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RLGT Stock Analysis 2026 - RADIANT LOGISTICS, INC AI Rating

RLGT NYSE Arrangement of Transportation of Freight & Cargo DE CIK: 0001171155
Recently Updated • Analysis: Apr 9, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 RLGT Key Takeaways

Revenue: $458.8M
Net Margin: 1.4%
Free Cash Flow: $12.6M
Current Ratio: 1.59x
Debt/Equity: 0.00x
EPS: $0.14
AI Rating: SELL with 72% confidence

Is RLGT a Good Investment? Thesis Analysis

Claude

Revenue stagnation (0% YoY) combined with razor-thin margins (1.4% net, 12.1% gross) and declining profitability create a structurally challenged business model with deteriorating fundamentals. Despite a debt-free balance sheet, the company's inability to generate meaningful returns (2.9% ROE, 1.5% ROA) or capital appreciation opportunities makes it an unattractive investment.

Why Buy RLGT? Key Strengths

Claude
  • + Zero long-term debt eliminates refinancing risk and provides financial flexibility
  • + Positive operating and free cash flow ($14.8M OCF, $12.6M FCF) confirms operational viability
  • + Adequate liquidity with 1.59x current ratio and $31.9M cash position

RLGT Investment Risks to Consider

Claude
  • ! Complete revenue stagnation (0% YoY growth) indicates intense competitive pressures and pricing constraints
  • ! Declining net income (-0.8% YoY) paired with sub-industry-standard margins signals fundamental business deterioration
  • ! Abysmal returns on capital (2.9% ROE, 1.5% ROA) fail to compensate for equity risk; ROE below risk-free rates

Key Metrics to Watch

Claude
  • * Revenue growth acceleration from current 0% baseline
  • * Gross margin expansion (currently 12.1%, well below peers)
  • * Return on equity trajectory toward minimum 8-10% threshold for justifiable investment

RLGT Financial Metrics

Revenue
$458.8M
Net Income
$6.6M
EPS (Diluted)
$0.14
Free Cash Flow
$12.6M
Total Assets
$439.4M
Cash Position
$31.9M

💡 AI Analyst Insight

The relatively thin 2.8% FCF margin may limit capital allocation flexibility.

RLGT Profitability Ratios

Gross Margin 12.1%
Operating Margin 2.1%
Net Margin 1.4%
ROE 2.9%
ROA 1.5%
FCF Margin 2.8%

RLGT vs Default Sector

How RADIANT LOGISTICS, INC compares to Default sector averages

Net Margin
RLGT 1.4%
vs
Sector Avg 12.0%
RLGT Sector
ROE
RLGT 2.9%
vs
Sector Avg 15.0%
RLGT Sector
Current Ratio
RLGT 1.6x
vs
Sector Avg 1.8x
RLGT Sector
Debt/Equity
RLGT 0.0x
vs
Sector Avg 0.7x
RLGT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is RLGT Overvalued or Undervalued?

Based on fundamental analysis, RADIANT LOGISTICS, INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
2.9%
Sector avg: 15%
Net Profit Margin
1.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

RLGT Balance Sheet & Liquidity

Current Ratio
1.59x
Quick Ratio
1.59x
Debt/Equity
0.00x
Debt/Assets
47.4%
Interest Coverage
9.06x
Long-term Debt
$0.0

RLGT 5-Year Financial Trend & Growth Analysis

RLGT 5-year financial data: Year 2021: Revenue $889.1M, Net Income $10.5M, EPS $0.21. Year 2022: Revenue $1.5B, Net Income $2.9M, EPS $0.06. Year 2023: Revenue $1.5B, Net Income $44.5M, EPS $0.88. Year 2024: Revenue $1.1B, Net Income $20.6M, EPS $0.42. Year 2025: Revenue $902.7M, Net Income $7.7M, EPS $0.16.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: RADIANT LOGISTICS, INC's revenue has shown modest growth of 2% over the 5-year period. The most recent EPS of $0.16 reflects profitable operations.

RLGT Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.8%
Free cash flow / Revenue

RLGT Quarterly Performance

Quarterly financial performance data for RADIANT LOGISTICS, INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $184.6M -$703.0K $-0.02
Q2 2025 $201.1M $985.0K $0.02
Q1 2025 $203.6M $1.3M $0.03
Q3 2024 $184.6M -$703.0K $-0.02
Q2 2024 $201.1M $985.0K $0.02
Q1 2024 $210.8M $2.6M $0.05
Q3 2023 $244.2M $4.2M $0.08
Q2 2023 $278.1M $4.8M $0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

RLGT Capital Allocation

Operating Cash Flow
$14.8M
Cash generated from operations
Stock Buybacks
$3.5M
Shares repurchased (TTM)
Capital Expenditures
$2.2M
Investment in assets
Dividends
None
No dividend program

RLGT SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for RADIANT LOGISTICS, INC (CIK: 0001171155)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/ownership.xml View →
Feb 9, 2026 10-Q rlgt-20251231.htm View →
Feb 9, 2026 8-K rlgt-20260209.htm View →
Dec 11, 2025 4 xslF345X05/ownership.xml View →
Dec 3, 2025 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about RLGT

What is the AI rating for RLGT?

RADIANT LOGISTICS, INC (RLGT) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RLGT's key strengths?

Claude: Zero long-term debt eliminates refinancing risk and provides financial flexibility. Positive operating and free cash flow ($14.8M OCF, $12.6M FCF) confirms operational viability.

What are the risks of investing in RLGT?

Claude: Complete revenue stagnation (0% YoY growth) indicates intense competitive pressures and pricing constraints. Declining net income (-0.8% YoY) paired with sub-industry-standard margins signals fundamental business deterioration.

What is RLGT's revenue and growth?

RADIANT LOGISTICS, INC reported revenue of $458.8M.

Does RLGT pay dividends?

RADIANT LOGISTICS, INC does not currently pay dividends.

Where can I find RLGT SEC filings?

Official SEC filings for RADIANT LOGISTICS, INC (CIK: 0001171155) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RLGT's EPS?

RADIANT LOGISTICS, INC has a diluted EPS of $0.14.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RLGT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, RADIANT LOGISTICS, INC has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RLGT stock overvalued or undervalued?

Valuation metrics for RLGT: ROE of 2.9% (sector avg: 15%), net margin of 1.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy RLGT stock in 2026?

Our dual AI analysis gives RADIANT LOGISTICS, INC a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RLGT's free cash flow?

RADIANT LOGISTICS, INC's operating cash flow is $14.8M, with capital expenditures of $2.2M. FCF margin is 2.8%.

How does RLGT compare to other Default stocks?

Vs Default sector averages: Net margin 1.4% (avg: 12%), ROE 2.9% (avg: 15%), current ratio 1.59 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 9, 2026 | Data as of: 2025-12-31 | Powered by Claude AI