The strong Q4 beat and positive commentary on domestic freight recovery, combined with a strengthened balance sheet (no net debt, extended credit facility), support a bullish thesis. Monitor the upcoming Q1 FY2027 results for confirmation of sustained revenue growth and margin expansion, and watch for acquisition announcements leveraging the expanded accordion.
Price Chart
Executive Summary
Radiant Logistics reported Q3 FY2026 (period ended March 31, 2026) EPS of $0.11, beating consensus of $0.09 by 22.2%. Revenue of $261.4M for the June quarter (Q4 FY2026) grew 18.5% YoY, driven by U.S. forwarding and international airfreight strength. The company also extended its credit facility to 2031 with improved terms and enters FY2027 with no net debt, positioning for organic and acquisition growth amid early signs of a domestic freight recovery.
Key Financial Metrics
Key Facts
- Q3 FY2026 EPS of $0.11 beat consensus of $0.09 by 22.2%
- Q4 FY2026 revenue of $261.4M grew 18.5% YoY from $220.6M
- Q4 FY2026 adjusted EBITDA of $10.4M grew 31.6% YoY, margin expanded 240 bps to 15.5%
- Net income attributable to Radiant of $7.5M in Q4 FY2026, up 53.1% YoY
- Extended $200M credit facility to August 2031, increased accordion to $100M, with no net debt as of June 30, 2026
- CEO cited Navegate platform traction, new agent program at Radiant Road & Rail, and constructive domestic freight market indicators
Financial Impact
Q4 FY2026 revenue $261.4M (+18.5% YoY), adjusted EBITDA $10.4M (+31.6% YoY), net income $7.5M (+53.1% YoY)
Risk Factors
- Freight market recovery may be slower or less durable than management anticipates
- Geopolitical and tariff uncertainties (U.S.-Canada, Houthi/Suez disruptions) could disrupt international operations
- Integration risks from future acquisitions and execution of new agent program
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302878063 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 3 | $8.72 | awaiting T+20 | — | $8.81 (+1.03%) |
Oct 9, 2026 17d ago | DEF 14A | $9.07 | awaiting T+20 | — | $8.81 (−2.87%) |
Sep 14, 2026 6w ago | Press Release | $9.81 $9.04 | ▼ −7.85% | ▼ −10.57% | $8.81 (−10.19%) |
Sep 3, 2026 7w ago | 8-K | $8.44 $9.25 | ▲ +9.60% | ▲ +8.99% | $8.81 (+4.38%) |
US Market Status
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