Rayonier Advanced Materials（RYQ）株式概要Rayonier Advanced Materials Inc.は、米国、中国、欧州、日本、その他のアジア、カナダ、中南米、および国際的にセルロース特殊製品を製造・販売している。 詳細RYQ ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より85.6%で取引されている リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きいキャッシュランウェイが1年未満である 現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るRYQ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.8578.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-475m2b2016201920222025202620282031Revenue US$1.8bEarnings US$174.1mAdvancedSet Fair ValueView all narrativesFeatured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.8kusers have viewed this narrative41users have liked this narrative1users have commented on this narrative284users have followed this narrativeRead narrativeRayonier Advanced Materials Inc. 競合他社Uzin UtzSymbol: XTRA:UZUMarket cap: €350.1mH&R GmbH KGaASymbol: XTRA:2HRAMarket cap: €173.1mAlzChem GroupSymbol: XTRA:ACTMarket cap: €1.6bNabaltecSymbol: XTRA:NTGMarket cap: €92.8m価格と性能株価の高値、安値、推移の概要Rayonier Advanced Materials過去の株価現在の株価US$7.8552週高値US$10.0052週安値US$2.78ベータ1.791ヶ月の変化-0.63%3ヶ月変化18.94%1年変化137.88%3年間の変化77.60%5年間の変化13.77%IPOからの変化-73.13%最新ニュースお知らせ • Apr 23Rayonier Advanced Materials Inc. to Report Q1, 2026 Results on May 05, 2026Rayonier Advanced Materials Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026お知らせ • Apr 20+ 1 more updateRayonier Advanced Materials Inc. Announces the Resignation of Scott M. Sutton as President , Effective April 20, 2026 and Announces Establishment of Interim Office of the Chief Executive OfficerRayonier Advanced Materials Inc. announced that its Board of Directors (“Board”) has established an interim Office of the Chief Executive Officer (“OFC”) following the resignation of President Scott M. Sutton, effective April 20, 2026. The OFC will comprise current executives to guide the Company through this transition period, including Marcus J. Moeltner, Chief Financial Officer and Senior Vice President of Finance; Michael Osborne, Vice President of Manufacturing Operations; Christian Ribeyrolle, Senior Vice President of Biomaterials; and R. Colby Slaughter, Senior Vice President, General Counsel and Corporate Secretary. Office of the CEO – Member Biographies: Marcus J. Moeltner has served as RYAM’s Chief Financial Officer and Senior Vice President, Finance since July 2019, bringing 35 years of experience across the forest and consumer products industries, including leadership roles at Tembec, Grant Forest Products, and Kimberly-Clark. Michael Osborne is Vice President of Manufacturing at RYAM, a role he assumed in April 2023, bringing more than 30 years of manufacturing and leadership experience across Georgia-Pacific, Arizona Chemical, and Kraton Pine Chemicals, where he most recently served as Vice President, Global Manufacturing. Christian Ribeyrolle became Vice President Biomaterials in November 2021 following a more than 35-year career in the paper and cellulose specialty business. He started at Tembec in 2003 as General Manager of the Tartas plant in France and went on to lead the HPC Business Unit. He then joined RYAM following the acquisition of Tembec in November 2017. R. Colby Slaughter has served as RYAM’s Vice President, General Counsel and Corporate Secretary of the Company since March 21, 2020. Prior to that, he was appointed Assistant General Counsel in May 2016. He joined the Company’s predecessor, Rayonier Inc., in January 2013 as Senior Counsel, a role he continued in following the Company’s 2014 spinoff from Rayonier Inc. until his promotion in 2016.お知らせ • Apr 07Rayonier Advanced Materials Inc. Resumes Operations at Jesup Facility After Fire IncidentRayonier Advanced Materials Inc. confirmed that an isolated fire occurred at approximately 10:00 p.m. on April 4 in the digester area of its Jesup, Georgia facility during its scheduled annual maintenance outage. The fire was quickly contained and extinguished by the Company’s on-site team with assistance from local first responders. There were no injuries and no off-site impacts. The Company has initiated standard follow-up actions, including a root cause investigation and repair planning. Jesup is resuming operations following the outage, with one production line currently not operating due to the fire. The Company continues to assess operational impacts but does not currently anticipate any material impact to its ability to timely supply customers in line with commitments.お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026. Location: 1301 riverplace boulevard, 22nd floor, jacksonville, florida, United Statesお知らせ • Feb 19Rayonier Advanced Materials Inc. to Report Q4, 2025 Results on Mar 03, 2026Rayonier Advanced Materials Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026お知らせ • Jan 13Rayonier Advanced Materials Inc. Announces Departure of Joshua Hicks as Senior Vice President, High Purity Cellulose, Effective January 11, 2026Rayonier Advanced Materials Inc. On January 11, 2026, Joshua Hicks, Senior Vice President, High Purity Cellulose, separated from Rayonier Advanced Materials Inc., effective January 11, 2026. The High Purity Cellulose organization will report to Scott Sutton, President and Chief Executive Officer.最新情報をもっと見るRecent updatesお知らせ • Apr 23Rayonier Advanced Materials Inc. to Report Q1, 2026 Results on May 05, 2026Rayonier Advanced Materials Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026お知らせ • Apr 20+ 1 more updateRayonier Advanced Materials Inc. Announces the Resignation of Scott M. Sutton as President , Effective April 20, 2026 and Announces Establishment of Interim Office of the Chief Executive OfficerRayonier Advanced Materials Inc. announced that its Board of Directors (“Board”) has established an interim Office of the Chief Executive Officer (“OFC”) following the resignation of President Scott M. Sutton, effective April 20, 2026. The OFC will comprise current executives to guide the Company through this transition period, including Marcus J. Moeltner, Chief Financial Officer and Senior Vice President of Finance; Michael Osborne, Vice President of Manufacturing Operations; Christian Ribeyrolle, Senior Vice President of Biomaterials; and R. Colby Slaughter, Senior Vice President, General Counsel and Corporate Secretary. Office of the CEO – Member Biographies: Marcus J. Moeltner has served as RYAM’s Chief Financial Officer and Senior Vice President, Finance since July 2019, bringing 35 years of experience across the forest and consumer products industries, including leadership roles at Tembec, Grant Forest Products, and Kimberly-Clark. Michael Osborne is Vice President of Manufacturing at RYAM, a role he assumed in April 2023, bringing more than 30 years of manufacturing and leadership experience across Georgia-Pacific, Arizona Chemical, and Kraton Pine Chemicals, where he most recently served as Vice President, Global Manufacturing. Christian Ribeyrolle became Vice President Biomaterials in November 2021 following a more than 35-year career in the paper and cellulose specialty business. He started at Tembec in 2003 as General Manager of the Tartas plant in France and went on to lead the HPC Business Unit. He then joined RYAM following the acquisition of Tembec in November 2017. R. Colby Slaughter has served as RYAM’s Vice President, General Counsel and Corporate Secretary of the Company since March 21, 2020. Prior to that, he was appointed Assistant General Counsel in May 2016. He joined the Company’s predecessor, Rayonier Inc., in January 2013 as Senior Counsel, a role he continued in following the Company’s 2014 spinoff from Rayonier Inc. until his promotion in 2016.お知らせ • Apr 07Rayonier Advanced Materials Inc. Resumes Operations at Jesup Facility After Fire IncidentRayonier Advanced Materials Inc. confirmed that an isolated fire occurred at approximately 10:00 p.m. on April 4 in the digester area of its Jesup, Georgia facility during its scheduled annual maintenance outage. The fire was quickly contained and extinguished by the Company’s on-site team with assistance from local first responders. There were no injuries and no off-site impacts. The Company has initiated standard follow-up actions, including a root cause investigation and repair planning. Jesup is resuming operations following the outage, with one production line currently not operating due to the fire. The Company continues to assess operational impacts but does not currently anticipate any material impact to its ability to timely supply customers in line with commitments.お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026. Location: 1301 riverplace boulevard, 22nd floor, jacksonville, florida, United Statesお知らせ • Feb 19Rayonier Advanced Materials Inc. to Report Q4, 2025 Results on Mar 03, 2026Rayonier Advanced Materials Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026お知らせ • Jan 13Rayonier Advanced Materials Inc. Announces Departure of Joshua Hicks as Senior Vice President, High Purity Cellulose, Effective January 11, 2026Rayonier Advanced Materials Inc. On January 11, 2026, Joshua Hicks, Senior Vice President, High Purity Cellulose, separated from Rayonier Advanced Materials Inc., effective January 11, 2026. The High Purity Cellulose organization will report to Scott Sutton, President and Chief Executive Officer.