View Past PerformanceRayonier Advanced Materials バランスシートの健全性財務の健全性 基準チェック /16Rayonier Advanced Materialsの総株主資本は$241.0M 、総負債は$744.4Mで、負債比率は308.9%となります。総資産と総負債はそれぞれ$1.7Bと$1.4Bです。主要情報308.87%負債資本比率US$744.43m負債インタレスト・カバレッジ・レシオn/a現金US$67.94mエクイティUS$241.02m負債合計US$1.43b総資産US$1.67b財務の健全性に関する最新情報分析記事 • Jul 31Does Rayonier Advanced Materials (NYSE:RYAM) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 22Here's Why Rayonier Advanced Materials (NYSE:RYAM) Is Weighed Down By Its Debt LoadSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 13Is Rayonier Advanced Materials (NYSE:RYAM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...すべての更新を表示Recent updatesナラティブの更新 • Jun 04RYAM: Governance Shift And CEO Transition Will Support Future Upside PotentialAnalysts now hold their price target for Rayonier Advanced Materials at $14.50, with unchanged fair value supported by updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Board declassification was approved at the 2026 Annual Meeting of Stockholders, with stockholders voting to amend the Amended and Restated Certificate of Incorporation to move to an annually elected board and remove supermajority voting provisions.お知らせ • May 16Rayonier Advanced Materials Inc. Announces Board Changes, Effective May 14, 2026Rayonier Advanced Materials Inc. announced that its Board of Directors has elected Julie A. Dill as Non-Executive Chair of the Board, effective May 14, 2026. Ms. Dill succeeds Lisa M. Palumbo, who has completed her second two-year term as Chair and will continue to serve as an independent director. Ms. Dill has served on the RYAM Board since 2018 and brings extensive leadership experience across the energy, industrials, and infrastructure sectors, including as a public company chief executive officer. Her background in finance, investor relations, and operations provides the Board with valuable perspective as it oversees the Company's strategy and stakeholder engagement efforts. Her appointment reflects the Board’s ongoing commitment to strong corporate governance, thoughtful succession planning, and disciplined strategic oversight.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, 2026Seeking Alpha • Apr 22Rayonier Advanced Materials: Priced For A Success That Isn't There YetSummary Rayonier Advanced Materials Inc. has surged 3-4x in a year, but current valuation reflects mid-cycle multiples despite still-depressed earnings and high leverage. RYAM’s upside now hinges on flawless execution: translating recent pricing gains in Cellulose Specialties into sustainable EBITDA growth, cost discipline, and deleveraging. The market already prices in moderate EBITDA improvement; further equity upside requires EBITDA to reach $200M+, with significant risk if targets are missed. I rate RYAM a Hold, as current price assumes partial success not yet realized; upcoming earnings must show EBITDA growth, positive FCF, and net debt reduction. Read the full article on Seeking Alpha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.ナラティブの更新 • Apr 17RYAM: Accelerating Value Over Volume Repricing Will Support Future Upside PotentialAnalysts have raised their price target on Rayonier Advanced Materials to $14, a $5 increase that they attribute to what they view as stronger execution of the company's value-over-volume strategy and repricing approach. Analyst Commentary Recent research highlights how the higher US$14 price target is linked directly to confidence in Rayonier Advanced Materials' value-over-volume and repricing approach, rather than to any specific forecast for demand or earnings.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.ナラティブの更新 • Apr 03RYAM: Accelerating Value Over Volume Repricing Will Support A More Constructive OutlookAnalysts have raised their price target on Rayonier Advanced Materials to $14 from $9, citing what they describe as a significant acceleration in the company's value-over-volume and repricing efforts, along with a market reaction they view as broadly aligned with that shift. Analyst Commentary Analysts highlighting the new US$14 price target frame it as a vote of confidence in Rayonier Advanced Materials' value-over-volume focus and pricing efforts, while also acknowledging execution and market risks that could affect how the story plays out.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ナラティブの更新 • Mar 20RYAM: Value Over Volume Repricing Progress Will Support A More Constructive OutlookRayonier Advanced Materials' analyst price target has moved from $11.50 to $14.50, with analysts pointing to a stronger value-over-volume and repricing focus that they see reflected in recent results and market reaction. Analyst Commentary Bullish analysts are pointing to recent results and market reaction as support for a higher valuation range, reflected in the price target move to $14.Recent Insider Transactions Derivative • Mar 06CFO & Senior VP of Finance exercised options and sold US$92k worth of stockOn the 1st of March, Marcus Moeltner exercised options to acquire 10k shares at no cost and sold these for an average price of US$9.47 per share. This trade did not impact their existing holding. Since March 2025, Marcus' direct individual holding has increased from 172.14k shares to 187.42k. Company insiders have collectively bought US$225k more than they sold, via options and on-market transactions, in the last 12 months.ナラティブの更新 • Mar 06RYAM: Value Over Volume Execution And Repricing Efforts Will Support Constructive OutlookAnalysts lifted their price target on Rayonier Advanced Materials to $11.50 from $9.00, pointing to updated assumptions around revenue growth, profitability and valuation that they see as better aligned with the company's recent focus on value over volume and repricing efforts. Analyst Commentary Bullish analysts are highlighting that the latest price target revisions are tied closely to how Rayonier Advanced Materials is executing on its value over volume approach and repricing efforts, rather than to a short term trading view.