Radiant Logistics, Inc. (RLGT)

AMEXIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-23

$8.72+0.23%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Radiant Logistics, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	247.65M
EPS	—	0.09
Annual ending 2027-06-30
Revenue	—	980.71M
EPS	—	0.38
Annual ending 2028-06-30
Revenue	—	1.03B
EPS	—	0.45

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Share buybacks continue as planned through 2027	A supporting condition in Radiant Logistics, Inc.'s published investment case. The stated target is Maintain buyback authorization and execution through 2027.	Intact	Buyback program is halted or significantly reduced before 2027	Buyback program active (Aug 2026 announcement) August 2026 8-K filing confirms share buyback announcement and credit facility amendment. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
EPS stays at or above $0.10 in fiscal 2026-Q4	A primary condition in Radiant Logistics, Inc.'s published investment case. The stated target is >= $0.10.	Intact	EPS falls below $0.10 in 2026-Q4	Diluted EPS: $0.16 per share FY2026-Q4; GAAP. Published target: >= $0.10. The target does not explicitly identify fiscal versus calendar quarters. Source published Sep 14, 20260.16 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q4 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q4. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue reaches at least $903 million in fiscal 2026	A primary condition in Radiant Logistics, Inc.'s published investment case. The stated target is >= $902.7 million.	Intact	Revenue falls below $902.7 million in 2026-Q4	Revenue: $261.436M FY2026-Q4; GAAP. Published target: >= $902.7 million. The target does not explicitly identify fiscal versus calendar quarters. Source published Sep 14, 2026261,436,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q4 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q4. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-06-30 · fmp

FY2028 EPS: comparable history unavailable.

FY2028 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-09-15	Unavailable	Unavailable	1 / 1
2026-09-16	Unavailable	Unavailable	1 / 2
2026-09-17	Unavailable	Unavailable	1 / 2
2026-09-18	Unavailable	Unavailable	1 / 2
2026-09-19	Unavailable	Unavailable	1 / 2
2026-09-20	Unavailable	Unavailable	1 / 2
2026-09-21	Unavailable	Unavailable	1 / 2
2026-09-22	Unavailable	Unavailable	1 / 2
2026-09-23	Unavailable	Unavailable	1 / 2
2026-09-24	Unavailable	Unavailable	1 / 2
2026-09-25	Unavailable	Unavailable	1 / 2
2026-09-26	Unavailable	Unavailable	1 / 2
2026-09-27	Unavailable	Unavailable	1 / 2
2026-09-28	Unavailable	Unavailable	1 / 2
2026-09-29	Unavailable	Unavailable	1 / 2
2026-09-30	Unavailable	Unavailable	1 / 2
2026-10-01	Unavailable	Unavailable	1 / 2
2026-10-02	Unavailable	Unavailable	1 / 2
2026-10-03	Unavailable	Unavailable	1 / 2
2026-10-04	Unavailable	Unavailable	1 / 2
2026-10-05	Unavailable	Unavailable	1 / 2
2026-10-06	Unavailable	Unavailable	1 / 2
2026-10-07	Unavailable	Unavailable	1 / 2
2026-10-08	Unavailable	Unavailable	1 / 2
2026-10-09	Unavailable	Unavailable	1 / 2
2026-10-10	Unavailable	Unavailable	1 / 2
2026-10-11	Unavailable	Unavailable	1 / 2
2026-10-12	Unavailable	Unavailable	1 / 2
2026-10-13	Unavailable	Unavailable	1 / 2
2026-10-14	Unavailable	Unavailable	1 / 2
2026-10-15	Unavailable	Unavailable	1 / 2
2026-10-16	Unavailable	Unavailable	1 / 2
2026-10-17	Unavailable	Unavailable	1 / 2
2026-10-18	Unavailable	Unavailable	1 / 2
2026-10-19	Unavailable	Unavailable	1 / 2
2026-10-20	Unavailable	Unavailable	1 / 2
2026-10-21	Unavailable	Unavailable	1 / 2
2026-10-22	Unavailable	Unavailable	1 / 2
2026-10-23	Unavailable	Unavailable	1 / 2
2026-10-24	Unavailable	Unavailable	1 / 2

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	3	0
2026-06-01	2	0
2026-07-01	2	1
2026-08-01	2	1
2026-09-01	3	1
2026-10-01	3	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

EPS stays at or above $0.10 in fiscal 2026-Q4Diluted EPS: $0.16 per share
Revenue reaches at least $903 million in fiscal 2026Revenue: $261.436M

Next proof point

Nov 9, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-17.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Radiant Logistics, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

RLGT is a freight and logistics business with a multi-year view that depends on steady execution and industry conditions. The thesis is intact, though confidence has eased from high to medium and the evidence does not point to a clear turnaround or rapid-growth story.

What's priced into Radiant Logistics, Inc.

The evidence describes RLGT as cheap versus peers, with expectations only modestly above the model’s baseline. Pricing is tagged as justified, and fragility is low, so the snapshot does not suggest that the thesis depends on unusually high expectations.

What the fundamentals likely do

Recent financial performance is strong, and an earnings beat was reported in September. Management is maintaining financial flexibility, while progress on its Navegate platform and AI agent Ray remains mixed because specific business impacts are not quantified. Near term, sector headwinds and the possibility of weaker guidance are risks; the estimated chance of a miss is low, but the company has a history of a deep miss.

What Radiant Logistics, Inc. hinges on

Over the next few quarters, the thesis hinges on continued execution and whether management avoids cutting guidance. Progress in customer adoption of Navegate and development of Ray would help clarify the longer-term growth case. Results and guidance from UPS, FDX, and EXPD may signal whether industry conditions are improving or weakening.