お知らせ • Jan 05+ 1 more updateRayonier Advanced Materials Inc. Appoints Scott M. Sutton as President and Board of Directors, Effective January 5, 2026Rayonier Advanced Materials Inc. announced that its Board of Directors has appointed Scott M. Sutton as President, effective January 5, 2026. Mr. Sutton will also join the Company’s Board of Directors. Mr. Sutton, former President and Chief Executive Officer of Olin Corporation, brings more than three decades of global leadership experience in the chemicals and materials sectors, including a proven track record of operational excellence, disciplined capital allocation, and transformative value creation. During his tenure at Olin, he led the company through significant business platform upgrades, strengthened its financial position, and advanced key strategic initiatives that improved the company’s competitive positioning and enhanced shareholder value. Mr. Sutton succeeds DeLyle W. Bloomquist, whose planned retirement was announced late last year. Mr. Bloomquist will serve as an advisor to Mr. Sutton to support leadership continuity and ongoing strategic initiatives.お知らせ • Dec 11+ 1 more updateRayonier Advanced Materials Inc. Announces Retirement of De Lyle W. Bloomquist as Chief Executive OfficerRayonier Advanced Materials Inc. announced that President and Chief Executive Officer De Lyle W. Bloomquist has informed the Board of Directors of his intention to retire by the time of the Company’s 2026 Annual Meeting of Stockholders, expected in May 2026. Mr. Bloomquist also confirmed he will not stand for re-election to the Company’s Board of Directors. To ensure continuity and a smooth transition, Bloomquist will remain in his role as CEO until a successor is appointed.お知らせ • Oct 22Rayonier Advanced Materials Inc. to Report Q3, 2025 Results on Nov 04, 2025Rayonier Advanced Materials Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025お知らせ • Oct 06Rayonier Advanced Materials Inc. Announces the Introduction of its Enhanced Freezer Application for Folding Carton BoardRayonier Advanced Materials Inc. announced the introduction of its Enhanced Freezer Application for folding carton board, purpose-built to meet the packaging needs of the frozen food sector. This enhancement builds on RYAM's trusted folding grade, ensuring converters and brand owners have a proven, reliable solution for frozen meals packaging. Developed at RYAM's Temiscaming facility, this advancement equips Kallima's folding grade with the durability and performance required for cold-chain distribution. Engineered to withstand temperatures as low as -18degC (0degF), it maintains structural integrity and resists delamination in freezer conditions. Its natural resistance to moisture and condensation--without coatings or plastic extrusion--delivers cost efficiency, ease of converting, and sustainability benefits. Key Benefits for Folding Box Converters: Reliable Cold Performance - Withstands industry-standard freezer conditions without compromise. Moisture-Resistant Design - Performs in high-humidity environments without added treatments. No Coatings Required - Simplifies converting and reduces costs by eliminating extrusions. Versatile Usage - Ideal for a range of frozen food applications, from ready meals to protein trays. Premium Print Surface - Supports high-quality graphics and consistent converting results. Sustainable Solution - Made from responsibly sourced, certified forest fiber. This innovation comes as the frozen food market continues to grow worldwide, driven by consumer demand for convenience and extended shelf life. With the Enhanced Freezer Application, RYAM provides packaging manufacturers with a solution that safeguards product integrity while delivering on sustainability and operational efficiency.お知らせ • Sep 20Rayonier Advanced Materials Inc. Announces Executive Changes, Effective October 10, 2025On September 19, 2025, Rayonier Advanced Materials Inc. (the Company") announced that Gabriela Garcia, the Company's Chief Accounting Officer and Vice President, Corporate Controller, has resigned, effective October 10, 2025. Ms. Garcia has served as the Company's Chief Accounting Officer since September 1, 2020. Ms. Garcia's resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices. On September 19, 2025, the Company also announced that Jared Rollins has been appointed Chief Accounting Officer and Vice President, Corporate Controller, effective October 10, 2025. Mr. Rollins, age 48, joined Rayonier Inc. in October 2006 as Manager of Tax Reporting and Planning. He was promoted to Senior Manager in January 2012 and, following the Company's 2014 spinoff from Rayonier Inc., became Director of Tax Reporting and Planning, a role he held until September 1, 2020, when he was elected Vice President, Financial Planning and Analysis. Prior to joining Rayonier Inc., Mr. Rollins served as a Senior Consultant in Real Estate Tax at Deloitte & Touche LLP and as a Senior Tax Researcher at Wells Real Estate Funds. He holds a Master of Accounting degree with a concentration in Taxation from the University of Florida and a bachelor's degree in Secondary Education from Toccoa Falls College. He is also a Certified Public Accountant (CPA).お知らせ • Jul 24Rayonier Advanced Materials Inc. to Report Q2, 2025 Results on Aug 05, 2025Rayonier Advanced Materials Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Apr 29Rayonier Advanced Materials Inc. to Report Q1, 2025 Results on May 06, 2025Rayonier Advanced Materials Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025.お知らせ • Feb 20Rayonier Advanced Materials Inc. to Report Q4, 2024 Results on Mar 05, 2025Rayonier Advanced Materials Inc. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025お知らせ • Feb 04Rayonier Advanced Materials Inc. Provides Revenue Guidance for the Year 2025Rayonier Advanced Materials Inc. provided revenue guidance for the year 2025. For the year 2025, the company’s revenue is expected to be flat to 2024 levels.お知らせ • Nov 13Rayonier Advanced Materials Inc. announced that it has received €30 million in funding from Swen Capital Partners, SARayonier Advanced Materials Inc. announced that it has received €30 million in a round of funding on November 12, 2024. the transaction included participation from new investor, SWEN Impact Fund for Transition 3, a fund managed by Swen Capital Partners, SA, for a 20% stake in its newly formed subsidiary, RYAM BioNova S.A.S. The company has issued preferred shares in the transaction.お知らせ • Oct 29Rayonier Advanced Materials Inc. announced that it has received $700 million in fundingRayonier Advanced Materials Inc. announced that it has received aggregate principal amount of $700 in a round of funding on October 29, 2024. The company has issued secured term loan in the transaction. The transaction was led by funds managed by returning investor, Oaktree Capital Management, L.P., and included participation from new lenders, Silver Point Capital, L.P., Blue Torch Capital LP. The term loan will initially accrue interest at an annual rate equal to three-month Term SOFR plus an initial spread of 7%. The term loan will mature in five years. The company may, with modest call premiums, voluntarily prepay the Term Loan, subject to an additional make-whole premium for the first eighteen months, followed by a 2 percent premium during the next six months and a 1 percent premium for the twelve months thereafter. The company may prepay the Term Loan at par after 36 months.お知らせ • Oct 24Rayonier Advanced Materials Inc. to Report Q3, 2024 Results on Nov 05, 2024Rayonier Advanced Materials Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024お知らせ • Oct 14Rayonier Advanced Materials Inc. Provides Update on Estimate of Loss from Fire At Its Jesup PlantRayonier Advanced Materials Inc. reported that an isolated fire occurred at its Jesup, Georgia facility on October 11 at approximately 6 p.m. during planned maintenance activity. While the Company continues to assess the financial cost of the incident, the EBITDA impact is currently expected to be in the range of $15 million to $20 million, subject to any potential insurance recovery. The Company will provide further updates on its third quarter earnings call in early November.お知らせ • Sep 11Rayonier Advanced Materials Inc. Announces Board and Committee ChangesCharles E. Adair tendered his resignation from the Board of Directors (the “Board”) of Rayonier Advanced Materials Inc. (the “Company”) effective on September 8, 2024. Mr. Adair’s resignation is due to personal reasons. Effective September 9, 2024, the Company’s Board elected Eric M. Bowen as a Class I independent director of the Company to serve until the 2027 annual meeting of the stockholders of the Company and thereafter until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. Effective September 9, 2024, Mr. Bowen was also appointed to each of the Audit Committee and the Sustainability Committee of the Board. Mr. Bowen currently serves on the Advisory Board of Terviva Inc., a private California company developing a novel tree crop for biofuel, feed and food markets. He held a number of roles at Renewable Energy Group Inc. from 2010 through its sale in June 2022. He most recently served as General Counsel, Corporate Secretary, and Vice President of Strategy, from April 2020 through June 2022, where he was instrumental in growing the company’s renewable diesel business and completing the sale of REGI to Chevron Corporation. Prior to that, in his capacity as Vice President, Corporate Business Development & Legal Affairs from January 2013 to April 2020, Mr. Bowen positioned the company into emerging decarbonization markets, including renewable diesel. He also served as head of the REGI Life Sciences business unit from January 2014 until its sale in May 2019. Prior to his tenure with REGI, Mr. Bowen served as Founder, President and CEO of Tellurian Biodiesel Inc., a leading California waste-based, low-carbon fuel company that was acquired by REGI in 2010. Mr. Bowen has served as a member of various boards of directors during his career, including most recently with Forge Hydrocarbons from November 2013 to October 2022, and with Hydrogen Works from December 2021 through July 2024. He holds a J.D. from the University of California, Berkeley and a B.A. from the University of Oregon Honors College.