Radiant Logistics (RLGT) Bets $100M On A Freight Rebound

Radiant Logistics (RLGT) reported Q4 revenue up 18.5% to $261.4M, net income up 53.1% to $7.5M, and adjusted EBITDA up 31.6% to $10.4M. Citizens upgraded RLGT to Outperform with a $10 target, citing strong Q4 results and expectations for future acquisitions. However, full-year revenue grew only 3.5% to $934.4M, and adjusted EBITDA fell 5.4% to $36.7M. Management noted ongoing disruptions in ocean freight and new tariffs. Hedge funds like Royce & Associates increased stakes. RLGT trades at 11.68x

Radiant Logistics (RLGT) stock rose nearly 20% after reporting fiscal Q4 revenue of $261M (up 19% YoY) and GAAP net income of $7.5M (up 53% YoY), beating analyst estimates. The company attributed gains to increased U.S. forwarding and international airfreight volumes. However, it warned of global economic uncertainty and potential market volatility.

Radiant Logistics (RLGT) reported Q4 2026 revenue of $261.4M, up 18.5%, and net income of $7.5M, up 53.1%. Adjusted EBITDA rose 31.6% to $10.4M. Growth was driven by U.S. forwarding and airfreight, with organic revenue growth at 8%. The company extended its $200M credit facility to 2031 and maintained a net-cash position. Management highlighted growth from Navegate platform and improved truck brokerage recovery.

RADIANT LOGISTICS, INC (RLGT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 RADIANT LOGISTICS ANNOUNCES RESULTS FOR THE FOURTH fiscal quarter and year ENDED June 30, 2026 Fourth-quarter growth accelerates across revenue, profitability and margin; Company positioned for future growth with extended and enhanced $200 million credit facility, an

Radiant Logistics completed an amended and restated $200.0 million secured revolving credit facility, refinancing a prior $200.0 million line due Aug. 5, 2027. The new five-year term extends maturity to 2031, adds a $100.0 million accordion, and sets SOFR plus 137.5 to 212.5 bps pricing. As of Mar. 31, 2026, $25.0 million was drawn.

Tesla (TSLA) reported Q3 2026 vehicle deliveries of 486,532, up 1.3% QoQ but down 2.1% YoY. Production was 464,391 units. Energy business grew 10.5% YoY to 13.7 GWh. Full Self-Driving subscription data will be released with Q3 earnings on October 21.