Ranpak Q4 revenue up 6.6% on automation business strength

Ranpak Holdings

05/03/2026 12:38

Overview

Sustainable packaging firm's Q4 revenue up 6.6% yr/yr, slightly missing analyst expectations

Adjusted EBITDA for Q4 down 5.1% yr/yr

Company reports largest quarterly revenue in Automation

Outlook

Ranpak forecasts 2026 net revenue growth of 5.1% – 12.7%

Ranpak expects 2026 AEBITDA growth of 5.4% – 19.9%

Company anticipates 30-50% growth in Automation segment

Result Drivers

AUTOMATION GROWTH - Automation revenue grew nearly 40% on a constant currency basis, contributing significantly to top-line increase

E-COMMERCE ACTIVITY - Healthy e-commerce activity in North America boosted void-fill sales, with large enterprise customers switching from plastic to paper

COST REDUCTION - Cost-reduction initiatives minimized impact on AEBITDA despite weaker industrial sector affecting margins

Company press release: ID:nBw99pjXVa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$111.90 mln
$112.82 mln (3 Analysts)
Q4 Net Income
-$9.50 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the paper packaging peer group is "buy"

Wall Street's median 12-month price target for Ranpak Holdings Corp is $7.25, about 37.1% above its March 4 closing price of $5.29

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)