RLGT earnings analysis
What we found in RLGT's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Radiant Logistics reported Q3 2026 earnings with revenue of $214.1 million, slightly beating estimates of $214.0 million, and EPS of $0.11, surpassing expectations of $0.07. The company observed year-over-year net income growth to $4.7 million from $2.5 million, driven largely by improved operating efficiencies despite challenges in international markets.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Strong EPS Beat
- The reported EPS of $0.11 exceeded the estimated EPS of $0.07 by 57.14%.
- Positive Revenue Surprise
- Actual revenue of $214.1 million slightly surpassed the estimated revenue of $214.0 million.
- Year-over-Year Net Income Growth
- Net income increased to $4.7 million from $2.5 million in the same quarter last year.
- Improvement in Operating Margins
- Operating margin improved from 1.6% to 3.2% year-over-year.
- Increase in Unrestricted Cash
- Unrestricted cash as of March 31, 2026, rose to $39.7 million.
- Reduction in Depreciation and Amortization Costs
- Depreciation and amortization decreased by 26.8% to $3.6 million.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Decreased Gross Profit Margin
- Gross margin declined from 27.2% to 26.3%, attributed to product mix changes.
- Rising Operating Costs
- Operating costs increased by 3.8% to $49.8 million, driven by higher personnel costs due to acquisitions.
- Geopolitical Tensions Impact
- Ongoing global trade uncertainties and geopolitical tensions are expected to affect shipment volumes.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.11
- Gross margin
- 26.3%
- Operating margin
- 3.2%
- Segment
- United States: $202.4 million
- Segment
- Canada: $18.1 million
- Segment
- Corporate/Eliminations: $(0.2) million
What they said about what is next.
Management highlights continued uncertainty in global trade affecting future performance.
The filing reads better than the one before it.
What came before.
- 10-Q · February 9, 2026
- Radiant Logistics, Inc. reported a mixed performance for the fiscal second quarter ended December 31, 2025, with revenues declining year-over-year while net income improved. The company generated $232 million in revenue…
- 10-Q · November 10, 2025
- Radiant Logistics, Inc. reported a notable improvement in Q1 2026 revenues of $227 million, surpassing the prior quarter by 3% and prior year by 11%. The net income increased to $1.3 million, reflecting increased…
- 10-K · September 15, 2025
- Radiant Logistics, Inc. reported solid growth in fiscal year 2025, driven by increased transportation revenues and effective management of operating expenses. While net income increased from $7.7 million to $17.3…
- 10-Q · May 12, 2025
- Radiant Logistics, Inc. reported a strong performance for Q3 FY2025, with revenue increasing by 16.0% from the prior year to $214 million. The company achieved a notable EPS of $0.14, surpassing estimates, while…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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