Suzano (ADR)
Turns managed eucalyptus forests into pulp, paper, packaging, and hygiene products.
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Profile
Sells market pulp and a portfolio of paper, packaging, fluff pulp, tissue, and hygiene products through vertically integrated forestry and mills. Pulp is the larger, heavily export-oriented business, with Asia the biggest disclosed market, while paper sales lean toward Brazil.
Produces market pulp and manufactures printing and writing paper, paperboard and packaging, fluff pulp, tissue, and hygiene goods. Two reportable segments—Pulp and Paper—organize the business, supported by managed eucalyptus forests, biotechnology, mills, and outbound logistics.
Pulp is the larger and overwhelmingly export-oriented segment. Asia is its biggest disclosed destination, followed by Europe and North America, while paper sales are weighted toward Brazil. Long-running eucalyptus breeding and fiber development underpin forestry productivity and product adaptation.
Operations depend on international pulp demand, forestry yields, mill reliability, logistics, and currency exposure. Land use, water, and aerial pesticide application also bring ongoing engagement and disputes with some Indigenous and Quilombola communities.
Company facts
Categories
Key statistics
Year to date −6.3% · Average volume (30d) 3.3M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | $0.26 | $0.28 | +6.5% | $2.26B | $2.23B | −1.2% | −0.37% |
| Apr 29, 2026Q1 FY26 | $0.67 | $0.66 | −0.9% | $2.28B | $2.20B | −3.6% | −0.67% |
| Feb 10, 2026Q4 FY25 | −$0.09 | $0.02 | +123.0% | $2.30B | $2.53B | +10.1% | +13.50% |
| Nov 6, 2025Q3 FY25 | $0.32 | $0.29 | −10.3% | $2.30B | $2.28B | −0.8% | −1.66% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.22B | $2.55B | $2.33B | $2.56B | $2.11B | $2.28B | |
| Gross profit | $734.6M | $900.6M | $710.7M | $753.1M | $607.2M | $520.8M | |
| Operating income | $434.0M | $585.4M | $378.4M | $522.2M | $351.8M | $348.1M | |
| Net income | $1.22B | $962.8M | $375.3M | $21.3M | $827.1M | $353.8M | |
| Diluted EPS | $0.98 | $0.78 | $0.30 | $0.02 | $0.67 | $0.29 | |
| Gross margin | 33.1% | 35.3% | 30.4% | 29.4% | 28.8% | 22.9% | |
| Operating margin | 19.6% | 22.9% | 16.2% | 20.4% | 16.7% | 15.3% |
Fiscal years (4-quarter sums)FY21 $7.87B · FY22 $9.57B · FY23 $7.64B · FY24 $9.11B · FY25 $9.67B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $5.04B · Total debt $18.64B · Total assets $32.81B · Shareholders' equity $9.53B
Dividends
Last cut to $0.0009 from $0.2123 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 4, 2026 | May 4 | $0.0009 | cut from $0.2123 | |
| Dec 22, 2025 | Dec 22 | Feb 11 | $0.2123 | cut from $0.3301 |
| Dec 18, 2024 | Dec 18 | Jan 17 | $0.3301 | raised from $0.2375 |
| Dec 8, 2023 | Dec 11 | Jan 18 | $0.2375 | cut from $0.3398 |
| Dec 19, 2022 | Dec 20 | Jan 9 | $0.3398 | raised from $0.1306 split-adjusted |
| May 5, 2022 | May 6 | May 20 | $0.116 | special dividend |
| Jan 19, 2022 | Jan 20 | Feb 3 | $0.115 |
Ownership
Shares outstanding 1.24B · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| David Feffer | 578.18M | 45.70% | 13D | Aug 24, 2026 |
| Daniel Feffer · director | 48.49M | 3.92% | Form 4 | Aug 20, 2026 |
| Atlas FRM LLC | 19.12M | 1.55% | 13F | May 14, 2026 |
| Deutsche Bank AG\ | 12.64M | 1.02% | 13F | May 6, 2026 |
| State Street Corp | 6.31M | 0.51% | 13F | May 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Sylvamo
Direct rivalry in Brazilian uncoated paper and market pulp
- Mercer International
Export market-pulp overlap across China, Europe, and North America
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Suzano (ADR) | $8.85 | −0.78% | $11.00B | 6.9 | 15.9 | 1.2 | −8.8% |
| Sylvamo | $36.37 | −0.22% | $1.45B | 19.3 | 10.4 | 0.4 | +1.5% |
| Mercer International | $0.3670 | −4.48% | $25.8M | — | — | 0.0 | +1.5% |
| Median | 19.3 | 10.4 | 0.2 | +1.5% |