Rayonier Advanced Materials releases transcript of Q2 2026 earnings call
RYAM•Quarterly financial results
Q2 net sales rose to $376 million; adjusted EBITDA increased to $40 million; loss from continuing operations narrowed to $33 million, including a $13 million impairment.
Tariffs and market exposure
USTR Section 301 tariffs cited: 37.5% on Brazilian dissolving wood pulp, 12.5% on Norwegian; about 75% of paperboard volume sold into the U.S.
Q2 2026 earnings call overview
Rayonier Advanced Materials discussed Q2 2026 results on an earnings call attended by CEO Daniel M. Krawczyk, CFO Marcus J. Moeltner, IR head Cody LaCoste.
Management targeted concluding its strategic review in Q4, keeping the process unchanged following Krawczyk’s CEO appointment.
High Purity Cellulose performance and outlook
High Purity Cellulose adjusted EBITDA climbed to $57 million; cellulose specialties pricing rose 8% sequentially and 21% year-over-year; H2 volumes seen up 10%-15%.
