Radiant Logistics, Inc. (NYSE:RLGT) Q4 2021 Earnings Conference Call September 9, 2021 4:30 PM ET Company Participants Bohn Crain – Founder and Chief Executive Officer Todd Macomber – Chief Financial Officer Conference Call Participants Jason Seidl – Cowen Mark Argento – Lake Street Jeff Kauffman – Vertical Research Mike Vermut – Newland Capital Management, LLC Operator This afternoon, Bohn Crain, Radiant Logistics’ Founder and CEO; and Radiant’s Chief Financial Officer, Todd Macomber, will discuss financia ...

Radiant Logistics, Inc. (NYSE:RLGT) Q3 2021 Earnings Conference Call May 10, 2021 4:30 PM ET Company Participants Bohn Crain - Founder and Chief Executive Officer Todd Macomber - Chief Financial Officer Conference Call Participants Jason Seidl - Cowen Mark Argento - Lake Street Jeff Kauffman - Vertical Research Mike Vermut - Newland Capital Operator This afternoon, Bohn Crain, Radiant Logistics’ Founder and CEO and Radiant’s Chief Financial Officer, Todd Macomber, will discuss financial results for the comp ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-35392 RADIANT LOGISTICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organ ...

RADIANT. It's the Network that Delivers!® (NYSE American: RLGT) GLOBAL TRANSPORTATION & LOGISTICS Overview through FQ2 December 31, 2020 Disclaimer FORWARD- LOOKING STATEMENT This presentation and discussion includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and such statements are subject to the safe harbor created by those sections and the Private Securities Litigation Reform A ...

Radiant Logistics, Inc. (NYSE:RLGT) Q2 2021 Earnings Conference Call February 9, 2020 4:30 PM ET Company Participants Todd Macomber - SVP and CFO Arnold Goldstein - Chief Commercial Officer Conference Call Participants David Campbell - Thomson Davis & Company Operator Good afternoon ladies and gentlemen. This afternoon, Todd Macomber, Radiant's Chief Financial Officer will discuss financial results for the company's Second Fiscal Quarter Ended December 31st, 2020. Following his comments, we will open the fl ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 31, 2020 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 N/A (Former name, former address, and former fiscal year, if changed since last report) For the transition period from to Commission File Number 001-35392 RADIANT LOGISTICS, INC. (Exact name of reg ...

Radiant Logistics, Inc. (NYSE:RLGT) Q1 2021 Earnings Conference Call November 9, 2020 4:30 PM ET Company Participants Bohn Crain - Founder, Chairman & Chief Executive Officer Todd Macomber - Senior Vice President & Chief Financial Officer Conference Call Participants Jason Seidl - Cowen Mark Argento - Lake Street Capital David Campbell - Thomson Davis & Company Operator This afternoon, Bohn Crain, Radiant Logistics' Founder and CEO; and Radiant's Chief Financial Officer, Todd Macomber, will discuss financia ...

Financial Data and Key Metrics Changes - For Q4 2020, the company reported revenues of $275.5 million, an increase from $204.6 million in Q4 2019, representing a growth of approximately 34.5% [15][16] - Adjusted EBITDA for Q4 2020 was $13.1 million, up from $11.0 million in Q4 2019, indicating a growth of approximately 19.4% [8][18] - Net income attributable to common stockholders for Q4 2020 was $4.7 million, compared to $4.5 million in Q4 2019, reflecting a 4.6% increase [15][16] - For the full fiscal year, revenues decreased to $855.2 million from $890.5 million in the previous year, a decline of approximately 3.9% [18][19] - Adjusted net income for the full year was $25.6 million, down from $26.6 million, a decrease of approximately 3.8% [20] Business Line Data and Key Metrics Changes - The company experienced strong performance in life sciences, food and beverage, and consumer packaged goods (CPG) sectors, which are expected to continue performing well [26] - The humanitarian aid category, particularly in PPE, contributed significantly to revenue, although it involved low-margin international air charters [30] Market Data and Key Metrics Changes - Overall demand for transportation services has been significantly impacted globally, but there are signs of slow and steady improvement across various industry verticals [12] - The company has maintained a strong balance sheet with $34.8 million in cash and net debt of $17.1 million, providing financial flexibility to navigate market challenges [11] Company Strategy and Development Direction - The company aims to leverage its multi-brand strategy and scalable technology platform to emerge stronger post-pandemic [55] - Future acquisition opportunities are being considered as the company has maintained low leverage and preserved liquidity during the economic downturn [9][32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the economy's recovery and the potential for increased demand in various sectors, particularly life sciences [12][26] - The company plans to restore employee salaries and rehire furloughed employees as conditions improve [13] Other Important Information - The company has paused its stock buyback program and acquisition efforts to preserve liquidity during the pandemic [9][44] - Management highlighted the importance of maintaining strong relationships with organizations like FEMA for future project opportunities [48] Q&A Session Summary Question: Are there any verticals showing increased strength as the business turns around? - Management noted strong performance in life sciences, food and beverage, and CPG sectors, expecting continued resilience in these areas [26] Question: How did PPE transactions come about and what is their margin profile? - Management explained that PPE involved low-margin international air charters, leading to high revenues but lower gross margin percentages [30] Question: How has the approach to acquisitions changed in the current environment? - Management indicated that the company is in a strong position with low leverage and cash reserves, allowing for potential acquisition opportunities as they arise [32] Question: What is the status of the stock buyback program? - Management confirmed that the buyback program was paused due to the pandemic, with plans to evaluate it based on liquidity and acquisition opportunities [44] Question: How can project work offset improving fundamentals in the core business? - Management emphasized the diversity of the customer base and service offerings, which can balance out varying market cycles [47]

