Rayonier Advanced Materials Inc.

RYAM

$8.54

-0.23%

2026-09-04 12:37:33 EDT-$0.02

Basic Materials

Chemicals - Specialty

NYSE

Active Trading

Rayonier Advanced Materials Inc. operates as a global supplier of specialty cellulose products, reaching markets across the United States, China, Canada, Japan, ...

Price Action of RYAM

$8.54

-0.23%-$0.02

High—

Low—

52W High-27.9%

Rel. vol—

Interval

Range3h

Volume—SMA5SMA10

—

Rayonier Advanced Materials Inc. (RYAM) is a global leader in cellulose-based technologies, transforming renewable wood resources into remarkable products. Headquartered in Jacksonville, Florida, the company operates through three segments: High Purity Cellulose, Paperboard, and High-Yield Pulp. Its high-purity cellulose specialties serve as critical raw materials for diverse consumer products, including ...Rayonier Advanced Materials Inc. (RYAM) is a global leader in cellulose-based technologies, transforming renewable wood resources into remarkable products. Headquartered in Jacksonville, Florida, the company operates through three segments: High Purity Cellulose, Paperboard, and High-Yield Pulp. Its high-purity cellulose specialties serve as critical raw materials for diverse consumer products, including liquid crystal displays, impact-resistant plastics, food thickeners, pharmaceuticals, cosmetics, cigarette filters, rayon yarn for tires, and paints. Commodity products include viscose pulp for textiles and non-woven wipes, and absorbent fluff fibers for diapers and hygiene products. Paperboard is used in packaging and printing, while high-yield pulp is essential for paperboard and paper products. Financially, RYAM has a market cap of about $608 million, with revenue per share of $21.71, but has faced challenges with negative net income and margins. Efficiency ratios indicate a gross profit margin of 5.9%, EBITDA margin of 10.5%, and a net profit margin of -9.6%. The company has a debt-to-equity ratio of 3.98, reflecting significant leverage. Under the leadership of CEO Daniel Krawczyk, appointed in 2023, RYAM aims to leverage its expertise in cellulose to innovate in sustainable materials, despite current financial headwinds. Founded in 1926, the company has a rich history and employs over 2,300 people globally, dedicated to making renewable resources 'Remarkable'.ExpandCollapse

Founded

1926

Employees

2325

CEO

Daniel Krawczyk

Full Name

Rayonier Advanced Materials Inc.

Sector

Basic Materials

Industry

Chemicals - Specialty

ROE

-52.28%

Market Cap

$0.58B

Current Ratio

1.37

WACC

9.95%

ROIC

-4.24%

Contact Information

https://www.ryam.com

904 357 4600

1301 Riverplace Boulevard, Jacksonville, FL 32207

Key Metrics of RYAM

Snapshot

Latest / TTM · 6 periods

Market Cap

$577.68M

ROCE

-4.1%

EV / EBITDA

8.42x

-4.9% YoY

FCF Yield

-6.4%

+17.0% YoY

Cash Conversion Cycle

45.4d

Current Ratio

1.37

Quick take

TTM —

Positive CCC

Financial Highlights of RYAM

Profitability trend

Latest / TTM · 6 periods

Gross Margin

5.9%

Net Margin

-9.6%

P/E Ratio

-4.12x

n/a

Debt / Equity

3.98

n/a

Current Ratio

1.37

Dividend Yield

0.0%

Understanding

TTM —

High debt to equity

Interest coverage is weak

Calendar of RYAM

Upcoming

Sep 27, 2026In 23 days
Q3 FY2026 · Estimated results
Est. EPS $0.01 · Revenue $387.80M · 2 analysts
Dec 27, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.05 · Revenue $396.17M · 2 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $-1.16 · Revenue $1.48B · 1 analysts
Mar 27, 2027
Q1 FY2027 · Estimated results
Est. EPS $0.18 · Revenue $408.63M · 1 analysts

