Radiant Logistics beat quarterly expectations on Monday after the market closed. Management from the company said on a call with analysts that customers are “growing increasingly bullish” even as international ocean volumes remain soft. It noted broad tightening in domestic truck capacity but said the impact hasn’t yet shown up in the financials. The Renton, Washington-based 3PL said it is having success with the rollout of Navegate, a proprietary global trade management platform. The offering aggregate ...

Financial Data and Key Metrics Changes - The company generated $11.8 million in Adjusted EBITDA for the second fiscal quarter ended December 31, 2025, reflecting a year-over-year increase of $5.7 million, or 93.4%, when excluding $5.9 million from Project Milton in the prior year [3][4] - Adjusted gross profit margin improved by 340 basis points to 27.3% compared to 23.9% in the year-ago period [4] - Net income attributable to Radiant Logistics decreased by approximately $1.162 million, or 18%, to $5.305 million on revenues of $232.1 million for the three months ended December 31, 2025 [9][10] - For the six months ended December 31, 2025, net income decreased by approximately $3.245 million, or 33%, to $6.598 million on revenues of $458.8 million [12] Business Line Data and Key Metrics Changes - Same-store growth contributed $3.6 million in U.S. operations, $1.4 million in Canadian operations, and $0.7 million from acquisitions [4] - Adjusted EBITDA margin expanded by 780 basis points to 18.6% when excluding the impact of Project Milton from the prior year [4] Market Data and Key Metrics Changes - The international and ocean imports market remains relatively soft, but there is a tightening of capacity with increasing tender rejection rates [17][18] - The company anticipates that the tightening capacity environment will positively affect overall margin characteristics in the upcoming quarter [18] Company Strategy and Development Direction - The company is focused on leveraging its proprietary global trade management platform, Navegate, to enhance visibility and decision-making in supply chain management [5] - The launch of Ray, an AI-powered agent, aims to streamline quote request administration and improve operational efficiencies [6] - The company plans to maintain a balanced approach to capital allocation through agent station conversions, acquisitions, and stock buybacks while investing in sales resources [8][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, noting a general bullish sentiment and improvement in growth excluding project cargo [17] - There are no immediate project opportunities from recent severe weather, but the company remains prepared for potential natural disaster-related work [19] - The company is experiencing positive feedback and interest in Navegate, indicating a compounding effect as more vendors are onboarded [20][21] Other Important Information - The company remains virtually debt-free with no net debt as of December 31, 2025, and has a $200 million credit facility [7] - The stock buyback program resulted in the acquisition of $2.7 million of the company's stock during the quarter [7] Q&A Session Summary Question: Current demand environment and project work from severe weather - Management noted a generally bullish sentiment in the market, with some improvement in growth excluding project cargo, while international imports remain soft [17] - No project work is currently on the books from severe weather, but the company is monitoring the situation [19] Question: Expected revenue from Navegate this year - Management refrained from providing specific revenue numbers but highlighted positive feedback and increasing interest from vendors as they onboard onto the platform [20][21]

Well positioned with low leverage and acquisition and organic growth drivers; Advancing digital transformation with Navegate platform; and Launch of Company's first AI Agent, "Ray", to streamline international operations RENTON, Wash., Feb. 9, 2026 /PRNewswire/ -- Radiant Logistics, Inc. (NYSE American: RLGT), a technology-enabled global transportation and value-added logistics services company, today reported financial results for the three and six months ended December 31, 2025. Financial Highlights – Thr ...

Core Insights - Radiant Logistics, Inc. reported financial results for the three months ended September 30, 2025, showing revenue growth and strategic acquisitions while facing challenges in the freight environment [1][6][8]. Financial Performance - Revenues reached $226.7 million, an increase of $23.1 million or 11.3% compared to $203.6 million in the same period last year [6][10]. - Gross profit was $57.1 million, up $3.0 million or 5.5% from $54.1 million year-over-year [6][10]. - Adjusted net income was $4.5 million, down $3.4 million or 43.0% from $7.9 million in the prior year [6][11]. - Adjusted EBITDA was $6.8 million, a decrease of $2.7 million or 28.4% compared to $9.5 million in the same period last year [6][12]. Acquisition Activity - The company acquired an 80% ownership interest in Weport, S.A. de C.V., a Mexico-based logistics company, effective September 1, 2025 [3][9]. - The acquisition is structured to include a portion of the purchase price contingent on future performance and integration milestones [4]. Stock Buy-Back Program - Radiant Logistics repurchased 139,992 shares at an average cost of $5.96 per share, totaling $0.8 million during the quarter [5][9]. - An additional 341,466 shares were purchased post-quarter for $2.0 million [7][9]. Management Commentary - CEO Bohn Crain highlighted the company's solid financial results despite a challenging freight environment, emphasizing growth from acquisitions and organic opportunities in contract logistics and technology services [8][9]. - The company remains virtually debt-free with a net debt of approximately $2.0 million as of September 30, 2025, relative to a $200.0 million credit facility [9]. Future Outlook - The company plans to continue a balanced approach to capital allocation, focusing on agent station conversions, synergistic acquisitions, and stock buybacks while investing in sales resources and technology deployment [9].