Roadrunner Transportation Systems, Inc. (RRTS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Roadrunner Transportation Systems, Inc. (RRTS) trades at $5.05 with AI Score 42/100 (Grade C). Roadrunner Transportation Systems, Inc. is an asset-right transportation and asset-light logistics provider operating in North America. Market cap: $197.42M, Sector: Industrials.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for RRTS: RRTS does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates RRTS against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
RRTS: the 1 perspectives are evenly split.
How is this calculated? →Roadrunner Transportation Systems, Inc. (RRTS) Industrial Operations Profile
Roadrunner Transportation Systems, Inc. provides diverse transportation and logistics solutions, including freight management, truckload, and LTL services. Operating under the Roadrunner and Ascent Global Logistics brands, the company leverages a network of agents, brokers, and service centers to serve automotive, industrial, and consumer goods sectors across North America.
What Is the Investment Thesis for RRTS?
Roadrunner Transportation Systems, Inc. operates in a competitive but essential industry. The company's diverse service offerings across freight management, LTL, and truckload segments provide multiple revenue streams. However, with a negative profit margin of -5.6% and a P/E ratio of -4.19, the company's profitability is a concern. A potential turnaround hinges on improved operational efficiency and cost management. Key catalysts include expansion of its Ascent Global Logistics brand and optimization of its service center network. Investors should monitor gross margin improvements from the current 15.1% and overall market conditions in the transportation sector.
Based on FMP financials and quantitative analysis
RRTS Key Highlights
- Market capitalization of $197.42M, indicating a small-cap company.
- Negative P/E ratio of -4.19, reflecting current unprofitability.
- Profit margin of -5.6%, highlighting challenges in achieving profitability.
- Gross margin of 15.1%, suggesting potential for improvement through operational efficiencies.
- Beta of 4.11, indicating high volatility compared to the market.
Who Are RRTS's Competitors?
RRTS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BURCA Burnham Holdings, Inc. | $23.10 | -2.94% | $78.64M | 47 |
| HPURF Hexagon Purus ASA | $1.20 | +0.00% | $51.42M | 42 |
| KMNCF Kingsmen Creatives Ltd. | $0.42 | +0.00% | $84.79M | 50 |
| TFII TFI International Inc. | $140.87 | +1.24% | $11.58B | 58 |
| TSP TuSimple Holdings Inc. | $0.25 | -5.66% | $57.47M | 56 |
| SLGB Smart Logistics Global Limited | $0.69 | +9.52% | $29.67M | 55 |
| RXO RXO, Inc. | $26.59 | -0.08% | $4.39B | 50 |
| BEST BEST Inc. | $2.78 | -0.71% | $55.86M | 42 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RRTS's Key Strengths?
- Diverse service offerings across multiple transportation modes.
- Established network of service centers and agents.
- Brand recognition under Roadrunner and Ascent Global Logistics.
- Experience in specialized and heavy haul freight.
What Are RRTS's Weaknesses?
- Negative profit margin and P/E ratio.
- High beta indicating significant volatility.
- Potential for operational inefficiencies.
- Dependence on economic conditions and fuel prices.
What Could Drive RRTS Stock Higher?
- Optimization of the LTL network to improve efficiency and reduce costs.
- Expansion of the Ascent Global Logistics brand to capture a larger share of the freight management market.
- Potential strategic partnerships with other logistics providers to expand service offerings and geographic reach.
- Implementation of advanced technology solutions to improve operational efficiency and customer service.
- Focus on specialized services and niche markets to increase margins.
What Are the Key Risks for RRTS?
- Financial-distress signal — its Altman Z-Score of -0.34 sits in the distress zone (elevated bankruptcy risk).
- Inconsistent delivery — missed Wall Street EPS estimates in 2 of the last 4 reported quarters.
- Weak fundamentals — a Piotroski F-Score of 1/9 flags soft profitability, leverage or efficiency.
- Intense competition in the trucking and logistics industry.
- Fluctuations in fuel prices and operating costs.
- Regulatory changes and compliance requirements.
- Economic downturns affecting freight demand.
- Negative profit margin and P/E ratio indicating financial challenges.
What Are the Growth Opportunities for RRTS?
- Expansion of Ascent Global Logistics: Roadrunner can leverage its Ascent Global Logistics brand to tap into the growing market for freight management solutions. The global freight forwarding market is projected to reach $200 billion by 2028, offering significant growth potential. By enhancing its technology platform and expanding its network of agents, Roadrunner can capture a larger share of this market within the next 3-5 years.
- Optimization of LTL Network: Improving the efficiency and coverage of its Less-than-Truckload (LTL) service network can drive revenue growth. The LTL market is expected to grow at a CAGR of 4% over the next five years. By consolidating service centers and enhancing its technology for route optimization, Roadrunner can reduce costs and improve service levels, attracting more customers.
- Strategic Partnerships: Forming strategic alliances with other logistics providers can expand Roadrunner's service offerings and geographic reach. Collaborating with specialized carriers or technology companies can provide access to new markets and capabilities. These partnerships can be established within the next 1-2 years, leading to incremental revenue growth and improved customer satisfaction.