新しいナラティブ • Mar 06Cellulose Specialties Pricing And Biomaterials Execution Will Limit Long Term Earnings RecoveryCatalysts About Rayonier Advanced Materials Rayonier Advanced Materials produces cellulose based products, including cellulose specialties, commodity grades, paperboard, high yield pulp and biomaterials. What are the underlying business or industry changes driving this perspective?Reported Earnings • Mar 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$6.33 loss per share (further deteriorated from US$0.64 loss in FY 2024). Revenue: US$1.47b (down 10% from FY 2024). Net loss: US$423.0m (loss widened US$381.0m from FY 2024). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 15% 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$80m). Share price has been volatile over the past 3 months (15% average weekly change).ナラティブの更新 • Feb 19RYAM: Leadership Transition And Stable Assumptions Will Support Constructive OutlookAnalysts now see Rayonier Advanced Materials as modestly less expensive on a valuation basis, trimming their implied P/E assumption from 7.44x to about 7.12x and nudging the updated price target slightly. This reflects fine tuned views on risk, profitability, and growth that leave the stock's fair value estimate steady at $9.00.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ナラティブの更新 • Feb 05RYAM: Leadership Transition And Updated Assumptions Will Support Constructive Long Term OutlookAnalysts have adjusted their view on Rayonier Advanced Materials with a revised price target of $9.00. This reflects updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E expectations.ナラティブの更新 • Jan 20RYAM: Leadership Transition And Capital Allocation Discipline Will Shape Balanced Long Term OutlookAnalysts have nudged their price target on Rayonier Advanced Materials higher to reflect updated assumptions around a modestly lower discount rate, slightly adjusted revenue growth expectations, stable profit margin forecasts, and a small tweak to the future P/E multiple. What's in the News Scott M.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.分析記事 • Jan 13Rayonier Advanced Materials Inc. (NYSE:RYAM) Held Back By Insufficient Growth Even After Shares Climb 26%Rayonier Advanced Materials Inc. ( NYSE:RYAM ) shareholders would be excited to see that the share price has had a...分析記事 • Jan 06We Like These Underlying Return On Capital Trends At Rayonier Advanced Materials (NYSE:RYAM)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...ナラティブの更新 • Jan 06RYAM: New Leadership And Capital Discipline Will Support Long-Term Upside PotentialAnalysts have trimmed their price target on Rayonier Advanced Materials to US$9.00, reflecting updated assumptions around the stock's fair value, discount rate, profit margin, and forward P/E. What's in the News The Board has appointed Scott M.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.ナラティブの更新 • Dec 17RYAM: New Freezer Packaging Will Drive Long-Term Upside PotentialAnalysts have nudged their price target on Rayonier Advanced Materials slightly higher to approximately $9.00 per share from around the prior level, citing modestly higher long term discount rate assumptions and a marginally richer expected future price to earnings multiple, while keeping revenue growth and profit margin outlooks essentially unchanged. What's in the News President and CEO De Lyle W.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.ナラティブの更新 • Dec 03RYAM: New Freezer-Ready Packaging Will Support Future Upside PotentialAnalysts have raised their price target on Rayonier Advanced Materials from 7.50 dollars to 9.00 dollars. This change reflects improved fair value assumptions, a slightly lower discount rate, and a higher expected future price to earnings multiple.ナラティブの更新 • Nov 19RYAM: New Sustainable Packaging Will Drive Performance Amid Margin PressureAnalysts have maintained their price target for Rayonier Advanced Materials at $7.50. They cite improved revenue growth forecasts but have offset this with a higher discount rate and lower projected profit margins, which together support holding the price target steady.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: US$0.06 loss per share (improved from US$0.49 loss in 3Q 2024). Revenue: US$353.0m (down 12% from 3Q 2024). Net loss: US$4.00m (loss narrowed 88% from 3Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.New Risk • Nov 06New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 38% per year over the past 5 years.ナラティブの更新 • Nov 04RYAM: New Sustainable Packaging Will Drive Profitable Momentum This YearAnalysts have maintained their price target for Rayonier Advanced Materials at $7.50. They note that stable fair value estimates and only minor adjustments to future profitability expectations support this unchanged outlook.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ナラティブの更新 • Oct 20Tariff Clarity And Sustainability Will Unlock Cellulose PotentialRayonier Advanced Materials’ analyst price target has been increased from $6.00 to $7.50. This reflects analysts’ improved outlook based on lower discount rates and slight upward revisions to projected revenue growth.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).分析記事 • Aug 27Rayonier Advanced Materials Inc. (NYSE:RYAM) Stock Catapults 25% Though Its Price And Business Still Lag The IndustryRayonier Advanced Materials Inc. ( NYSE:RYAM ) shares have continued their recent momentum with a 25% gain in the last...