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.24 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.12 (up from US$0.24 loss in 2Q 2023). Revenue: US$419.0m (up 8.7% from 2Q 2023). Net income: US$8.00m (up US$23.6m from 2Q 2023). Profit margin: 1.9% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jul 24Rayonier Advanced Materials Inc. to Report Q2, 2024 Results on Aug 06, 2024Rayonier Advanced Materials Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 06, 2024お知らせ • May 01Rayonier Advanced Materials Inc. Announces to Suspend Temiscaming High Purity Cellulose Plant Operations for an Indefinite PeriodRayonier Advanced Materials Inc. announced that, effective July 2, 2024, it will suspend operations at its Temiscaming High Purity Cellulose (HPC) plant for an indefinite period. As previously communicated, the Company remains committed to operating its assets profitably. Given current market conditions and high capital and fixed costs associated with the HPC plant, this decision will help mitigate the plant's ongoing operating losses and improve the Company's consolidated free cash flow. Today's announcement is aligned with the Company's focus on improving its balance sheet, leverage position and overall financial performance toward execution of its long-term growth strategy. The suspension, which will be carried out in a safe and environmentally sound manner, will result in a reduction of RYAM's annual global HPC production. The Temiscaming HPC facility has an annual production capacity of approximately 150,000 metric tons, with roughly 30% historically dedicated to specialty cellulose materials. The Company will be working directly with its customers to support their specialty cellulose needs in both the short- and long-term. This announcement will result in approximately 275 layoffs. This decision does not affect RYAM's paperboard and high-yield pulp plants located adjacent to the Temiscaming HPC plant. These two plants, which are part of an ongoing sales process announced last October, remain competitive and will continue to operate at full capacity.お知らせ • Apr 26Rayonier Advanced Materials Inc. to Report Q1, 2024 Results on May 07, 2024Rayonier Advanced Materials Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024お知らせ • Apr 17Rayonier Advanced Materials Inc.'s Tartas Plant Successfully Ships Inaugural Truckload of 2G BioethanolRayonier Advanced Materials Inc. announced the successful shipment of first production of 2G bioethanol from Tartas plant, following two years of rigorous research, development, construction, and planning.お知らせ • Mar 30Rayonier Advanced Materials Inc., Annual General Meeting, May 15, 2024Rayonier Advanced Materials Inc., Annual General Meeting, May 15, 2024, at 17:30 US Eastern Standard Time. Location: DoubleTree 1201 Riverplace Boulevard, Jacksonville Florida United States Agenda: To Elect the Board’s three nominees for Class I directors for terms expiring in 2027; to Approve an amendment to the Company’s Amended and Restated Certificate of Incorporation to declassify the Board of Directors; to Approve an amendment to the Company’s Amended and Restated Certificate of Incorporation to eliminate the supermajority voting provision; to Approve an amendment to the Company’s Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law; to Approve, in a non-binding vote, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement; and to discuss other matters.Reported Earnings • Feb 28Full year 2023 earnings released: US$1.57 loss per share (vs US$0.43 loss in FY 2022)Full year 2023 results: US$1.57 loss per share (further deteriorated from US$0.43 loss in FY 2022). Revenue: US$1.64b (down 4.3% from FY 2022). Net loss: US$102.0m (loss widened 273% from FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 14Rayonier Advanced Materials Inc. to Report Q4, 2023 Results on Feb 27, 2024Rayonier Advanced Materials Inc. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024お知らせ • Nov 08Rayonier Advanced Materials Inc. Provides Earnings Guidance for the Year 2023Rayonier Advanced Materials Inc. provided earnings guidance for the year 2023. For the year, the company expects loss from continuing operations to be approximately $45 million.お知らせ • Oct 26Rayonier Advanced Materials Inc. to Report Q3, 2023 Results on Nov 07, 2023Rayonier Advanced Materials Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023お知らせ • Oct 07Rayonier Advanced Materials Inc. to Temporarily Idle Production At Its Paperboard and High-Yield Pulp OperationsRayonier Advanced Materials Inc. is announcing that in order to optimize inventory levels and address lower-than-anticipated demand, its Témiscaming Paperboard operation and one of its High-Yield Pulp lines will be idled for 3 weeks, beginning on October 7, 2023. Customer orders will not be affected.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €2.62, the stock trades at a trailing P/E ratio of 22.8x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 6.4% over the past three years.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €2.80, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 6.7% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to €2.78, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 9.4% over the past three years.New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 128% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Reported Earnings • Aug 09Second quarter 2023 earnings released: US$0.24 loss per share (vs US$0.39 loss in 2Q 2022)Second quarter 2023 results: US$0.24 loss per share (improved from US$0.39 loss in 2Q 2022). Revenue: US$385.0m (down 3.6% from 2Q 2022). Net loss: US$16.0m (loss narrowed 36% from 2Q 2022). Revenue is expected to decline by 7.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 09Rayonier Advanced Materials Inc. Provides Earnings Guidance for the Year 2023Rayonier Advanced Materials Inc. provided earnings guidance for the year 2023. For the year, the company expects loss from continuing operations to be approximately $17 million to $2 million.お知らせ • Jul 26Rayonier Advanced Materials Inc. to Report Q2, 2023 Results on Aug 08, 2023Rayonier Advanced Materials Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023New Risk • Jul 25New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 122% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).Recent Insider Transactions • Jun 01Insider recently bought €71k worth of stockOn the 30th of May, Joshua Hicks bought around 20k shares on-market at roughly €3.55 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €247k. Insiders have collectively bought €654k more in shares than they have sold in the last 12 months.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Chas Eggert was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 16Insider recently bought €85k worth of stockOn the 12th of May, Joshua Hicks bought around 20k shares on-market at roughly €4.26 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €184k more in shares than they have sold in the last 12 months.Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.031 (vs US$0.38 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.031 (up from US$0.38 loss in 1Q 2022). Revenue: US$467.0m (up 33% from 1Q 2022). Net income: US$2.00m (up US$26.4m from 1Q 2022). Profit margin: 0.4% (up from net loss in 1Q 2022). Revenue is expected to decline by 3.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.0%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10Rayonier Advanced Materials Inc. Provides Earnings Guidance for the Year 2023Rayonier Advanced Materials Inc. provided earnings guidance for the year 2023. For the year, the company expects income from continuing operations to be between negative $8 million to $12 million.Reported Earnings • Mar 01Full year 2022 earnings released: US$0.42 loss per share (vs US$0.78 loss in FY 2021)Full year 2022 results: US$0.42 loss per share (improved from US$0.78 loss in FY 2021). Revenue: US$1.72b (up 22% from FY 2021). Net loss: US$27.0m (loss narrowed 46% from FY 2021). Revenue is expected to decline by 4.3% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 18Rayonier Advanced Materials Inc. Provides Preliminary Unaudited Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2022Rayonier Advanced Materials Inc. provided preliminary unaudited earnings guidance for the fourth quarter and full year ended December 31, 2022. For the quarter, the company expects revenue to be in the range of $488 million to $508 million. Income from continuing operations to be in the range of negative $1 million to positive $3 million.For the full year, the company expects revenue to be in the range of $1,705 million to $1,725 million. Loss from continuing operations to be in the range of $28 million to $32 million.