Rayonier Advanced Materials Inc. (RYAM) Covered Calls

Rayonier Advanced Materials is a global leader in high-purity cellulose specialties and sustainable biomaterials. Operating specialized manufacturing facilities in the U.S. and France, the company engineers natural polymers for diverse applications in pharmaceuticals, food, and electronics. RYAM is currently transforming its business model by expanding into second-generation bioethanol and renewable energy, aiming to lead the transition to a circular, bio-based economy.

You can sell covered calls on Rayonier Advanced Materials Inc. to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for RYAM (prices last updated Mon 4:16 PM ET):

Want to make money with covered calls?  Sign Up For A Free Trial

Rayonier Advanced Materials Inc. (RYAM) is a premier global producer of high-purity cellulose specialties, high-yield pulp, and sustainable biomaterials. With nearly a century of expertise in cellulose chemistry, the company operates a sophisticated asset base, including its flagship Jesup facility in Georgia and the Tartas plant in France. RYAM’s products are essential components in thousands of everyday items, ranging from smartphone screens and pharmaceuticals to biodegradable textiles and food thickeners.

In 2026, RYAM is executing a mission-critical pivot toward positive free cash flow and EBITDA expansion following a period of debt refinancing and operational restructuring. The company’s "Cellulose Specialties" segment remains its core profit engine, having secured 18% price increases for the 2026 contract year. This pricing power, supported by high global industry utilization rates near 90%, allows RYAM to offset inflationary pressures while investing in its high-growth "BioSolutions" pipeline.

Competitive Landscape

RYAM operates in a specialized chemical sector with significant barriers to entry due to high capital intensity and complex technical requirements. In the premium cellulose specialties market, its primary global rivals are Borregaard and Bracell, with the three firms controlling approximately 80% of the market. For commodity-grade pulp and absorbent materials, it competes with diversified giants such as Suzano and International Paper.

The company also tracks against innovative material science and paper-product peers like Sylvamo and Mativ Holdings. RYAM’s competitive edge is anchored in its proprietary intellectual property and the massive replacement cost of its facilities. Furthermore, the company’s strategic shift into bio-based fuels and chemicals creates a differentiated revenue stream that is less cyclical than traditional pulp markets, positioning it as a preferred partner for firms seeking sustainable supply chain solutions.

Strategic Outlook and Innovation

The strategic outlook for RYAM in 2026 is defined by the commercialization of its "Green Capital" projects. Innovation is led by the Tartas 2G bioethanol plant, which reached full operational scale in early 2026 under a long-term take-or-pay contract with ExxonMobil. Additionally, the "Altamaha Green Energy" project—a partnership with the Beasley Group—is on track to provide significant renewable power to the Georgia grid, diversifying RYAM’s income through stable utility-grade revenue.

Management is also focused on "Portfolio Optimization," which includes the potential divestiture of non-core paperboard assets to further deleverage the balance sheet. By 2026, the company is on track to reduce corporate expenses by $30 million annually through automation and ERP modernization. With a clear path to generating substantial free cash flow and a target to reduce carbon emissions by 40% by 2030, RYAM is evolving into a leaner, more profitable leader in the global biomaterials sector.

Want more examples? RYAAY Covered Calls | RYAN Covered Calls