分析記事 • Aug 18Returns Are Gaining Momentum At Rayonier Advanced Materials (NYSE:RYAM)NYSE:RYAM 1 Year Share Price vs Fair Value Explore Rayonier Advanced Materials's Fair Values from the Community and...Recent Insider Transactions • Aug 15President recently bought US$252k worth of stockOn the 12th of August, De Lyle Bloomquist bought around 54k shares on-market at roughly US$4.71 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. De Lyle has been a buyer over the last 12 months, purchasing a net total of US$502k worth in shares.ナラティブの更新 • Aug 08Tariff Clarity And Sustainability Will Unlock Cellulose PotentialDespite a notable increase in revenue growth forecasts and a lower projected future P/E, Rayonier Advanced Materials’ consensus analyst price target has been reduced from $6.50 to $6.00. What's in the News Signed MoU with GranBio LLC to explore joint development of a cellulosic Sustainable Aviation Fuel (SAF) facility at the Jesup, Georgia site, leveraging RYAM’s infrastructure and accessing GranBio’s AVAP® technology, partially financed by a $100 million U.S. Department of Energy grant.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 31% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 31% per year over the past 5 years.Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$5.47 loss per share (down from US$0.12 profit in 2Q 2024). Revenue: US$340.0m (down 19% from 2Q 2024). Net loss: US$366.0m (down US$374.2m from profit in 2Q 2024). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.分析記事 • Jul 31Does Rayonier Advanced Materials (NYSE:RYAM) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...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新しいナラティブ • Jun 01Biomaterials Investments Will Elevate Demand While Tariffs Limit Gains Focus on biomaterials, specialty cellulose, and new global markets aims to drive long-term growth, higher margins, and offset trade challenges.Recent Insider Transactions • May 21President recently bought US$250k worth of stockOn the 16th of May, De Lyle Bloomquist bought around 63k shares on-market at roughly US$3.95 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was De Lyle's only on-market trade for the last 12 months.分析記事 • May 10Investors Don't See Light At End Of Rayonier Advanced Materials Inc.'s (NYSE:RYAM) Tunnel And Push Stock Down 27%Unfortunately for some shareholders, the Rayonier Advanced Materials Inc. ( NYSE:RYAM ) share price has dived 27% in...Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.48 loss per share (further deteriorated from US$0.024 loss in 1Q 2024). Revenue: US$356.0m (down 8.2% from 1Q 2024). Net loss: US$32.0m (loss widened US$30.4m from 1Q 2024). Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.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分析記事 • Apr 06Returns Are Gaining Momentum At Rayonier Advanced Materials (NYSE:RYAM)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025.分析記事 • Mar 07Rayonier Advanced Materials Inc.'s (NYSE:RYAM) Shares Not Telling The Full StoryWhen you see that almost half of the companies in the Chemicals industry in the United States have price-to-sales...Recent Insider Transactions Derivative • Mar 06President exercised options and sold US$245k worth of stockOn the 1st of March, De Lyle Bloomquist exercised options to acquire 32k shares at no cost and sold these for an average price of US$7.70 per share. This trade did not impact their existing holding. For the year to December 2018, De Lyle's total compensation was 27% salary and 73% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, De Lyle has owned 176.89k shares directly. Company insiders have collectively sold US$586k more than they bought, via options and on-market transactions in the last 12 months.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.Price Target Changed • Jan 14Price target increased by 32% to US$12.50Up from US$9.50, the current price target is an average from 2 analysts. New target price is 69% above last closing price of US$7.40. Stock is up 77% over the past year. The company is forecast to post a net loss per share of US$0.47 next year compared to a net loss per share of US$1.57 last year.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.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 118%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$1.62b to US$1.64b. Forecast EPS reduced from -US$0.34 to -US$0.74 per share. Chemicals industry in the US expected to see average net income growth of 40% next year. Consensus price target up from US$7.00 to US$9.00. Share price was steady at US$7.44 over the past week.分析記事 • Aug 08Market Might Still Lack Some Conviction On Rayonier Advanced Materials Inc. (NYSE:RYAM) Even After 35% Share Price BoostRayonier Advanced Materials Inc. ( NYSE:RYAM ) shares have continued their recent momentum with a 35% gain in the last...New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.7% 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 Risk Interest payments are not well covered by earnings (0.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Price Target Changed • Jul 30Price target increased by 27% to US$7.00Up from US$5.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of US$6.27. Stock is up 33% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$1.57 last year.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.分析記事 • Mar 22Here's Why Rayonier Advanced Materials (NYSE:RYAM) Is Weighed Down By Its Debt LoadSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Feb 28Full year 2023 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 128%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. 