What is the revenue and EPS growth rate for Suzano year over year?

What is Suzano's latest dividend and current dividend yield?

What were the key takeaways from Suzano’s earnings call?

What is the market's earnings forecast for Suzano next quarter?

Did Suzano beat or miss consensus estimates last quarter?

What guidance did Suzano's management provide for the next earnings period?

What is Suzano's gross profit margin?

What factors drove the changes in Suzano's revenue and profit?

- **Revenue Growth**: 15% YoY driven by North American recovery.
- **EBITDA Improvement**: Pulp business EBITDA at BRL 4.5 billion, 49% margin.
- **Cost Efficiency**: 4% cash cost reduction to BRL 801/ton, targeting below BRL 800 in Q4.
- **Debt Management**: Leverage stabilized at 3.3x; $1 billion bond repurchases reduce short-term risk.
- **Strategic Moves**: JV with K-C to enhance tissue production; wood deal with Eldorado to lower wood costs.

**【CEO Summary Section】**
- Highlighted 15% year-over-year revenue growth driven by North American market recovery.
- Emphasized continued investment in AI and expected gross margin improvement.
- Focused on cost control, with a 5% YoY decline in operating expenses.
- Announced plans to deleverage the company even in low-price cycles.

**【CFO Financial Commentary】**
- Reported GAAP net income of $420 million and Non-GAAP EPS of $1.08, exceeding expectations.
- Strong cash flow generation despite lower pulp prices, with $1 billion in bond repurchases.
- Leverage ratio stabilized at 3.3x, with focus on reducing short-term maturity risk.

**【Q&A Key Highlights】**
- **Pulp Market Dynamics**: Hardwood pulp prices unsustainable at sub-$500 levels; 15% of global capacity operating below breakeven.
- **China Wood Chip Prices**: Increased by $25-$40/ton, raising cash costs for integrated producers.
- **Suzano Packaging**: First positive EBITDA in U.S. operations, with plans to generate cash from 2026 onward.
- **JV with Kimberly-Clark**: Synergy potential being analyzed, with no immediate asset sales planned.
- **CapEx Outlook**: 2026 expansion CapEx expected to decline as major projects near completion.

Suzano S.A. (SUZ) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SUZ

SUZ fundamentals

You can ask Aime