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Suzano Papel E Celulose (SUZ)
NYSE:SUZ
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.6Last Year’s EPS
0.93Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly constructive: operational execution (record pulp shipments, strong free cash flow, lower cash costs, successful turnaround at Pine Bluff, and improved pulp market dynamics) and financial discipline (deleveraging, hedges, dividends and buybacks, CapEx control) are clear positives. Notable near-term challenges remain — weak export paper prices, maintenance-related volume and cost impacts, low inventories, regional oversupply in some packaging grades, and short-term market volatility — but management presented concrete mitigation plans and confidence in competitiveness. Overall, the positives (resilient cash generation, cost reductions, portfolio actions and improving pulp fundamentals) materially outweigh the lowlights.Company Guidance
Record Pulp Shipments and Volumes
Suzano reported record pulp shipment volumes in Q4 2025, with record sales volumes that exceeded production output, driving strong invoicing despite year-end inventory drawdown.
Strong Pulp EBITDA and Price Recovery
Pulp unit reported BRL 4.8 billion in EBITDA in Q4 2025, up 8% quarter-over-quarter, supported by higher volumes and recovering USD-denominated prices (reported reference price $538/t in Q4, with market prices already above that level).
Improving Market Dynamics for Hardwood Pulp
Positive demand signals from China: paper & board production +17% in Q4 2025 vs Q4 2024 and +3% for full year 2025; Chinese pulp imports grew ~1.7 million tonnes in 2025 (including ~1.4 million tonnes of hardwood), and recent supply-side developments (Indonesian permit revocations and APP OQ2 delay) tightened market outlook for 2026.
Best-in-Period Cash Cost Performance
Fourth quarter 2025 pulp cash cost reached BRL 778/tonne (lowest nominal level since Q4 2021), a 3% reduction vs Q3 2025 and ~5% below the 2025 annual average (BRL 817/t). Management expects 2026 average cash cost broadly in line with Q4 2025.
Positive Free Cash Flow and Deleveraging Progress
Generated positive free cash flow of $400 million in Q4 2025, reduced net debt to $12.6 billion and lowered leverage to 3.2x (USD basis).
Financial and Liquidity Improvements
Revolving credit facility upsized from $1.3 billion to $1.8 billion at reduced cost; maintained a $6.2 billion FX hedge portfolio (zero-cost collars with BRL 5.83–6.73 range) with potential positive cash adjustments (e.g., BRL 2.7 billion if FX stays at BRL 5.50).
Operational Progress in Paper & Packaging (U.S.)
Suzano Packaging in the U.S. showed strong performance with stable quarter-over-quarter prices and a solid ~21% year-over-year improvement (metric referenced by management), and the Pine Bluff mill delivered a successful turnaround producing positive EBITDA.
Capital Discipline and Shareholder Returns
Delivered 2025 CapEx in line with guidance, announced a nearly 20% year-on-year reduction in 2026 CapEx guidance, paid BRL 1.4 billion in dividends (>2% yield), completed buyback (15 million shares) and launched a new buyback of up to 40 million shares.
SUZ Earnings History
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 |
|---|---|---|---|
Feb 10, 2026 | $9.85 | $11.18 | +13.50% |
Nov 06, 2025 | $8.88 | $8.74 | -1.65% |
Aug 06, 2025 | $9.19 | $9.82 | +6.93% |
May 09, 2025 | $8.80 | $8.73 | -0.89% |
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 (SUZ) report earnings?
Suzano Papel E Celulose (SUZ) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Suzano Papel E Celulose (SUZ) earnings time?
Suzano Papel E Celulose (SUZ) earnings time is at May 07, 2026, 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 2026 (Q1) is 0.6.