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Ranpak Holdings Corp.（PACK）与RICHARDSON ELECTRONICS, LTD.（RELL）财务数据对比。点击上方公司名可切换其他公司
Ranpak Holdings Corp.的季度营收约是RICHARDSON ELECTRONICS, LTD.的1.8倍（$93.7M vs $52.3M），RICHARDSON ELECTRONICS, LTD.同比增速更快（5.7% vs 2.3%），过去两年Ranpak Holdings Corp.的营收复合增速更高（13.7% vs -0.3%）
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
詹姆斯·理查森集团（又名JR集团）是澳大利亚私有综合企业，业务涵盖家具、酒店、房地产及零售领域，总部位于墨尔本阿伯茨福德区，全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店，在以色列是家喻户晓的企业。
PACK vs RELL — 直观对比
营收规模更大
PACK
是对方的1.8倍
$52.3M
营收增速更快
RELL
高出3.4%
2.3%
两年增速更快
PACK
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $93.7M | $52.3M |
| 净利润 | — | $-121.0K |
| 毛利率 | 39.0% | 30.7% |
| 营业利润率 | -1.0% | 0.3% |
| 净利率 | — | -0.2% |
| 营收同比 | 2.3% | 5.7% |
| 净利润同比 | — | 83.9% |
| 每股收益（稀释后） | $-0.11 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PACKRELL
| Q4 25 | $93.7M | $52.3M | ||
| Q3 25 | $83.6M | $54.6M | ||
| Q2 25 | $77.8M | — | ||
| Q1 25 | $77.6M | $53.8M | ||
| Q4 24 | $91.6M | $49.5M | ||
| Q3 24 | $78.6M | $53.7M | ||
| Q2 24 | $72.8M | — | ||
| Q1 24 | $72.5M | $52.4M |
净利润PACKRELL
| Q4 25 | — | $-121.0K | ||
| Q3 25 | $-10.4M | $1.9M | ||
| Q2 25 | $-7.5M | — | ||
| Q1 25 | $-10.9M | $-2.1M | ||
| Q4 24 | — | $-751.0K | ||
| Q3 24 | $-8.1M | $590.0K | ||
| Q2 24 | $5.5M | — | ||
| Q1 24 | $-8.1M | $750.0K |
毛利率PACKRELL
| Q4 25 | 39.0% | 30.7% | ||
| Q3 25 | 41.1% | 31.0% | ||
| Q2 25 | 37.1% | — | ||
| Q1 25 | 39.8% | 31.0% | ||
| Q4 24 | 45.2% | 31.0% | ||
| Q3 24 | 43.8% | 30.6% | ||
| Q2 24 | 43.5% | — | ||
| Q1 24 | 44.6% | 29.5% |
营业利润率PACKRELL
| Q4 25 | -1.0% | 0.3% | ||
| Q3 25 | -6.8% | 1.8% | ||
| Q2 25 | -12.5% | — | ||
| Q1 25 | -10.3% | -5.1% | ||
| Q4 24 | 1.5% | -1.3% | ||
| Q3 24 | -5.3% | 0.6% | ||
| Q2 24 | -7.1% | — | ||
| Q1 24 | -6.6% | 1.9% |
净利率PACKRELL
| Q4 25 | — | -0.2% | ||
| Q3 25 | -12.4% | 3.5% | ||
| Q2 25 | -9.6% | — | ||
| Q1 25 | -14.0% | -3.8% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | -10.3% | 1.1% | ||
| Q2 24 | 7.6% | — | ||
| Q1 24 | -11.2% | 1.4% |
每股收益（稀释后）PACKRELL
| Q4 25 | $-0.11 | — | ||
| Q3 25 | $-0.12 | — | ||
| Q2 25 | $-0.09 | — | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $-0.13 | — | ||
| Q3 24 | $-0.10 | — | ||
| Q2 24 | $0.07 | — | ||
| Q1 24 | $-0.10 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $63.0M | $33.1M |
| 总债务越低越好 | $401.9M | — |
| 股东权益账面价值 | $534.9M | $158.5M |
| 总资产 | $1.1B | $201.8M |
| 负债/权益比越低杠杆越低 | 0.75× | — |
8季度趋势，按日历期对齐
现金及短期投资PACKRELL
| Q4 25 | $63.0M | $33.1M | ||
| Q3 25 | $49.9M | $35.7M | ||
| Q2 25 | $49.2M | — | ||
| Q1 25 | $65.5M | $36.7M | ||
| Q4 24 | $76.1M | $26.6M | ||
| Q3 24 | $69.5M | $23.0M | ||
| Q2 24 | $65.1M | — | ||
| Q1 24 | $55.1M | $18.9M |
总债务PACKRELL
| Q4 25 | $401.9M | — | ||
| Q3 25 | $403.1M | — | ||
| Q2 25 | $403.1M | — | ||
| Q1 25 | $405.2M | — | ||
| Q4 24 | $406.4M | — | ||
| Q3 24 | $403.2M | — | ||
| Q2 24 | $396.1M | — | ||
| Q1 24 | $396.7M | — |
股东权益PACKRELL
| Q4 25 | $534.9M | $158.5M | ||
| Q3 25 | $537.8M | $159.4M | ||
| Q2 25 | $539.0M | — | ||
| Q1 25 | $544.1M | $152.9M | ||
| Q4 24 | $548.1M | $156.2M | ||
| Q3 24 | $564.3M | $159.1M | ||
| Q2 24 | $566.2M | — | ||
| Q1 24 | $560.0M | $158.6M |
总资产PACKRELL
| Q4 25 | $1.1B | $201.8M | ||
| Q3 25 | $1.1B | $200.1M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | $189.8M | ||
| Q4 24 | $1.1B | $195.2M | ||
| Q3 24 | $1.1B | $197.9M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | $193.6M |
负债/权益比PACKRELL
| Q4 25 | 0.75× | — | ||
| Q3 25 | 0.75× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.71× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.71× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $19.5M | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-1.7M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $7.6M |
8季度趋势，按日历期对齐
经营现金流PACKRELL
| Q4 25 | $19.5M | $-99.0K | ||
| Q3 25 | $8.5M | $1.4M | ||
| Q2 25 | $-3.6M | — | ||
| Q1 25 | $-1.3M | $4.6M | ||
| Q4 24 | $6.5M | $5.5M | ||
| Q3 24 | $10.1M | $412.0K | ||
| Q2 24 | $19.6M | — | ||
| Q1 24 | $5.2M | $-2.5M |
自由现金流PACKRELL
| Q4 25 | — | $-1.7M | ||
| Q3 25 | — | $342.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $4.1M | ||
| Q4 24 | — | $4.9M | ||
| Q3 24 | — | $-514.0K | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-2.9M |
自由现金流率PACKRELL
| Q4 25 | — | -3.3% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | -1.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -5.6% |
资本支出强度PACKRELL
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.8% |
现金转化率PACKRELL
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | 3.56× | — | ||
| Q1 24 | — | -3.37× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |
