Radiant Logistics (RLGT) Investor presentation summary

Business model

• Non-asset-based 3PL provides domestic and international air and ocean forwarding, truckload, less-than-truckload, intermodal brokerage and value-added logistics services.

• Network spans 100+ company-owned locations and agent stations, supported by operating partners in the U.S., Canada and Mexico and global partners.

• Multi-brand strategy and 15+ years of first-mover experience support agent onboarding, office conversions and complementary acquisitions.

• Completed 33 acquisitions and retained brands from its agent-network acquisitions; acquisition history includes platforms adding brokerage, intermodal and technology capabilities.

Financial performance

• TTM ended June 30, 2026 revenue was $934.4M, adjusted gross profit was $246.0M and adjusted EBITDA was $36.7M.

• Adjusted EBITDA was 14.9% of adjusted gross profit for TTM ended June 30, 2026.

• FY2026 revenue was $934.4M and adjusted gross profit was $246.0M, versus $902.7M and $239.4M, respectively, in FY2025.

• Revenue and adjusted EBITDA CAGRs were 19.5% and 23.3%, respectively, from FYE 2006 through TTM ended June 30, 2026.

Growth opportunities and financial flexibility

• Organic growth levers include same-store sales, vertical specialization, Salesforce investment, service bundling, cross-selling and new agent recruitment.

• More than 100 agent stations provide an embedded acquisition pipeline; consolidation into 30+ company-owned locations offers additional synergy potential.

• Cash was $25.6M and debt was $26.0M at June 30, 2026; a $200M facility has an additional $100M accordion feature.

• Share repurchase program authorizes discretionary repurchases of up to 5.0M shares through December 31, 2027.