Jun 2026 (Q2 FY26) — Aug 5, 2026
Rayonier Advanced Materials Q2 FY26 — Strategic Review Progresses Amidst Strong Sequential Improvement
Read the full callRayonier Advanced Materials earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 376 | +10.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -1.7 | −1.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -32.8 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $7.18 on 17 Oct 2025 → $6.87. High $11.75 (17 Mar 2026), low $5.52 (17 Nov 2025).
Overview
Call summaries
Rayonier Advanced Materials Q2 FY26 — Strategic Review Progresses Amidst Strong Sequential Improvement
Read the full callEvery analysed call
Financials
Net profit, year on year: +91% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 401 | 423 | 353 | 340 | 353 | 418 | 319 | 376 |
| Operating profit | -17 | 11 | -15 | -1 | 10 | 11 | -65 | -6 |
| Operating margin | −4.2% | 2.6% | −4.3% | −0.4% | 2.8% | 2.6% | −20.5% | −1.7% |
| Interest | 20 | 23 | 24 | 24 | 25 | 26 | 23 | 25 |
| Profit before tax | -37 | -19 | -37 | -26 | -14 | -17 | -88 | -30 |
| Tax rate | 12.5% | 16.1% | 15.0% | −1296.6% | 72.0% | −0.2% | 8.2% | −7.4% |
| Net profit | -33 | -16 | -32 | -363 | -4 | -21 | -82 | -33 |
| EPS ($ per share) | -0.49 | — | -0.49 | -5.44 | -0.07 | — | -1.22 | -0.49 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 463 | 422 | 423 | 489 | 474 | 373 | 334 | -89 |
| Total liabilities | 1,972 | 1,797 | 1,835 | 1,631 | 1,518 | 1,436 | 1,416 | 1,442 |
| Fixed assets | 1,364 | 1,316 | 1,178 | 1,146 | 1,151 | 1,075 | 1,019 | 1,015 |
| Total assets | 2,679 | 2,480 | 2,530 | 2,445 | 2,348 | 2,183 | 2,130 | 1,758 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 247 | 42 | 124 | 233 | 69 | 136 | 204 | 24 |
| Cash from investing | -116 | 53 | -78 | 85 | -94 | -127 | -108 | -114 |
| Cash from financing | -116 | -138 | -19 | -157 | -73 | -87 | -42 | 30 |
| Net cash flow | 15 | — | — | — | — | — | — | — |
| Capital expenditure | -129 | -90 | -63 | -95 | — | — | — | — |
| Free cash flow | 118 | -49 | 61 | 138 | — | — | — | — |
37 filings between Mar 1, 2026 and Aug 7, 2026.
Purchases
None
No insider bought shares.
Sales
$17.6K
1 sale by 1 insider
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| PALUMBO LISA M | — | $17.6K | Aug 7, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | PALUMBO LISA M Director | Sale | 1,931 | $17.6K |
| May 14, 2026 | Bowen Eric Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | Dill Julie Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | Eggert Charles R Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | Kirsch James F Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | Mariano David C Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | PALUMBO LISA M Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | Smith Ivona Director | Option exercise | 16,429 | $0 |
| May 14, 2026 | Yokley Bryan D Director | Option exercise | 16,429 | $0 |
| Mar 3, 2026 | Slaughter Richard Colby SVP, GC & Corp Sec | Award | 17,273 | $0 |
| Mar 3, 2026 | Slaughter Richard Colby SVP, GC & Corp Sec | Tax withheld | 4,206 | $39.4K |
| Mar 3, 2026 | Rollins Jared Timothy CAO & VP, Corporate Controller | Award | 2,468 | $0 |
| Mar 3, 2026 | Rollins Jared Timothy CAO & VP, Corporate Controller | Tax withheld | 732 | $6.9K |
| Mar 3, 2026 | Duffy Kenneth James SVP, Paperboard/HYP | Award | 4,113 | $0 |
