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- **Navegate platform adoption accelerates growth**: 100+ locations enable rapid customer deployment and organic revenue upside.
- **Freight market stabilization signals margin recovery**: Over-the-road pricing improvement offsets international headwinds.
- **Mexico acquisition supports nearshore supply chain trends**: Weport's air/ocean capacity expansion aligns with U.S.-Mexico trade growth.
- **Share buybacks at depressed valuation levels**.
- **Net debt remains negligible at $2 million**.

**【CEO Opening Remarks】**
- Q1 2026 adjusted EBITDA of $6.8 million (excluding $1.3 million bad debt charge from First Brands bankruptcy). 
- Organic growth in contract logistics and Navegate platform adoption, with Mexico-based Weport acquisition enhancing North American footprint.
- Stock buybacks totaling $3.6 million YTD, maintaining net debt of $2 million.

**【CFO Financial Commentary】**
- Net income $1.293M vs. $3.376M YoY decline; adjusted EBITDA $6.8M (-28.1% YoY). 
- Excluding bad debt, EBITDA $8.1M vs. Q4 2025's $7.9M, signaling stabilization in freight market headwinds.

**【Q&A Highlights】**
- Navegate platform deployment expected to drive organic growth within 2 quarters; 100+ operating locations enable rapid customer onboarding.
- Over-the-road pricing improvement visible in Q1 2026, supporting margin recovery in brokerage operations.
- Weport acquisition strengthens Mexico operations, aligning with U.S.-Mexico trade growth trends.
- Share buybacks accelerated at current valuation levels, with $3.6M repurchased YTD.

**【CEO Closing Remarks】**
- Balanced capital allocation strategy (agent station conversions, tuck-in acquisitions, stock buybacks) to maintain financial flexibility.
- Navegate platform's unique value proposition for complex supply chains expected to expand TAM and drive incremental revenue streams.


Radiant Logistics, Inc. (RLGT) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

RLGT

RLGT fundamentals

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