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 30% 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, 2024Seeking Alpha • Nov 13Rayonier Advanced Materials: Despite Selling Assets, Looks Quite UndervaluedSummary Rayonier Advanced Materials reported new credit agreements that will reshape the balance sheet and attract interest from investors. The company is considering selling some Paperboard and High-Yield Pulp assets. Despite risks from supply chain problems and debt, Rayonier Advanced Materials remains undervalued. Read the full article on Seeking Alpha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 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$3.49, the stock trades at a trailing P/E ratio of 28.8x. Average forward P/E is 14x in the Chemicals industry in the US. Total returns to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$2.98, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 19% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to US$2.99, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 1.6% over the past three years.Major Estimate Revision • Aug 16Consensus EPS estimates fall by 121%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.78b to US$1.73b. Losses expected to increase from US$0.14 per share to US$0.31. Chemicals industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$5.50 to US$4.75. Share price fell 30% to US$2.99 over the past week.New Risk • Aug 10New 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). Earnings are forecast to decline by an average of 128% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Price Target Changed • Aug 10Price target decreased by 17% to US$4.75Down from US$5.70, the current price target is an average from 2 analysts. New target price is 46% above last closing price of US$3.25. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$0.31 next year compared to a net loss per share of US$0.43 last year.Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 117%. Revenue is expected to decline by 7.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in the US are expected to grow by 4.3%. 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 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 117%. Revenue is expected to decline by 7.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in the US are expected to grow by 4.3%. 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 1% 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, 2023Seeking Alpha • Jul 25Rayonier Advanced Materials: Uncovering Value In The Niche Of High Purity CelluloseSummary Rayonier Advanced Materials operates in the high-purity cellulose industry, with a wide product application across numerous sectors and proprietary processes, presenting a promising investment opportunity. Despite challenges in net profitability, the company's potential for being undervalued, its strategic specialization, and robust technical expertise suggest a promising future. Investors should consider both the potential rewards and risks, including the company's specialization in high purity cellulose and reliance on proprietary processes, and monitor company-specific and broader market trends. Read the full article on Seeking AlphaBoard Change • Jun 02Insufficient 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 US$93k worth of stockOn the 12th of May, Joshua Hicks bought around 20k shares on-market at roughly US$4.63 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 US$198k more in shares than they have sold in the last 12 months.Major Estimate Revision • May 16Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$1.78b to US$1.81b. Forecast EPS reduced from -US$0.10 to -US$0.13 per share. Chemicals industry in the US expected to see average net income growth of 15% next year. Consensus price target of US$5.70 unchanged from last update. Share price fell 16% to US$4.63 over the past week.分析記事 • May 13Is Rayonier Advanced Materials (NYSE:RYAM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • May 10First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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 exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is expected to decline by 3.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in the US are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.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.Price Target Changed • Apr 25Price target decreased by 8.1% to US$5.70Down from US$6.20, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of US$5.38. Stock is up 4.5% over the past year. The company is forecast to post a net loss per share of US$0.10 next year compared to a net loss per share of US$0.43 last year.財務状況分析短期負債: RYAMの 短期資産 ( $529.2M ) が 短期負債 ( $385.2M ) を超えています。長期負債: RYAMの短期資産 ( $529.2M ) は 長期負債 ( $1.0B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: RYAMの 純負債対資本比率 ( 280.7% ) は 高い と見なされます。負債の削減: RYAMの負債対資本比率は、過去 5 年間で163.6%から308.9%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: RYAMは、現在の フリーキャッシュフロー に基づくと、キャッシュランウェイ が 1 年未満です。キャッシュランウェイの予測: RYAMの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend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2026/06/09 16:53終値2026/06/09 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
分析記事 • Jul 31Does Rayonier Advanced Materials (NYSE:RYAM) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 22Here's Why Rayonier Advanced Materials (NYSE:RYAM) Is Weighed Down By Its Debt LoadSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 13Is Rayonier Advanced Materials (NYSE:RYAM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
ナラティブの更新 • Jun 04RYAM: Governance Shift And CEO Transition Will Support Future Upside PotentialAnalysts now hold their price target for Rayonier Advanced Materials at $14.50, with unchanged fair value supported by updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Board declassification was approved at the 2026 Annual Meeting of Stockholders, with stockholders voting to amend the Amended and Restated Certificate of Incorporation to move to an annually elected board and remove supermajority voting provisions.
