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Side-by-side financial comparison of MACERICH CO (MAC) and RADIANT LOGISTICS, INC (RLGT). Click either name above to swap in a different company.
MACERICH CO is the larger business by last-quarter revenue ($261.7M vs $232.1M, roughly 1.1× RADIANT LOGISTICS, INC). RADIANT LOGISTICS, INC runs the higher net margin — 2.3% vs -7.2%, a 9.5% gap on every dollar of revenue. On growth, MACERICH CO posted the faster year-over-year revenue change (-4.4% vs -12.3%). Over the past eight quarters, RADIANT LOGISTICS, INC's revenue compounded faster (12.1% CAGR vs 12.0%).
The Macerich Company is a real estate investment trust that invests in shopping centers. It is the third-largest owner and operator of shopping centers in the United States. As of December 31, 2024, the company owned interests in 43 properties comprising 43 million square feet of leasable area. The company name is a portmanteau of its founders, Mace Siegel and Richard Cohen.
Radiant Logistics, Inc. is a leading third-party logistics provider offering end-to-end supply chain solutions, domestic and international freight forwarding, warehousing, and last-mile delivery services. It primarily serves North American markets, with key client segments including retail, manufacturing, e-commerce, and industrial sectors, helping businesses optimize logistics workflows and cut operational costs.
MAC vs RLGT — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | ||
|---|---|---|
| Revenue | $261.7M | $232.1M |
| Net Profit | $-18.8M | $5.3M |
| Gross Margin | — | — |
| Operating Margin | — | 3.2% |
| Net Margin | -7.2% | 2.3% |
| Revenue YoY | -4.4% | -12.3% |
| Net Profit YoY | 91.1% | -18.0% |
| EPS (diluted) | $-0.08 | $0.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $261.7M | $232.1M | ||
| Q3 25 | $253.3M | $226.7M | ||
| Q2 25 | $249.8M | $220.6M | ||
| Q1 25 | $249.2M | $214.0M | ||
| Q4 24 | $273.7M | $264.5M | ||
| Q3 24 | $220.2M | $203.6M | ||
| Q2 24 | $215.5M | $206.0M | ||
| Q1 24 | $208.8M | $184.6M |
| Q4 25 | $-18.8M | $5.3M | ||
| Q3 25 | $-87.4M | $1.3M | ||
| Q2 25 | $-40.9M | $4.9M | ||
| Q1 25 | $-50.1M | $2.5M | ||
| Q4 24 | $-211.2M | $6.5M | ||
| Q3 24 | $-108.2M | $3.4M | ||
| Q2 24 | $252.0M | $4.8M | ||
| Q1 24 | $-126.7M | $-703.0K |
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | -0.5% |
| Q4 25 | -7.2% | 2.3% | ||
| Q3 25 | -34.5% | 0.6% | ||
| Q2 25 | -16.4% | 2.2% | ||
| Q1 25 | -20.1% | 1.2% | ||
| Q4 24 | -77.2% | 2.4% | ||
| Q3 24 | -49.1% | 1.7% | ||
| Q2 24 | 116.9% | 2.3% | ||
| Q1 24 | -60.7% | -0.4% |
| Q4 25 | $-0.08 | $0.11 | ||
| Q3 25 | $-0.34 | $0.03 | ||
| Q2 25 | $-0.16 | $0.10 | ||
| Q1 25 | $-0.20 | $0.05 | ||
| Q4 24 | $-0.95 | $0.13 | ||
| Q3 24 | $-0.50 | $0.07 | ||
| Q2 24 | $1.16 | $0.11 | ||
| Q1 24 | $-0.59 | $-0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $280.2M | $31.9M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $2.4B | $229.8M |
| Total Assets | $8.4B | $439.4M |
| Debt / EquityLower = less leverage | 2.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $280.2M | $31.9M | ||
| Q3 25 | $290.2M | $28.1M | ||
| Q2 25 | $131.1M | $22.9M | ||
| Q1 25 | $253.2M | $19.0M | ||
| Q4 24 | $89.9M | $19.9M | ||
| Q3 24 | $116.5M | $10.4M | ||
| Q2 24 | $70.7M | $24.9M | ||
| Q1 24 | $120.1M | $31.2M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.4B | — | ||
| Q1 24 | $4.1B | — |
| Q4 25 | $2.4B | $229.8M | ||
| Q3 25 | $2.5B | $225.7M | ||
| Q2 25 | $2.6B | $226.0M | ||
| Q1 25 | $2.7B | $218.2M | ||
| Q4 24 | $2.8B | $214.4M | ||
| Q3 24 | $2.5B | $212.4M | ||
| Q2 24 | $2.5B | $209.4M | ||
| Q1 24 | $2.3B | $206.0M |
| Q4 25 | $8.4B | $439.4M | ||
| Q3 25 | $8.4B | $445.3M | ||
| Q2 25 | $8.7B | $426.8M | ||
| Q1 25 | $8.7B | $414.5M | ||
| Q4 24 | $8.6B | $386.8M | ||
| Q3 24 | $7.6B | $375.3M | ||
| Q2 24 | $7.8B | $371.2M | ||
| Q1 24 | $7.4B | $364.0M |
| Q4 25 | 2.07× | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 2.02× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 1.79× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $50.2M | $12.4M |
| Free Cash FlowOCF − Capex | — | $11.6M |
| FCF MarginFCF / Revenue | — | 5.0% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $8.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.2M | $12.4M | ||
| Q3 25 | $112.4M | $2.5M | ||
| Q2 25 | $70.5M | $3.1M | ||
| Q1 25 | $88.5M | $-5.7M | ||
| Q4 24 | $54.9M | $15.7M | ||
| Q3 24 | $100.0M | $205.0K | ||
| Q2 24 | $67.4M | $1.3M | ||
| Q1 24 | $61.1M | $3.9M |
| Q4 25 | — | $11.6M | ||
| Q3 25 | — | $977.0K | ||
| Q2 25 | — | $2.2M | ||
| Q1 25 | — | $-6.4M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | — | $-1.9M | ||
| Q2 24 | — | $-185.0K | ||
| Q1 24 | — | $1.8M |
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | -3.0% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | — | -0.1% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 1.2% |
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 1.90× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | -2.26× | ||
| Q4 24 | — | 2.43× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | 0.27× | 0.26× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MAC
Segment breakdown not available.
RLGT
| Transferred Over Time | $201.2M | 87% |
| Other | $25.0M | 11% |
| Value Added Services | $4.2M | 2% |
| Transferred At Point In Time | $1.8M | 1% |