Earnings summaries and quarterly performance for RAYONIER ADVANCED MATERIALS.
Executive leadership at RAYONIER ADVANCED MATERIALS.
De Lyle W. Bloomquist
Detailed
President and Chief Executive Officer
CEO
CA
Christian Antoine Lucien Ribeyrolle
Detailed
Senior Vice President, Biomaterials and President, Rayonier A.M. France SAS
CW
Christopher W. Sittard
Detailed
Vice President, Sourcing
JL
James L. Posze, Jr.
Detailed
Chief Administrative Officer and Senior Vice President, Human Resources
JR
Jared Rollins
Detailed
Chief Accounting Officer and Vice President, Corporate Controller
JC
Joshua C. Hicks
Detailed
Senior Vice President, High Purity Cellulose
KJ
Kenneth J. Duffy
Detailed
Senior Vice President, Paperboard/High-Yield Pulp
MJ
Marcus J. Moeltner
Detailed
Chief Financial Officer and Senior Vice President, Finance
MD
Michael D. Osborne
Detailed
Vice President, Manufacturing
RC
R. Colby Slaughter
Detailed
Senior Vice President, General Counsel and Corporate Secretary
WK
Whitney K. McGuire
Detailed
Vice President and Assistant General Counsel
Board of directors at RAYONIER ADVANCED MATERIALS.
Research analysts who have asked questions during RAYONIER ADVANCED MATERIALS earnings calls.
DS
Dmitry Silversteyn
D.A. Davidson & Co.
4 questions for RYAM
Also covers: HYFM, SCL, TMC
Matthew McKellar
RBC Capital Markets
4 questions for RYAM
Also covers: CLW, IP, JHX +8 more
Daniel Harriman
Sidoti & Company, LLC
3 questions for RYAM
Also covers: BCPC, GEF, HFFG +5 more
DJ
Daniel Jacome
Stifel Financial Corp.
1 question for RYAM
Recent press releases and 8-K filings for RYAM.
RYAM Announces CEO Transition
RYAM
CEO Change
Management Change
Board Change
- De Lyle W. Bloomquist, President and CEO of RYAM, will retire by May 2026 and will not stand for re-election to the Board of Directors, remaining in his role until a successor is appointed.
- The Board has initiated a comprehensive search for a new CEO, engaging Spencer Stuart to identify both internal and external candidates.
- RYAM, a global leader in cellulose-based technologies, generated $1.6 billion of revenue in 2024.
Dec 10, 2025, 9:14 PM
Rayonier Advanced Materials Updates Guidance and Outlines Growth Strategy
RYAM
Guidance Update
New Projects/Investments
Debt Issuance
- Rayonier Advanced Materials (RYAM) has revised its current year EBITDA guidance to $135-$140 million, down from an initial $215-$235 million, primarily due to tariffs, currency fluctuations, operational challenges, and non-cash environmental charges.
- The company aims to double its EBITDA to a run rate of $315 million by the end of 2027, driven by price and volume increases in its core cellulose specialties, $50 million in cost reductions, and investments in its biomaterials business.
- Key biomaterials projects include the Altamaha Green Energy (AGE) facility, projected to contribute $50 million to RYAM's EBITDA, and a new bioethanol plant targeting $15.2 million (80% of $19 million total EBITDA) for RYAM.
- RYAM plans to deleverage to 2-2.5 times net leverage and intends to sell its non-core paperboard and high-yield pulp businesses after restoring their profitability from a current $14 million EBITDA loss to a normalized $30 million.
- The company anticipates refinancing its $700 million term loan in 2026, which could result in annual interest savings of up to $28 million.
Nov 19, 2025, 9:20 PM
Rayonier Advanced Materials Updates Guidance and Outlines 2027 Growth Strategy
RYAM
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Rayonier Advanced Materials (RYAM) has revised its current year EBITDA guidance to $135-$140 million, a decrease from initial guidance of $215-$235 million, primarily due to tariffs, operational challenges, and currency impacts.
- The company aims to double its EBITDA to a run rate of $315 million by the end of 2027, driven by price and volume increases in core cellulose specialties, $50 million in cost reductions, and strategic investments in its biomaterials business.
