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Rayonier Advanced Materials (NYSE:RYAM) Q3 2025 Earnings Call November 05, 2025 09:00 AM ET Speaker0Good morning and welcome to the Rayon Third Quarter 2025 Earnings Conference Call. During today's presentation, all parties will be in a listen-only mode. Following the presentation, the conference will be open to questions with instructions to follow at that time. As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Mr. Mickey Walsh, Treasurer and Vice Presid ...

Business and Operational Risks The Company's ten largest customers represented a significant portion of the Company's 2024 revenue and the loss of all or a substantial portion of revenue from these customers could have a material adverse effect on the Company's business. A material disruption at any of the Company's manufacturing plants could prevent the Company from meeting customer demand, reduce sales and profitability, increase the cost of production and capital needs, or otherwise materially adversely ...

Core Insights - Rayonier Advanced Materials reported a revenue of $353 million for the quarter ended September 2025, reflecting a 12% decrease compared to the same period last year [1] - The company's EPS was -$0.07, an improvement from -$0.12 in the year-ago quarter, but did not meet the Zacks Consensus Estimate of -$0.07 [1][3] - The revenue fell short of the Zacks Consensus Estimate of $376.4 million by 6.22% [1] Revenue Performance - High-Yield Pulp revenue was $24 million, exceeding the average estimate of $21.15 million from two analysts [4] - Eliminations revenue was reported at -$7 million, slightly better than the estimated -$8 million [4] - Paperboard revenue was $39 million, below the average estimate of $48.45 million [4] EBITDA Analysis - EBITDA from operations for Paperboard was $1 million, significantly lower than the estimated $7.25 million [4] - Corporate EBITDA from operations was -$14 million, matching the average estimate [4] - High-Yield Pulp EBITDA from operations was -$9 million, worse than the estimated -$3.3 million [4] Stock Performance - Rayonier Advanced Materials shares have returned -13.1% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance against the broader market in the near term [3]

RYAM Reports Third Quarter 2025 Results Core Business Demonstrates Strength and Resilience; Growth Plan Remains on Track JACKSONVILLE, Fla., November 4, 2025 - Rayonier Advanced Materials Inc. (NYSE:RYAM) (the "Company") today reported results for its third quarter ended September 27, 2025. "Our third quarter reflects the strength of our core business and the resilience of our teams executing through a dynamic backdrop," said De Lyle Bloomquist, President and CEO of RYAM. "The core Cellulose Specialties bus ...

Core Viewpoint - Rayonier Advanced Materials (NYSE: RYAM) is set to release its third quarter 2025 earnings on November 4, 2025, after market close, indicating a scheduled timeline for financial performance disclosure [1] Group 1 - The earnings release will be followed by a conference call and live webcast on November 5, 2025, at 9:00 a.m. ET to discuss the results [1] - Supplemental materials and access to the live audio webcast will be available on the company's website [1] - A replay of the webcast will be archived on the company's website shortly after the call [1]

Core Viewpoint - Rayonier Advanced Materials Inc. (RYAM) is set to discuss its first half 2025 performance and long-term growth milestones in an upcoming fireside chat with analyst Dmitry Silversteyn [1] Group 1 - The event will take place on September 22, 2025, featuring President and CEO De Lyle Bloomquist [1] - The discussion will focus on RYAM's performance and opportunities supporting the company's growth strategy [1]

Rayonier Advanced Materials (RYAM) FY Conference Summary Company Overview - Rayonier Advanced Materials operates in the natural cellulosic fibers industry, not merely as a pulp and paper company, but as a producer of specialty products including cellular specialty products and biomaterials [4][5][6] Core Business and Strategy - The company focuses on high purity specialty products and aims to grow its biomaterials segment, which is expected to provide significant growth potential and attractive returns to shareholders [5][6][9] - Rayonier operates four facilities located in the United States, Canada, and France, with a strategy centered on adding value through its core business and reducing costs [6][10] Financial Performance and Projections - The estimated EBITDA for 2025 is projected to be around $596 million, with a normalized EBITDA of approximately $200 million expected for 2026 [10][41] - The company faced a $21 million impact from tariffs, with $14 million related to U.S. customer sales affected by these tariffs [11][12] - Operational challenges included production losses due to strikes and severe weather, particularly affecting the Georgia facility [14][15] Market Dynamics - Rayonier is a leading producer in the cellular specialties market, controlling about 80% of the market share alongside two other major players [20][21] - The industry is experiencing high capacity utilization near 90%, with analysts projecting a 4-6% price increase, which is expected to outpace cost inflation [21][22] Growth Opportunities - The company plans to divest its non-core paperboard and high yield pulp businesses to focus on its cellular specialties and biomaterials segments [17][18] - There are significant opportunities in biomaterials, with projects aimed at monetizing the remaining 60% of wood used in production, which is currently burned for energy [29][30] - Projects include a bioethanol facility with a projected EBITDA of $8-10 million per year and a biomass electricity generator expected to generate $30 million in pretax income annually [31][36] Investment Outlook - Rayonier believes its current share price does not reflect the intrinsic value of its assets or growth potential, with projections suggesting a stock price increase to 8-10 times current levels based on future EBITDA multiples [41][42] - The company has a solid balance sheet and liquidity to fund growth projects without shareholder dilution, especially after divesting non-core businesses [39][40] Conclusion - Rayonier Advanced Materials presents a compelling investment opportunity with a strong focus on growth in high-margin specialty products and biomaterials, backed by a robust market position and strategic plans to enhance shareholder value [40][41]

Core Viewpoint - Rayonier Advanced Materials Inc. (RYAM) held its Q2 2025 earnings conference call, discussing financial performance and strategic direction [1][4]. Group 1: Financial Performance - The earnings report and presentation materials were released, providing insights into the company's financial performance [4]. - The call included discussions on non-GAAP financial measures to offer additional perspective on operational performance [5]. Group 2: Leadership and Participation - The conference call featured key company participants including De Lyle Bloomquist (President and CEO) and Marcus Moeltner (CFO and Senior VP of Finance) [3]. - Michael H. Walsh (VP of Investor Relations and Treasurer) hosted the call, welcoming participants and outlining the agenda [2][3].