Ranpak Holdings Corp., established in 1972 and headquartered in Concord Township, Ohio, specializes in crafting product protection solutions for both e-commerce and ...
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Est. EPS $-0.03 · Revenue $108.85M · 1 analysts
Est. EPS $0.01 · Revenue $118.73M · 1 analysts
Est. EPS $-0.17 · Revenue $433.98M · 1 analysts
Est. EPS $-0.05 · Revenue $107.23M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $395.0M | +7.1% | -14.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-38.3M | -78.1% | +22.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +24.0% | -36.7% | +56.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -6.2% | -77.3% | +26.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -9.7% | -66.4% | +9.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-7.2M | -186.7% | 0.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -1.8% | -181.0% | -17.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 80.4% | +2.2% | +0.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.83x | -17.2% | +3.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.1B | +1.9% | -0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.45 vs -0.32 | -39.2% | -0.09 vs -0.07 | -20.0% |
| Revenue Surprise | $395.0M vs $395.9M | -0.2% | $86.4M vs $100.9M | -14.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Tranen Alicia M. | director | Class A common stock | A | 2,713 | $6.91 |
| Jul 1, 2026 | Jones Michael Anthony | director | Class A common stock | A | 2,713 | $6.91 |
| Jul 1, 2026 | Seshadri Salil | director | Class A common stock | A | 2,713 | $6.91 |
| May 21, 2026 | Corley Thomas F. | director | Class A common stock | A | 16,181 | — |
| May 21, 2026 | Dolan Victoria L | director | Class A common stock | A | 16,181 | — |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Ranpak Holdings Second Quarter 2026 Earnings Call. I will now hand the conference over to Sara Horvath, Chief Legal and HR Officer. Please go ahead. Sara Horvath: Thank you, and good morning, everyone. Before we begin, I'd like to remind you that we will discuss forward-looking statements as defined under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those forward-looking statements as a result of various factors, including those discussed in our press release and the risk factors identified in our Form 10-K and our other filings filed with the SEC. Some of the statements and responses to your questions in this conference call may include forward-looking statements that are subject to future events and uncertainties that could cause our actual results to differ materially from these statements. Ranpak assumes no obligation and does not intend to update any such forward-looking statements. You should not place undue reliance on these forward-looking statements, all of which speak to the company only as of today. The earnings release we issued this morning and the presentation for today's call are posted on the Investor Relations section of our website. A copy of the release has been included in a Form 8-K that we submitted to the SEC before this call. We will also make a replay of this conference call available via webcast on the company website. For financial information that is presented on a non-GAAP basis, we have included reconciliations to the comparable GAAP information. Please refer to the table and slide presentation accompanying today's earnings release. Lastly, we'll be filing our 10-Q with the SEC for the period ending June 30, 2026. The 10-Q will be available through the SEC or on the Investor Relations section of our website. With me today, I have Omar Asali, our Chairman and CEO; and Bill Drew, our CFO. Omar will summarize our second quarter results and market conditions, and Bill will provide additional detail on the financial results before we open up the call for questions. With that, I'll turn the call over to Omar. Omar Asali: Thank you, Sara. Good morning, everyone, and thank you for joining us today. We are pleased with our second quarter results and how we have started the year as we continue to effectively navigate a dynamic environment. Our investments in automation are paying off as we experienced an exceptionally strong quarter in both North America and Europe. Automation delivered another quarter of strong growth with revenue increasing 139% year-over-year on a constant currency basis and excluding the impact of warrants. The momentum has continued to build across North America and Europe. In North America, we continue to experience strong activity with Walmart and Medline and are expanding the breadth of customers at a solid clip to start the year. In Europe, we are more established in that …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Omar Marwan Asali | Founder, Chief Executive Officer & Chairman | USD 781,923 | Male | 1970 | Active |
Michael S. Gliedman | Executive Vice President, Chief Technology Officer & Director | USD 529,000 | Male | 1963 | Active |
William E. Drew | Executive Vice President & Chief Financial Officer | USD 430,391 | Male | 1982 | Active |
Paul Aram | Chief Operating Officer | USD 179,591 | Male | 1962 | Active |
Sara A. Horvath | Executive Vice President, Chief Legal & HR Officer and Secretary | — | Female | — | Active |
Bryan Boatner | Chief Revenue Officer | — | — | — | Active |
Greg Caldwell | Senior Vice President & Chief Marketing Officer | — | Male | — | Active |
Ranpak NYSE: PACK reported second-quarter revenue growth driven by a sharp increase in automation equipment sales, while management said it remains on track to meet its full-year outlook and generate roughly $60 million in automation revenue in 2026.
Ranpak Holdings Corp. (PACK) Q2 2026 Earnings Call Transcript
Ranpak Holdings Corp. (NYSE: PACK) (âRanpakâ or âthe Companyâ), a leading provider of environmentally sustainable, systems-based, product protection and
CONCORD TOWNSHIP, Ohio--(BUSINESS WIRE)--Ranpak Holdings Corp. Reports Second Quarter 2026 Financial Results.
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