Ranpak Holdings Corp. (PACK)
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-09-04
$4.54+3.65%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-09-04
QuarterlyIQ Insights · PACK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing net revenue in 2026 within a range of 5.1% to 12.7%, driven by Automation and Protective Packaging Solutions.
Stated as a priority in 3 of last 3 quarters. Net revenue grew from $91.2 million in 2026-Q1 to $105.2 million in 2026-Q2, a 14.0% year-over-year increase, driven by Automation revenue growth of 139.4% in 2026-Q2. Management's trajectory is delivering with revenue growth exceeding the stated 5.1% to 12.7% target range.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We remain on track to have a strong year in Automation expecting to achieve nearly $60 million in revenue.”
“Net revenue increased 11.0% year over year... Automation delivered an exceptional performance.”
“We are forecasting net revenue growth in the area of 5.1% – 12.7% ... range of $415 – $445 million in net revenue.”
Drive adjusted EBITDA growth in 2026 within a range of 5.4% to 19.9%, improving margin profile while managing costs.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA grew from $18.9 million in 2026-Q1 to $19.1 million in 2026-Q2, a 15.8% year-over-year increase, within the 5.4% to 19.9% target range. Management's focus on cost discipline and margin improvement is reflected in this positive trajectory.
“AEBITDA of $19.1 million, an increase of 15.8% year over year.”
“AEBITDA increased $1.6 million or 9.2% year over year to $18.9 million.”
“AEBITDA growth of 5.4% – 19.9% results in a range of $83.5 – $95 million for AEBITDA in 2026.”
Expand Automation product line revenue significantly, targeting nearly $60 million in 2026 driven by box customization and automated dunnage solutions.
Stated as a priority in 2 of last 3 quarters. Automation revenue grew from $6.3 million in 2025-Q1 to $13.4 million in 2026-Q1 and further to $16.6 million in 2026-Q2, representing over 100% growth year over year. Management is delivering strong growth toward the nearly $60 million 2026 revenue target.
“Automation product line increased 139.4% year over year on a constant currency basis.”
“Automation net revenue increased 112.7% to $13.4 million from $6.3 million.”
Continue disciplined cost management to improve margins while supporting top-line growth.
Stated as a priority in 3 of last 3 quarters. Gross margin improved from 31.3% in 2025-Q2 to 32.8% in 2026-Q2, and AEBITDA margin increased from 17.9% to 18.2% over the same period. Management's cost discipline and margin focus show limited but positive progress.
“We remain disciplined on cost and are focused on delivering top-line growth while strengthening our margin profile.”
“Our margin initiatives are gaining traction, and we remain disciplined on cost.”
“We continue to expect to achieve our guidance for the year and are positioning ourselves to achieve our longer term revenue targets.”
Management aims for Automation segment revenue of $40-$45 million for the fiscal year 2025.
Over the trailing year it converted -0.98x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.