Radiant Logistics (RLGT) Investor presentation summary

Business overview and strategy

• Operates as a leading non-asset based provider of domestic and international transportation and logistics solutions, offering air, ocean, truckload, less-than-truckload, and intermodal freight brokerage services.

• Maintains a strong network of over 100 company-owned locations and agent stations across the US, Canada, and Mexico, with additional global partners.

• Employs a multi-brand strategy, acquiring and integrating agent-based forwarding companies to expand service offerings and geographic reach.

• Focuses on converting agent-based offices to company-owned locations and actively pursues M&A opportunities to accelerate growth.

• Provides customized logistics solutions to a highly diversified customer base, with no single customer or agency station accounting for more than 4% of adjusted gross profit.

Financial performance

• Reported gross revenue of $893.5 million, adjusted gross profit of $239.6 million, and adjusted EBITDA of $34.2 million for the trailing twelve months ended March 31, 2026.

• Achieved a 14.3% adjusted EBITDA margin as a percentage of adjusted gross profit for the same period.

• Demonstrated consistent financial performance and profitable growth, with gross revenue CAGR of 19.5% and adjusted EBITDA CAGR of 23.2% since 2006.

• Maintains financial flexibility with $39.7 million in cash, $26.0 million in debt, and access to a $200 million facility plus a $75 million accordion feature for future M&A.

• Utilizes non-GAAP financial measures such as adjusted gross profit and adjusted EBITDA to supplement GAAP results.

Technology and operational platform

• Leverages a robust, scalable technology platform, including SAP TM and AWS, to support multi-brand operations and future growth.

• Developed proprietary middleware to integrate legacy systems with SAP, enabling seamless transitions for agent stations and company-owned locations.

• Provides customer and agent portals with advanced analytics, shipment tracking, and customizable dashboards.

• Investments in IT infrastructure enhance operational execution, efficiency, and scalability.