- Focus on Specialized Services: Expanding its specialized and heavy haul transportation services can cater to niche markets with higher margins. Industries such as construction, energy, and manufacturing require specialized transportation solutions. By investing in specialized equipment and training, Roadrunner can differentiate itself from competitors and capture a larger share of these markets over the next 2-3 years.
- Leveraging Technology: Implementing advanced technology solutions, such as AI-powered route optimization and predictive analytics, can improve operational efficiency and reduce costs. Investing in a modern Transportation Management System (TMS) can streamline processes and provide better visibility for customers. These technological improvements can be implemented within the next 1-2 years, leading to significant cost savings and improved service levels.
What Opportunities Does RRTS Have?
- Expansion of Ascent Global Logistics brand.
- Optimization of LTL network.
- Strategic partnerships with other logistics providers.
- Focus on specialized services and niche markets.
What Threats Does RRTS Face?
- Intense competition in the trucking and logistics industry.
- Fluctuations in fuel prices and operating costs.
- Regulatory changes and compliance requirements.
- Economic downturns affecting freight demand.
What Are RRTS's Competitive Advantages?
- Established network of service centers and agents.
- Diverse service offerings across multiple transportation modes.
- Brand recognition under the Roadrunner and Ascent Global Logistics names.
- Experience in handling specialized and heavy haul freight.
What Does RRTS Do?
Roadrunner Transportation Systems, Inc., established in 2005 and headquartered in Downers Grove, Illinois, operates as an asset-right transportation and asset-light logistics company. It has evolved to offer a comprehensive suite of services categorized into four segments: Ascent Transportation Management (Ascent TM), Ascent On-Demand (Ascent OD), Less-than-Truckload (LTL), and Truckload (TL). The company's offerings include domestic freight management solutions, encompassing asset-backed truckload brokerage, specialized/heavy haul, LTL shipment execution, LTL carrier rate negotiations, and access to a transportation management system with freight audit and payment capabilities. Roadrunner also provides air and ground expedite services, catering to the transportation of automotive and industrial parts, paper products, steel, frozen and refrigerated foods, and consumer goods. Its truckload services involve arranging pickup and delivery through 30 service centers in the United States, offering dry van and temperature-controlled options, along with logistics and warehouse services. The LTL segment focuses on pickup, consolidation, linehaul, deconsolidation, and delivery of shipments in the United States and Canada, utilizing 27 service centers and approximately 140 third-party delivery agents. Furthermore, Roadrunner provides international air and ocean freight forwarding, customs brokerage, regulatory compliance, project and order management, and retail consolidation services. The company operates through a network of independent brokerage agents, a direct sales force, company brokers, and commissioned sales representatives, marketing its services under the Roadrunner and Ascent Global Logistics brands.
What Products and Services Does RRTS Offer?
- Provides asset-right transportation services.
- Offers asset-light logistics solutions.
- Manages domestic freight transportation.
- Provides truckload (TL) services.
- Offers less-than-truckload (LTL) services.
- Provides air and ground expedite services.
- Offers international air and ocean freight forwarding.
- Provides customs brokerage services.
How Does RRTS Make Money?
- Generates revenue through freight transportation services.
- Earns fees from logistics and supply chain management.
- Utilizes a network of independent agents and brokers.
- Operates through four segments: Ascent TM, Ascent OD, LTL, and TL.
What Industry Does RRTS Operate In?
Roadrunner Transportation Systems, Inc. operates within the highly competitive trucking and logistics industry. The industry is influenced by factors such as fuel prices, regulatory changes, and overall economic activity. Key trends include the increasing adoption of technology for supply chain management and the growing demand for e-commerce related logistics services. Competitors include companies like Forward Air (FLCX) and Burckhardt Compression (BURCA). Roadrunner's asset-right and asset-light model aims to provide flexibility and scalability in this dynamic market.
Who Are RRTS's Key Customers?
- Automotive parts manufacturers.
- Industrial parts suppliers.
- Paper product companies.
- Food and beverage producers.
Key Financial Metrics
Return on assets is -10.9%, showing how much profit it generates from its asset base. Its free cash flow yield is 0.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.14 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -11.7%, the inverse of the P/E and a quick read on earnings relative to price.
Roadrunner Transportation Systems, Inc. (RRTS) Valuation Context
Valued at $197.42M, RRTS is classified as a micro-cap stock. Relative to its peer group, RRTS's quantitative score of 42/100 is roughly in line with the peer average of 51/100.
Company Profile
Roadrunner Transportation Systems, Inc. operates in the Trucking industry within the Industrials sector. It is headquartered in Downers Grove, US. The company is led by CEO Christopher W. Jamroz. RRTS has traded publicly since 2010.
F-Score 1/9Financial Health
Roadrunner Transportation Systems, Inc.'s Piotroski F-Score is 1/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -0.34 places it in the distress zone, a signal of elevated financial risk.