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$0.28 (vs US$0.21 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.28 (up from US$0.21 loss in 3Q 2021). Revenue: US$466.0m (up 25% from 3Q 2021). Net income: US$18.0m (up US$31.4m from 3Q 2021). Profit margin: 3.9% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 21Ryam Elects Charles R. Eggert to the Board of DirectorsRayonier Advance Materials Inc. announced that Charles (Chas) R. Eggert has been elected to its Board of Directors, effective October 19th, 2022. Eggert has been an Operating Partner at iSelect Fund Management, a venture capital firm focused on early stage agriculture, food, nutrition, and wellness growth companies, since 2019. In this role, he was responsible for identifying investments, developing portfolio company value creation strategies, and advising fund and portfolio company managements on strategy, business development, and operations. Prior to this, Eggert served as an Operating Partner for Arsenal Capital Partners, a lower middle market private equity firm that specializes in building value for specialty chemical and healthcare service companies from 2016 to 2019. While at Arsenal, he served as a Board member at portfolio companies, Spartech LLC, Chroma Color Corporation and Meridian Adhesives Group. He also served as President and CEO of Solvaira Specialties, one of Arsenal’s portfolio companies and served 6 years as CEO of the renewable chemicals company OPX Biotechnologies Inc. Eggert is currently a Board member of CP Kelco.お知らせ • Oct 20Rayonier Advanced Materials Inc. to Report Q3, 2022 Results on Nov 01, 2022Rayonier Advanced Materials Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 01, 2022Reported Earnings • Aug 04Second quarter 2022 earnings released: US$0.39 loss per share (vs US$0.13 profit in 2Q 2021)Second quarter 2022 results: US$0.39 loss per share (down from US$0.13 profit in 2Q 2021). Revenue: US$399.0m (up 17% from 2Q 2021). Net loss: US$25.0m (down 401% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 5.0%, compared to a 3.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jul 21Rayonier Advanced Materials Inc. to Report Q2, 2022 Results on Aug 03, 2022Rayonier Advanced Materials Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022お知らせ • Jun 01+ 1 more updateRayonier Advanced Materials Appoints Executive ChangesRayonier Advanced Materials Inc. announced that De Lyle W. Bloomquist has been appointed President of the Company, effective immediately. Mr. Bloomquist succeeds Vito J. Consiglio, who has stepped down as President of the Company, and as a member of the Company’s Board of Directors (the “Board”), with the mutual agreement of the Board. In connection with Mr. Bloomquist’s appointment, the Board named Lisa M. Palumbo as Non-Executive Chair of the Board. Mr. Bloomquist has served on the Company’s Board since2014 and was named Non-Executive Chair of the Board in May 2020. He has decades of domestic and international leadership experience in the chemicals, minerals and materials industries, including in finance, sales, logistics, operations, IT, strategy and business development capacities. Mr. Bloomquist most recently served as a partner at Windrunner Management AdvisorsLLC, a management advisory services business, and prior to that served as the President, Global Chemical Business of Tata Chemicals Limited, and President, CEO and Director of Tata Chemicals North America Inc.お知らせ • May 10Chatham Asset Management LLC Issues an Open Letter to Shareholders of Rayonier Advanced MaterialsOn May 9, 2022, Chatham Asset Management LLC sent a letter to shareholders of Rayonier Advanced Materials to reiterate its intention to withhold its vote against candidates to the board nominated by Company at the 2022 annual meeting of shareholders. In addition, Chatham Asset Management LLC mentioned that independent proxy advisor firm, Institutional Shareholder Services Inc is recommending that shareholders vote against the Company nominees to the board and mentioned other statements which supports their decision to withhold vote against Morgan and Palumbo at the annual meeting of shareholders to be held on May 16, 2022.Reported Earnings • May 05First quarter 2022 earnings released: US$0.38 loss per share (vs US$0.26 loss in 1Q 2021)First quarter 2022 results: US$0.38 loss per share (down from US$0.26 loss in 1Q 2021). Revenue: US$352.0m (up 11% from 1Q 2021). Net loss: US$24.0m (loss widened 48% from 1Q 2021). Over the next year, revenue is forecast to grow 5.4%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Apr 20Rayonier Advanced Materials Inc. to Report Q1, 2022 Results on May 03, 2022Rayonier Advanced Materials Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022お知らせ • Apr 14Chatham Asset Management LLC Issues Open Letter to Shareholders of Rayonier Advanced MaterialsOn April 13, 2022, Chatham Asset Management LLC sent a letter to shareholders of Rayonier Advanced Materials, mentioned that it intent to withhold its vote against 2 members of the Company’s board of directors Thomas I. Morgan and Lisa M. Palumbo, at the Company’s annual meeting of shareholders scheduled to be held on May 16, 2022.お知らせ • Apr 02Rayonier Advanced Materials Inc., Annual General Meeting, May 16, 2022Rayonier Advanced Materials Inc., Annual General Meeting, May 16, 2022, at 17:30 US Eastern Standard Time. Location: DoubleTree Hotel 1201 Riverplace Boulevard Jacksonville Florida United States Agenda: To elect the Board’s three nominees for Class II directors for terms expiring in 2025; to approve an amendment to the company’s Amended and Restated Certificate of Incorporation to declassify the Board of Directors ; to approve an amendment to the company’s Amended and Restated Certificate of Incorporation to eliminate the supermajority voting provisions ; to approve, in a non-binding vote, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement ; to ratify the appointment of Grant Thornton as our independent registered public accounting firm for 2022 ; and to act upon such other matters as may properly come before the meeting 6) Act upon such other matters as may properly come before the meeting.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: US$0.79 loss per share (down from US$0.002 loss in FY 2020). Revenue: US$1.41b (down 19% from FY 2020). Net loss: US$50.0m (loss widened US$49.8m from FY 2020). Revenue missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 6.8%, compared to a 6.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 10Rayonier Advanced Materials Inc. to Report Q4, 2021 Results on Feb 23, 2022Rayonier Advanced Materials Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022Reported Earnings • Nov 04Third quarter 2021 earnings released: US$0.22 loss per share (vs US$0.46 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$374.0m (down 12% from 3Q 2020). Net loss: US$14.0m (down 149% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS US$0.13 (vs US$0.20 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$341.0m (down 14% from 2Q 2020). Net income: US$8.00m (up US$20.9m from 2Q 2020). Profit margin: 2.3% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • May 08Independent Director recently bought €235k worth of stockOn the 6th of May, Julie Dill bought around 40k shares on-market at roughly €5.89 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €265k more in shares than they have sold in the last 12 months.Reported Earnings • May 06First quarter 2021 earnings released: US$0.43 loss per share (vs US$0.39 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$465.0m (up 14% from 1Q 2020). Net loss: US$27.0m (loss widened 8.7% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 26New 90-day high: €7.80The company is up 46% from its price of €5.35 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.19 per share.Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 1.4%, compared to a 5.3% growth forecast for the Chemicals industry in Germany.お知らせ • Feb 11Rayonier Advanced Materials Inc. to Report Q4, 2020 Results on Feb 24, 2021Rayonier Advanced Materials Inc. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021Is New 90 Day High Low • Feb 05New 90-day high: €7.05The company is up 92% from its price of €3.68 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.71 per share.お知らせ • Jan 13Rayonier Advanced Materials Inc. Announces Interim Management Changes in its High Purity Cellulose and Pulp BusinessesRayonier Advanced Materials Inc. announced changes to the management structure in its High Purity Cellulose segment and Pulp business. Dr. Christoph Koenig will assume responsibility for all High Purity Cellulose sales, while Tomas Fernandez will assume responsibility for marketing and customer service, sustainability, high yield pulp and lignin sales, research and development, and other strategic growth initiatives. Dr. Christoph Koenig and Tomas Fernandez each bring over 25 years of experience in business leadership, sales and research and development in the specialty chemical industry. On January 12, 2021, the company announced that Frank A. Ruperto, the company's current Executive Vice President, High Purity and High Yield Cellulose Business will resign effective January 22, 2021.Is New 90 Day High Low • Nov 16New 90-day high: €3.96The company is up 52% from its price of €2.60 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.39 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$424.0m (up 1.9% from 3Q 2019). Net income: US$29.0m (up US$45.1m from 3Q 2019). Profit margin: 6.8% (up from net loss in 3Q 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to stay flat compared to a 2.9% growth forecast for the Chemicals industry in Germany.お知らせ • Aug 06Rayonier Advanced Materials Inc. Determines to Suspend Its Guidance for the Full Year 2020A full year outlook for each of Rayonier Advanced Materials Inc.’s segments is difficult to provide due to the uncertainty of the magnitude and timing of economic recovery due to the COVID-19 pandemic and the risk of supply chain disruptions beyond the control of the Company. As such, the Company has determined to suspend its guidance. The market assessment represents the Company’s best current estimate of each business in this environment.