Suzano (SUZ) boosts Q2 2026 free cash flow to R$3.3B amid higher prices

Suzano, a Brazilian pulp and paper company, has removed three vice-presidents, including a statutory role, and reorganized executive responsibilities. The changes were approved by the board on 12 August 2026, just before the company's second-quarter earnings release. Suzano reported net revenue of R$ 11.6 billion, adjusted EBITDA of R$ 4.7 billion, and net profit of R$ 1.8 billion for Q2 2026. The company is listed as SUZB3 on B3 and SUZ on the NYSE.

Arbex, the Kleenex tissue maker, told Reuters it plans to add about 10 percentage points of global market share with a new $3.4 billion joint venture involving Suzano after Kimberly-Clark sold a 51% stake in its international tissue business. Arbex aims for 1-2% annual revenue growth and to raise share from 24-25% toward over 35%, investing $100-120m yearly.

Suzano said it completed its purchase of a 51% stake in FamPro Tissue Holdings B.V. from Kimberly-Clark, forming the Arbex joint venture. Arbex began operations July 1 and will produce and distribute consumer and professional tissue products across 70+ markets. The $3.4B JV includes 22 sites in 14 countries and 40+ brands; Abou-Oaf becomes CEO.

Suzano reported record sales in the 12 months ended March, selling 12.7 million tonnes of pulp and 1.7 million tonnes of paper, driven by capacity from its Ribas do Rio Pardo mill and operational efficiency, according to the company. For Q1 2026, it reported 3.2 million tonnes total sales and BRL 11.0 billion net revenue, BRL 4.6 billion adjusted EBITDA, and BRL 4.3 billion net income. Suzano also cited pulp prices above end-2025 expectations and said net debt was $13.0 billion (net leverage 3.3

Jim Cramer discussed the performance of TJX (NYSE:TJX) and Ross Stores (NASDAQ:ROST), noting their divergent share prices in 2026. TJX is down 8.9% YTD, while Ross Stores is up 30%. Cramer attributed Ross Stores' performance to its CEO, Jim Conroy. TJX reported Q2 earnings, with comparable same-store sales up 4% and raised full-year profit margin guidance to 11.2% and EPS to $4.09-$4.13. Ross Stores reported strong earnings, beating revenue and earnings estimates, with comparable store sales up

Nvidia reported record Q1 2027 revenue of $81.6B, up 85% YOY, with Data Center revenue rising 92% YOY. Non-GAAP EPS grew 140% YOY to $1.87. Nvidia guided Q2 revenue at ~$91B, excluding China Data Center sales. Whale Rock Capital sold most of its Nvidia stake, but reasons are unclear. Analysts maintain a 'Strong Buy' consensus, with an average price target of $304.32, implying 42% upside.