The earnings call presented a balanced view with significant achievements in sales volume growth and cost management, but faced challenges in pulp price uncertainties and increased leverage. The company's strategic focus on deleveraging and competitive pricing was countered by global trade tensions affecting demand and pricing stability.

Company Guidance

During Suzano's first quarter 2025 conference call, the company provided detailed guidance on several key metrics. The management emphasized its strategic focus on maintaining competitiveness amid global uncertainties, with plans to reduce cash costs, SG&A expenses, and CapEx per ton throughout 2025. Suzano reported a BRL 4.3 billion EBITDA, reflecting a 49% margin, despite lower volumes and invoicing prices. A conservative approach to financial strength was reiterated, with a leverage target remaining at the lower range of the company's financial policy. The call also highlighted Suzano's intent to generate free cash flow under any pulp price scenario and to achieve positive EBITDA for its packaging operations by the second half of the year. Additionally, the potential for new investments was discussed, with the company indicating a preference for opportunities offering higher returns due to increased global risk, while maintaining a commitment to deleveraging and shareholder value.

Sales Volume Growth

Suzano saw sales volume growth in their Brazilian operations on a year-over-year basis, with improvements in packaging operations and results, and a 62% increase in Suzano packaging sales volumes quarter-over-quarter.

EBITDA Improvement in Packaging

Suzano's packaging EBITDA improved by 67% quarter-over-quarter, with expectations of achieving positive EBITDA in the second half of the year.

Price Evolutions

Successful implementation of price announcements in main product lines with a favorable FX contributing to higher net prices for exports compared to Q1 2024.

Debt Management

Suzano maintained a competitive cost of capital at 5%, improved average maturity from 73 to 76 months, and executed liability management operations that raised $1.2 billion at a favorable rate.

Suzano Papel e Celulose SA (SUZ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SUZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.08 / -	0.449	―	―	―
Aug 06, 2025	2025 (Q2)	0.25 / 0.74	-0.528	239.77% (+1.27)
May 09, 2025	2025 (Q1)	0.88 / 0.93	0.031	2906.45% (+0.90)
Feb 12, 2025	2024 (Q4)	-0.78 / -0.93	0.674	-237.24% (-1.60)
Oct 24, 2024	2024 (Q3)	0.57 / 0.45	-0.11	508.18% (+0.56)
Aug 08, 2024	2024 (Q2)	-0.69 / -0.53	0.811	-165.10% (-1.34)
May 09, 2024	2024 (Q1)	-0.05 / 0.03	0.816	-96.20% (-0.78)
Feb 28, 2024	2023 (Q4)	0.56 / 0.67	1.092	-38.28% (-0.42)
Oct 26, 2023	2023 (Q3)	-0.26 / -0.11	0.802	-113.72% (-0.91)	―	―
Aug 02, 2023	2023 (Q2)	0.63 / 0.81	0.025	3144.00% (+0.79)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SUZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$9.37	$10.02	+6.94%
May 09, 2025	$8.98	$8.90	-0.89%
Feb 12, 2025	$10.10	$10.29	+1.88%
Oct 24, 2024	$9.94	$10.14	+2.01%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Suzano Papel e Celulose SA (SUZ) report earnings?

Suzano Papel e Celulose SA (SUZ) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Suzano Papel e Celulose SA (SUZ) earnings time?

Suzano Papel e Celulose SA (SUZ) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SUZ EPS forecast?

SUZ EPS forecast for the fiscal quarter 2025 (Q3) is 0.08.

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