Recent history

Aug 5, 2026
Q2 FY2026 · Results reported
EPS $-0.49 · Revenue $376.00M
View filing
May 6, 2026
Q1 FY2026 · Results reported
EPS $-1.22 · Revenue $319.06M
View filing
Mar 5, 2026
FY2025 · Annual results
EPS $-6.29 · Revenue $1.47B
View filing
Nov 5, 2025
Q3 FY2025 · Results reported
EPS $-0.06 · Revenue $352.84M
View filing
Aug 6, 2025
Q2 FY2025 · Results reported
EPS $-5.44 · Revenue $340.05M
View filing
May 7, 2025
Q1 FY2025 · Results reported
EPS $-0.49 · Revenue $355.97M
View filing

Financial Statements of RYAM

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$1.5B	-10.1%	+17.8%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-422.5M	-983.4%	+59.5%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+8.1%	-20.2%	+357.0%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+0.8%	-68.3%	+91.1%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-28.8%	-1104.5%	+65.7%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-92.0M	-196.2%	-304.8%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-6.3%	-206.9%	-273.8%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	246.1%	+140.7%	+19.5%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.58x	+5.0%	-0.1%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$1.8B	-17.4%	-2.9%

Actual vs Estimate

A Dec 31Q Jun 27

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-6.29 vs -6.13	-2.7%	-0.49 vs -0.22	-122.7%
Revenue Surprise	$1.5B vs $1.4B	+3.8%	$376.0M vs $362.0M	+3.9%

Insider Transactions of RYAM

Acquisitions (A)

Since Aug 27, 2026

Disposals (D)

Since Aug 27, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Mar 1, 2028	Brown Timothy Andrew	officer: Vice President, IT	Restricted Stock Units	—	5,845	—
Mar 1, 2028	Gingras Marie Manon Lise	officer: Vice President, Human Resource	Restricted Stock Units	—	5,845	—
Mar 1, 2028	Rollins Jared Timothy	officer: CAO & VP, Corporate Controller	Restricted Stock Units	—	5,845	—
Aug 27, 2026	Moeltner Marcus J.	officer: CFO and SVP, Finance	Performance-Based LPUs	A	30,386	—
Aug 27, 2026	Sittard Christopher W	officer: Vice President, Sourcing	Performance-Based LPUs	A	2,889	—

Earnings Call Transcript of RYAM

3 transcript segments

Q2 2026

OperatorOperatorSentiment 0.0

Good morning, and welcome to the RYAM Second Quarter 2026 Earnings Conference Call. As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Cody LaCoste, Senior Manager of Investor Relations and Corporate Development. Thank you. Mr. LaCoste, you may now begin.

Cody LaCosteSenior Manager, Investor Relations and Corporate DevelopmentSentiment 0.0

Good morning, and welcome to RYAM's Second Quarter 2026 Earnings Conference Call. Joining me today are Dan Krawczyk, our President and Chief Executive Officer; and Marcus Moeltner, our Senior Vice President of Finance, Chief Financial Officer and Treasurer. Last evening, we released our earnings report and accompanying presentation materials, which are available on our website at ryam.com. These materials provide key insights into our financial performance and strategic priorities. During today's discussion, we may make forward-looking statements subject to risks and uncertainty that could cause actual results to differ materially. These risks are outlined in our earnings release, SEC filings and on Slide 2 of the presentation. We will also reference certain non-GAAP financial measures to offer additional perspective on our operational performance. Reconciliations to the most directly comparable GAAP measures can be found in our presentation on Slides 17 through 19. We appreciate your participation today and your ongoing interest in RYAM. I'll now turn the call over to Dan.