お知らせ • Jul 23Rayonier Advanced Materials Inc. to Report Q2, 2020 Results on Aug 04, 2020Rayonier Advanced Materials Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 04, 2020株主還元RYQDE ChemicalsDE 市場7D1.9%-1.6%3.4%1Y137.9%5.5%3.4%株主還元を見る業界別リターン: RYQ過去 1 年間で5.5 % の収益を上げたGerman Chemicals業界を上回りました。リターン対市場: RYQ過去 1 年間で3.4 % の収益を上げたGerman市場を上回りました。価格変動Is RYQ's price volatile compared to industry and market?RYQ volatilityRYQ Average Weekly Movement14.1%Chemicals Industry Average Movement5.7%Market Average Movement6.0%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%安定した株価: RYQの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: RYQの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19262,325n/aryam.comRayonier Advanced Materials Inc.は、米国、中国、欧州、日本、その他のアジア、カナダ、中南米、および海外でセルロース特殊製品を製造・販売している。高純度セルロース、板紙、高収率パルプの各セグメントで事業を展開している。同社の製品には、液晶ディスプレイ、耐衝撃性プラスチック、食品用増粘剤、医薬品、化粧品、タバコフィルター、高強度レーヨンタイヤコードや工業用ホース、食品ケーシング、塗料、ラッカーなど、様々な消費者向け製品を製造するための原料として使用される天然ポリマーである特殊セルロースが含まれる。また、衣料用レーヨン織物などの織物用途や、ベビーワイプ、化粧品・身の回り用ワイプ、産業用ワイプ、マットレス用ティッキングなどの不織布用途に使用される汎用ビスコースや、使い捨てベビー用おむつ、女性用衛生用品、失禁パッド、療養用ベッドパッド、産業用タオル・ワイプ、不織布の吸収体として使用される綿毛からなる吸収体などの汎用製品も提供している。また、包装、印刷文書、パンフレット、販促資料、文庫本やカタログの表紙、ファイルフォルダー、タグ、宝くじ券用の板紙や、板紙、包装、印刷・筆記用紙、その他様々な紙製品用の広葉樹のアスペン、カエデ、カバノキを生産する高収率パルプも提供している。は1926 年に設立され、フロリダ州ジャクソンビルに本社を置いている。もっと見るRayonier Advanced Materials Inc. 基礎のまとめRayonier Advanced Materials の収益と売上を時価総額と比較するとどうか。RYQ 基礎統計学時価総額€563.73m収益（TTM）-€404.42m売上高(TTM)€1.22b0.4xP/Sレシオ-1.3xPER（株価収益率RYQ は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計RYQ 損益計算書（TTM）収益US$1.43b売上原価US$1.35b売上総利益US$87.14mその他の費用US$561.92m収益-US$474.78m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）-7.04グロス・マージン6.08%純利益率-33.13%有利子負債／自己資本比率308.9%RYQ の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 13:00終値2026/05/07 00:00収益2026/03/28年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rayonier Advanced Materials Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Paretosh MisraBerenbergGeorge StaphosBofA Global ResearchSteven ChercoverD.A. Davidson & Co.5 その他のアナリストを表示
Featured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.8kusers have viewed this narrative41users have liked this narrative1users have commented on this narrative284users have followed this narrativeRead narrative
お知らせ • Apr 23Rayonier Advanced Materials Inc. to Report Q1, 2026 Results on May 05, 2026Rayonier Advanced Materials Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
お知らせ • Apr 20+ 1 more updateRayonier Advanced Materials Inc. Announces the Resignation of Scott M. Sutton as President , Effective April 20, 2026 and Announces Establishment of Interim Office of the Chief Executive OfficerRayonier Advanced Materials Inc. announced that its Board of Directors (“Board”) has established an interim Office of the Chief Executive Officer (“OFC”) following the resignation of President Scott M. Sutton, effective April 20, 2026. The OFC will comprise current executives to guide the Company through this transition period, including Marcus J. Moeltner, Chief Financial Officer and Senior Vice President of Finance; Michael Osborne, Vice President of Manufacturing Operations; Christian Ribeyrolle, Senior Vice President of Biomaterials; and R. Colby Slaughter, Senior Vice President, General Counsel and Corporate Secretary. Office of the CEO – Member Biographies: Marcus J. Moeltner has served as RYAM’s Chief Financial Officer and Senior Vice President, Finance since July 2019, bringing 35 years of experience across the forest and consumer products industries, including leadership roles at Tembec, Grant Forest Products, and Kimberly-Clark. Michael Osborne is Vice President of Manufacturing at RYAM, a role he assumed in April 2023, bringing more than 30 years of manufacturing and leadership experience across Georgia-Pacific, Arizona Chemical, and Kraton Pine Chemicals, where he most recently served as Vice President, Global Manufacturing. Christian Ribeyrolle became Vice President Biomaterials in November 2021 following a more than 35-year career in the paper and cellulose specialty business. He started at Tembec in 2003 as General Manager of the Tartas plant in France and went on to lead the HPC Business Unit. He then joined RYAM following the acquisition of Tembec in November 2017. R. Colby Slaughter has served as RYAM’s Vice President, General Counsel and Corporate Secretary of the Company since March 21, 2020. Prior to that, he was appointed Assistant General Counsel in May 2016. He joined the Company’s predecessor, Rayonier Inc., in January 2013 as Senior Counsel, a role he continued in following the Company’s 2014 spinoff from Rayonier Inc. until his promotion in 2016.
お知らせ • Apr 07Rayonier Advanced Materials Inc. Resumes Operations at Jesup Facility After Fire IncidentRayonier Advanced Materials Inc. confirmed that an isolated fire occurred at approximately 10:00 p.m. on April 4 in the digester area of its Jesup, Georgia facility during its scheduled annual maintenance outage. The fire was quickly contained and extinguished by the Company’s on-site team with assistance from local first responders. There were no injuries and no off-site impacts. The Company has initiated standard follow-up actions, including a root cause investigation and repair planning. Jesup is resuming operations following the outage, with one production line currently not operating due to the fire. The Company continues to assess operational impacts but does not currently anticipate any material impact to its ability to timely supply customers in line with commitments.
お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026. Location: 1301 riverplace boulevard, 22nd floor, jacksonville, florida, United States
お知らせ • Feb 19Rayonier Advanced Materials Inc. to Report Q4, 2025 Results on Mar 03, 2026Rayonier Advanced Materials Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026
お知らせ • Jan 13Rayonier Advanced Materials Inc. Announces Departure of Joshua Hicks as Senior Vice President, High Purity Cellulose, Effective January 11, 2026Rayonier Advanced Materials Inc. On January 11, 2026, Joshua Hicks, Senior Vice President, High Purity Cellulose, separated from Rayonier Advanced Materials Inc., effective January 11, 2026. The High Purity Cellulose organization will report to Scott Sutton, President and Chief Executive Officer.
お知らせ • Apr 23Rayonier Advanced Materials Inc. to Report Q1, 2026 Results on May 05, 2026Rayonier Advanced Materials Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
お知らせ • Apr 20+ 1 more updateRayonier Advanced Materials Inc. Announces the Resignation of Scott M. Sutton as President , Effective April 20, 2026 and Announces Establishment of Interim Office of the Chief Executive OfficerRayonier Advanced Materials Inc. announced that its Board of Directors (“Board”) has established an interim Office of the Chief Executive Officer (“OFC”) following the resignation of President Scott M. Sutton, effective April 20, 2026. The OFC will comprise current executives to guide the Company through this transition period, including Marcus J. Moeltner, Chief Financial Officer and Senior Vice President of Finance; Michael Osborne, Vice President of Manufacturing Operations; Christian Ribeyrolle, Senior Vice President of Biomaterials; and R. Colby Slaughter, Senior Vice President, General Counsel and Corporate Secretary. Office of the CEO – Member Biographies: Marcus J. Moeltner has served as RYAM’s Chief Financial Officer and Senior Vice President, Finance since July 2019, bringing 35 years of experience across the forest and consumer products industries, including leadership roles at Tembec, Grant Forest Products, and Kimberly-Clark. Michael Osborne is Vice President of Manufacturing at RYAM, a role he assumed in April 2023, bringing more than 30 years of manufacturing and leadership experience across Georgia-Pacific, Arizona Chemical, and Kraton Pine Chemicals, where he most recently served as Vice President, Global Manufacturing. Christian Ribeyrolle became Vice President Biomaterials in November 2021 following a more than 35-year career in the paper and cellulose specialty business. He started at Tembec in 2003 as General Manager of the Tartas plant in France and went on to lead the HPC Business Unit. He then joined RYAM following the acquisition of Tembec in November 2017. R. Colby Slaughter has served as RYAM’s Vice President, General Counsel and Corporate Secretary of the Company since March 21, 2020. Prior to that, he was appointed Assistant General Counsel in May 2016. He joined the Company’s predecessor, Rayonier Inc., in January 2013 as Senior Counsel, a role he continued in following the Company’s 2014 spinoff from Rayonier Inc. until his promotion in 2016.
お知らせ • Apr 07Rayonier Advanced Materials Inc. Resumes Operations at Jesup Facility After Fire IncidentRayonier Advanced Materials Inc. confirmed that an isolated fire occurred at approximately 10:00 p.m. on April 4 in the digester area of its Jesup, Georgia facility during its scheduled annual maintenance outage. The fire was quickly contained and extinguished by the Company’s on-site team with assistance from local first responders. There were no injuries and no off-site impacts. The Company has initiated standard follow-up actions, including a root cause investigation and repair planning. Jesup is resuming operations following the outage, with one production line currently not operating due to the fire. The Company continues to assess operational impacts but does not currently anticipate any material impact to its ability to timely supply customers in line with commitments.
