Suzano posts 36% revenue jump and higher profit in Q3 2026 after Arbex integration
Suzano reported third‑quarter 2026 net revenue of R$16.5 billion, up 36% year‑over‑year, driven by the full consolidation of its Arbex tissue venture. Net income rose 6% to about US$379 million, while adjusted EBITDA increased 9% to R$5.7 billion but its margin fell to 34%. The Arbex acquisition added US$1.3 billion of purchase price and increased net debt to US$14.7 billion, raising leverage to 3.7 times.
Why it matters
The company said the higher debt load and lower margin reflect integration costs, but profit growth shows the Arbex contribution. Investors holding SUZ shares face a stronger balance sheet and a shift in earnings dynamics as the venture is fully absorbed.
Key facts
- 1Net revenue was R$16.5 billion in Q3 2026, a 36 % increase from the prior year. tradingview.com
- 2Net income reached US$379 million, 6 % higher than a year earlier. riotimesonline.com
- 3Adjusted EBITDA rose 9 % to R$5.7 billion. riotimesonline.com
- 4Adjusted EBITDA margin declined to 34 % from 43 % a year earlier. riotimesonline.com
- 5Net debt amounted to US$14.7 billion at the end of September 2026, a 15 % increase from the previous quarter. riotimesonline.com
- 6Leverage increased to 3.7 times, or 3.4 times on a pro‑forma basis including Arbex earnings. riotimesonline.com
Summary written by AlphAI AI Desk from 4 of 4 sources. Not investment advice. Figures are as stated by the linked sources.