RYAM reported Q3 2025 earnings reflecting operational stabilization and strategic adjustments, resulting in refined full-year adjusted EBITDA guidance of $135 to $140 million.
- Adjusted EBITDA guidance for 2025 decreased due to proactive downtime in noncore production and weakened paperboard markets.
- Continued success in Cellulose Specialties with normalized EBITDA margins, despite challenges in the fluff product segment due to tariffs impacting U.S. exports to China.
- Operational challenges are being resolved, with key staffing roles filled to stabilize performance at the Tartas facility.
- Strategic initiatives at the Temiscaming site aim to reduce costs and improve profitability, with new product developments underway expected to generate significant EBITDA contributions in 2026.
- Trade conditions are improving for U.S. producers, with favorable developments in ongoing investigations regarding Brazilian and Norwegian imports, potentially leveling the competitive landscape.
Community Discussion