お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026Rayonier Advanced Materials Inc., Annual General Meeting, May 13, 2026. Location: 1301 riverplace boulevard, 22nd floor, jacksonville, florida, United States
お知らせ • Feb 19Rayonier Advanced Materials Inc. to Report Q4, 2025 Results on Mar 03, 2026Rayonier Advanced Materials Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026
お知らせ • Jan 13Rayonier Advanced Materials Inc. Announces Departure of Joshua Hicks as Senior Vice President, High Purity Cellulose, Effective January 11, 2026Rayonier Advanced Materials Inc. On January 11, 2026, Joshua Hicks, Senior Vice President, High Purity Cellulose, separated from Rayonier Advanced Materials Inc., effective January 11, 2026. The High Purity Cellulose organization will report to Scott Sutton, President and Chief Executive Officer.
お知らせ • Jan 05+ 1 more updateRayonier Advanced Materials Inc. Appoints Scott M. Sutton as President and Board of Directors, Effective January 5, 2026Rayonier Advanced Materials Inc. announced that its Board of Directors has appointed Scott M. Sutton as President, effective January 5, 2026. Mr. Sutton will also join the Company’s Board of Directors. Mr. Sutton, former President and Chief Executive Officer of Olin Corporation, brings more than three decades of global leadership experience in the chemicals and materials sectors, including a proven track record of operational excellence, disciplined capital allocation, and transformative value creation. During his tenure at Olin, he led the company through significant business platform upgrades, strengthened its financial position, and advanced key strategic initiatives that improved the company’s competitive positioning and enhanced shareholder value. Mr. Sutton succeeds DeLyle W. Bloomquist, whose planned retirement was announced late last year. Mr. Bloomquist will serve as an advisor to Mr. Sutton to support leadership continuity and ongoing strategic initiatives.
お知らせ • Dec 11+ 1 more updateRayonier Advanced Materials Inc. Announces Retirement of De Lyle W. Bloomquist as Chief Executive OfficerRayonier Advanced Materials Inc. announced that President and Chief Executive Officer De Lyle W. Bloomquist has informed the Board of Directors of his intention to retire by the time of the Company’s 2026 Annual Meeting of Stockholders, expected in May 2026. Mr. Bloomquist also confirmed he will not stand for re-election to the Company’s Board of Directors. To ensure continuity and a smooth transition, Bloomquist will remain in his role as CEO until a successor is appointed.
お知らせ • Oct 22Rayonier Advanced Materials Inc. to Report Q3, 2025 Results on Nov 04, 2025Rayonier Advanced Materials Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
お知らせ • Oct 06Rayonier Advanced Materials Inc. Announces the Introduction of its Enhanced Freezer Application for Folding Carton BoardRayonier Advanced Materials Inc. announced the introduction of its Enhanced Freezer Application for folding carton board, purpose-built to meet the packaging needs of the frozen food sector. This enhancement builds on RYAM's trusted folding grade, ensuring converters and brand owners have a proven, reliable solution for frozen meals packaging. Developed at RYAM's Temiscaming facility, this advancement equips Kallima's folding grade with the durability and performance required for cold-chain distribution. Engineered to withstand temperatures as low as -18degC (0degF), it maintains structural integrity and resists delamination in freezer conditions. Its natural resistance to moisture and condensation--without coatings or plastic extrusion--delivers cost efficiency, ease of converting, and sustainability benefits. Key Benefits for Folding Box Converters: Reliable Cold Performance - Withstands industry-standard freezer conditions without compromise. Moisture-Resistant Design - Performs in high-humidity environments without added treatments. No Coatings Required - Simplifies converting and reduces costs by eliminating extrusions. Versatile Usage - Ideal for a range of frozen food applications, from ready meals to protein trays. Premium Print Surface - Supports high-quality graphics and consistent converting results. Sustainable Solution - Made from responsibly sourced, certified forest fiber. This innovation comes as the frozen food market continues to grow worldwide, driven by consumer demand for convenience and extended shelf life. With the Enhanced Freezer Application, RYAM provides packaging manufacturers with a solution that safeguards product integrity while delivering on sustainability and operational efficiency.
お知らせ • Sep 20Rayonier Advanced Materials Inc. Announces Executive Changes, Effective October 10, 2025On September 19, 2025, Rayonier Advanced Materials Inc. (the Company") announced that Gabriela Garcia, the Company's Chief Accounting Officer and Vice President, Corporate Controller, has resigned, effective October 10, 2025. Ms. Garcia has served as the Company's Chief Accounting Officer since September 1, 2020. Ms. Garcia's resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices. On September 19, 2025, the Company also announced that Jared Rollins has been appointed Chief Accounting Officer and Vice President, Corporate Controller, effective October 10, 2025. Mr. Rollins, age 48, joined Rayonier Inc. in October 2006 as Manager of Tax Reporting and Planning. He was promoted to Senior Manager in January 2012 and, following the Company's 2014 spinoff from Rayonier Inc., became Director of Tax Reporting and Planning, a role he held until September 1, 2020, when he was elected Vice President, Financial Planning and Analysis. Prior to joining Rayonier Inc., Mr. Rollins served as a Senior Consultant in Real Estate Tax at Deloitte & Touche LLP and as a Senior Tax Researcher at Wells Real Estate Funds. He holds a Master of Accounting degree with a concentration in Taxation from the University of Florida and a bachelor's degree in Secondary Education from Toccoa Falls College. He is also a Certified Public Accountant (CPA).
お知らせ • Jul 24Rayonier Advanced Materials Inc. to Report Q2, 2025 Results on Aug 05, 2025Rayonier Advanced Materials Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Apr 29Rayonier Advanced Materials Inc. to Report Q1, 2025 Results on May 06, 2025Rayonier Advanced Materials Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025.
お知らせ • Feb 20Rayonier Advanced Materials Inc. to Report Q4, 2024 Results on Mar 05, 2025Rayonier Advanced Materials Inc. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025
お知らせ • Feb 04Rayonier Advanced Materials Inc. Provides Revenue Guidance for the Year 2025Rayonier Advanced Materials Inc. provided revenue guidance for the year 2025. For the year 2025, the company’s revenue is expected to be flat to 2024 levels.
お知らせ • Nov 13Rayonier Advanced Materials Inc. announced that it has received €30 million in funding from Swen Capital Partners, SARayonier Advanced Materials Inc. announced that it has received €30 million in a round of funding on November 12, 2024. the transaction included participation from new investor, SWEN Impact Fund for Transition 3, a fund managed by Swen Capital Partners, SA, for a 20% stake in its newly formed subsidiary, RYAM BioNova S.A.S. The company has issued preferred shares in the transaction.
お知らせ • Oct 29Rayonier Advanced Materials Inc. announced that it has received $700 million in fundingRayonier Advanced Materials Inc. announced that it has received aggregate principal amount of $700 in a round of funding on October 29, 2024. The company has issued secured term loan in the transaction. The transaction was led by funds managed by returning investor, Oaktree Capital Management, L.P., and included participation from new lenders, Silver Point Capital, L.P., Blue Torch Capital LP. The term loan will initially accrue interest at an annual rate equal to three-month Term SOFR plus an initial spread of 7%. The term loan will mature in five years. The company may, with modest call premiums, voluntarily prepay the Term Loan, subject to an additional make-whole premium for the first eighteen months, followed by a 2 percent premium during the next six months and a 1 percent premium for the twelve months thereafter. The company may prepay the Term Loan at par after 36 months.
お知らせ • Oct 24Rayonier Advanced Materials Inc. to Report Q3, 2024 Results on Nov 05, 2024Rayonier Advanced Materials Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024
お知らせ • Oct 14Rayonier Advanced Materials Inc. Provides Update on Estimate of Loss from Fire At Its Jesup PlantRayonier Advanced Materials Inc. reported that an isolated fire occurred at its Jesup, Georgia facility on October 11 at approximately 6 p.m. during planned maintenance activity. While the Company continues to assess the financial cost of the incident, the EBITDA impact is currently expected to be in the range of $15 million to $20 million, subject to any potential insurance recovery. The Company will provide further updates on its third quarter earnings call in early November.
