RLGT at a glance
RADIANT LOGISTICS, INC (RLGT, SEC CIK 1171155) filed its latest 10-K annual report on September 14, 2026, a 10-Q quarterly report on May 11, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), RADIANT LOGISTICS, INC (RLGT) reported revenue of $934.4 million (up 3.5% from FY2025) and net income of $18.8 million. Diluted EPS was $0.39.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding RADIANT LOGISTICS, INC (RLGT) shares worth $158.0 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $934.4M
- +3.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $158.0M · −2 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Legal risk from Montgomery v. Caribe Transport II (U.S. Supreme Court May 2026) exposing Radiant to increased carrier negligence claims and litigation costs
- Geopolitical risk from Middle East conflicts causing fuel price increases and shipping channel disruptions impacting freight costs
- Operational risk of $1.8 million owed by strategic operating partners on aged receivables risking uncollectible losses and credit exposure
- Competitive threat from asset-based trucking companies offering brokerage services, especially amid tight industry-wide trucking capacity
- Financial risk from $25 million variable-rate debt under $200 million facility with 3.00x net leverage covenant potentially limiting acquisition flexibility
Business Overview
- Core business: Non-asset-based third-party logistics provider offering technology-enabled global transportation and value-added logistics services across North America
- New emphasis: Development of AI-powered "Ray" platform for operational efficiency and data quality improvements under Navegate technology brand
- Strategic shift: Accelerated acquisition of strategic operating partners and conversion of these partners to Company-owned locations, notably expanding in 2024-2025 with multiple new locations
- Quantitative highlights: Total employees at 1,107 as of June 30, 2026; 46% of adjusted gross profit from international services; $25 million debt outstanding under $200 million credit facility as of June 30, 2026
- Noteworthy fact: Expanded greenhouse gas emissions inventory to include more Scope 3 emissions and achieved 100% renewable electricity procurement for North America and Asia Pacific operations in fiscal 2026
Management Discussion & Analysis
- Revenue $934.4M, up 3.5% YoY from $902.7M; Transportation $882.8M (+3.3%), Value-added $51.6M (+6.9%)
- Net income attributable to Radiant Logistics $18.8M, margin 2.0% vs 1.9% (2026 vs 2025); Operating margin improved to 2.6% from 2.3%
- Best segment US Transportation: Revenue $806.6M, Adj. Gross Profit $208.5M; Worst segment Canada adjusted EBITDA margin lower, 30.4% vs 26.6%
- Cash from operations $17.5M (+31.6%); Capex $4.3M; Acquisitions $5.2M; Stock repurchases $3.5M; Revolving credit facility used $25M at June 30, 2026
- Management plans technology platform enhancements in FY2027; Acquisition-driven growth focus; Macro risks include inflation, geopolitical tensions impacting costs and volumes
AI summary of the RLGT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Risk Factors
- Repurchase authorization extended through December 31, 2027 for up to 5,000,000 shares
- Remaining repurchase capacity 4,916,637 shares as of March 31, 2026
- No common-stock purchases during the three months ended March 31, 2026
AI summary of the RLGT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- FY2026 results cover three and twelve months ended June 30, 2026
- Press release issued September 14, 2026, with detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q4 revenue $261.4M, up 18.5%, with adjusted EBITDA $10.4M, up 31.6%
- Q4 adjusted EBITDA margin 15.5% vs 13.1%, signaling strong operating leverage despite adjusted gross margin declining to 25.6%
Item 8.01: Other Events
- 2026 Annual Meeting scheduled for November 16, 2026 at 9:00 a.m. Pacific time
- Record date September 29, 2026 determines shareholder voting eligibility
Item 5.02: Departure/Appointment of Directors or Principal Officers
- David Buss appointed COO on August 31, 2026, adding 30+ years of transportation and logistics leadership
- Prior DB Schenker executive credited with improving operating margin by more than 200% over five years
Item 1.01: Entry into a Material Definitive Agreement
