Radiant Logistics (NYSEAMERICAN:RLGT) Issues Quarterly Earnings Results, Beats Estimates By $0.07 EPS

Radiant Logistics (NYSEAMERICAN:RLGT) issued its quarterly earnings data on Monday. The company reported $0.11 EPS for the quarter, topping the consensus estimate of $0.04 by $0.07, FiscalAI reports. The company had revenue of $214.14 million during the quarter, compared to analyst estimates of $214.02 million. Radiant Logistics had a return on equity of 10.26% and a net margin of 1.81%.

Here are the key takeaways from Radiant Logistics’ conference call:

• The company reported $7.8 million in adjusted EBITDA for the March quarter but saw adjusted EBITDA decline ~17.5% year-over-year and adjusted net income fall ~22.4% for the quarter (and ~29.8% for the nine months), while revenues were essentially flat for the quarter and slightly down year-to-date.
• Management says North American truckload and intermodal markets are showing a supply-driven recovery—capacity exits, higher spot rates and tender rejections, and driver shortages—which they expect will create meaningful pricing and repricing opportunities (management cited high-single-digit contract renewal increases).
• International operations are under pressure from trade-policy changes (including a 10% U.S. import surcharge and ongoing tariff investigations) and Middle East shipping disruptions (Straits of Hormuz/Suez interruptions), which have softened volumes and depressed ocean freight rates in the near term.
• Radiant is advancing its technology stack—Navegate (fast-deploy global trade management with SKU-level landed-cost capabilities) and early-stage AI agent Ray—which management expects will drive organic growth and service differentiation, though they have not yet provided KPIs or financial breakouts.
• The balance sheet is a strategic strength (management describes the company as essentially net-debt free against a $200 million credit facility), enabling opportunistic NVOCC acquisitions, agent conversions, tuck-in M&A and share buybacks as part of planned capital allocation.

Radiant Logistics Price Performance

RLGT opened at $8.51 on Wednesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.59 and a quick ratio of 1.59. The stock’s 50 day simple moving average is $7.60 and its 200 day simple moving average is $6.95. The firm has a market cap of $398.52 million, a price-to-earnings ratio of 25.29 and a beta of 0.82. Radiant Logistics has a 1 year low of $5.78 and a 1 year high of $8.73.

Wall Street Analyst Weigh In

RLGT has been the topic of a number of recent research reports. Lake Street Capital reiterated a “buy” rating and set a $9.00 price target on shares of Radiant Logistics in a research report on Wednesday, February 11th. TD Cowen reaffirmed a “buy” rating on shares of Radiant Logistics in a research note on Tuesday, February 10th. Two equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Radiant Logistics has a consensus rating of “Buy” and an average target price of $9.00.

Insider Buying and Selling at Radiant Logistics

In other news, CFO Todd Macomber sold 7,500 shares of the stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $7.00, for a total transaction of $52,500.00. Following the completion of the sale, the chief financial officer owned 162,249 shares of the company’s stock, valued at approximately $1,135,743. This represents a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 24.30% of the company’s stock.

Institutional Investors Weigh In On Radiant Logistics

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Ameriprise Financial Inc. grew its holdings in Radiant Logistics by 12.4% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,346,699 shares of the company’s stock worth $7,946,000 after acquiring an additional 148,381 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Radiant Logistics by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 834,390 shares of the company’s stock worth $5,283,000 after purchasing an additional 24,150 shares during the period. Russell Investments Group Ltd. boosted its holdings in shares of Radiant Logistics by 4.3% during the fourth quarter. Russell Investments Group Ltd. now owns 594,532 shares of the company’s stock worth $3,763,000 after purchasing an additional 24,506 shares during the period. Bank of America Corp DE grew its stake in shares of Radiant Logistics by 24.2% in the second quarter. Bank of America Corp DE now owns 449,471 shares of the company’s stock worth $2,733,000 after purchasing an additional 87,436 shares during the last quarter. Finally, Empowered Funds LLC increased its holdings in Radiant Logistics by 7.5% during the 1st quarter. Empowered Funds LLC now owns 232,046 shares of the company’s stock valued at $1,427,000 after purchasing an additional 16,141 shares during the period. 53.59% of the stock is currently owned by institutional investors.

About Radiant Logistics

Radiant Logistics, Inc, through its subsidiaries, is a third-party logistics (3PL) provider offering freight brokerage, managed transportation, contract logistics and supply chain solutions. The company arranges full-truckload (FTL), less-than-truckload (LTL), intermodal, ocean and air freight across multiple geographies. Radiant also provides customs brokerage, trade compliance services and warehousing support, serving industries such as manufacturing, retail, energy and automotive.

Founded in 2005 and headquartered in Green Bay, Wisconsin, Radiant Logistics has grown its network of client-facing offices throughout North America, with additional service centers in Europe and the Asia Pacific region.