Suzano S.A. · SUZ · Next earnings

Suzano S.A. reports Thursday, Nov 5, 2026

SUZ reports after market close with consensus EPS at $0.15 and revenue at $3.17B. Last quarter: Suzano maintains cost guidance as Arbex integration and deleveraging advance

Reports After market close0 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $0.15 Calendar consensus
Consensus revenue $3.17B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 0 days away

Where SUZ left off: FY2026 Q2

Full report

Suzano maintains cost guidance as Arbex integration and deleveraging advance

EPS surprise +6.5% Reported $0.28 vs $0.26
Revenue surprise -1.2% Reported $2.23B vs $2.26B
Stock move -0.4% Event window
Subsequent drift +17.1% Up to 20 sessions

Cash-cost guidance was maintained at BRL 800 per ton, with expected reductions in the second half; management’s leverage goal remains below 2.5x from 3.4x.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Input-cost inflation tied to oil, chemicals and logistics
  • Maintenance downtime and potential El Niño-related weather disruption
  • Pulp-price volatility, Chinese overcapacity and foreign-exchange effects

Questions analysts left open

  • Meeting the BRL 800-per-ton cash-cost target
  • Reducing leverage from 3.4x to below 2.5x
  • Arbex integration profitability and exposure to Chinese imports and tariff changes

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Recent SUZ quarters

All SUZ earnings
-0.4%FY2026 Q2+13.5%FY2025 Q4+0.9%FY2025 Q1-0.7%FY2024 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.