earnings
confidence high
sentiment negative
materiality 0.75
RYAM Q2 net loss $363M on $337M DTA write-off; cuts 2025 EBITDA guidance to $150-160M
RAYONIER ADVANCED MATERIALS INC.
2025-Q2 EPS reported
-$5.95
revenue$696,015,000
- Net loss of $363M ($5.44/diluted share) vs. prior-year income of $11M; includes $337M non-cash Canadian deferred tax asset write-off.
- Adjusted EBITDA from continuing ops of $28M; 2025 guidance reduced to $150-160M from prior plan, citing tariffs, operational disruptions.
- Net sales $340M, down 19% YoY; Cellulose Specialties volumes fell 15%, Paperboard volumes down 23%.
- Idling Paperboard for 2 weeks and High-Yield Pulp for 3 weeks in Q3 to align inventory and preserve cash.
- Long-term target of >$300M run-rate EBITDA by end of 2027 remains unchanged; sale process for Paperboard/HY-Pulp on hold.
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