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RLRLGT

Radiant Logistics, Inc.

$RLGT·$408M·Integrated Freight & Logistics·Industrials
$8.64+1.1%YTD+35.5%1Y+39.9%
Price updated 5m ago·X counts updated 11d ago
RLRLGT
$RLGTRadiant Logistics, Inc.
$8.64+1.05%33 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RLGT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

33X posts · last 7 days
Sep 7Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RLGT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-24

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Radiant Logistics jumped on the earnings print — but the Seeking Alpha downgrade to Sell captures the honest post-spike caution.

Radiant Logistics is a non-asset-based third-party logistics (3PL) provider — freight forwarding, brokerage, and customs services. Up 37% year-to-date at 65% of the 52-week range on Q4 earnings-driven rally.

  • The fundamentals are actually working: Q4 revenue up 18.5% year-over-year at 43% gross margin and 4.7% operating margin — the specific transition to full-year positive momentum after Q3 2025's flat print. 3.4% free-cash-flow yield at 21x P/E is fair.
  • The analyst downgrade is real: Seeking Alpha piece explicitly titled 'Sell The Earnings Stock Price Spike' captures the honest post-rally caution — sometimes the market moves too far too fast on a single quarter.
  • Insider tape shows small-dollar tax-related activity, not conviction directional selling — nothing thesis-changing.

November 9 earnings — freight-forwarding revenue trajectory, customs and brokerage segment growth, and any specific new-customer disclosure is what breaks the coil upward; another sequential revenue decline or a fresh freight-cycle softening is the first real crack.

What to watch: November 9 earnings — freight-forwarding revenue trajectory, customs and brokerage segment growth, new-customer disclosure; strong revenue plus new customer wins break the coil, a sequential revenue decline is the first crack.

On the calendar: 2026-11-09 — Q1 earnings

Read the AI verdict on $RLGT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Third-party logistics broker offering air, ocean, and ground freight solutions across North America and Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $RLGT.

Integrated Freight & Logistics · Industrials

UPS's deliberate Amazon-volume reduction is proving margin-accretive, validating selective-volume discipline over tonnage chasing. FedEx Freight LTL spin-off shows 90% customer retention, and Citi upgrades across trucking names signal the broader freight-cycle recovery gaining conviction.

What this means for $RLGT

Direct beneficiary — Radiant Logistics is a North American 3PL broker; freight-cycle recovery improves air, ocean, and ground freight margins; smaller scale than CHRW but same directional benefit from tighter load-to-truck dynamics.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+5.4%YTD
+10.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 14, 2026$0.15$0.07+130.8%
Q1 2026May 11, 2026$0.11$0.06+83.3%
Q4 2025Feb 9, 2026$0.11$0.06+87.1%
Q3 2025Nov 10, 2025$0.03$0.06-48.7%
Next earningsMon, Nov 9·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$261.4M+18.5%43.2%4.7%$0.16$-12.8M
Q3 FY26$214.1M+0.1%14.6%1.3%$0.10$13.4M
Q2 FY26$232.1M-12.3%16.1%3.2%$0.11$11.6M
Q1 FY26$226.7M+11.3%16.7%0.9%$0.03$977K

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$903.8M$902.9M – $904.5M$0.29$0.23 – $0.362
FY27$949.0M$942.9M – $955.0M$0.34$0.28 – $0.403

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.62%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Todd MacomberCFO11.9K sh$110KSellJun 12Todd MacomberCFO43 sh$398SellJun 9Todd MacomberCFO13.1K sh$122KSellMay 28Todd MacomberCFO16.5K sh$138KSellMay 27Todd MacomberCFO33.5K sh$285KSellMar 31Todd MacomberCFO7.5K sh$53K
+ 12 other (4 exempts · 4 inkinds · 4 awards) in window

See when $RLGT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 38-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Radiant Logistics (RLGT) appointed David Buss as Senior Vice President and Chief Operating Officer effective August 31, 2026. Buss brings over 30 years of transportation and logistics executive experience, most recently as CEO of North America Cluster for DB Schenker from March 2020. A meaningful operations leadership hire — a seasoned logistics executive joining Radiant to support integration and growth execution.

8-KMaterial agreementAug 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Radiant Logistics (RLGT) entered into a new $200M syndicated revolving credit facility on August 7, 2026, under an Amended and Restated Credit Agreement with Bank of America as Administrative Agent (and Bank of Montreal and PNC Bank participating), replacing the prior August 5, 2022 agreement. Straightforward credit facility renewal providing Radiant $200M of revolving liquidity to support operations and acquisition funding.

+ 5 other (2 earnings 8-Ks · 1 10-K · 1 10-Q · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Radiant Logistics: Sell The Earnings Stock Price Spike (Rating Downgrade)seekingalpha.com·9d agoWhy Radiant Logistics Stock Topped the Market on Tuesdayfool.com·10d agoRadiant Logistics, Waystar, Forgent Power Solutions And Other Big Stocks Moving Higher On Tuesdaybenzinga.com·10d agoRadiant Logistics, Inc. (RLGT) Q4 2026 Earnings Call Transcriptseekingalpha.com·11d agoRadiant Logistics Q4 Earnings Call Highlightsmarketbeat.com·11d ago

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Voices on X · last 7 days

No standout posts about $RLGT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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