- RYAM is pursuing several biomaterials projects, including a bioethanol plant in France expected to generate $8-$10 million annually for a $5 million investment, and the Altamaha Green Energy (AGE) biomass facility in Georgia, projected to contribute $100 million in EBITDA for a $46 million investment.
- To accelerate deleveraging, RYAM plans to restore its non-core paperboard and high-yield pulp businesses from a $14 million EBITDA loss to $30 million in profitability before exploring their sale.
- The company targets reducing net leverage from just over four times to two to two and a half times, anticipating over $140 million in annual free cash flow, and potential $28 million interest savings from refinancing its $700 million term loan.
Nov 19, 2025, 9:20 PM
Rayonier Advanced Materials Updates Guidance and Outlines Growth Strategy
RYAM
Guidance Update
New Projects/Investments
Debt Issuance
- Rayonier Advanced Materials (RYAM) has updated its current year guidance to $135-$140 million in EBITDA, a reduction from its initial $215-$235 million guidance, attributing the change to tariffs, currency impacts, and operational challenges.
- The company aims to double its EBITDA from a $195 million baseline to a run rate of $315 million by the end of 2027, driven by price and volume increases in its core cellulose specialties business, $50 million in cost reductions, and strategic investments in biomaterials.
- RYAM is pursuing several biomaterials projects, including a biomass facility in Georgia (AGE) expected to generate $100 million in EBITDA (RYAM's 49% share requiring $46 million capital) and other projects projected to add $80 million in EBITDA with less than $60 million of RYAM's capital investment.
- To reduce net leverage from just over 4 times to a target of 2-2.5 times, RYAM plans to divest non-core paperboard and high-yield pulp businesses (currently losing $14 million EBITDA, with a plan to restore to $30 million normalized profitability) and refinance its $700 million term loan, potentially saving up to $28 million annually in interest.
- The company anticipates generating over $140 million of free cash flow annually once interest costs are reduced, with priorities focused on debt reduction and reinvestment in the business.
Nov 19, 2025, 9:20 PM
RYAM reports Q3 2025 results and updates full-year guidance
RYAM
Earnings
Guidance Update
New Projects/Investments
- RYAM reported Q3 2025 revenue of $353 million and adjusted EBITDA of $42 million, a decrease of $9 million from Q3 2024. The company refined its full-year 2025 adjusted EBITDA guidance to $135-$140 million, down from the prior range of $150-$160 million, primarily due to proactive downtime in non-core paperboard and high-yield pulp.
- The company aims to double its EBITDA to over $300 million by the end of 2027, supported by a nearly implemented $30 million cost reduction program for 2026, an additional $20 million in EBITDA benefit for 2027 from strategic capital projects, and a strong push for a significant price reset in cellular specialty products for 2026.
- The Temiskaming site is expected to incur an EBITDA loss of approximately $14 million in 2025 but is undergoing initiatives to restore profitability in 2026, with potential for divestiture after July 2026. Biomaterials projects are advancing, including the Altamaha Green Energy project and a $37 million EU Innovation Fund grant for an ESAF project at the Tartas plant.
Nov 5, 2025, 2:00 PM
RYAM Reports Q3 2025 Results, Updates 2025 Guidance, and Outlines Strategic Initiatives
RYAM
Earnings
Guidance Update
M&A
- For Q3 2025, RYAM reported net sales of $353 million and operating income of $9 million. The adjusted free cash flow for the nine months ended September 27, 2025, was $(83) million.
- The company's 2025 EBITDA guidance is ~$135-140 million, with 2025 expected to be a trough year, and Q3 demonstrating normalization in the core business.
- RYAM is pursuing a divestiture of its Temiscaming Paperboard and High-Yield Pulp businesses in 2026 after restoring profitability. The company is also targeting a significant reset in 2026 pricing for Cellulose Specialties and expects ~$30 million in structural cost-reduction run-rate savings by 2026.
- As of September 27, 2025, RYAM had net secured debt of $729 million and $140 million of global liquidity, including $77 million in cash.