お知らせ • May 16Rayonier Advanced Materials Inc. Announces Board Changes, Effective May 14, 2026Rayonier Advanced Materials Inc. announced that its Board of Directors has elected Julie A. Dill as Non-Executive Chair of the Board, effective May 14, 2026. Ms. Dill succeeds Lisa M. Palumbo, who has completed her second two-year term as Chair and will continue to serve as an independent director. Ms. Dill has served on the RYAM Board since 2018 and brings extensive leadership experience across the energy, industrials, and infrastructure sectors, including as a public company chief executive officer. Her background in finance, investor relations, and operations provides the Board with valuable perspective as it oversees the Company's strategy and stakeholder engagement efforts. Her appointment reflects the Board’s ongoing commitment to strong corporate governance, thoughtful succession planning, and disciplined strategic oversight.
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
Seeking Alpha • Apr 22Rayonier Advanced Materials: Priced For A Success That Isn't There YetSummary Rayonier Advanced Materials Inc. has surged 3-4x in a year, but current valuation reflects mid-cycle multiples despite still-depressed earnings and high leverage. RYAM’s upside now hinges on flawless execution: translating recent pricing gains in Cellulose Specialties into sustainable EBITDA growth, cost discipline, and deleveraging. The market already prices in moderate EBITDA improvement; further equity upside requires EBITDA to reach $200M+, with significant risk if targets are missed. I rate RYAM a Hold, as current price assumes partial success not yet realized; upcoming earnings must show EBITDA growth, positive FCF, and net debt reduction. Read the full article on Seeking Alpha
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.
ナラティブの更新 • Apr 17RYAM: Accelerating Value Over Volume Repricing Will Support Future Upside PotentialAnalysts have raised their price target on Rayonier Advanced Materials to $14, a $5 increase that they attribute to what they view as stronger execution of the company's value-over-volume strategy and repricing approach. Analyst Commentary Recent research highlights how the higher US$14 price target is linked directly to confidence in Rayonier Advanced Materials' value-over-volume and repricing approach, rather than to any specific forecast for demand or earnings.
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.
ナラティブの更新 • Apr 03RYAM: Accelerating Value Over Volume Repricing Will Support A More Constructive OutlookAnalysts have raised their price target on Rayonier Advanced Materials to $14 from $9, citing what they describe as a significant acceleration in the company's value-over-volume and repricing efforts, along with a market reaction they view as broadly aligned with that shift. Analyst Commentary Analysts highlighting the new US$14 price target frame it as a vote of confidence in Rayonier Advanced Materials' value-over-volume focus and pricing efforts, while also acknowledging execution and market risks that could affect how the story plays out.
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
ナラティブの更新 • Mar 20RYAM: Value Over Volume Repricing Progress Will Support A More Constructive OutlookRayonier Advanced Materials' analyst price target has moved from $11.50 to $14.50, with analysts pointing to a stronger value-over-volume and repricing focus that they see reflected in recent results and market reaction. Analyst Commentary Bullish analysts are pointing to recent results and market reaction as support for a higher valuation range, reflected in the price target move to $14.
