Radiant Logistics, Inc. (RLGT) AI Stock Analysis

NYSE American: RLGTAI research summary: business, growth, valuation, analysts, bull and bear case.

RLGT AI stock analysis summary

AI Research

Radiant Logistics, Inc. (RLGT) is a third-party logistics company providing domestic and international freight forwarding and supply chain solutions. For FY2026, the company generated $934.4M in revenue and $18.8M in net income, reflecting a return to top-line growth after post-2022 normalization. Its balance sheet shows net debt of $54.7M alongside a conservative debt-to-equity ratio of 0.33.

Market cap
$422.3M
Revenue (TTM)
$934.4M
P/E
23.1x
fwd 11.7x
1Y return
48.3%
S&P 500 16.8%
Avg. target
$11.00
22.4% vs last close

Bull case

  • Quarterly revenue grew 18.5% year-over-year in the period ended June 30, 2026, alongside a 60.1% surge in quarterly net earnings.
  • The stock trades at a forward P/E of 11.7x and an EV/EBITDA of 11.6x, below the US-listed Industrials medians of 17.2x and 13.9x.
  • Free cash flow reached $13.2M in FY2026, supporting $3.5M in share repurchases while debt-to-equity remains modest at 0.33.

Bear case

  • Trailing net profit margin is thin at 2.0%, well below the peer group median operating margin of 11.7%.
  • Consensus estimates project diluted EPS to decrease by 9.6% to $0.47 for the fiscal year ending June 30, 2027.
  • Revenue growth over the 5-year period from FY2021 to FY2026 reflects a modest CAGR of just 0.8% after significant post-FY2022 contraction.

What Radiant Logistics does

Radiant Logistics, Inc. operates as a third-party logistics provider delivering integrated transportation and supply chain management services across the United States and Canada. Domestically, the company arranges air, ground, and specialized freight services. Internationally, it provides air and ocean freight forwarding along with import and export management. Complementing its freight operations, Radiant Logistics offers contract logistics, asset recovery, warehousing and distribution, trade show logistics, and project management. The company serves diverse end markets, including aviation, automotive, electronics, high tech, healthcare, pharmaceuticals, retail, humanitarian, military, and government sectors.

Growth and profitability

Revenue for FY2026 reached $934.4M, up 3.5% from $902.7M in FY2025, continuing a recovery following declines of 25.6% in FY2023 and 26.1% in FY2024 from its peak of $1.46B in FY2022. Over the five years from FY2021 to FY2026, revenue expanded at a CAGR of 0.8%. Operating margin stood at 2.0% in FY2026, compared to 2.3% in FY2025 and 1.2% in FY2024. FY2026 net income increased to $18.8M from $17.3M, yielding diluted EPS of $0.52. Momentum accelerated in the quarter ended June 30, 2026, where quarterly revenue grew 18.5% year-over-year and quarterly earnings rose 60.1%.

RLGT income statement →

Balance sheet and cash flow

As of June 30, 2026, Radiant Logistics held $25.6M in cash and short-term investments against total debt of $80.3M, resulting in net debt of $54.7M. Total assets were $444.4M and shareholders' equity stood at $241.5M. The company maintains a current ratio of 1.60 and a debt-to-equity ratio of 0.33. Operating cash flow totaled $17.5M in FY2026, funding capital expenditures of $4.3M to generate free cash flow of $13.2M. Capital allocation in FY2026 included $3.5M spent on share buybacks, contributing to a 4.2% reduction in share count over five years.

RLGT balance sheet →

Valuation and performance

RLGT carries a market capitalization of $422.3M and an enterprise value of $461.3M. The stock trades at a trailing P/E of 23.1x and a forward P/E of 11.7x, both lower than the median of its US-listed Industrials peers at 24.8x and 17.2x, respectively. Its price-to-sales multiple of 0.5x and EV/EBITDA of 11.6x also sit below the peer group medians of 1.5x and 13.9x. Over the past year, RLGT returned 48.3%, outperforming the S&P 500 ETF (SPY) return of 16.8%, though its 5-year return of 46.4% trails the benchmark return of 83.0%.

RLGT key metrics →

What analysts expect

Wall Street coverage includes 4 Strong Buy ratings, with zero Buy, Hold, or Sell recommendations. The consensus mean price target is $11.00, representing an upside of 22.4% over the last close of $8.99. For the fiscal year ending June 30, 2027, consensus estimates forecast revenue of $980.7M and an EPS of $0.47, implying a 9.6% decline in EPS. Radiant Logistics beat earnings estimates in 3 of the last 4 quarters. The next earnings report is scheduled for November 9, 2026.

RLGT forecast and price target →

Key risks and what to watch

  • Operating margins of 2.0% leave the company sensitive to fluctuations in freight rates or unexpected cost increases.
  • Total debt of $80.3M compared to cash of $25.6M results in net debt of $54.7M that requires ongoing operating cash generation.
  • The consensus analyst outlook models a 9.6% decline in EPS for the fiscal year ending June 30, 2027, despite projected top-line growth to $980.7M.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this RLGT AI stock analysis

This page is an AI-written research summary of Radiant Logistics, Inc. (RLGT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: RLGT income statement, RLGT balance sheet, RLGT key metrics, RLGT analyst forecast, RLGT chart. See the RLGT stock overview for the latest quote and news.

RLGT AI stock analysis FAQ

Does Radiant Logistics pay a dividend?

No, Radiant Logistics does not currently pay a dividend. Capital is deployed toward reinvestment, such as $4.3M in FY2026 capital expenditures, and share buybacks totaling $3.5M.

What are analysts' price targets for RLGT?

The 4 covering analysts have a unanimous Strong Buy rating on the stock with a mean price target of $11.00. This implies potential upside of 22.4% from the October 16, 2026 closing price of $8.99.

How leveraged is Radiant Logistics' balance sheet?

Radiant Logistics holds $25.6M in cash and $80.3M in total debt, resulting in net debt of $54.7M as of June 30, 2026. Its debt-to-equity ratio is 0.33 and its current ratio is 1.60.

When does Radiant Logistics report its next earnings?

The company is scheduled to report its next financial results on November 9, 2026.

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