Suzano S.A./$SUZ

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About Suzano S.A.

Suzano SA produces and sells pulp and a variety of paper products. The company organizes itself into two segments based on product type: Pulp and Paper. The Pulp segment generates the majority of revenue. The firm's product portfolio includes printing and writing paper, paperboard, diapers, and sanitary napkins. The company owns forest land and plants in Brazil, where it harvests timber and turns the timber into pulp and paper in its plants.

Ticker

$SUZ
Sector

Primary listing

NYSE

Employees

35,000

Headquarters

Salvador, Brazil

Suzano S.A. Metrics

BasicAdvanced
$12B
8.25
$1.16
0.35
$0.26
2.77%

What the Analysts think about Suzano S.A.

Analyst ratings (Buy, Hold, Sell) for Suzano S.A. stock.

Bulls say / Bears say

The proposed $3.5 billion acquisition of Kimberly-Clark’s Kleenex and international tissue businesses would meaningfully expand Suzano’s downstream product portfolio and add about $500 million in annual EBITDA, enhancing earnings diversification (Reuters).
Suzano’s Q2 2025 adjusted EBITDA of R$6.09 billion slightly exceeded the R$5.87 billion consensus, while it delivered a R$5.0 billion net profit, reversing a prior-year loss and underscoring resilient operations amid price headwinds (Reuters).
Suzano raised its 2025 capital expenditure plan by approximately 7% to R$13.3 billion, reflecting management’s commitment to growth via its new Ribas do Rio Pardo mill and upstream timber-swap agreements to secure low-cost fiber supply (Reuters).
According to Reuters, Citi analysts warn that Suzano, which derives approximately 15% of its revenue from U.S. pulp exports, could face near-term headwinds and order pullbacks under President Trump’s planned 50% tariffs on Brazilian goods (Reuters).
Chilean rival Arauco reported an 11% year-on-year drop in average pulp prices to US$678 per tonne in Q1 2025 due to trade-driven demand uncertainty, highlighting persistent global price weakness that pressures Suzano’s unit margins (Reuters).
Chile’s Arauco is investing roughly $3 billion to build the 2.5 million tonne Sucuriu pulp mill in Brazil, set to start in 2028, which will intensify domestic competition and could weigh on Suzano’s long-term pricing power (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

Suzano S.A. Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Suzano S.A. Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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