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Ranpak Holdings Corp. Class A (PACK)
NYSE:PACK
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.13Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear operational momentum—notably strong North America performance, accelerating automation revenue and meaningful strategic partnerships—with near-term margin and regional demand headwinds. Management provided constructive 2026 guidance (revenue and EBITDA growth ranges) and specific plans to improve gross margins, drive scale, grow automation, and reduce leverage. Key risks include Europe demand sensitivity, input-cost volatility tied to recent geopolitical events, and the need to convert automation backlog into profitable growth. On balance, positive long-term catalysts and forward guidance modestly outweigh the current profitability and regional challenges.Company Guidance
North America Volume and Revenue Strength
North America volume growth of ~5.5% in Q4 and ~14% for full year; Q4 sales up ~5.8% and full-year net revenue growth in the region of ~14%, driven by strong e-commerce demand and large enterprise accounts.
Automation Revenue Momentum
Automation revenue ~ $40M in 2025 (north of $40M reported), achieving ~35% full-year growth and nearly 40% growth in the quarter on a constant currency basis. Automation broke even on an Adjusted EBITDA basis in Q4 and has a strong order book entering 2026.
Ambitious 2026 Automation Guidance
Company expects automation revenue growth of 30%–50% in 2026 (potentially > $60M) and to turn automation positive on an Adjusted EBITDA basis; reiterates longer-term objective to surpass $100M in automation revenue.
Consolidated Revenue Growth
Consolidated net revenue increased ~2.2% year-over-year in Q4 on a constant currency basis (or ~4.4% excluding warrant impacts). Full-year net revenue rose approximately 4.7%–5.0% on a constant currency basis (or ~6.1% excluding ~$5M warrant-related headwind).
Strategic Customer Partnerships
Strengthened relationships with two of the world’s largest e-commerce/retail leaders and a major collaboration with Medline for automated box customization; company expects these relationships to contribute materially over coming years (>$1B cumulative revenue opportunity over 8–10 years).
Technology and Operational Investment
Invested > $20M in cloud-native, AI-ready technology infrastructure since 2022; pursuing AI, robotics and vision systems integration that management says will enable productivity gains and cross-selling of automation.
Improved Liquidity and Disciplined CapEx
Year-end cash balance of $63M with no revolver draws; reported net leverage 4.4x LTM and stated target to reach 2.5x–3.0x within 18–24 months. FY2025 CapEx $30.3M, down from $33.1M in 2024 and down 45% vs. 2023.
2026 Financial Guidance
2026 guidance: net revenue growth 5.0%–12.7% (constant currency) and Adjusted EBITDA growth 5.4%–19.9%; implies net revenue $415M–$445M and Adjusted EBITDA $83.5M–$95M at EUR1.16 spot rate. Management also provided free cash flow expectations (~$15M at midpoint after CapEx, interest, taxes and working capital).
PACK Earnings History
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 |
|---|---|---|---|
Mar 05, 2026 | $5.29 | $4.24 | -19.85% |
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% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Ranpak Holdings Corp. Class A (PACK) earnings time?
Ranpak Holdings Corp. Class A (PACK) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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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 2026 (Q1) is -0.11.