Radiant Logistics(NYSEMKT) RLGT

Radiant helps businesses move large goods around the world. It organizes shipping by air, sea, and land for many different industries. The company manages complex supply chains using a network of global partners.

Freight, Warehouses, and Borders

• Transportation Services: Arranging freight movement via air, ocean, truckload, and rail; accounts for roughly 94% of revenue in the quarter ended December 31, 2025.
• Value-Added Services: Providing warehouse management, distribution, and customs clearance; represents approximately 6% of revenue in the quarter ended December 31, 2025.
• Intermodal Solutions: Coordinating shipments that move in trailers or containers using a combination of trucks and trains to increase efficiency.
• Customs Brokerage: Managing the paperwork and taxes required to move commercial goods across international borders for diverse customers.

Expanding the Regional Footprint

• Acquired an 80% stake in Weport in September 2025 to gain a foothold in the Mexican logistics market.
• Approved a plan in November 2025 to repurchase up to 5 million shares of common stock through 2027.
• Secured a $200 million credit facility with lenders including Bank of America to support future business acquisitions.
• Integrated more than 100 operating locations across North America to provide a broad regional service network.

Building a Flexible Network

Radiant uses an asset-light model that avoids the high costs of owning a private fleet of planes or trucks. It operates through over 100 locations, combining company-owned offices with independent strategic partners to handle global logistics shipments.

Key Performance Figures

• Revenue was $232.1 million in the quarter ended December 31, 2025, down 12.3% from the previous year.
• Net income reached $5.3 million for the three months ended December 31, 2025, an 18% decrease year-over-year.
• Operating cash flow was $12.4 million in the second fiscal quarter of 2026, down 21.2% from the same period last year.
• Free cash flow hit $11.6 million in the quarter ended December 31, 2025, a 17.7% drop from 2024 levels.
• Total cash and cash equivalents increased to $31.9 million as of December 31, 2025.

Bottom Line

Radiant has transitioned into a comprehensive North American logistics provider through strategic acquisitions and a flexible partner network. Its ability to scale without heavy asset ownership helps it adapt to changing global trade demands.