Recent Insider Transactions Derivative • Mar 06CFO & Senior VP of Finance exercised options and sold US$92k worth of stockOn the 1st of March, Marcus Moeltner exercised options to acquire 10k shares at no cost and sold these for an average price of US$9.47 per share. This trade did not impact their existing holding. Since March 2025, Marcus' direct individual holding has increased from 172.14k shares to 187.42k. Company insiders have collectively bought US$225k more than they sold, via options and on-market transactions, in the last 12 months.
ナラティブの更新 • Mar 06RYAM: Value Over Volume Execution And Repricing Efforts Will Support Constructive OutlookAnalysts lifted their price target on Rayonier Advanced Materials to $11.50 from $9.00, pointing to updated assumptions around revenue growth, profitability and valuation that they see as better aligned with the company's recent focus on value over volume and repricing efforts. Analyst Commentary Bullish analysts are highlighting that the latest price target revisions are tied closely to how Rayonier Advanced Materials is executing on its value over volume approach and repricing efforts, rather than to a short term trading view.
新しいナラティブ • Mar 06Cellulose Specialties Pricing And Biomaterials Execution Will Limit Long Term Earnings RecoveryCatalysts About Rayonier Advanced Materials Rayonier Advanced Materials produces cellulose based products, including cellulose specialties, commodity grades, paperboard, high yield pulp and biomaterials. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Mar 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$6.33 loss per share (further deteriorated from US$0.64 loss in FY 2024). Revenue: US$1.47b (down 10% from FY 2024). Net loss: US$423.0m (loss widened US$381.0m from FY 2024). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 15% 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$80m). Share price has been volatile over the past 3 months (15% average weekly change).
ナラティブの更新 • Feb 19RYAM: Leadership Transition And Stable Assumptions Will Support Constructive OutlookAnalysts now see Rayonier Advanced Materials as modestly less expensive on a valuation basis, trimming their implied P/E assumption from 7.44x to about 7.12x and nudging the updated price target slightly. This reflects fine tuned views on risk, profitability, and growth that leave the stock's fair value estimate steady at $9.00.
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
ナラティブの更新 • Feb 05RYAM: Leadership Transition And Updated Assumptions Will Support Constructive Long Term OutlookAnalysts have adjusted their view on Rayonier Advanced Materials with a revised price target of $9.00. This reflects updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E expectations.
ナラティブの更新 • Jan 20RYAM: Leadership Transition And Capital Allocation Discipline Will Shape Balanced Long Term OutlookAnalysts have nudged their price target on Rayonier Advanced Materials higher to reflect updated assumptions around a modestly lower discount rate, slightly adjusted revenue growth expectations, stable profit margin forecasts, and a small tweak to the future P/E multiple. What's in the News Scott M.
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.
分析記事 • Jan 13Rayonier Advanced Materials Inc. (NYSE:RYAM) Held Back By Insufficient Growth Even After Shares Climb 26%Rayonier Advanced Materials Inc. ( NYSE:RYAM ) shareholders would be excited to see that the share price has had a...
分析記事 • Jan 06We Like These Underlying Return On Capital Trends At Rayonier Advanced Materials (NYSE:RYAM)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
ナラティブの更新 • Jan 06RYAM: New Leadership And Capital Discipline Will Support Long-Term Upside PotentialAnalysts have trimmed their price target on Rayonier Advanced Materials to US$9.00, reflecting updated assumptions around the stock's fair value, discount rate, profit margin, and forward P/E. What's in the News The Board has appointed Scott M.
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.
ナラティブの更新 • Dec 17RYAM: New Freezer Packaging Will Drive Long-Term Upside PotentialAnalysts have nudged their price target on Rayonier Advanced Materials slightly higher to approximately $9.00 per share from around the prior level, citing modestly higher long term discount rate assumptions and a marginally richer expected future price to earnings multiple, while keeping revenue growth and profit margin outlooks essentially unchanged. What's in the News President and CEO De Lyle W.
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.
ナラティブの更新 • Dec 03RYAM: New Freezer-Ready Packaging Will Support Future Upside PotentialAnalysts have raised their price target on Rayonier Advanced Materials from 7.50 dollars to 9.00 dollars. This change reflects improved fair value assumptions, a slightly lower discount rate, and a higher expected future price to earnings multiple.
ナラティブの更新 • Nov 19RYAM: New Sustainable Packaging Will Drive Performance Amid Margin PressureAnalysts have maintained their price target for Rayonier Advanced Materials at $7.50. They cite improved revenue growth forecasts but have offset this with a higher discount rate and lower projected profit margins, which together support holding the price target steady.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: US$0.06 loss per share (improved from US$0.49 loss in 3Q 2024). Revenue: US$353.0m (down 12% from 3Q 2024). Net loss: US$4.00m (loss narrowed 88% from 3Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
New Risk • Nov 06New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 38% per year over the past 5 years.
