Radiant Logistics (NYSEAMERICAN:RLGT) Releases Earnings Results, Beats Estimates By $0.08 EPS

Radiant Logistics (NYSEAMERICAN:RLGT) issued its quarterly earnings data on Monday. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.09 by $0.08, FiscalAI reports. The company had revenue of $232.13 million for the quarter, compared to analyst estimates of $242.08 million. Radiant Logistics had a net margin of 1.57% and a return on equity of 11.13%.

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

• Normalized results showed strong profitability — Adjusted EBITDA was $11.8 million for the quarter and, excluding the one‑time Project Milton, Adjusted EBITDA grew ~93.4% year‑over‑year with adjusted gross margin up 340 bps to 27.3%.
• The company launched its Navegate trade management platform and AI agent Ray, which management says will speed deployments, automate workflows, and act as a catalyst for organic growth as customers and vendors adopt the tools.
• Balance sheet and capital allocation remain conservative — no net debt as of 12/31/2025 against a $200 million credit facility, $2.7 million of share repurchases in the quarter, and plans to selectively relever via agent conversions, tuck‑in acquisitions, and buybacks.
• Reported top‑line and GAAP earnings declined year‑over‑year (Q2 revenue $232.1M vs $264.5M prior; GAAP net income down ~18% for the quarter and ~33% for six months), and six‑month Adjusted EBITDA fell ~13.5%, reflecting ongoing revenue pressure despite margin improvements on a normalized basis.

Radiant Logistics Stock Up 16.3%

Shares of NYSEAMERICAN RLGT opened at $8.19 on Wednesday. Radiant Logistics has a 52-week low of $5.44 and a 52-week high of $8.23. The business’s 50 day moving average is $6.67 and its two-hundred day moving average is $6.31. The firm has a market cap of $383.54 million, a price-to-earnings ratio of 28.24 and a beta of 0.74. The company has a quick ratio of 1.61, a current ratio of 1.61 and a debt-to-equity ratio of 0.14.

Hedge Funds Weigh In On Radiant Logistics

Several hedge funds have recently bought and sold shares of the company. Russell Investments Group Ltd. grew its position in Radiant Logistics by 54.5% in the 3rd quarter. Russell Investments Group Ltd. now owns 570,026 shares of the company’s stock valued at $3,363,000 after acquiring an additional 200,994 shares in the last quarter. Ameriprise Financial Inc. lifted its position in shares of Radiant Logistics by 1.4% during the second quarter. Ameriprise Financial Inc. now owns 1,198,318 shares of the company’s stock worth $7,286,000 after purchasing an additional 16,937 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Radiant Logistics by 3.0% in the fourth quarter. Geode Capital Management LLC now owns 834,390 shares of the company’s stock valued at $5,283,000 after purchasing an additional 24,150 shares during the period. Two Sigma Investments LP grew its holdings in shares of Radiant Logistics by 12.6% in the third quarter. Two Sigma Investments LP now owns 187,982 shares of the company’s stock valued at $1,109,000 after purchasing an additional 21,039 shares in the last quarter. Finally, Jump Financial LLC increased its stake in Radiant Logistics by 261.4% during the 2nd quarter. Jump Financial LLC now owns 40,704 shares of the company’s stock worth $247,000 after buying an additional 29,442 shares during the period. Institutional investors and hedge funds own 53.59% of the company’s stock.

Analyst Upgrades and Downgrades

Separately, TD Cowen reaffirmed a “buy” rating on shares of Radiant Logistics in a research report on Tuesday. Two research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Radiant Logistics currently has a consensus rating of “Buy” and an average target price of $8.00.

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.