The earnings call presented a mixed outlook. While there were significant achievements such as strategic partnerships with Walmart and Medline, and strong growth in North America and automation, these were partially offset by challenges in Europe and Asia Pacific, a decline in gross profit, and a lowered cash balance forecast. The overall sentiment reflects cautious optimism with strong growth potential tempered by current regional challenges.

Company Guidance

During the Ranpak Holdings Q3 earnings call, the company outlined significant growth and strategic partnerships, notably with Walmart and Medline. The Walmart agreement includes a potential $700 million spend over 10 years, translating to $300 million in automation and PPS products, excluding paper costs. This deal could lead to $1 billion in revenue from Walmart and Amazon over 8-10 years. Ranpak reported a 4.4% increase in consolidated net revenue for the quarter, with North American sales up 10.9%, driven by automation revenue growing 140%. In contrast, European and Asia Pacific volumes declined by 2.5%. Automation revenue surged 56% on a constant currency basis, with expectations to reach $40-$45 million for the year. Adjusted EBITDA increased 3.5% on a constant currency basis. The company anticipates ending the year with $65-$70 million in cash, despite a lower sales environment in Europe. For the long term, Ranpak targets $800 million in revenue within five years, with automation comprising 15%, and aims for an EBITDA margin above 25%.

Strategic Partnership with Walmart

Ranpak entered into a strategic and economic partnership with Walmart, potentially resulting in up to $700 million in spend over 10 years. This includes $100 million for automation equipment and $600 million for PPS products.

Enterprise Sales Agreement with Medline

Ranpak secured a multiyear enterprise sales agreement with Medline to provide Decision Tower and right-sizing solutions to 14 distribution centers.

Automation Revenue Growth

Automation revenue increased 56% on a constant currency basis, with expectations to achieve $40 million to $45 million for the year.

North America Growth

Sales in North America increased by 10.9%, driven by a 140% increase in automation revenue and solid performance from large e-commerce accounts.

Improved Gross Margins

Gross margins improved to 34.5% from 31.3% in Q2 due to margin enhancement initiatives.

Ranpak Holdings (PACK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PACK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 05, 2026	2025 (Q4)	-0.02 / -	-0.096	―	―	―
Oct 30, 2025	2025 (Q3)	-0.07 / -0.12	-0.1	-20.00% (-0.02)
Aug 05, 2025	2025 (Q2)	-0.08 / -0.09	0.076	-218.42% (-0.17)
May 06, 2025	2025 (Q1)	-0.07 / -0.13	-0.094	-38.30% (-0.04)
Mar 06, 2025	2024 (Q4)	-0.03 / -0.10	-0.11	12.73% (+0.01)
Oct 31, 2024	2024 (Q3)	-0.04 / -0.10	-0.039	-156.41% (-0.06)
Aug 01, 2024	2024 (Q2)	-0.06 / 0.08	-0.022	445.45% (+0.10)
May 02, 2024	2024 (Q1)	-0.06 / -0.09	-0.15	37.33% (+0.06)
Mar 11, 2024	2023 (Q4)	-0.05 / -0.11	-0.09	-22.22% (-0.02)
Oct 31, 2023	2023 (Q3)	-0.06 / -0.04	-0.112	65.18% (+0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PACK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 30, 2025	$5.58	$4.63	-17.03%
Aug 05, 2025	$3.54	$4.23	+19.49%
May 06, 2025	$4.29	$3.01	-29.84%
Mar 06, 2025	$6.42	$6.59	+2.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ranpak Holdings Corp. Class A (PACK) report earnings?

Ranpak Holdings Corp. Class A (PACK) is schdueled to report earning on Mar 05, 2026, Before Open (Confirmed).

What is Ranpak Holdings Corp. Class A (PACK) earnings time?

Ranpak Holdings Corp. Class A (PACK) earnings time is at Mar 05, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PACK EPS forecast?

PACK EPS forecast for the fiscal quarter 2025 (Q4) is -0.02.

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