Rayonier Advanced Materials Q4 sales ease past estimates

Rayonier Advanced Materials

03/03/2026 21:24

Overview

Cellulose producer's Q4 net sales of $417 mln beat analyst expectations

Q4 loss from continuing operations was $21 mln

Q4 adjusted EBITDA from continuing operations fell to $46 mln

Outlook

Company aims to deliver positive free cash flow in 2026

Rayonier Advanced Materials plans to reduce CapEx in 2026

Company expects early 2026 volumes to be pressured as customers adjust inventory

Result Drivers

CELLULOSE SPECIALTIES - Net sales increased due to a 7% rise in average sales price, despite a 4% decrease in sales volumes

BIOMATERIALS GROWTH - Segment net sales rose 25% due to higher lignosulfonates and bioethanol sales

CELLULOSE COMMODITIES - Sales increased by 7% due to higher sales price and volumes, but offset by higher logistics and energy costs

Company press release: ID:nBwrWfzYa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Sales
Beat
$417 mln
$367.90 mln (3 Analysts)
Q4 EPS
-$0.32
Q4 Net Income
-$21 mln
Q4 Operating Income
$11 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 $9.00, about 5.9% below its March 2 closing price of $9.56

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)