Daniel KrawczykPresident and Chief Executive OfficerSentiment 0.8

Thanks, Cody. Good morning, everyone, and thank you for joining us. It's a privilege to be with you today for my first call as President and Chief Executive Officer of RYAM. Before discussing the quarter or my background, I want to address the company's strategic review directly. The comprehensive review of strategic alternatives remains a top priority for RYAM. It's active, it's progressing with urgency and discipline, and it's focused on evaluating the full range of strategic and financial alternatives available to the company to determine the path forward that best maximizes value for the shareholders. The review is advancing through the appropriate stages, and we are encouraged by the constructive engagement to date. We currently expect to conclude the strategic review and communicate a clear path forward during the fourth quarter. I recognize that my appointment in the middle of this process has led some shareholders to ask whether the company remains fully committed to the review. Let me be clear, my appointment does not alter, delay or narrow the process. The Board asked me to bring an operational lens, strategic perspective and transaction experience to a clear mandate: maximize value for the shareholders. My responsibility is to support the rigorous strategic process, strengthen the performance and market position of the business during the process and ensure the company is prepared to execute effectively under the path ultimately selected. Those responsibilities are closely connected. A comprehensive strategic review requires a clear understanding of the company's …

Leadership Team of RYAM

11 executives

Name	Title	Compensation	Gender	Year Born	Status
Daniel Krawczyk	President, Chief Executive Officer & Director	USD 2,527,639	Male	1970	Active
Marcus J. Moeltner	Chief Financial Officer & Senior Vice President of Finance	USD 1,054,392	Male	1964	Active
Richard Colby Slaughter	Senior Vice President, General Counsel & Corporate Secretary	USD 707,126	Male	1978	Active
Michael D. Osborne	Vice President of Manufacturing Operations	USD 637,826	Male	1969	Active
Christian Antoine-Lucien Ribeyrolle	Senior VP of Biomaterials & President of France Business	—	Male	1962	Active
Christopher W. Sittard	Vice President of Sourcing	—	Male	1969	Active
Daniel Bradley	Vice President of Investor Relations	—	Male	—	Active
Jared Rollins	Chief Accounting Officer, Vice President & Corporate Controller	—	Male	1978	Active
Lise Gingras	Vice President of Human Resources	—	Female	1973	Active
Kenneth James Duffy	Senior Vice President of Paperboard & High Yield Pulp	—	Male	1965	Active
Benjamin Chambers	Head of Sustainability and External Affairs	—	Male	—	Active

Recent News of RYAM

Seeking Alpha8/5/2026Neutral

Rayonier Advanced Materials Inc. (RYAM) Q2 2026 Earnings Call Transcript

Zacks Investment Research8/4/2026Neutral

Rayonier Advanced Materials (RYAM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Rayonier Advanced Materials (RYAM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research8/4/2026Neutral

Rayonier Advanced Materials (RYAM) Reports Q2 Loss, Beats Revenue Estimates

Rayonier Advanced Materials (RYAM) came out with a quarterly loss of $0.3 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.43 per share a year ago.

Business Wire8/4/2026Neutral

RYAM Reports Second Quarter 2026 Results

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Rayonier Advanced Materials Inc. (NYSE:RYAM) (the “Company”) today reported results for its second quarter ended June 27, 2026. “I am excited to join RYAM at a pivotal time for the Company,” said Daniel M. Krawczyk, President and Chief Executive Officer. “The Board asked me to bring an operational lens, strategic perspective and transaction experience to a clear mandate: maximize value for our shareholders. I am fully committed to concluding the Company's co.

Seeking Alpha7/28/2026Neutral

Rayonier Advanced Materials: The Stock Still Trades Below A Rejected Cash Bid

Rayonier Advanced Materials is positioned for a potential sale, with American Industrial Partners accumulating a stake and a formal board-led review underway. Specialty cellulose pricing is robust, up 17% y/y to $2,040/ton, and two new tariff actions protect RYAM as the sole US producer of high-purity dissolving pulp. Despite strong specialty performance, RYAM's consolidated results are weighed down by commodity losses and high leverage, with net secured leverage at 4.3x.

Historical Employee Count of RYAM

Current

2,325

Change

-1.06%

Minimum

2,325

Maximum

2,800

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	2,325	10-K	Mar 5, 2026	View
Dec 31, 2024	2,350	10-K	Mar 6, 2025	View
Dec 31, 2023	2,800	10-K	Feb 29, 2024	View
Dec 31, 2022	2,500	10-K	Mar 1, 2023	View
Dec 31, 2021	2,500	10-K	Mar 1, 2022	View

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Rayonier Advanced Materials Inc.