Rayonier Advanced Materials (RYAM)
NYSE:RYAM
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.22Last Year’s EPS
-5.47Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call was mixed. There are meaningful positive developments: a 17% YoY increase in average CS sales price, $24M adjusted EBITDA in High Purity Cellulose, $12M of adjusted free cash flow in Q1, and clear commercialization targets in the product pipeline that support a path to improved mix and earnings. At the same time, consolidated adjusted EBITDA was low ($8M), certain segments (paperboard and high-yield pulp) were loss-making, CS volumes remain pressured by inventories and market softness in some end markets, logistics and input-cost inflation persist, and the company faces balance sheet and leadership-transition uncertainty. Management emphasized disciplined execution and a transition-year outlook that requires sequential improvement to meet full-year objectives.Company Guidance
Material CS price improvement
Average cellulose specialty (CS) sales price increased 17% year-over-year in Q1 2026; company reports it has secured the majority of 2026 CS volume at pricing meaningfully higher than 2025 and notes industry utilization above 90% (Hawkins Wright), supporting disciplined pricing.
Strong profitability in High Purity Cellulose
High Purity Cellulose generated $24 million of adjusted EBITDA in Q1, providing the primary earnings contribution for the quarter.
Positive adjusted free cash flow in Q1 despite a weak quarter
Company generated $12 million of adjusted free cash flow in Q1 2026, demonstrating early progress toward the stated 2026 priority of delivering positive free cash flow.
Liquidity and available capital
Ended Q1 with total liquidity of $160 million, comprised of $68 million cash on hand, $88 million availability under the ABL, and $4 million available under the French factoring line.
Commercial pipeline and near-term commercialization targets
New product pipeline progress: targeting ~10,000 metric tons annual sales in 2026 for freezer board and oil-and-grease-resistant board each; ~20,000 metric tons annual sales target in 2026 for softwood high yield pulp rolls; odor-control fluff identified as a differentiated, margin-accretive opportunity.
Ability to pivot mix into higher-margin fluff and sequential volume upside
Management highlights dynamic asset allocation used to shift production toward fluff as pricing strengthens; indicated pending pricing moves (net ~$55 in China and ~$120 in North America/Europe) and expects CS shipments could be ~15–20% higher sequentially from the Q1 base (Q1 ~70k+ tons).
Strategic review to maximize shareholder value
Company initiated a formal review of strategic alternatives and engaged Morgan Stanley, a process that could unlock value (options include partnerships, M&A, asset sales, or capital structure actions) and signals active value-creation consideration by the board.
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 |
|---|---|---|---|
May 05, 2026 | $9.29 | $9.82 | +5.71% |
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% |
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 Aug 11, 2026, After Close (Confirmed).
What is Rayonier Advanced Materials (RYAM) earnings time?
Rayonier Advanced Materials (RYAM) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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 (Q2) is -0.22.