ナラティブの更新 • Nov 04RYAM: New Sustainable Packaging Will Drive Profitable Momentum This YearAnalysts have maintained their price target for Rayonier Advanced Materials at $7.50. They note that stable fair value estimates and only minor adjustments to future profitability expectations support this unchanged outlook.
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
ナラティブの更新 • Oct 20Tariff Clarity And Sustainability Will Unlock Cellulose PotentialRayonier Advanced Materials’ analyst price target has been increased from $6.00 to $7.50. This reflects analysts’ improved outlook based on lower discount rates and slight upward revisions to projected revenue growth.
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).
分析記事 • Aug 27Rayonier Advanced Materials Inc. (NYSE:RYAM) Stock Catapults 25% Though Its Price And Business Still Lag The IndustryRayonier Advanced Materials Inc. ( NYSE:RYAM ) shares have continued their recent momentum with a 25% gain in the last...
分析記事 • Aug 18Returns Are Gaining Momentum At Rayonier Advanced Materials (NYSE:RYAM)NYSE:RYAM 1 Year Share Price vs Fair Value Explore Rayonier Advanced Materials's Fair Values from the Community and...
Recent Insider Transactions • Aug 15President recently bought US$252k worth of stockOn the 12th of August, De Lyle Bloomquist bought around 54k shares on-market at roughly US$4.71 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. De Lyle has been a buyer over the last 12 months, purchasing a net total of US$502k worth in shares.
ナラティブの更新 • Aug 08Tariff Clarity And Sustainability Will Unlock Cellulose PotentialDespite a notable increase in revenue growth forecasts and a lower projected future P/E, Rayonier Advanced Materials’ consensus analyst price target has been reduced from $6.50 to $6.00. What's in the News Signed MoU with GranBio LLC to explore joint development of a cellulosic Sustainable Aviation Fuel (SAF) facility at the Jesup, Georgia site, leveraging RYAM’s infrastructure and accessing GranBio’s AVAP® technology, partially financed by a $100 million U.S. Department of Energy grant.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 31% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 31% per year over the past 5 years.
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$5.47 loss per share (down from US$0.12 profit in 2Q 2024). Revenue: US$340.0m (down 19% from 2Q 2024). Net loss: US$366.0m (down US$374.2m from profit in 2Q 2024). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 31Does Rayonier Advanced Materials (NYSE:RYAM) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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
新しいナラティブ • Jun 01Biomaterials Investments Will Elevate Demand While Tariffs Limit Gains Focus on biomaterials, specialty cellulose, and new global markets aims to drive long-term growth, higher margins, and offset trade challenges.
Recent Insider Transactions • May 21President recently bought US$250k worth of stockOn the 16th of May, De Lyle Bloomquist bought around 63k shares on-market at roughly US$3.95 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was De Lyle's only on-market trade for the last 12 months.
分析記事 • May 10Investors Don't See Light At End Of Rayonier Advanced Materials Inc.'s (NYSE:RYAM) Tunnel And Push Stock Down 27%Unfortunately for some shareholders, the Rayonier Advanced Materials Inc. ( NYSE:RYAM ) share price has dived 27% in...
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.48 loss per share (further deteriorated from US$0.024 loss in 1Q 2024). Revenue: US$356.0m (down 8.2% from 1Q 2024). Net loss: US$32.0m (loss widened US$30.4m from 1Q 2024). Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
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
分析記事 • Apr 06Returns Are Gaining Momentum At Rayonier Advanced Materials (NYSE:RYAM)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
お知らせ • Mar 24Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025Rayonier Advanced Materials Inc., Annual General Meeting, May 14, 2025.
分析記事 • Mar 07Rayonier Advanced Materials Inc.'s (NYSE:RYAM) Shares Not Telling The Full StoryWhen you see that almost half of the companies in the Chemicals industry in the United States have price-to-sales...
Recent Insider Transactions Derivative • Mar 06President exercised options and sold US$245k worth of stockOn the 1st of March, De Lyle Bloomquist exercised options to acquire 32k shares at no cost and sold these for an average price of US$7.70 per share. This trade did not impact their existing holding. For the year to December 2018, De Lyle's total compensation was 27% salary and 73% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, De Lyle has owned 176.89k shares directly. Company insiders have collectively sold US$586k more than they bought, via options and on-market transactions in the last 12 months.
