earnings
confidence high
sentiment positive
materiality 0.85
Ranpak Q3 revenue up 8% to $99.6M; signs transformative Walmart partnership with warrants
Ranpak Holdings Corp.
2025-Q3 EPS reported
-$0.34
revenue$283,100,000
- Net revenue $99.6M (+8.0% YoY); net loss $10.4M vs $8.1M prior year.
- Adjusted EBITDA $21.4M (+8.1% YoY); automation revenue up 63% to $11.9M.
- Signed partnership with Walmart: 22.5M warrants at $6.8308 vest on $300M spend over 10 years (excl. paper).
- Estimated total potential spend including paper ~$700M; automation revenue expected $40-45M for FY2025.
- Packaging systems placed up 1.4% to ~145.6K; gross margin 34.5% vs 37.3% prior year.