- $200M syndicated revolving facility replacing 2022 credit agreement, expanding liquidity through August 7, 2031
- $100M accordion supports potential acquisitions, subject to additional availability and financial covenants
Item EX-99.1: Item EX-99.1
- $200M secured revolver refinanced, extending maturity from 2027 to 2031
- Accordion capacity increased from $75M to $100M, supporting potential acquisitions and capital deployment
AI summaries of RLGT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RLGT
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Macomber Todd | M | Sep 11, 2026 | 11,331 | - |
| Macomber Todd | M | Sep 11, 2026 | 11,331 | - |
| CRAIN BOHN H | F | Sep 11, 2026 | 6,880 | $8.13 |
| CRAIN BOHN H | M | Sep 11, 2026 | 27,595 | - |
| CRAIN BOHN H | M | Sep 11, 2026 | 27,595 | - |
| Macomber Todd | F | Sep 11, 2026 | 2,760 | $8.13 |
| Goldstein Arnold | M | Sep 11, 2026 | 11,382 | - |
| Goldstein Arnold | M | Sep 11, 2026 | 11,382 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $802.5M | $902.7M | $934.4M |
| Operating Income | - | $21.1M | $24.6M |
| Net Income | $7.7M | $17.3M | $18.8M |
| Op. Margin | - | 2.3% | 2.6% |
| Net Margin | 1.0% | 1.9% | 2.0% |
| Balance Sheet | |||
| Total Assets | - | $426.8M | $444.4M |
| Equity | $209.4M | $226.0M | $241.5M |
| ROE | 3.7% | 7.7% | 7.8% |
| Per Share | |||
| EPS | $0.16 | $0.35 | $0.39 |
| Cash Flow | |||
| Operating CF | - | $13.3M | $17.5M |
| CapEx | - | $5.1M | $4.3M |
Source: XBRL data in RADIANT LOGISTICS, INC (RLGT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RLGT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $158.0M |
| Q1 2026 | 28 | $113.9M |
| Q4 2025 | 21 | $102.8M |
| Q3 2025 | 23 | $98.4M |
| Q2 2025 | 24 | $99.7M |
| Q1 2025 | 21 | $76.1M |
| Q4 2024 | 15 | $66.5M |
| Q3 2024 | 13 | $35.9M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 171 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RLGT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-K | Sep 14, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | May 29, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 22, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 10-Q | Feb 9, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 9, 2026 | - | - | |
| 4 | Dec 11, 2025 | - | - | |
| 4 | Dec 3, 2025 | - | - | |
| 10-Q | Nov 10, 2025 | Sep 30, 2025 | Analysis | |
| 10-K | Sep 15, 2025 | Jun 30, 2025 | - | |
| SC 13G | May 12, 2025 | - | - | |
| 10-Q | May 12, 2025 | Mar 31, 2025 | - | |
| SC 13G | Apr 29, 2025 | - | - |
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RLGT SEC filings: frequently asked questions
Which institutions hold RLGT stock?
As of June 30, 2026, the largest RADIANT LOGISTICS, INC (RLGT) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($38.9 million), Dimensional Fund Advisors ($28.4 million), BlackRock ($27.2 million), Vanguard Capital Management LLC ($14.7 million), Ameriprise Financial ($14.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RLGT's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), RADIANT LOGISTICS, INC (RLGT) reported revenue of $934.4 million (up 3.5% from FY2025) and net income of $18.8 million. Diluted EPS was $0.39. The figures come from the XBRL data in the 10-K.
What are the main risks in RLGT's latest 10-K?
In the 10-K filed September 14, 2026, RADIANT LOGISTICS, INC (RLGT) flagged: Legal risk from Montgomery v. Caribe Transport II (U.S. Supreme Court May 2026) exposing Radiant to increased carrier negligence claims and litigation costs. Geopolitical risk from Middle East conflicts causing fuel price increases and shipping channel disruptions impacting freight costs. (AI summary of the Risk Factors section.)
What did RLGT report in its latest 8-K?
RADIANT LOGISTICS, INC (RLGT) filed an 8-K on September 14, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). FY2026 results cover three and twelve months ended June 30, 2026.
What are the latest RLGT SEC filings?
RADIANT LOGISTICS, INC (RLGT) filed its latest 10-K annual report on September 14, 2026, a 10-Q quarterly report on May 11, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 14, 2026.
What is RLGT's SEC CIK number?
RADIANT LOGISTICS, INC (RLGT)'s SEC Central Index Key (CIK) is 1171155. EDGAR lists every RLGT filing under that number.
Ask anything about RLGT
The research agent reads RLGT's filings, financials, insider trades and 13F holders, then answers with sources.