Core Insights - Radiant Logistics exceeded quarterly expectations, with management noting that customers are becoming increasingly optimistic despite soft international ocean volumes [1] - The company is successfully rolling out Navegate, a proprietary global trade management platform, which is expected to drive organic growth [2] Financial Performance - Radiant reported revenue of $232 million for the fiscal second quarter, a decrease of $32 million year-over-year, and $3 million below consensus estimates [3] - Adjusted net income was $8.1 million, or 17 cents per share, which was 9 cents above consensus but 5 cents lower year-over-year [4] - The adjusted EBITDA was $11.8 million, down 2% year-over-year, impacted by a $5.9 million headwind from the previous year's hurricane project [4] Cash Position and Future Plans - The company ended the quarter with $32 million in cash, exceeding its debt and finance lease obligations by nearly $1 million [5] - Radiant has a $200 million credit facility to support stock buybacks, acquisitions, and converting third-party agent stations into company-owned operations [5] - Shares of RLGT rose 7.4% in after-hours trading following the earnings report [5]

As filed with the U.S. Securities and Exchange Commission on January 13, 2026. Registration No. 333-291047 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ AMENDMENT NO. 3 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________________ Duke Holding Inc. (Exact name of registrant as specified in its charter) _________________________________ | Nevada | 4220 | 99-4197970 | | --- | --- | --- | | (State or other juris ...

Core Insights - BlueGrace Logistics has acquired STB Freight Group, a 3PL provider, enhancing its logistics capabilities and customer offerings [1][4] - The acquisition allows STB customers to access BlueGrace's Managed Logistics platform, which includes advanced optimization and analytics tools [2][4] Company Overview - STB Freight Group is based in Michigan and specializes in freight transportation across various sectors, including retail, food, automotive, aerospace, and manufacturing, primarily in North America [1] - BlueGrace Logistics, headquartered in Tampa, Florida, serves over 10,000 customers and operates nine offices in the U.S. and Mexico, utilizing its BlueShip platform with over 250,000 carriers [3] Strategic Benefits - The merger provides STB customers with the scale and technology of a national managed transportation provider while maintaining personalized service [4] - This acquisition follows BlueGrace's earlier purchase of FreightCenter, which focused on less-than-truckload (LTL) services, indicating a strategic expansion in logistics capabilities [4]

Core Insights - RXO is experiencing a "squeeze" due to locked-in lower contractual rates and rising rates needed to fulfill those obligations, a situation likely affecting the broader 3PL sector [1][4] Financial Performance - RXO reported a net loss in its third quarter earnings, leading to a negative reaction from Wall Street and a decline in stock price [2] - The SONAR National Truckload Index indicated a rise in linehaul rates from $1.68 per mile to $1.80 per mile during the third quarter, ending at $1.72 per mile [5] Market Conditions - CEO Drew Wilkerson highlighted that the freight market is facing a tightening dynamic, with capacity exiting certain regions due to regulatory changes [4][6] - Approximately two-thirds of RXO's freight came from regions experiencing rate increases, despite a backdrop of weaker volume [6] Structural Changes - Wilkerson suggested that the current market changes, driven by regulatory enforcement, could represent one of the largest structural shifts in truckload supply since deregulation in the 1980s [7] - The freight market may enter a "higher for longer" phase if regulatory changes persist, potentially leading to a significant and permanent exit of truckload capacity from the market [8]

As filed with the U.S. Securities and Exchange Commission on October 24, 2025. Registration No. 333-[•] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________________ Duke Holding Inc. (Exact name of registrant as specified in its charter) _________________________________ | | | (State or other jurisdiction of incorporation or organization) (Primary Standard Industria ...

Core Insights - Radiant Logistics reported adjusted earnings per share of 11 cents for its fiscal fourth quarter, which was 3 cents lower year-over-year but 3 cents above consensus estimates [1] - The company experienced consolidated revenue of $221 million, reflecting a 7% year-over-year increase, although it fell short of analysts' expectations by $3 million [2] - The CEO indicated that the company anticipates near-term volatility due to ongoing U.S. trade and tariff negotiations [2] Financial Performance - Adjusted EBITDA for the quarter was $7.9 million, representing a 13% decline year-over-year, while full-year adjusted EBITDA for fiscal 2025 was $38.8 million, an increase of $7.6 million year-over-year [3] - The company executed six acquisitions during the year, including three agent stations, contributing $6 million to the year-over-year EBITDA increase [3] Strategic Moves - Radiant Logistics acquired an 80% stake in Mexico City-based Weport, a transportation and logistics provider, for an undisclosed amount [4] - The company ended the quarter with $23 million in cash and a $20 million outstanding balance on a $200 million credit facility, positioning itself to fund future acquisitions and share repurchases [5] Market Outlook - The CEO expressed optimism about a potential surge in global trade once tariff disputes are resolved, emphasizing the company's strategy to remain agile in response to tariff announcements [5] - Shares of Radiant Logistics (NYSE: RLGT) declined by 2.6% in after-hours trading following the earnings report [6]

Core Viewpoint - Odyssey Logistics has experienced a downgrade in its debt rating by Moody's Ratings, following a similar downgrade by S&P Global, indicating a bleak outlook for the freight market and the company's financial health [1][4]. Group 1: Rating Changes - Odyssey's Corporate Family Rating was downgraded from B2 to B3 by Moody's, with its probability of default rating also reduced to B3-PD from B2-PD [3][6]. - The senior secured first lien bank credit rating was cut to B3 from B2, placing it deep into the non-investment grade category, which is six notches below the investment grade cutoff [4][6]. - S&P Global had previously downgraded Odyssey's rating to B- in June, which is equivalent to Moody's B3 rating [4]. Group 2: Historical Context - The previous B2 rating had been affirmed by Moody's in March 2024 and July 2023, and it was raised to that level in August 2022 [7]. - Moody's had maintained a stable outlook on Odyssey's rating for three years before the recent downgrade, which is not typical as downgrades usually follow a negative outlook [5][6]. Group 3: Financial Metrics - Moody's anticipates that Odyssey's financial leverage will remain above a 7X debt/EBITDA level through the end of the year, indicating elevated debt ratios that are critical for assessing the company's financial position [8].

Group 1 - DSV A/S, the largest 3PL provider globally after acquiring Schenker, saw its stock price increase by over 18%, significantly outperforming the S&P 500's 7.1% gain, aligning with a Strong Buy rating [1] - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed investment analysis [1] - The analysis provided by the Aerospace Forum is rooted in a background in aerospace engineering, focusing on the industry's growth prospects and the implications of developments on investment strategies [1]