$SUZ

Suzano S.A. (SUZ) reported 2Q26 Adjusted Free Cash Flow of R$3.3B, up from R$0.6B in 1Q26 and R$2.6B in 2Q25, citing higher prices and stronger volumes. Operating Cash Generation was R$2.9B. The company said net debt at closing was about US$1.0B after a July 1, 2026 closing.

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.

Arbex, a $3.4 billion joint venture between Suzano and Kimberly-Clark, began independent operations, taking over Kimberly-Clark’s International Family Care Professional assets. It will operate in 70+ markets with 22 manufacturing sites in 14 countries, using licensed brands like Kleenex and Scott. Ehab Abou-Oaf becomes CEO; Luís Bueno COO; Oscar Mousinho CFO.

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

Suzano S.A. CEO Joao Alberto Fernandez de Abreu received two grants of performance-based restricted shares as equity compensation, totaling 290,391 shares. These awards are issued at a stated price of $0.0000 per share and have vesting conditions tied to the company's Total Shareholder Return (TSR) relative to its Brazilian industry peers, with a multiplier ranging from 75% to 125%. This compensation mechanism aims to align the CEO's interests with shareholder performance.

Suzano S.A. filed its Q1 2026 unaudited interim financial results on Form 6-K with the U.S. SEC, reporting net sales of R$10.97 billion, slightly below the previous year. This filing ensures transparency for investors and maintains the company's access to U.S. capital markets. Analysts currently rate SUZ stock as a Hold with a $11.00 price target, while TipRanks' AI Analyst, Spark, also rates it as Neutral due to solid financial performance balanced by high leverage and cyclicality.

Suzano, the world's largest pulp producer, set a new record by selling 12.7 million tonnes of pulp over the 12-month period from April 2025 to March 2026. This achievement was largely driven by increased production capacity from its new Ribas do Rio Pardo mill and strong operational efficiency. Despite a challenging macroeconomic environment, the company reported BRL 4.3 billion in net income for Q1 2026 and robust operating cash generation.

Suzano, the world's largest pulp producer, achieved a new all-time record in pulp sales, selling 12.7 million tonnes from April 2025 to March 2026. This record reflects increased production capacity from the Ribas do Rio Pardo pulp mill and strong operational efficiency. In Q1 2026, Suzano's net revenue was BRL 11.0 billion, with adjusted EBITDA of BRL 4.6 billion and net income of BRL 4.3 billion, demonstrating solid performance despite a challenging macroeconomic environment.

Aberdeen Group plc recently acquired 113,099 shares of Suzano S.A. Sponsored ADR (NYSE:SUZ), valued at approximately $1.056 million, indicating new institutional interest in the company. Suzano reported strong Q4 earnings, beating analyst expectations with EPS of $0.02 and revenue of $2.38 billion, showcasing solid profitability despite mixed analyst ratings with an average "Hold" and a target price of $12.20. The company, a leading producer of eucalyptus pulp, maintains a sustainable forestry model and operates with a market cap of $11.69 billion.