The earnings call highlighted significant future growth potential through strategic investments and operational recoveries. However, it also detailed current financial challenges, including reduced EBITDA guidance and negative free cash flow. While the long-term outlook is promising, near-term financial performance is under pressure.

Company Guidance -

Q3 2025

During the RYAM Second Quarter 2025 Earnings Conference Call, the company revised its full-year 2025 EBITDA guidance to a range of $150 million to $160 million, down from the initial guidance of $215 million to $235 million. This adjustment reflects approximately $59 million in EBITDA headwinds, attributed to nonrecurring challenges such as $21 million from tariff-related uncertainties, $8 million from foreign exchange losses, $18 million from operational disruptions, and $12 million in noncash environmental charges. The company anticipates 2025 to be its trough year, with expectations to nearly double its EBITDA over the next two years, supported by recovery from these issues, cost-saving initiatives, and strategic growth investments. RYAM plans to divest noncore paperboard and high-yield pulp segments, projecting a normalized core EBITDA run-rate of approximately $308 million by 2027, further increasing to about $338 million with the Altamaha Green Energy project in 2028.

Future EBITDA Growth

RYAM anticipates nearly doubling EBITDA over the next two years, projecting a normalized core EBITDA run rate of approximately $308 million by the end of 2027.

Operational Recovery and Strategic Investments

Operational disruptions and environmental charges that impacted EBITDA by $18 million and $12 million respectively, have been addressed. Strategic growth investments are expected to expand revenue and margins significantly.

Biomaterials Initiative

RYAM's biomaterials strategy, with projects like the Tartas bioethanol plant, is expected to generate $8-10 million annually with a high return on investment.

Tariff and Trade Improvements

Tariff-related disruptions are largely resolved, with potential tailwinds from current U.S. tariffs on EU and Brazilian imports enhancing competitive positioning.

Liquidity and Financial Position

RYAM maintains strong liquidity with approximately $202 million, including $71 million cash on hand, and is well below covenant thresholds.

Rayonier Advanced Materials (RYAM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RYAM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.07 / -	-0.12	―	―	―
Aug 05, 2025	2025 (Q2)	-0.23 / -5.47	0.19	-2978.95% (-5.66)
May 06, 2025	2025 (Q1)	-0.09 / -0.49	-0.02	-2350.00% (-0.47)
Mar 05, 2025	2024 (Q4)	-0.19 / -0.10	-0.22	54.55% (+0.12)
Nov 05, 2024	2024 (Q3)	-0.08 / -0.12	-0.4	70.00% (+0.28)
Aug 06, 2024	2024 (Q2)	-0.10 / 0.19	-0.25	176.00% (+0.44)
May 07, 2024	2024 (Q1)	-0.10 / -0.02	0.05	-140.00% (-0.07)
Feb 27, 2024	2023 (Q4)	-0.07 / -0.22	0.04	-650.00% (-0.26)
Nov 07, 2023	2023 (Q3)	-0.31 / -0.40	0.28	-242.86% (-0.68)
Aug 08, 2023	2023 (Q2)	-0.12 / -0.25	-0.39	35.90% (+0.14)

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
Aug 05, 2025	$3.83	$3.86	+0.78%
May 06, 2025	$4.22	$3.94	-6.64%
Mar 05, 2025	$7.49	$6.17	-17.62%
Nov 05, 2024	$8.13	$9.83	+20.91%

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 Nov 11, 2025, After Close (Confirmed).

What is Rayonier Advanced Materials (RYAM) earnings time?

Rayonier Advanced Materials (RYAM) earnings time is at Nov 11, 2025, 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 2025 (Q3) is -0.07.

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