Radiant Logistics Q3 2025: Dissecting Contradictions on Tariffs, Pricing, and Supply Chain Strategies

Impact of tariffs on international trade, future outlook and market conditions, ocean pricing trends, tariff impact on gross margin, and diversification of supply chains are the key contradictions discussed in Radiant Logistics' latest 2025Q3 earnings call.



Adjusted EBITDA Growth:
- Radiant Logistics reported adjusted EBITDA of $9.4 million for Q3 2025, up $4.2 million (over 80%) year-on-year.
- The growth was driven by improvements in base business operations and contributions from recent acquisitions.

International Trade Impact:
- Approximately 25% to 30% of Radiant's gross margins for the March quarter were impacted by recently announced tariffs.
- The company expects a bullwhip effect with a surge in global trade as these tariff disputes are resolved, offering opportunities to support customers in navigating evolving markets.

Acquisition Activity:
- Radiant Logistics completed several acquisitions in Q3 2025, including Transcon Shipping, USA Logistics, and Universal Logistics, contributing $2 million in adjusted EBITDA.
- The acquisitions are part of the company's strategy to deliver profitable growth through organic and acquisition initiatives, supporting a strong balance sheet.

Financial Results Improvement:
- The company reported net income of $2.541 million on $214 million in revenue for Q3 2025, compared to a net loss of $703,000 in Q3 2024.
- This improvement was attributed to solid financial results and a diverse service offering, which helped mitigate challenges from international trade tensions.