Lake Street Lowers Radiant Logistics Price Target to $8.00

Lake Street maintains a "Buy" rating for Radiant Logistics (RLGT) but lowers its price target from $10.00 to $8.00, a 20% decrease. The adjustment reflects changing market conditions and underscores the importance of strategic evaluation in the logistics sector. RLGT remains a candidate for investment consideration with its current price target set at $8.00.

Lake Street has revised its price target for Radiant Logistics (RLGT) from $10.00 to $8.00, representing a 20% decrease. This adjustment reflects the changing market conditions and underscores the importance of strategic evaluation in the logistics sector. Despite the downward revision, RLGT remains a candidate for investment consideration with its current price target set at $8.00.

The earnings call insights from Radiant Logistics' Q4 2025 results highlighted the company's strong financial performance and strategic focus. CEO Bohn Crain reported that the company generated $38.8 million in adjusted EBITDA for the fiscal year ended June 30, 2025, a 24.4% increase compared to the prior year period. This growth was driven by a diverse service offering and ongoing acquisition efforts, with acquisitions contributing $6 million in adjusted EBITDA. The company also reported a robust balance sheet with $23 million in cash on hand and only $20 million drawn on its $200 million credit facility as of June 30 Radiant Logistics outlines continued North American expansion and highlights $38.8M adjusted EBITDA for fiscal 2025 amid ongoing tariff volatility^[1].

Radiant Logistics has been actively expanding its North American footprint through acquisitions and organic growth. The company completed three greenfield acquisitions and three strategic operating partner conversions in fiscal 2025, with the acquisition of Mexico-based Weport being a key step in scaling its North American presence. The Weport acquisition is expected to help Radiant Logistics complete its North American platform and benefit from the ongoing trade dynamics in Mexico.

The company's financial results for the quarter ended June 30, 2025, showed net income of $4.907 million on $220.6 million in revenues, or $0.10 per share. Adjusted net income for the quarter was $5.485 million, while adjusted EBITDA totaled $7.890 million. Yearly results showed net income of $17.291 million on $902.7 million in revenues, or $0.37 per basic and $0.35 per fully diluted share. Adjusted net income for the year was $30.944 million, and adjusted EBITDA reached $38.756 million Radiant Logistics outlines continued North American expansion and highlights $38.8M adjusted EBITDA for fiscal 2025 amid ongoing tariff volatility^[1].

During the earnings call, analysts inquired about the impact of changing trade policy and the recent Weport acquisition. CEO Bohn Crain responded that the trade dynamic is fluid, but Mexico is expected to continue benefiting from trade. He also noted that the company is well-positioned to navigate through a slower freight market due to its durable business model, diverse service offering, and strong balance sheet.

Despite the near-term volatility tied to U.S. trade and tariff negotiations, Radiant Logistics maintains a long-term strategy to remain nimble in response to any tariff announcements and support customers in their supply chain strategy. The company remains focused on delivering profitable growth and scaling its North American presence through acquisition and organic initiatives.

Lake Street's adjustment of the price target for Radiant Logistics reflects a cautious approach to the current market conditions. However, the company's strong financial performance, strategic focus, and robust balance sheet position it as a candidate for investment consideration. Investors should closely monitor Radiant Logistics' ongoing acquisition momentum and its ability to adapt to evolving trade dynamics.