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Dec 31, 2025
Ranpak Q4 2025 Earnings Report
Ranpak reported its fourth quarter 2025 financial results, showing record revenue in its Automation segment and overall volume growth despite a net loss.
Key Takeaways
Ranpak achieved Q4 net revenue of $111.9 million, a 6.6% increase year-over-year, driven by strong performance in Automation and e-commerce activity in North America. Despite the top-line growth, the company reported a net loss of $9.5 million and a 5.1% decline in Adjusted EBITDA, primarily due to a shift in customer mix toward large e-commerce players and the impact of warrant-related expenses.
Net revenue increased 6.6% to $111.9 million, with Automation sales growing 35.3% to a record $13.8 million.
Net loss widened to $9.5 million compared to $8.0 million in the prior year period.
Adjusted EBITDA fell 5.1% to $24.0 million, impacted by a higher mix of lower-margin e-commerce business and warrant provisions.
The company signed strategic agreements with Amazon and Walmart, positioning itself for long-term organic scaling.
Revenue by Segment
Forward Guidance
Ranpak expects 2026 net revenue between $415 million and $445 million, representing 5.1% to 12.7% growth.
Positive Outlook
- Expected rapid growth in Automation of 30-50%.
- Deepening relationships with large enterprise accounts in North America.
- Gradually improving operating environment in North America.
- Goal to double top-line revenue over the next five years.
- Focus on scaling Automation to profitability.
Challenges Ahead
- Elevated global uncertainty following developments in the Middle East.
- Moderate backdrop expected in EMEA.
- Impact of warrant provisions on reported net revenue.
- Weaker industrial sector weighing on margin profiles.
- High degree of competition and potential for rising input costs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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