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Rayonier Advanced Materials (RYAM)
NYSE:RYAM
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.63Last Year’s EPS
-0.49Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear and actionable management priorities (deliver positive free cash flow in 2026, assert pricing leadership in specialties, improve EBITDA across all businesses) and early operational progress (85% of specialties priced at +18%, product introductions, Tardis recovery actions) against material near-term financial and market challenges (negative $88M FCF in 2025, high-cost debt, expected ~20% volume loss from pricing actions, 15% of specialties unplaced, import and oversupply pressures). While management presented a cohesive plan with measurable levers and upcoming trade-remedy catalysts, the company faces meaningful execution and refinancing risk in the near term, leaving the tone cautiously constructive but uncertain.Company Guidance
Pricing Progress in Cellulose Specialties
85% of the specialties business is arranged at an average price increase of 18% versus 2025; management expects the remaining 15% (still under discussion) to come at an even higher average price increase if secured.
Strong Price Gains in Select Products
Management reported achieving near 20% price increases for ether-grade cellulose in Europe and stated nitration-grade cellulose achieved more than the 18% benchmark due to heightened demand (e.g., propellant customers).
Commitment to Positive Free Cash Flow in 2026
Company priority #1 is to deliver positive free cash flow in 2026 after reporting negative free cash flow of $88 million in 2025, with every group focused on this mission-critical goal.
EBITDA Improvement Across the Portfolio
Management expects every business to improve EBITDA in 2026 relative to 2025, targeting a near-zero EBITDA first quarter but a full-year EBITDA substantially better than 2025 as leadership initiatives take effect.
New Product Commercializations and Portfolio Innovation
Multiple new products under commercialization (examples cited: oil & grease board and foldable freezer board in paperboard; new high-yield pulp product under customer testing), and a broader new-product pipeline intended to offset inflation and drive margin improvement.
Operational Actions on Tardis and Biomaterials
Company is instituting a crisis management team to run the Tardis site harder, which should increase feedstock to the BioNova biomaterials joint venture, boosting ethanol and lignosulfonate sales and supporting growth in biomaterials.
Potential Trade Remedies to Support North American Pricing
Company expects preliminary countervailing duty determinations on subsidized Brazilian imports later in March and preliminary antidumping determinations for Brazil and Norway in May; remedies could stack and help restore North American pricing if enacted.
Paperboard Sequential Improvement
Q4 saw sequential increases in paperboard volumes and prices attributed to new product introductions (freezer board), improved plant productivity/quality (fewer culls), and mix improvement.
RYAM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RYAM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $9.37 | $10.92 | +16.54% |
Nov 04, 2025 | $6.53 | $5.95 | -8.88% |
Aug 05, 2025 | $3.83 | $3.86 | +0.78% |
May 06, 2025 | $4.22 | $3.94 | -6.64% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rayonier Advanced Materials (RYAM) report earnings?
Rayonier Advanced Materials (RYAM) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Rayonier Advanced Materials (RYAM) earnings time?
Rayonier Advanced Materials (RYAM) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RYAM EPS forecast?
RYAM EPS forecast for the fiscal quarter 2026 (Q1) is -0.63.