIANT LOGISTICS ANNOUNCES RENEWAL OF ITS STOCK REPURCHASE PROGRAM

Nov -17

Source: prnewswire.com

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Campbell & CO Investment Adviser LLC Buys Shares of 62,184 Radiant Logistics, Inc. $RLGT

Nov -17

Source: defenseworld.net

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Radiant Logistics, Inc. (RLGT) Q1 2026 Earnings Call Transcript

Nov -10

Source: seekingalpha.com

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RADIANT LOGISTICS ANNOUNCES RESULTS FOR THE FIRST FISCAL QUARTER ENDED SEPTEMBER 30, 2025

Nov -10

Source: prnewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.31%)

6. Segments

Transportation Services

Expected Growth: 9.33%

Radiant Logistics, Inc.'s 9.33% growth in Transportation Services is driven by increasing demand for e-commerce logistics, strategic acquisitions, and expansion into new markets. Additionally, the company's focus on technology integration, cost savings initiatives, and a strong network of independent agents have contributed to its growth momentum.

Value-added Services

Expected Growth: 8.95%

Radiant Logistics' Value-added Services segment growth of 8.95% is driven by increasing demand for customized logistics solutions, strategic acquisitions, and expansion into new markets. Additionally, the company's focus on technology integration, process optimization, and customer-centric approach have contributed to the growth. Furthermore, the rising need for supply chain visibility, tracking, and monitoring has also fueled the segment's growth.

7. Detailed Products

Time Critical

Radiant Logistics offers time-critical shipping solutions for urgent and high-priority shipments, ensuring timely delivery and minimizing delays.

Ground Freight

Radiant Logistics provides ground freight services for less-than-truckload (LTL) and truckload (TL) shipments, offering flexible and cost-effective solutions.

Air Freight

Radiant Logistics offers air freight services for expedited and time-sensitive shipments, ensuring rapid transportation and minimizing transit times.

Ocean Freight

Radiant Logistics provides ocean freight services for international shipments, offering a range of containerized and break-bulk cargo solutions.

Warehousing and Distribution

Radiant Logistics offers warehousing and distribution services, providing secure storage, inventory management, and order fulfillment solutions.

Customs Brokerage

Radiant Logistics provides customs brokerage services, ensuring compliance with regulations and facilitating the clearance of international shipments.

Supply Chain Consulting

Radiant Logistics offers supply chain consulting services, providing strategic guidance and optimization solutions for logistics and transportation operations.

8. Radiant Logistics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Radiant Logistics, Inc. is moderate due to the availability of alternative logistics services and the ease of switching costs for customers.

Bargaining Power Of Customers

The bargaining power of customers is high due to the concentration of major customers and the high switching costs for customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low due to the availability of multiple suppliers and the low switching costs for Radiant Logistics, Inc.

Threat Of New Entrants

The threat of new entrants is moderate due to the moderate barriers to entry and the availability of resources for new entrants.

Intensity Of Rivalry

The intensity of rivalry is high due to the high competition in the logistics industry and the high stakes of competition.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 25.26%
Debt Cost 6.13%
Equity Weight 74.74%
Equity Cost 7.92%
WACC 7.47%
Leverage 33.80%

11. Quality Control: Radiant Logistics, Inc. passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Pitney Bowes

A-Score: 5.4/10

Value: 6.7

Growth: 1.1

Quality: 5.2

Yield: 7.0

Momentum: 8.0

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Cryoport

A-Score: 4.7/10

Value: 8.3

Growth: 4.2

Quality: 7.0

Yield: 0.0

Momentum: 7.5

Volatility: 1.3

1-Year Total Return ->

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Stock-Card
CompoSecure

A-Score: 4.0/10

Value: 4.0

Growth: 1.4

Quality: 4.3

Yield: 1.0

Momentum: 9.0

Volatility: 4.0

1-Year Total Return ->

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Stock-Card
Radiant Logistics

A-Score: 3.9/10

Value: 5.8

Growth: 4.0

Quality: 4.4

Yield: 0.0

Momentum: 2.5

Volatility: 6.7

1-Year Total Return ->

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Stock-Card
Air T

A-Score: 3.6/10

Value: 7.0

Growth: 5.4

Quality: 2.1

Yield: 0.0

Momentum: 5.0

Volatility: 2.3

1-Year Total Return ->

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Stock-Card
Forward Air

A-Score: 2.3/10

Value: 5.8

Growth: 2.4

Quality: 2.0

Yield: 0.0

Momentum: 1.5

Volatility: 2.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

7.57$

Current Price

7.57$

Potential

-0.00%

Expected Cash-Flows