On September 14, 2026, Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) reported fourth fiscal quarter outcomes for the period ended June 30, 2026. Revenue rose 18.5% to $261.4 million, web income jumped 53.1% to $7.5 million, and adjusted EBITDA climbed 31.6% to $10.4 million while adjusted EBITDA margin expanded 240 foundation factors to 15.5%.
The next day, Citizens upgraded the stock to Outperform from Market Perform with a $10 price goal.
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Bulls: Citizens Sees the Fourth Quarter As Proof the Freight Cycle is Turning
Citizens cited Radiant’s stronger than expected income growth and working margins for the improve, saying it is inspired by outcomes tied to additional help needed for Pacific typhoons and a stronger worldwide customs atmosphere, and expects Radiant’s acquisitions to choose up in 2027 and 2028.
The quarter supports that view.
US forwarding operations and worldwide airfreight both accelerated, spot charges and tender rejections moved larger late in the period, and capability stored exiting the home truckload and intermodal markets. Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) enters fiscal 2027 with zero web debt, $25.6 million in money, and an amended $200 million credit facility prolonged to August 2031 with its acquisition-focused accordion expanded to $100 million from $75 million. Navegate also continued to broaden its attain, as an enterprise buyer elevated its platform utilization to more than 1,400 distributors. During the quarter, the company also launched a new impartial agent program at Radiant Road & Rail.
Bears: The Full Year Moved in the Opposite Direction of the Quarter
Citizens’ improve on Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) is bullish, but the full-year numbers counsel more warning than its notice conveys. Full-year income grew just 3.5% to $934.4 million, a fraction of the fourth quarter’s tempo, while full-year adjusted EBITDA fell 5.4% to $36.7 million from $38.8 million, with the decline widening to $35.4 million after excluding a $1.3 million one-time adjustment.
Management famous that the enchancment in home truck brokerage toward the finish of the fourth quarter has yet to be totally captured in the reported figures. Ocean freight continues to face disruptions from the Strait of Hormuz concern and ongoing Houthi exercise affecting Suez Canal site visitors, while Canada launched new retaliatory tariffs in early September, creating further uncertainty for cross-border shippers.
What The Smart Money Sees
Royce & Associates raised its stake 11% to 2.79 million shares value $26.4 million as of the second quarter of 2026. First Eagle Investment Management elevated its place 7% to 552,507 shares value $5.23 million, and D. E. Shaw added 6% to attain 336,245 shares value $3.18 million.