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.
Price Target Changed • Jan 14Price target increased by 32% to US$12.50Up from US$9.50, the current price target is an average from 2 analysts. New target price is 69% above last closing price of US$7.40. Stock is up 77% over the past year. The company is forecast to post a net loss per share of US$0.47 next year compared to a net loss per share of US$1.57 last year.
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.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 118%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$1.62b to US$1.64b. Forecast EPS reduced from -US$0.34 to -US$0.74 per share. Chemicals industry in the US expected to see average net income growth of 40% next year. Consensus price target up from US$7.00 to US$9.00. Share price was steady at US$7.44 over the past week.
分析記事 • Aug 08Market Might Still Lack Some Conviction On Rayonier Advanced Materials Inc. (NYSE:RYAM) Even After 35% Share Price BoostRayonier Advanced Materials Inc. ( NYSE:RYAM ) shares have continued their recent momentum with a 35% gain in the last...
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.7% 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 Risk Interest payments are not well covered by earnings (0.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 30Price target increased by 27% to US$7.00Up from US$5.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of US$6.27. Stock is up 33% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$1.57 last year.
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.
分析記事 • Mar 22Here's Why Rayonier Advanced Materials (NYSE:RYAM) Is Weighed Down By Its Debt LoadSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Feb 28Full year 2023 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 128%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. 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 30% 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
Seeking Alpha • Nov 13Rayonier Advanced Materials: Despite Selling Assets, Looks Quite UndervaluedSummary Rayonier Advanced Materials reported new credit agreements that will reshape the balance sheet and attract interest from investors. The company is considering selling some Paperboard and High-Yield Pulp assets. Despite risks from supply chain problems and debt, Rayonier Advanced Materials remains undervalued. Read the full article on Seeking Alpha
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 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$3.49, the stock trades at a trailing P/E ratio of 28.8x. Average forward P/E is 14x in the Chemicals industry in the US. Total returns to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$2.98, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 19% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to US$2.99, the stock trades at a trailing P/E ratio of 24.6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 1.6% over the past three years.
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 121%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.78b to US$1.73b. Losses expected to increase from US$0.14 per share to US$0.31. Chemicals industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$5.50 to US$4.75. Share price fell 30% to US$2.99 over the past week.
New Risk • Aug 10New 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). Earnings are forecast to decline by an average of 128% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Price Target Changed • Aug 10Price target decreased by 17% to US$4.75Down from US$5.70, the current price target is an average from 2 analysts. New target price is 46% above last closing price of US$3.25. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$0.31 next year compared to a net loss per share of US$0.43 last year.
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 117%. Revenue is expected to decline by 7.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in the US are expected to grow by 4.3%. 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 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 117%. Revenue is expected to decline by 7.4% p.a. on average during the next 2 years, while revenues in the Chemicals industry in the US are expected to grow by 4.3%. 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 1% 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
Seeking Alpha • Jul 25Rayonier Advanced Materials: Uncovering Value In The Niche Of High Purity CelluloseSummary Rayonier Advanced Materials operates in the high-purity cellulose industry, with a wide product application across numerous sectors and proprietary processes, presenting a promising investment opportunity. Despite challenges in net profitability, the company's potential for being undervalued, its strategic specialization, and robust technical expertise suggest a promising future. Investors should consider both the potential rewards and risks, including the company's specialization in high purity cellulose and reliance on proprietary processes, and monitor company-specific and broader market trends. Read the full article on Seeking Alpha
Board Change • Jun 02Insufficient 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 US$93k worth of stockOn the 12th of May, Joshua Hicks bought around 20k shares on-market at roughly US$4.63 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 US$198k more in shares than they have sold in the last 12 months.
Major Estimate Revision • May 16Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$1.78b to US$1.81b. Forecast EPS reduced from -US$0.10 to -US$0.13 per share. Chemicals industry in the US expected to see average net income growth of 15% next year. Consensus price target of US$5.70 unchanged from last update. Share price fell 16% to US$4.63 over the past week.
分析記事 • May 13Is Rayonier Advanced Materials (NYSE:RYAM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • May 10First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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 exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is expected to decline by 3.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in the US are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.
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.
Price Target Changed • Apr 25Price target decreased by 8.1% to US$5.70Down from US$6.20, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of US$5.38. Stock is up 4.5% over the past year. The company is forecast to post a net loss per share of US$0.10 next year compared to a net loss per share of US$0.43 last year.
