Ranpak Holdings Corp (NYSE:PACK)

Q3 2025 Ranpak Holdings Corp Earnings Call Transcript

Oct 30, 2025 / 12:30 PM GMT

Release Date Price: $4.63 (-17.03%)

Transcript 10-Q8-K

Key Points

Positve

Ranpak Holdings Corp (PACK) entered into a strategic partnership with Walmart, potentially generating up to $700 million in revenue over 10 years.
The company reported a 4.4% increase in consolidated net revenue for Q3 2025, driven by strong performance in North America.
Automation revenue increased by 56% on a constant currency basis, with significant growth expected from partnerships with major clients like Walmart and Medline.
Ranpak Holdings Corp (PACK) is seeing strong demand in North America, with sales up 10.9% year-over-year, driven by large e-commerce accounts.
The company is making progress on margin enhancement initiatives, with gross margins improving to 34.5% from 31.3% in Q2 2025.

Negative

Volumes in Europe and Asia Pacific were down 2.5% year-over-year, reflecting a challenging operating environment.
Consolidated volumes decreased by 30 basis points compared to the previous year.
The company is facing a sluggish sales environment in Europe and destocking activities in Asia Pacific.
Gross profit declined by 3.8% on a constant currency basis, impacted by non-cash warrant expenses.
Ranpak Holdings Corp (PACK) expects to end the year with a lower cash balance than previously forecasted, due to weaker sales in Europe and Asia Pacific.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PACK.N - Ranpak Holdings Corp
Q3 2025 Ranpak Holdings Corp Earnings Call
Oct 30, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Carly, and I will be your conference operator today.

At this time, I would like to welcome everyone to the RandAC Holdings Q3 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad.

If you would like to withdraw your question, press one again.

Thank you. I will now turn the call over to Sarah Horvath, General counsel. Please go ahead.

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Unidentified_2 [2]

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