Ranpak Holdings Corp. reported fourth‑quarter and full‑year 2025 results on March 5, 2026, with revenue of $111.9 million and a loss per share of $0.11. The loss widened from the consensus estimate of a $0.03 loss, a miss of $0.08 or 267 percent, underscoring a sharper-than‑expected earnings shortfall.
Revenue fell short of the $115.1 million consensus estimate, reflecting a modest decline in overall sales. Gross profit for the quarter was $36.5 million, and gross margin contracted to 32.6 percent from 39.4 percent a year earlier, driven by a shift toward lower‑margin e‑commerce customers and a weaker industrial sector.
The automation segment, Ranpak’s fastest‑growing business, grew 35.3 percent year‑over‑year and generated the company’s largest quarterly revenue to date. However, the mix shift to lower‑margin customers and higher input costs compressed overall margins, offsetting the upside from automation growth.
Management guided for 2026 net revenue growth of 5.1 %–12.7 % ($415 million–$445 million) and adjusted EBITDA growth of 5.4 %–19.9 % ($83.5 million–$95 million). The guidance signals confidence in continued revenue expansion, particularly through automation, while acknowledging the need to manage margin pressure.
CEO Omar Asali said, “We are pleased to report volume growth in each region in the fourth quarter, resulting in positive volume growth for Ranpak in 9 of the past 10 quarters. We also achieved our largest quarterly revenue ever in Automation as that business continues its rapid growth trajectory and is set up well for further growth in 2026.” He added that the company is “actively addressing the competitive pressures in Europe to improve our market position.”
Investors reacted negatively to the earnings miss and margin compression, but the strong automation performance and forward guidance tempered concerns about the company’s long‑term growth prospects.
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