Rayonier Advanced Materials' Q2 net sales miss expectations

Overview

• Rayonier Q2 net sales fall to $340 mln, missing analyst expectations

• Q2 net loss of $363 mln due to $337 mln non-cash tax asset write-off

Outlook

• Company expects 2025 Adjusted EBITDA of $150 mln to $160 mln

• RYAM targets over $300 mln run-rate EBITDA by end of 2027

Result Drivers

• TARIFF VOLATILITY - Tariff uncertainty led to decreased sales volumes in Cellulose Specialties, impacting revenue

• OPERATIONAL DISRUPTIONS - Operational challenges and a labor strike at the Tartas cellulose plant affected production and sales across several segments

Key Details

Analyst Coverage

• The one available analyst rating on the shares is "buy"

• The average consensus recommendation for the specialty chemicals peer group is "buy"

• Wall Street's median 12-month price target for Rayonier Advanced Materials Inc is $6.50, about 42.6% above its August 4 closing price of $3.73

Press Release: ID:nBw800wfPa