Financial Data and Key Metrics Changes - For Q3 2020, the company reported net income attributable to common stockholders of $53,000 on revenues of $177.2 million, a decrease from $2,932,000 on $206 million of revenues in Q3 2019, representing a decline of approximately $2,879,000 [20][21] - Adjusted net income for Q3 2020 was $3,965,000, down from $5,579,000 in Q3 2019, a decrease of approximately 28.9% [21] - Adjusted EBITDA for Q3 2020 was $6,057,000, compared to $8,437,000 in Q3 2019, a decrease of approximately 28.2% [22] - For the nine months ended March 31, 2020, net income was $5,875,000 on revenues of $579.7 million, down from $9,270,000 on $685.9 million in the same period of 2019, a decrease of approximately 36.6% [23][24] - Adjusted EBITDA for the nine months ended March 31, 2020, was $25,110,000, down from $29,749,000 in the prior year, a decrease of approximately 15.6% [24] Business Line Data and Key Metrics Changes - The company has a more significant focus on contract business rather than spot rates in its brokerage unit, with the Radiant Clipper business being predominantly intermodal [31] - The company has experienced varied performance across different segments, with some areas, such as food and beverage, performing better than others like tradeshow and cruise line services [28] Market Data and Key Metrics Changes - The company noted a significant contraction in demand due to the COVID-19 pandemic, impacting various sectors including airline, retail, and hospitality [10][12] - The company has been actively involved in delivering essential goods during the pandemic, which has somewhat mitigated the overall negative impact on its business [12][30] Company Strategy and Development Direction - The company shifted its focus to four key objectives during the pandemic: ensuring employee safety, maintaining supply chain continuity, protecting economic security, and mitigating the impacts of the economic slowdown [6][8] - The company has suspended acquisition opportunities and stock buyback programs while deferring discretionary technology investments to manage costs effectively [14][19] - The company aims to emerge from the pandemic as a stronger competitor by leveraging its non-asset-based business model and maintaining a disciplined capital allocation strategy [17][56] Management's Comments on Operating Environment and Future Outlook - Management expressed uncertainty about the near-term recovery but noted that the economy will eventually rebound, creating opportunities for the company to support customers in revitalizing their supply chains [18][30] - The company anticipates that the adverse effects of COVID-19 will continue to impact financial results for the foreseeable future, but it remains optimistic about long-term prospects [17][30] Other Important Information - The company has implemented workforce reduction measures, including salary cuts and furloughs, to manage costs during the downturn [7][8] - The company has launched the Radiant Spark program to incentivize strategic operating partners to pursue new business while ensuring credit quality [43][45] Q&A Session Summary Question: How does the company expect the business to trend as the economy recovers? - Management indicated that while there are positive developments, visibility remains limited, and certain segments are performing better than others [27][28] Question: What is the mix of business between contract and transactional in the brokerage unit? - The company is more heavily weighted on the contract side, with intermodal business being predominant [31] Question: Has the downturn caused a reevaluation of the business mix going forward? - Management stated that the diversified nature of the business remains beneficial, and there are no intentions to abandon any segments [34] Question: What conditions would allow the company to resume M&A activities? - Management indicated that they would need to see improvements in the health of their underlying business and better visibility into market conditions [48] Question: What is the liquidity profile of the company? - The company has a cash flow-based credit facility with a limit based on EBITDA, allowing access to funds while maintaining financial discipline [51][53]

RADIANT, It's the Network that Delivers!® (NYSE American: RLGT) GLOBAL TRANSPORTAT & LOGISTICS RADIAN AIRGROUP RADIANT. CLIPPER. Disclaimer FORWARD- LOOKING STATEMENT This presentation and discussion includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and such statements are subject to the safe harbor created by those sections and the Private Securities Litigation Reform Act of 19 ...