0/4 beatsEarnings Track Record
Roadrunner Transportation Systems, Inc. has missed Wall Street's EPS estimate in 2 of its last 4 reported quarters — a recurring pattern of falling short of estimates. Reported results have landed about 2.1% below estimates on average.
FY2026 estForward Outlook
Wall Street analysts project Roadrunner Transportation Systems, Inc. revenue of about $2.04B for fiscal 2026, with EPS near $22.10.
Net buyingInsider Activity
The most recent 12 insider filings for Roadrunner Transportation Systems, Inc. break down as 10 sales and 2 purchases. On net that is roughly 27K shares acquired (about $113K) — insiders putting money in tends to read as conviction.
RRTS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests those in the know see value, a classic bullish signal.
- The community chatter is picking up on potential turnaround stories, creating positive momentum.
- Roadrunner seems to be successfully shedding its past baggage, which is improving market perception.
- There's a growing belief that the company's restructuring is finally paying off, attracting new investors.
Bear Case
- Skepticism remains high given Roadrunner's history, making it hard to shake off negative sentiment.
- Community concerns linger about the overall health of the transportation sector.
- The company is still working to rebuild trust after past issues, a long and arduous process.
- Competition in the transportation space is fierce, potentially limiting Roadrunner's growth prospects.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
RRTS Latest News
No recent news available for RRTS.
RRTS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for RRTS.
Price Targets
Wall Street price target analysis for RRTS.
RRTS MoonshotScore
What does this score mean?
The MoonshotScore rates RRTS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Christopher W. Jamroz
CEO
Christopher W. Jamroz is the CEO of Roadrunner Transportation Systems, Inc. He brings extensive experience in the transportation and logistics industry. His background includes leadership roles in various companies focused on supply chain management, freight brokerage, and transportation solutions. He is responsible for managing the company's strategic direction and overseeing its operations.
Track Record: Under Christopher W. Jamroz's leadership, Roadrunner Transportation Systems, Inc. has focused on restructuring and improving its financial performance. Key milestones include streamlining operations, optimizing its service center network, and expanding its Ascent Global Logistics brand. The company has also worked to enhance its technology platform and improve customer service levels.
RRTS OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Roadrunner Transportation Systems, Inc. may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure and may not be subject to the same level of regulatory oversight as companies listed on major exchanges like the NYSE or NASDAQ. This tier is often associated with higher risk and greater potential for volatility.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and potential for lack of transparency.
- Lower trading volume and liquidity compared to major exchanges.
- Higher price volatility and potential for manipulation.
- Risk of delisting or suspension from the OTC market.
- Potential for limited investor protection and regulatory oversight.
- Verify the company's financial statements and audit reports.
- Assess the company's management team and their track record.
- Review the company's business plan and growth strategy.
- Analyze the company's competitive position and market share.
- Evaluate the company's regulatory compliance and legal risks.
- Determine the company's capital structure and debt levels.
- Monitor the company's trading volume and price volatility.
- Established history of operations in the transportation and logistics industry.
- Presence of a recognized CEO and management team.
- Existence of a network of service centers and agents.
- Operation under the Roadrunner and Ascent Global Logistics brands.
- Provision of diverse service offerings across multiple transportation modes.
What Investors Ask About Roadrunner Transportation Systems, Inc. (RRTS) — Industrials
What does Roadrunner Transportation Systems, Inc. do?
Roadrunner Transportation Systems, Inc. operates as an asset-right transportation and asset-light logistics provider, offering a range of services including domestic freight management, truckload (TL), less-than-truckload (LTL), and international freight forwarding. The company serves diverse industries such as automotive, industrial, and consumer goods, utilizing a network of service centers, agents, and brokers. Roadrunner aims to provide flexible and scalable transportation solutions to meet the evolving needs of its customers.
What are the main risks for RRTS?
Roadrunner Transportation Systems, Inc. faces several risks, including intense competition in the trucking and logistics industry, fluctuations in fuel prices and operating costs, regulatory changes and compliance requirements, and potential economic downturns affecting freight demand. The company's negative profit margin and P/E ratio also indicate financial challenges. Additionally, as an OTC-listed company, RRTS faces risks related to lower liquidity, higher volatility, and limited financial disclosure.
What are the key factors to evaluate for RRTS?
Roadrunner Transportation Systems, Inc. (RRTS) holds an AI score of 42/100 (low). Not financial advice.
How frequently does RRTS data refresh on this page?
RRTS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven RRTS's recent stock price performance?
Roadrunner Transportation Systems, Inc. (RRTS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse service offerings across multiple transportation modes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider RRTS overvalued or undervalued right now?
Valuing Roadrunner Transportation Systems, Inc. (RRTS) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying RRTS?
Before investing in Roadrunner Transportation Systems, Inc. (RRTS), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding RRTS to a portfolio?
Key strength of Roadrunner Transportation Systems, Inc. (RRTS): Diverse service offerings across multiple transportation modes. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- OTC market data may be limited and subject to greater volatility.
- AI analysis is pending and may provide further insights in the future.