Radiant Logistics (NYSEAMERICAN:RLGT – Get Free Report) released 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 business had revenue of $214.14 million for the quarter, compared to analyst estimates of $214.02 million. Radiant Logistics had a net margin of 1.81% and a return on equity of 10.26%.
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 Stock Down 2.8%
NYSEAMERICAN:RLGT traded down $0.24 during trading hours on Wednesday, hitting $8.42. The stock had a trading volume of 96,230 shares, compared to its average volume of 157,312. The company has a current ratio of 1.59, a quick ratio of 1.59 and a debt-to-equity ratio of 0.13. Radiant Logistics has a 1-year low of $5.78 and a 1-year high of $8.73. The business has a 50 day simple moving average of $7.60 and a two-hundred day simple moving average of $6.95. The company has a market cap of $394.31 million, a PE ratio of 24.87 and a beta of 0.82.
Wall Street Analysts Forecast Growth
Read Our Latest Analysis on Radiant Logistics
Insider Activity 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 transaction, the chief financial officer directly owned 162,249 shares in the company, valued at approximately $1,135,743. This represents a 4.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 24.30% of the company’s stock.
Hedge Funds Weigh In On Radiant Logistics
Institutional investors and hedge funds have recently made changes to their positions in the business. XTX Topco Ltd lifted its stake in Radiant Logistics by 82.5% during the fourth quarter. XTX Topco Ltd now owns 26,707 shares of the company’s stock worth $169,000 after purchasing an additional 12,073 shares during the last quarter. Susquehanna Fundamental Investments LLC bought a new position in Radiant Logistics during the fourth quarter worth $115,000. Occudo Quantitative Strategies LP lifted its stake in Radiant Logistics by 100.4% during the fourth quarter. Occudo Quantitative Strategies LP now owns 20,553 shares of the company’s stock worth $130,000 after purchasing an additional 10,295 shares during the last quarter. Oxford Asset Management LLP bought a new position in Radiant Logistics during the fourth quarter worth $67,000. Finally, Schonfeld Strategic Advisors LLC bought a new position in Radiant Logistics during the fourth quarter worth $82,000. 53.59% of the stock is currently owned by hedge funds and other 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.
Featured Articles
- Five stocks we like better than Radiant Logistics
- 3 Sectors That Look Most Vulnerable Ahead of May 15
- Qualcomm Stock Doubles: New Era? Or Another False Start?
- 3 Industrial Stocks That Just Crushed Earnings
- A Quantum Shift: Why Speculative Money Is Ditching AI
Receive News & Ratings for Radiant Logistics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Radiant Logistics and related companies with MarketBeat.com's FREE daily email newsletter.
