Rayonier Advanced Matls (RYAM) Stock News, May-Aug 2025

Rayonier Advanced Materials (NYSE:RYAM) and the United Steel Workers Union (USW) have filed antidumping and countervailing duty petitions against Brazil and Norway regarding High Purity Dissolving Pulp (HPDP) imports. The petitions allege dumping margins up to 168% for Brazil and 226% for Norway, along with potential subsidies from 30 Brazilian government programs.

The action aims to protect U.S. HPDP production facilities in Jesup, Georgia and Fernandina Beach, Florida from unfair trade practices. The petitions cite the recent job losses at Georgia-Pacific's Foley Cellulose Plant as evidence of import impact. The U.S. Department of Commerce and International Trade Commission will investigate, with preliminary findings expected within 45 days.

Rayonier Advanced Materials (NYSE:RYAM) reported Q2 2025 results with net sales of $340 million and a loss from continuing operations of $366 million, largely due to a $337 million non-cash Canadian deferred tax asset write-off. The company generated Adjusted EBITDA of $28 million and maintains total debt of $746 million.

RYAM revised its 2025 guidance, now expecting Adjusted EBITDA of $150-160 million and Adjusted Free Cash Flow of $(10)-$(25) million. Despite near-term challenges including tariff volatility and operational disruptions, management remains confident in their long-term strategy to achieve over $300 million in run-rate EBITDA by 2027.

The company reorganized its High Purity Cellulose segment into three businesses: Cellulose Specialties, Biomaterials, and Cellulose Commodities. Plans include positioning Paperboard and High-Yield Pulp businesses for divestiture in 2026.

Rayonier Advanced Materials (NYSE:RYAM) has signed a Memorandum of Understanding (MoU) with GranBio LLC to explore developing a commercial cellulosic Sustainable Aviation Fuel (SAF) facility at RYAM's Jesup, Georgia site. The project will utilize GranBio's proprietary AVAP® technology to convert biomass into second-generation ethanol for SAF production.

The project will be partially funded through GranBio's $100 million DOE grant. RYAM will provide infrastructure support and receive licenses to GranBio's Celer2L™ yeast and AVAP® technologies for ethanol and sugar production. This strategic partnership aims to diversify RYAM's business into high-growth biofuel markets while leveraging existing assets.

Rayonier Advanced Materials (NYSE: RYAM) has scheduled its second quarter 2025 earnings release for Tuesday, August 5, 2025, after market close. The company will host a conference call and webcast to discuss the results on Wednesday, August 6, 2025, at 9:00 a.m. ET.

Investors can access the live audio webcast at www.RYAM.com and join the conference call by dialing 877-407-8293 (U.S.) or 201-689-8349 (international). A replay will be available until August 20, 2025, accessible via phone at 877-660-6853 (U.S.) or 201-612-7415 (international) using Conference ID: 13750564.

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Rayonier Advanced Materials (RYAM) and Verso Energy have signed a new MoU to advance their strategic collaboration for developing an e-SAF and CO₂ utilization facility in Jesup, Georgia. The agreement expands on their December 2024 partnership and includes feasibility studies for multiple projects: a CO₂ Capture and Storage project, an H₂ Unit for renewable hydrogen production, and an e-Fuel Production Unit to convert biogenic CO₂ and green hydrogen into e-SAF. The project will leverage RYAM's Jesup site's industrial base and biogenic CO₂ streams. The companies have formed a joint steering committee and established an exclusivity period for project evaluation. A feasibility study is underway, with a final investment decision expected within 18-24 months.

Rayonier Advanced Materials (NYSE: RYAM), the global leader in High Purity Cellulose, announced that Joshua Hicks, Senior Vice President of High Purity Cellulose, will present at the 15th Annual East Coast IDEAS Investor Conference. The presentation is scheduled for June 11, 2025, at 10:45 a.m. ET at The Westin Times Square in New York City. The event will include a group presentation and one-on-one investor meetings. Investors can access the live webcast through the conference host's website and RYAM's investor relations webpage in the "Events" section.

Rayonier Advanced Materials (NYSE: RYAM), the global leader in High Purity Cellulose, has announced its senior management's participation in two upcoming equity conferences in Boston. Joshua Hicks, Senior Vice President of High Purity Cellulose, will present at the KeyBanc Capital Markets Industrials & Basic Materials Conference on May 29, 2025. Additionally, Marcus Moeltner, CFO and Senior VP of Finance, will attend the Stifel 2025 Boston Cross Sector 1x1 Conference on June 3, 2025. Both events will take place at the InterContinental Boston, with one-on-one meetings available upon request.

Rayonier Advanced Materials (NYSE: RYAM), the global leader in High Purity Cellulose, has announced an upcoming fireside chat featuring CFO and Senior VP of Finance, Marcus Moeltner, with Water Tower Research analyst Dmitry Silversteyn. The discussion, scheduled for May 21, 2025, at 2:00 PM ET, will focus on key business aspects including:

• RYAM's new segment reporting
• Optimization strategies for Cellulose Specialties and Commodities businesses
• Growth plans for the Biomaterials business

Interested participants can register through RYAM.com or via the provided direct link.

RYAM reported challenging Q1 2025 results with net sales of $356M (down $32M YoY) and a net loss of $32M ($0.49 per share). Adjusted EBITDA was $17M, including a $12M non-cash environmental charge. Key challenges included lower cellulose specialties sales volumes, higher input costs, operational issues, and soft demand in Paperboard and High-Yield Pulp. The company faces significant headwinds from Chinese tariffs, with approximately $85M in annual revenue exposed to 125% import tariffs. Due to these challenges, RYAM revised its 2025 guidance to Adjusted EBITDA of $175-185M and Adjusted Free Cash Flow of $5-15M. The company maintains a solid balance sheet with total debt of $736M and a net secured leverage ratio of 2.9x.