| Mar 3, 2026 | Duffy Kenneth James SVP, Paperboard/HYP | Tax withheld | 2,180 | $20.4K |
| Mar 3, 2026 | Gingras Marie Manon Lise Vice President, Human Resource | Award | 1,920 | $0 |
| Mar 3, 2026 | Gingras Marie Manon Lise Vice President, Human Resource | Tax withheld | 570 | $5.3K |
| Mar 3, 2026 | Moeltner Marcus J. CFO and SVP, Finance | Award | 26,866 | $0 |
| Mar 3, 2026 | Moeltner Marcus J. CFO and SVP, Finance | Tax withheld | 10,572 | $99.1K |
| Mar 3, 2026 | Ribeyrolle Christian Antoine Lucien SVP, Biomaterials | Award | 4,113 | $0 |
| Mar 3, 2026 | Osborne Michael D Vice President, Manufacturing | Award | 13,434 | $0 |
| Mar 3, 2026 | Osborne Michael D Vice President, Manufacturing | Tax withheld | 3,264 | $30.6K |
| Mar 3, 2026 | Brown Timothy Andrew Vice President, IT | Award | 2,058 | $0 |
| Mar 3, 2026 | Brown Timothy Andrew Vice President, IT | Tax withheld | 611 | $5.7K |
| Mar 1, 2026 | Slaughter Richard Colby SVP, GC & Corp Sec | Tax withheld | 4,480 | $42.4K |
| Mar 1, 2026 | Moeltner Marcus J. CFO and SVP, Finance | Tax withheld | 10,366 | $98.2K |
| Mar 1, 2026 | Brown Timothy Andrew Vice President, IT | Option exercise | 4,470 | $0 |
| Mar 1, 2026 | Brown Timothy Andrew Vice President, IT | Tax withheld | 1,326 | $12.6K |
| Mar 1, 2026 | Duffy Kenneth James SVP, Paperboard/HYP | Option exercise | 8,940 | $0 |
| Mar 1, 2026 | Duffy Kenneth James SVP, Paperboard/HYP | Tax withheld | 4,739 | $44.9K |
| Mar 1, 2026 | Gingras Marie Manon Lise Vice President, Human Resource | Option exercise | 4,172 | $0 |
| Mar 1, 2026 | Gingras Marie Manon Lise Vice President, Human Resource | Tax withheld | 1,237 | $11.7K |
| Mar 1, 2026 | Osborne Michael D Vice President, Manufacturing | Option exercise | 12,515 | $0 |
| Mar 1, 2026 | Osborne Michael D Vice President, Manufacturing | Tax withheld | 3,665 | $34.7K |
| Mar 1, 2026 | Ribeyrolle Christian Antoine Lucien SVP, Biomaterials | Option exercise | 8,940 | $0 |
| Mar 1, 2026 | Rollins Jared Timothy CAO & VP, Corporate Controller | Option exercise | 5,364 | $0 |
| Mar 1, 2026 | Rollins Jared Timothy CAO & VP, Corporate Controller | Tax withheld | 1,591 | $15.1K |
| Aug 12, 2025 | Bloomquist DeLyle W President and CEO | Purchase | 53,533 | $252.1K |
| May 16, 2025 | Bloomquist DeLyle W President and CEO | Purchase | 63,291 | $249.9K |
| Apr 10, 2025 | Osborne Michael D Vice President, Manufacturing | Option exercise | 26,270 | $0 |
| Apr 10, 2025 | Osborne Michael D Vice President, Manufacturing | Tax withheld | 6,397 | $30.4K |
| Mar 4, 2025 | Garcia Gabriela CAO, VP, Corporate Controller | Award | 6,432 | $0 |
| Mar 4, 2025 | Garcia Gabriela CAO, VP, Corporate Controller | Tax withheld | 1,908 | $14.3K |
| Mar 4, 2025 | Hicks Joshua C. SVP, High Purity Cellulose | Award | 54,013 | $0 |
| Mar 4, 2025 | Hicks Joshua C. SVP, High Purity Cellulose | Tax withheld | 13,154 | $98.4K |
| Mar 4, 2025 | McGuire Whitney K VP, Asst General Counsel | Award | 2,895 | $0 |
| Mar 4, 2025 | McGuire Whitney K VP, Asst General Counsel | Tax withheld | 860 | $6.4K |
| Mar 4, 2025 | Duffy Kenneth James SVP, Paperboard/HYP | Award | 10,458 | $0 |
| Mar 4, 2025 | Duffy Kenneth James SVP, Paperboard/HYP | Tax withheld | 5,544 | $41.5K |
| Mar 4, 2025 | Moeltner Marcus J. CFO and SVP, Finance | Award | 82,649 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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