Nov 5, 2025, 2:00 PM
Rayonier Advanced Materials Inc. Reports Q3 2025 Results and Updates Full Year Guidance
RYAM
Earnings
Guidance Update
Demand Weakening
- Rayonier Advanced Materials Inc. (RYAM) reported net sales of $353 million for the third quarter of 2025, a decrease of $48 million from the prior year quarter, with a loss from continuing operations of $4 million and Adjusted EBITDA from continuing operations of $42 million.
- The company expects full year 2025 Adjusted EBITDA to approximate $135 million to $140 million, which includes a $12 million non-cash environmental charge taken in the first quarter.
- Year-to-date cash used in operating activities was $(8) million, and Adjusted Free Cash Flow was $(83) million. However, Adjusted Free Cash Flow is expected to approximate $25 million to $30 million in the fourth quarter of 2025, reflecting improved working capital conversion and stronger financial performance.
- RYAM's long-term strategy aims to deliver over $300 million in run-rate EBITDA by the end of 2027. The company also reorganized its High Purity Cellulose segment into Cellulose Specialties, Biomaterials, and Cellulose Commodities in January 2025 and is idling production in its Paperboard and High-Yield Pulp segments in Q4 2025 due to market weakness.
Nov 4, 2025, 9:52 PM
Rayonier Advanced Materials Reports Third Quarter 2025 Results
RYAM
Earnings
Guidance Update
New Projects/Investments
- Rayonier Advanced Materials (RYAM) reported Net Sales of $353 million for the third quarter ended September 27, 2025, a $48 million decrease from the prior year quarter. The company's loss from continuing operations improved to $4 million from $33 million in the prior year quarter.
- Adjusted EBITDA from Continuing Operations for Q3 2025 was $42 million, which is down $9 million from the prior year quarter.
- For the full year 2025, RYAM expects Adjusted EBITDA to approximate $135 million to $140 million, including a $12 million non-cash environmental charge. Adjusted Free Cash Flow is anticipated to be $25 million to $30 million in the fourth quarter of 2025.
- The company's long-term strategy aims to deliver over $300 million in run-rate EBITDA by the end of 2027.
Nov 4, 2025, 9:30 PM
Rayonier Advanced Materials Inc. Reports Q2 2025 Results and Provides Strategic Outlook
RYAM
Earnings
Guidance Update
New Projects/Investments
- Rayonier Advanced Materials Inc. (RYAM) reported Q2 2025 revenue of $340 million and Adjusted EBITDA of $28 million. The company provided 2025 Adjusted EBITDA guidance of $150 - 160 million and Adjusted Free Cash Flow guidance of $(10) - (25) million.
- RYAM plans to divest its Paperboard and High-Yield Pulp businesses in 2026 to operate as a pure-play Cellulose Specialties company, with the goal of restoring Temiscaming profitability, which has an updated 2025 EBITDA guidance of $0-(5) million.
- The company projects a 2025 Normalized EBITDA of $200 million, with a plan to grow core business EBITDA to $308 million by 2027 and $338 million by 2028. This growth is expected to be driven by Cellulose Specialties price increases, cost reductions, commodity exposure reduction, and biomaterials growth.
- RYAM is advancing biomaterials projects, including the BioNova Joint Venture, which is expected to invest $110 million to generate ~$39 million in EBITDA, and the Altamaha Green Energy (AGE) project, with RYAM's share of pre-tax net income expected to be $30 million starting in late 2028.
Aug 6, 2025, 1:00 PM
Rayonier Advanced Materials Transforms Reporting and Embraces New JV for Growth
RYAM
New Projects/Investments
Guidance Update
- Transformed segment reporting now clearly separates the high-margin cellulose specialties and emerging biomaterials businesses, enabled by an integrated ERP system to enhance visibility and operational efficiency.
- Despite a challenging Q1 with operational disruptions, tariffs, and maintenance issues, the management remains positive on a value-over-volume strategy with improved pricing and margin guidance for 2025.
- The announcement of the BioNova joint venture with a European partner aims to accelerate green investments, including bioethanol projects and other renewable materials, backed by a significant equity and debt funding structure.
May 21, 2025, 6:01 PM
Quarterly earnings call transcripts for RAYONIER ADVANCED MATERIALS.
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