Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Radiant Logistics, Inc. (RLGT)
AMEXIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-04
$9.03-5.94%
Close 2026-11-05 · 1-day change
AMEXIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.45 → 0.45 EPS · FY ending Jun 30, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RLGT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Share buybacks continue as planned through 2027 | A supporting condition in Radiant Logistics, Inc.'s published investment case. The stated target is Maintain buyback authorization and execution through 2027. | Intact | Buyback program is halted or significantly reduced before 2027 | Buyback authorization active vs target: maintain through 2027 August 2026 buyback announced; no news of program suspension or reduction through November 2026. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
RLGT is a freight and logistics business with a multi-year view that depends on steady execution and industry conditions. The thesis is intact, though confidence has eased from high to medium and the evidence does not point to a clear turnaround or rapid-growth story.
The evidence describes RLGT as cheap versus peers, with expectations only modestly above the model’s baseline. Pricing is tagged as justified, and fragility is low, so the snapshot does not suggest that the thesis depends on unusually high expectations.
Recent financial performance is strong, and an earnings beat was reported in September. Management is maintaining financial flexibility, while progress on its Navegate platform and AI agent Ray remains mixed because specific business impacts are not quantified. Near term, sector headwinds and the possibility of weaker guidance are risks; the estimated chance of a miss is low, but the company has a history of a deep miss.
Over the next few quarters, the thesis hinges on continued execution and whether management avoids cutting guidance. Progress in customer adoption of Navegate and development of Ray would help clarify the longer-term growth case. Results and guidance from UPS, FDX, and EXPD may signal whether industry conditions are improving or weakening.
For the next 1 to 3 years, RLGT’s strong results and financial position support an intact long-term thesis, but sector conditions and measurable progress on its platforms remain important tests. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
EPS stays at or above $0.10 in fiscal 2026-Q4 |
| A primary condition in Radiant Logistics, Inc.'s published investment case. The stated target is >= $0.10. |
| Intact |
| EPS falls below $0.10 in 2026-Q4 |
Diluted EPS: $0.16 per share FY2026-Q4; GAAP. Published target: >= $0.10. The target does not explicitly identify fiscal versus calendar quarters. Sep 14, 20260.16 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches at least $903 million in fiscal 2026 | A primary condition in Radiant Logistics, Inc.'s published investment case. The stated target is >= $902.7 million. | Intact | Revenue falls below $902.7 million in 2026-Q4 | Revenue: $261.436M FY2026-Q4; GAAP. Published target: >= $902.7 million. The target does not explicitly identify fiscal versus calendar quarters. Sep 14, 2026261,436,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.45 → $0.45 · observed estimates
$1.04B → $1.03B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-09-15 | $0.45 | $1,042,400,000 | 1 / 1 |
| 2026-09-16 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-17 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-18 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-19 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-20 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-21 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-22 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-23 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-24 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-25 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-26 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-27 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-28 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-29 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-09-30 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-01 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-02 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-03 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-04 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-05 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-06 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-07 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-08 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-09 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-10 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-11 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-12 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-13 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-14 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-15 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-16 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-17 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-18 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-19 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-20 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-21 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-22 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-23 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-24 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-25 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-26 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-27 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-28 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-29 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-30 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-10-31 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-11-01 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-11-02 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-11-03 | $0.45 | $1,029,518,499 | 1 / 2 |
| 2026-11-04 | $0.45 | $1,029,518,499 | 1 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.