Roadrunner Transportation Systems, Inc. (RRTS)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, 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). Roadrunner Transportation Systems, Inc. is an asset-right transportation and asset-light logistics provider operating in North America. Market cap: 0, Sector: Industrials.
Last analyzed: Mar 15, 2026Roadrunner 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.
Investment Thesis
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
Key Highlights
- Market capitalization of $0.10 billion, 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.
Competitors & Peers
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.
Weaknesses
- Negative profit margin and P/E ratio.
- High beta indicating significant volatility.
- Potential for operational inefficiencies.
- Dependence on economic conditions and fuel prices.
Catalysts
- Ongoing: Optimization of the LTL network to improve efficiency and reduce costs.
- Ongoing: Expansion of the Ascent Global Logistics brand to capture a larger share of the freight management market.
- Upcoming: Potential strategic partnerships with other logistics providers to expand service offerings and geographic reach.
- Upcoming: Implementation of advanced technology solutions to improve operational efficiency and customer service.
- Ongoing: Focus on specialized services and niche markets to increase margins.
Risks
- Ongoing: Intense competition in the trucking and logistics industry.
- Potential: Fluctuations in fuel prices and operating costs.
- Potential: Regulatory changes and compliance requirements.
- Potential: Economic downturns affecting freight demand.
- Ongoing: Negative profit margin and P/E ratio indicating financial challenges.
Growth Opportunities
- 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.
Opportunities
- Expansion of Ascent Global Logistics brand.
- Optimization of LTL network.
- Strategic partnerships with other logistics providers.
- Focus on specialized services and niche markets.
Threats
- 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.
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.
About RRTS
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 They Do
- 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.
Business Model
- 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.
Industry Context
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.
Key Customers
- Automotive parts manufacturers.
- Industrial parts suppliers.
- Paper product companies.
- Food and beverage producers.
Financials
Chart & Info
Roadrunner Transportation Systems, Inc. (RRTS) stock price: Price data unavailable
Latest News
-
Stocks Which Set New 52-Week Low Friday, October 5th
· Oct 8, 2018
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.
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)
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 do analysts say about RRTS stock?
AI analysis is currently pending for Roadrunner Transportation Systems, Inc. Therefore, a current analyst consensus is unavailable. Investors should monitor for future analyst reports and conduct their own due diligence, focusing on key valuation metrics such as revenue growth, gross margin, and profitability. Factors to consider include the company's restructuring efforts, competitive landscape, and overall economic conditions in the transportation sector. No buy or sell recommendations can be made at this time.
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?
Evaluating RRTS involves reviewing fundamentals, analyst consensus, and risk factors. Key strength: Diverse service offerings across multiple transportation modes.. Primary risk to monitor: Ongoing: Intense competition in the trucking and logistics industry.. This is not financial advice.
How frequently does RRTS data refresh on this page?
RRTS prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven RRTS's recent stock price performance?
Recent price movement in Roadrunner Transportation Systems, Inc. (RRTS) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Diverse service offerings across multiple transportation modes.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider RRTS overvalued or undervalued right now?
Determining whether Roadrunner Transportation Systems, Inc. (RRTS) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive 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).
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.