RYAM · Rayonier Advanced Materials Inc.
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. RYAM reported Q2 results ahead of expectations with Adjusted EBITDA up 43% year-over-year to $40 million on 21% Cellulose Specialties pricing gains, while reiterating full-year positive free cash flow guidance and expecting to conclude its strategic alternatives review in Q4.
- + Q2 Adjusted EBITDA rose 43% year-over-year to $40 million, ahead of expectations
- + Cellulose Specialties pricing increased 21% year-over-year and 8% sequentially, with HPC Adjusted EBITDA up $12 million year-over-year
- + HPC Adjusted EBITDA margin expanded to 19% from 9% in Q1 and 17% in prior-year quarter
- + Strategic review remains top priority, expected to conclude in Q4 with a clear path forward
- − Net loss from continuing operations was $33 million in Q2, including a $13 million non-cash asset impairment
- − Cellulose Specialties sales volume declined 23% year-over-year as company executed its CS leadership pricing initiatives
- − Cellulose Commodities pricing was 11% below prior-year levels
- − Net secured leverage remains elevated at 4.2x covenant EBITDA against 4.75x covenant test
- − Year-to-date Adjusted Free Cash Flow was negative $8 million through H1
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RYAM
this stock
Rayonier Advanced Materials Inc.
|
$579.71M | +20.9% | -10.1% | — | 7.3% |
|
SHECF
Shin-Etsu Chemical Co., Ltd.
|
$67.96B | +16.6% | — | — | 0.2% |
|
DOW
Dow Inc.
|
$20.15B | +19.6% | -7.0% | — | 4.9% |
|
NPXYY
Nippon Sanso Holdings Corporation/ADR
|
$15.19B | +15.0% | — | — | 0.0% |
|
CE
Celanese Corp
|
$4.93B | +4.5% | -7.1% | — | 6.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RYAM | -16.9% | -16.8% | -28.4% | -10.7% | +20.9% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -16.7% | -16.4% | -40.6% | -11.6% | +8.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.