RYAM: Adjusted EBITDA rose 30% sequentially as tariff-hit Temiscaming operations remained idled

Q3 Adjusted EBITDA rose 30% sequentially to $52 million, led by High Purity Cellulose, while consolidated results included a $230 million net loss. Temiscaming paperboard and pulp production stayed idled amid U.S. tariffs, and the strategic review targets a Q1 2027 conclusion.

Published: 2026-11-03T21:24:05+00:00

Updated: 2026-11-04T23:43:20.851326+00:00

What happened

Rayonier Advanced Materials reported third-quarter sales up 8% year over year and adjusted operating earnings of $52 million. It also reported a net loss of about $229 million, including a large accounting charge that did not require an immediate cash payment. U.S. tariffs led the company to idle some Temiscaming production.

Global impact / market context

The results show stronger sales and operating earnings alongside a large reported loss and production stoppages. That mix may matter to ordinary investors because the company’s financial results face pressure while its strategic review is not expected to conclude until the first quarter of 2027.

What to watch

Check whether Temiscaming production remains idle, because the company said U.S. tariffs led to the stoppage.
Check the next reported sales and operating earnings, because the latest figures showed sales growth and higher earnings than the prior quarter.
Check for updates on the strategic review and its first-quarter 2027 target, because the review’s conclusion has been delayed.

Affected assets

Rayonier Advanced Materials Inc. common stock

Evidence

Infoway News — RYAM: Tariff-driven Temiscaming idling and impairments overshadowed Q3 sales growth 2026-11-04T20:05:23+00:00
Infoway News — RYAM: HPC gains lifted adjusted EBITDA, while Témiscaming idling pressured cash flow and review timing 2026-11-04T15:47:51+00:00
Infoway News — RYAM: Adjusted EBITDA rose 30% sequentially as tariff-hit Temiscaming operations remained idled 2026-11-03T21:35:27+00:00
Infoway News — Rayonier Advanced Materials Reports $52 Million Adjusted EBITDA, $229 Million Loss 2026-11-03T21:24:05+00:00
Infoway News — Rayonier Advanced Materials Q3 sales and EBITDA miss estimates on tariffs, impairments 2026-11-03T21:23:13+00:00
Infoway News — RYAM: Adjusted EBITDA rose 30% sequentially as tariffs idled Temiscaming and delayed the strategic review 2026-11-03T21:22:30+00:00
Incident timeline — RYAM: Tariff-driven Temiscaming idling and impairments overshadowed Q3 sales growth
Incident timeline — RYAM: HPC gains lifted adjusted EBITDA, while Témiscaming idling pressured cash flow and review timing
Incident timeline — RYAM: Adjusted EBITDA rose 30% sequentially as tariff-hit Temiscaming operations remained idled
Incident timeline — Rayonier Advanced Materials Reports $52 Million Adjusted EBITDA, $229 Million Loss
Incident timeline — Rayonier Advanced Materials Q3 sales and EBITDA miss estimates on tariffs, impairments
Incident timeline — RYAM: Adjusted EBITDA rose 30% sequentially as tariffs idled Temiscaming and delayed the strategic review