Rayonier Advanced Materials' Q2 net sales miss expectations

Rayonier Advanced Materials

05/08/2025 21:36

Overview

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

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

Outlook

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

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

Result Drivers

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

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

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$340 mln
$385.50 mln (3 Analysts)
Q2 Net Income
-$363 mln


Analyst Coverage

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

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

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

Press Release: ID:nBw800wfPa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)