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Rayonier Inc. (RYN) Fundamental Analysis & AI Grade 2026

RYN NYSE Real Estate Investment Trusts NC CIK: 0000052827
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 RYN Key Takeaways

Revenue: $276.8M
Net Margin: -4.5%
Free Cash Flow: $-12.3M
Current Ratio: 2.53x
Debt/Equity: 0.35x
EPS: $-0.05
AI Grade: C with 72% confidence
Rayonier Inc. (RYN) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $276.8M, net profit margin of -4.5%, and return on equity (ROE) of -0.2%, Rayonier Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete RYN stock analysis for 2026.

Is Rayonier Inc. (RYN) a Good Investment?

Claude

Rayonier is experiencing operational deterioration with negative operating income (-16.5% margin) and inability to cover interest expenses from operations (coverage ratio: -4.7x), creating unsustainable debt servicing conditions. While the REIT maintains a strong balance sheet with $5.3B equity and solid liquidity (2.53x current ratio), the negative free cash flow of -12.3M combined with persistent operating losses indicates the asset base is not generating sufficient returns to justify current leverage levels.

Rayonier Inc. Key Strengths (RYN)

Claude
  • + Strong balance sheet: $5.3B stockholders' equity and $681.7M cash reserves provide financial cushion
  • + Conservative capital structure: 0.35x debt-to-equity ratio is moderate for a REIT
  • + Adequate liquidity: 2.53x current ratio and 2.21x quick ratio demonstrate short-term solvency

RYN Stock Risks: Rayonier Inc. Investment Risks

Claude
  • ! Negative interest coverage ratio (-4.7x) means operating income cannot cover debt service, indicating unsustainable leverage
  • ! Persistent unprofitability: Operating loss of -45.7M and net loss of -12.4M signal deteriorating asset quality and operational performance
  • ! Negative free cash flow: Capital expenditures ($46.9M) exceed operating cash flow ($34.6M), requiring external funding to maintain operations

Key Metrics to Watch

Claude
  • * Operating margin trend and path to positive EBIT
  • * Free cash flow sustainability and capital expenditure requirements
  • * Interest coverage ratio recovery to positive territory
  • * Debt reduction progress and leverage management

Rayonier Inc. (RYN) Financial Metrics & Key Ratios

Revenue
$276.8M
Net Income
$-12.4M
EPS (Diluted)
$-0.05
Free Cash Flow
$-12.3M
Total Assets
$7.7B
Cash Position
$681.7M

💡 AI Analyst Insight

Strong liquidity with a 2.53x current ratio provides a solid financial cushion.

RYN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -16.5%
Net Margin -4.5%
ROE -0.2%
ROA -0.2%
FCF Margin -4.5%

RYN vs Real Estate Sector: How Rayonier Inc. Compares

How Rayonier Inc. compares to Real Estate sector averages

Net Margin
RYN -4.5%
vs
Sector Avg 20.0%
RYN Sector
ROE
RYN -0.2%
vs
Sector Avg 8.0%
RYN Sector
Current Ratio
RYN 2.5x
vs
Sector Avg 1.5x
RYN Sector
Debt/Equity
RYN 0.3x
vs
Sector Avg 1.5x
RYN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Rayonier Inc. Stock Overvalued? RYN Valuation Analysis 2026

Based on fundamental analysis, Rayonier Inc. has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
-0.2%
Sector avg: 8%
Net Profit Margin
-4.5%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.35x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Rayonier Inc. Balance Sheet: RYN Debt, Cash & Liquidity

Current Ratio
2.53x
Quick Ratio
2.21x
Debt/Equity
0.35x
Debt/Assets
21.8%
Interest Coverage
-4.69x
Long-term Debt
$1.9B

RYN Revenue & Earnings Growth: 5-Year Financial Trend

RYN 5-year financial data: Year 2021: Revenue $1.1B, Net Income $59.1M, EPS $0.46. Year 2022: Revenue $1.1B, Net Income $37.1M, EPS $0.27. Year 2023: Revenue $1.1B, Net Income $152.6M, EPS $1.08. Year 2024: Revenue $1.3B, Net Income $107.1M, EPS $0.73. Year 2025: Revenue $986.4M, Net Income $173.5M, EPS $1.17.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Rayonier Inc.'s revenue has declined by 11% over the 5-year period, indicating business contraction. The most recent EPS of $1.17 reflects profitable operations.

RYN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-4.5%
Free cash flow / Revenue

RYN Quarterly Earnings & Performance

Quarterly financial performance data for Rayonier Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $82.6M -$3.4M $-0.02
Q3 2025 $123.6M $28.8M $0.19
Q2 2025 $99.3M $1.9M $0.01
Q1 2025 $82.6M $1.4M $0.01
Q3 2024 $194.5M $19.2M $0.13
Q2 2024 $173.2M $1.9M $0.01
Q1 2024 $167.8M $1.4M $0.01
Q3 2023 $194.9M $19.2M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Rayonier Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$34.6M
Cash generated from operations
Stock Buybacks
$1.0M
Shares repurchased (TTM)
Capital Expenditures
$46.9M
Investment in assets
Dividends Paid
$81.1M
Returned to shareholders

RYN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Rayonier Inc. (CIK: 0000052827)

📋 Recent SEC Filings

Date Form Document Action
May 19, 2026 4 xslF345X06/wk-form4_1779227175.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779227158.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779227140.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779227113.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779227093.xml View →

Frequently Asked Questions about RYN

What is the AI rating for RYN?

Rayonier Inc. (RYN) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RYN's key strengths?

Claude: Strong balance sheet: $5.3B stockholders' equity and $681.7M cash reserves provide financial cushion. Conservative capital structure: 0.35x debt-to-equity ratio is moderate for a REIT.

What are the risks of investing in RYN?

Claude: Negative interest coverage ratio (-4.7x) means operating income cannot cover debt service, indicating unsustainable leverage. Persistent unprofitability: Operating loss of -45.7M and net loss of -12.4M signal deteriorating asset quality and operational performance.

What is RYN's revenue and growth?

Rayonier Inc. reported revenue of $276.8M.

Does RYN pay dividends?

Rayonier Inc. pays dividends, with $81.1M distributed to shareholders in the trailing twelve months.

Where can I find RYN SEC filings?

Official SEC filings for Rayonier Inc. (CIK: 0000052827) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RYN's EPS?

Rayonier Inc. has a diluted EPS of $-0.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is RYN's fundamental grade?

Based on our AI fundamental analysis in May 2026, Rayonier Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is RYN stock overvalued or undervalued?

Valuation metrics for RYN: ROE of -0.2% (sector avg: 8%), net margin of -4.5% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

What is RYN's AI grade for 2026?

Our dual AI analysis gives Rayonier Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RYN's free cash flow?

Rayonier Inc.'s operating cash flow is $34.6M, with capital expenditures of $46.9M. FCF margin is -4.5%.

How does RYN compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin -4.5% (avg: 20%), ROE -0.2% (avg: 8%), current ratio 2.53 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI