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Rayonier Advanced Materials Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Rayonier Advanced Materials delayed its strategic review conclusion to Q1 2027 from the fourth quarter following Temiscaming's tariff-related idling.
  • A 50% US tariff on Canadian paperboard prompted the October 3 shutdown; estimated ongoing carrying costs are $2 million-$3 million monthly.
  • A sale remains a key alternative; management plans to increase cellulose specialties' production share without sacrificing pricing to fill capacity.
  • Third-quarter 2026 adjusted EBITDA rose 30% sequentially to $52 million; continuing-operations loss totaled $229 million, including $221 million in noncash impairments.
  • The November 4 earnings call featured CEO Daniel M. Krawczyk, CFO Marcus J. Moeltner and investor relations executive Cody LaCoste.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Rayonier Advanced Materials Inc. published the original content used to generate this news brief on November 05, 2026, and is solely responsible for the information contained therein.

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