Radiant Logistics, Inc. (RLGT) Q1 2026 Earnings Call Transcript
Radiant Logistics, Inc. ( RLGT ) Q1 2026 Earnings Call November 10, 2025 4:30 PM EST Company Participants Bohn Crain - Founder, CEO & Chairman Todd Macomber - Senior VP, CFO & Treasurer Conference Call Participants Jason Seidl - TD Cowen, Research Division Jeffrey Kauffman - Vertical Research Partners, LLC Mark Argento - Lake Street Capital Markets, LLC, Research Division Michael Vermut - Newland Capital Management, LLC Presentation Operator Good afternoon. Welcome to Radiant Logistics, Inc. financial discussion for the first fiscal quarter ended September 30, 2025.
Radiant Logistics, Inc. (RLGT) Q4 2025 Earnings Call Transcript
Radiant Logistics, Inc. (NYSE:RLGT ) Q4 2025 Earnings Call September 15, 2025 4:30 PM EDT Company Participants Bohn Crain - Founder, CEO & Chairman Todd Macomber - Senior VP, CFO & Treasurer Conference Call Participants Elliot Alper - TD Cowen, Research Division Mark Argento - Lake Street Capital Markets, LLC, Research Division Jeffrey Kauffman - Vertical Research Partners, LLC Michael Vermut - Newland Capital Management, LLC Presentation Operator Good afternoon. Welcome to Radiant Logistics' Inc.'s Financial Discussion for Fourth Fiscal Quarter and Year Ended June 30, 2025.
Radiant Logistics: The Stock Is Waiting For The Bullwhip Effect
Radiant Logistics' stock has declined due to trade disruptions, but fundamentals remain strong with year-on-year revenue and profit growth. Q3 2025 results show improved operating margins and profitability, driven by capacity exits and converting agent stations to fully owned stations. Despite thin margins and macroeconomic headwinds, Radiant Logistics is navigating the environment well and continues to show operational resilience.
Radiant Logistics, Inc. (RLGT) Q3 2025 Earnings Call Transcript
Radiant Logistics, Inc. (NYSE:RLGT ) Q3 2025 Earnings Conference Call May 12, 2025 4:30 PM ET Company Participants Bohn Crain – Founder and Chief Executive Officer Todd Macomber – Chief Financial Officer Conference Call Participants Elliot Alper – Cowen Jeff Kauffman – Vertical Research Partners Operator Greetings and welcome to the Radiant Logistics Third Quarter Fiscal Year 2025 Earnings Call. At this time all participants are on a listen-only mode and a question-and-answer session will follow the formal presentation.
Radiant Logistics: Fair Value With M&A Opportunities To Boost Long-Term Growth
Radiant Logistics faces elevated risks due to global trade wars, which could impact margins and demand for freight and logistics services. Despite a 10% stock price decline since my buy rating, Radiant Logistics still shows market outperformance with an 8.5% increase. Second quarter sales rose 31.5%, driven by project charters and acquisitions, with profits jumping from $1.66 million to $8.7 million.
Radiant Logistics, Inc. (RLGT) Q2 2025 Earnings Call Transcript
Radiant Logistics, Inc. (NYSE:RLGT ) Q2 2025 Results Conference Call February 10, 2025 4:30 PM ET Company Participants Bohn Crain - Founder and CEO Todd Macomber - CFO Conference Call Participants Elliot Alper - TD Cowen Mark Argento - Lake Street Capital Kevin Gainey - Thompson Davis Jeff Kauffman - Vertical Research Partners Operator Greetings, welcome to Radiant Logistics Financial Discussion for Second Fiscal Quarter Ended December 31st, 2024. This afternoon, Bohn Crain, Radiant Logistics, Founder and CEO; and Radiant's Chief Financial Officer, Todd Macomber, will provide a general business update and discuss financial results for the company's second fiscal quarter and six months end, December 31st, 2024.
Radiant Logistics: A High-Risk Investment Opportunity
Initiated a buy rating for Radiant Logistics in August 2024, resulting in an 18.4% stock gain versus 6.7% for the S&P 500. Despite a 3.5% revenue decline in Q1 FY25, Radiant Logistics maintained stable profits by reducing variable costs, showcasing effective cost control. Radiant Logistics has minimal debt, making it fair to value the company at its elevated median EV/EBITDA, implying a 27% upside to $9.41.
Raidant Logistics, Inc. (RLGT) Q1 2025 Earnings Call Transcript
Raidant Logistics, Inc. (NYSE:RLGT ) Q1 2025 Earnings Conference Call November 12, 2024 4:30 PM ET Company Participants Bohn Crain - Founder and CEO Todd Macomber - CFO Conference Call Participants Jason Seidl - TD Cowen Jeff Kauffman - Vertical Research Partners Mark Argento - Lake Street Capital Kevin Gainey - Thompson Davis Operator Good afternoon, Bohn Crain, Radiant Logistics' Founder and CEO and Radiant's Chief Financial Officer, Todd Macomber will provide a general business update and discuss financial results for the company's first fiscal quarter ended September 30, 2024. Following their comments, we will open the call to questions.
Radiant Logistics, Inc. (RLGT) Q4 2024 Earnings Call Transcript
Radiant Logistics, Inc. (NYSE:RLGT ) Q4 2024 Earnings Conference Call September 12, 2024 4:30 PM ET Company Participants Bohn Crain - Founder & CEO Todd Macomber - CFO Conference Call Participants Elliot Alper - TD Cowen Kevin Gainey - Thompson, Davis & Company, Inc. Jeff Kauffman - Vertical Research Operator This afternoon, Bohn Crain, Radiant Logistics' Founder and CEO and Radiant's Chief Financial Officer, Todd Macomber will provide a general business update and discuss financial results for the company's fourth fiscal quarter and year ended June 30, 2024. Following their comments, we will open the call to questions.
Radiant Logistics: A High Risk, High Reward Growth Opportunity
Radiant Logistics, a non-asset based 3PL service provider, has grown significantly but faces thin margins and macroeconomic risks. Despite a 24.4% revenue decline in Q3, the company managed to flex costs down, though operating income turned negative. Opportunities include M&A for market share and converting agent stations to company-owned, potentially improving margins.
Radiant Logistics Looks Cheap But The Core Market Remains Under Pressure (Rating Downgrade)
The company's revenues declined by 24.4% year on year to $184.6 million while the operating income was negative in Q3 FY24. Radiant Logistics is operating in a challenging market, and I think Q4 FY24 could be another tough quarter. The company still looks undervalued, and I think it could book an EBITDA of about $44 million by FY26.