お知らせ • Sep 11Rayonier Advanced Materials Inc. Announces Board and Committee ChangesCharles E. Adair tendered his resignation from the Board of Directors (the “Board”) of Rayonier Advanced Materials Inc. (the “Company”) effective on September 8, 2024. Mr. Adair’s resignation is due to personal reasons. Effective September 9, 2024, the Company’s Board elected Eric M. Bowen as a Class I independent director of the Company to serve until the 2027 annual meeting of the stockholders of the Company and thereafter until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. Effective September 9, 2024, Mr. Bowen was also appointed to each of the Audit Committee and the Sustainability Committee of the Board. Mr. Bowen currently serves on the Advisory Board of Terviva Inc., a private California company developing a novel tree crop for biofuel, feed and food markets. He held a number of roles at Renewable Energy Group Inc. from 2010 through its sale in June 2022. He most recently served as General Counsel, Corporate Secretary, and Vice President of Strategy, from April 2020 through June 2022, where he was instrumental in growing the company’s renewable diesel business and completing the sale of REGI to Chevron Corporation. Prior to that, in his capacity as Vice President, Corporate Business Development & Legal Affairs from January 2013 to April 2020, Mr. Bowen positioned the company into emerging decarbonization markets, including renewable diesel. He also served as head of the REGI Life Sciences business unit from January 2014 until its sale in May 2019. Prior to his tenure with REGI, Mr. Bowen served as Founder, President and CEO of Tellurian Biodiesel Inc., a leading California waste-based, low-carbon fuel company that was acquired by REGI in 2010. Mr. Bowen has served as a member of various boards of directors during his career, including most recently with Forge Hydrocarbons from November 2013 to October 2022, and with Hydrogen Works from December 2021 through July 2024. He holds a J.D. from the University of California, Berkeley and a B.A. from the University of Oregon Honors College.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.24 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.12 (up from US$0.24 loss in 2Q 2023). Revenue: US$419.0m (up 8.7% from 2Q 2023). Net income: US$8.00m (up US$23.6m from 2Q 2023). Profit margin: 1.9% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 24Rayonier Advanced Materials Inc. to Report Q2, 2024 Results on Aug 06, 2024Rayonier Advanced Materials Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 06, 2024
お知らせ • May 01Rayonier Advanced Materials Inc. Announces to Suspend Temiscaming High Purity Cellulose Plant Operations for an Indefinite PeriodRayonier Advanced Materials Inc. announced that, effective July 2, 2024, it will suspend operations at its Temiscaming High Purity Cellulose (HPC) plant for an indefinite period. As previously communicated, the Company remains committed to operating its assets profitably. Given current market conditions and high capital and fixed costs associated with the HPC plant, this decision will help mitigate the plant's ongoing operating losses and improve the Company's consolidated free cash flow. Today's announcement is aligned with the Company's focus on improving its balance sheet, leverage position and overall financial performance toward execution of its long-term growth strategy. The suspension, which will be carried out in a safe and environmentally sound manner, will result in a reduction of RYAM's annual global HPC production. The Temiscaming HPC facility has an annual production capacity of approximately 150,000 metric tons, with roughly 30% historically dedicated to specialty cellulose materials. The Company will be working directly with its customers to support their specialty cellulose needs in both the short- and long-term. This announcement will result in approximately 275 layoffs. This decision does not affect RYAM's paperboard and high-yield pulp plants located adjacent to the Temiscaming HPC plant. These two plants, which are part of an ongoing sales process announced last October, remain competitive and will continue to operate at full capacity.
お知らせ • Apr 26Rayonier Advanced Materials Inc. to Report Q1, 2024 Results on May 07, 2024Rayonier Advanced Materials Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
お知らせ • Apr 17Rayonier Advanced Materials Inc.'s Tartas Plant Successfully Ships Inaugural Truckload of 2G BioethanolRayonier Advanced Materials Inc. announced the successful shipment of first production of 2G bioethanol from Tartas plant, following two years of rigorous research, development, construction, and planning.
お知らせ • Mar 30Rayonier Advanced Materials Inc., Annual General Meeting, May 15, 2024Rayonier Advanced Materials Inc., Annual General Meeting, May 15, 2024, at 17:30 US Eastern Standard Time. Location: DoubleTree 1201 Riverplace Boulevard, Jacksonville Florida United States Agenda: To Elect the Board’s three nominees for Class I directors for terms expiring in 2027; to Approve an amendment to the Company’s Amended and Restated Certificate of Incorporation to declassify the Board of Directors; to Approve an amendment to the Company’s Amended and Restated Certificate of Incorporation to eliminate the supermajority voting provision; to Approve an amendment to the Company’s Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law; to Approve, in a non-binding vote, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement; and to discuss other matters.
Reported Earnings • Feb 28Full year 2023 earnings released: US$1.57 loss per share (vs US$0.43 loss in FY 2022)Full year 2023 results: US$1.57 loss per share (further deteriorated from US$0.43 loss in FY 2022). Revenue: US$1.64b (down 4.3% from FY 2022). Net loss: US$102.0m (loss widened 273% from FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 14Rayonier Advanced Materials Inc. to Report Q4, 2023 Results on Feb 27, 2024Rayonier Advanced Materials Inc. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024
お知らせ • Nov 08Rayonier Advanced Materials Inc. Provides Earnings Guidance for the Year 2023Rayonier Advanced Materials Inc. provided earnings guidance for the year 2023. For the year, the company expects loss from continuing operations to be approximately $45 million.
お知らせ • Oct 26Rayonier Advanced Materials Inc. to Report Q3, 2023 Results on Nov 07, 2023Rayonier Advanced Materials Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
お知らせ • Oct 07Rayonier Advanced Materials Inc. to Temporarily Idle Production At Its Paperboard and High-Yield Pulp OperationsRayonier Advanced Materials Inc. is announcing that in order to optimize inventory levels and address lower-than-anticipated demand, its Témiscaming Paperboard operation and one of its High-Yield Pulp lines will be idled for 3 weeks, beginning on October 7, 2023. Customer orders will not be affected.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €2.62, the stock trades at a trailing P/E ratio of 22.8x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 6.4% over the past three years.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €2.80, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 6.7% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to €2.78, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 9.4% over the past three years.
New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 128% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Reported Earnings • Aug 09Second quarter 2023 earnings released: US$0.24 loss per share (vs US$0.39 loss in 2Q 2022)Second quarter 2023 results: US$0.24 loss per share (improved from US$0.39 loss in 2Q 2022). Revenue: US$385.0m (down 3.6% from 2Q 2022). Net loss: US$16.0m (loss narrowed 36% from 2Q 2022). Revenue is expected to decline by 7.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 09Rayonier Advanced Materials Inc. Provides Earnings Guidance for the Year 2023Rayonier Advanced Materials Inc. provided earnings guidance for the year 2023. For the year, the company expects loss from continuing operations to be approximately $17 million to $2 million.
お知らせ • Jul 26Rayonier Advanced Materials Inc. to Report Q2, 2023 Results on Aug 08, 2023Rayonier Advanced Materials Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
New Risk • Jul 25New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 122% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).
Recent Insider Transactions • Jun 01Insider recently bought €71k worth of stockOn the 30th of May, Joshua Hicks bought around 20k shares on-market at roughly €3.55 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €247k. Insiders have collectively bought €654k more in shares than they have sold in the last 12 months.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Chas Eggert was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 16Insider recently bought €85k worth of stockOn the 12th of May, Joshua Hicks bought around 20k shares on-market at roughly €4.26 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €184k more in shares than they have sold in the last 12 months.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.031 (vs US$0.38 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.031 (up from US$0.38 loss in 1Q 2022). Revenue: US$467.0m (up 33% from 1Q 2022). Net income: US$2.00m (up US$26.4m from 1Q 2022). Profit margin: 0.4% (up from net loss in 1Q 2022). Revenue is expected to decline by 3.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.0%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10Rayonier Advanced Materials Inc. Provides Earnings Guidance for the Year 2023Rayonier Advanced Materials Inc. provided earnings guidance for the year 2023. For the year, the company expects income from continuing operations to be between negative $8 million to $12 million.
Reported Earnings • Mar 01Full year 2022 earnings released: US$0.42 loss per share (vs US$0.78 loss in FY 2021)Full year 2022 results: US$0.42 loss per share (improved from US$0.78 loss in FY 2021). Revenue: US$1.72b (up 22% from FY 2021). Net loss: US$27.0m (loss narrowed 46% from FY 2021). Revenue is expected to decline by 4.3% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 18Rayonier Advanced Materials Inc. Provides Preliminary Unaudited Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2022Rayonier Advanced Materials Inc. provided preliminary unaudited earnings guidance for the fourth quarter and full year ended December 31, 2022. For the quarter, the company expects revenue to be in the range of $488 million to $508 million. Income from continuing operations to be in the range of negative $1 million to positive $3 million.For the full year, the company expects revenue to be in the range of $1,705 million to $1,725 million. Loss from continuing operations to be in the range of $28 million to $32 million.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$0.28 (vs US$0.21 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.28 (up from US$0.21 loss in 3Q 2021). Revenue: US$466.0m (up 25% from 3Q 2021). Net income: US$18.0m (up US$31.4m from 3Q 2021). Profit margin: 3.9% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 21Ryam Elects Charles R. Eggert to the Board of DirectorsRayonier Advance Materials Inc. announced that Charles (Chas) R. Eggert has been elected to its Board of Directors, effective October 19th, 2022. Eggert has been an Operating Partner at iSelect Fund Management, a venture capital firm focused on early stage agriculture, food, nutrition, and wellness growth companies, since 2019. In this role, he was responsible for identifying investments, developing portfolio company value creation strategies, and advising fund and portfolio company managements on strategy, business development, and operations. Prior to this, Eggert served as an Operating Partner for Arsenal Capital Partners, a lower middle market private equity firm that specializes in building value for specialty chemical and healthcare service companies from 2016 to 2019. While at Arsenal, he served as a Board member at portfolio companies, Spartech LLC, Chroma Color Corporation and Meridian Adhesives Group. He also served as President and CEO of Solvaira Specialties, one of Arsenal’s portfolio companies and served 6 years as CEO of the renewable chemicals company OPX Biotechnologies Inc. Eggert is currently a Board member of CP Kelco.
