Monitor Q3 guidance update on the next call; the Automation growth trajectory is strong but PPS decline and widening losses warrant caution. The maintained guidance suggests management sees no material change, but the EPS miss may pressure the stock near term.
Price Chart
Executive Summary
Ranpak reported Q2 revenue of $105.2M (+14% YoY, beating consensus of $100.9M) but EPS of -$0.09 missed the -$0.08 estimate, with net loss widening to $7.9M. Automation revenue surged 134% but PPS machine placements declined. Guidance was maintained, providing no upward catalyst.
Key Financial Metrics
Key Facts
- Revenue $105.2M, up 14.0% YoY (12.2% constant currency)
- EPS -$0.09 vs consensus -$0.08 (12.5% miss)
- Net loss $7.9M vs $7.5M in prior year
- Adjusted EBITDA $19.1M, up 15.8% YoY
- Automation revenue grew 133.8% to $16.6M
- PPS installed base down 2.3% to 141.7K machines
- Full-year guidance maintained
Financial Impact
Revenue beat by $4.3M, EPS missed by $0.01, net loss increased by $0.4M YoY.
Risk Factors
- PPS installed base contraction
- Global conflicts and tariff uncertainty
- Rising paper and input costs
- High leverage with $403.9M debt
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-050798 |
| Document: pack-20260730.htm | 0001628280-26-050798 |
| Document: 0001628280-26-050798-index-headers.html | 0001628280-26-050798 |
| Document: 0001628280-26-050798-index.html | 0001628280-26-050798 |
| Document: 0001628280-26-050798.txt | 0001628280-26-050798 |
| 8-K Data (Synthetic) | 0001628280-26-050798 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 12w ago | 8-K | $5.17 $3.68 | ▲ +28.82% | ▲ +31.28% | $3.97 (+23.21%) |
Jun 19, 2026 18w ago | Institutional Cluster | $7.27 $3.81 | ▼ −47.59% | ▼ −49.34% | $3.97 (−45.39%) |
Apr 30, 2026 25w ago | 8-K | $5.09 $6.69 | ▲ +31.43% | ▲ +28.33% | $3.97 (−22.00%) |
Apr 24, 2026 26w ago | DEFA14A | $4.12 $7.01 | ▲ +70.15% | ▲ +65.37% | $3.97 (−3.64%) |
Mar 5, 2026 33w ago | 8-K | $4.24 $6.89 | ▲ +62.50% | ▲ +51.20% | $3.97 (−6.37%) |
US Market Status
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