お知らせ • Oct 20Rayonier Advanced Materials Inc. to Report Q3, 2022 Results on Nov 01, 2022Rayonier Advanced Materials Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 01, 2022
Reported Earnings • Aug 04Second quarter 2022 earnings released: US$0.39 loss per share (vs US$0.13 profit in 2Q 2021)Second quarter 2022 results: US$0.39 loss per share (down from US$0.13 profit in 2Q 2021). Revenue: US$399.0m (up 17% from 2Q 2021). Net loss: US$25.0m (down 401% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 5.0%, compared to a 3.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jul 21Rayonier Advanced Materials Inc. to Report Q2, 2022 Results on Aug 03, 2022Rayonier Advanced Materials Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022
お知らせ • Jun 01+ 1 more updateRayonier Advanced Materials Appoints Executive ChangesRayonier Advanced Materials Inc. announced that De Lyle W. Bloomquist has been appointed President of the Company, effective immediately. Mr. Bloomquist succeeds Vito J. Consiglio, who has stepped down as President of the Company, and as a member of the Company’s Board of Directors (the “Board”), with the mutual agreement of the Board. In connection with Mr. Bloomquist’s appointment, the Board named Lisa M. Palumbo as Non-Executive Chair of the Board. Mr. Bloomquist has served on the Company’s Board since2014 and was named Non-Executive Chair of the Board in May 2020. He has decades of domestic and international leadership experience in the chemicals, minerals and materials industries, including in finance, sales, logistics, operations, IT, strategy and business development capacities. Mr. Bloomquist most recently served as a partner at Windrunner Management AdvisorsLLC, a management advisory services business, and prior to that served as the President, Global Chemical Business of Tata Chemicals Limited, and President, CEO and Director of Tata Chemicals North America Inc.
お知らせ • May 10Chatham Asset Management LLC Issues an Open Letter to Shareholders of Rayonier Advanced MaterialsOn May 9, 2022, Chatham Asset Management LLC sent a letter to shareholders of Rayonier Advanced Materials to reiterate its intention to withhold its vote against candidates to the board nominated by Company at the 2022 annual meeting of shareholders. In addition, Chatham Asset Management LLC mentioned that independent proxy advisor firm, Institutional Shareholder Services Inc is recommending that shareholders vote against the Company nominees to the board and mentioned other statements which supports their decision to withhold vote against Morgan and Palumbo at the annual meeting of shareholders to be held on May 16, 2022.
Reported Earnings • May 05First quarter 2022 earnings released: US$0.38 loss per share (vs US$0.26 loss in 1Q 2021)First quarter 2022 results: US$0.38 loss per share (down from US$0.26 loss in 1Q 2021). Revenue: US$352.0m (up 11% from 1Q 2021). Net loss: US$24.0m (loss widened 48% from 1Q 2021). Over the next year, revenue is forecast to grow 5.4%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Apr 20Rayonier Advanced Materials Inc. to Report Q1, 2022 Results on May 03, 2022Rayonier Advanced Materials Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022
お知らせ • Apr 14Chatham Asset Management LLC Issues Open Letter to Shareholders of Rayonier Advanced MaterialsOn April 13, 2022, Chatham Asset Management LLC sent a letter to shareholders of Rayonier Advanced Materials, mentioned that it intent to withhold its vote against 2 members of the Company’s board of directors Thomas I. Morgan and Lisa M. Palumbo, at the Company’s annual meeting of shareholders scheduled to be held on May 16, 2022.
お知らせ • Apr 02Rayonier Advanced Materials Inc., Annual General Meeting, May 16, 2022Rayonier Advanced Materials Inc., Annual General Meeting, May 16, 2022, at 17:30 US Eastern Standard Time. Location: DoubleTree Hotel 1201 Riverplace Boulevard Jacksonville Florida United States Agenda: To elect the Board’s three nominees for Class II directors for terms expiring in 2025; to approve an amendment to the company’s Amended and Restated Certificate of Incorporation to declassify the Board of Directors ; to approve an amendment to the company’s Amended and Restated Certificate of Incorporation to eliminate the supermajority voting provisions ; to approve, in a non-binding vote, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement ; to ratify the appointment of Grant Thornton as our independent registered public accounting firm for 2022 ; and to act upon such other matters as may properly come before the meeting 6) Act upon such other matters as may properly come before the meeting.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: US$0.79 loss per share (down from US$0.002 loss in FY 2020). Revenue: US$1.41b (down 19% from FY 2020). Net loss: US$50.0m (loss widened US$49.8m from FY 2020). Revenue missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 6.8%, compared to a 6.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 10Rayonier Advanced Materials Inc. to Report Q4, 2021 Results on Feb 23, 2022Rayonier Advanced Materials Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022
Reported Earnings • Nov 04Third quarter 2021 earnings released: US$0.22 loss per share (vs US$0.46 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$374.0m (down 12% from 3Q 2020). Net loss: US$14.0m (down 149% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS US$0.13 (vs US$0.20 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$341.0m (down 14% from 2Q 2020). Net income: US$8.00m (up US$20.9m from 2Q 2020). Profit margin: 2.3% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • May 08Independent Director recently bought €235k worth of stockOn the 6th of May, Julie Dill bought around 40k shares on-market at roughly €5.89 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €265k more in shares than they have sold in the last 12 months.
Reported Earnings • May 06First quarter 2021 earnings released: US$0.43 loss per share (vs US$0.39 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$465.0m (up 14% from 1Q 2020). Net loss: US$27.0m (loss widened 8.7% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 26New 90-day high: €7.80The company is up 46% from its price of €5.35 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.19 per share.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 1.4%, compared to a 5.3% growth forecast for the Chemicals industry in Germany.
お知らせ • Feb 11Rayonier Advanced Materials Inc. to Report Q4, 2020 Results on Feb 24, 2021Rayonier Advanced Materials Inc. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021
Is New 90 Day High Low • Feb 05New 90-day high: €7.05The company is up 92% from its price of €3.68 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.71 per share.
お知らせ • Jan 13Rayonier Advanced Materials Inc. Announces Interim Management Changes in its High Purity Cellulose and Pulp BusinessesRayonier Advanced Materials Inc. announced changes to the management structure in its High Purity Cellulose segment and Pulp business. Dr. Christoph Koenig will assume responsibility for all High Purity Cellulose sales, while Tomas Fernandez will assume responsibility for marketing and customer service, sustainability, high yield pulp and lignin sales, research and development, and other strategic growth initiatives. Dr. Christoph Koenig and Tomas Fernandez each bring over 25 years of experience in business leadership, sales and research and development in the specialty chemical industry. On January 12, 2021, the company announced that Frank A. Ruperto, the company's current Executive Vice President, High Purity and High Yield Cellulose Business will resign effective January 22, 2021.
Is New 90 Day High Low • Nov 16New 90-day high: €3.96The company is up 52% from its price of €2.60 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.39 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$424.0m (up 1.9% from 3Q 2019). Net income: US$29.0m (up US$45.1m from 3Q 2019). Profit margin: 6.8% (up from net loss in 3Q 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to stay flat compared to a 2.9% growth forecast for the Chemicals industry in Germany.
お知らせ • Aug 06Rayonier Advanced Materials Inc. Determines to Suspend Its Guidance for the Full Year 2020A full year outlook for each of Rayonier Advanced Materials Inc.’s segments is difficult to provide due to the uncertainty of the magnitude and timing of economic recovery due to the COVID-19 pandemic and the risk of supply chain disruptions beyond the control of the Company. As such, the Company has determined to suspend its guidance. The market assessment represents the Company’s best current estimate of each business in this environment.
お知らせ • Jul 23Rayonier Advanced Materials Inc. to Report Q2, 2020 Results on Aug 04, 2020Rayonier Advanced Materials Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 04, 2020
