SUZ

Suzano S.A. (SUZ) Q3 2026 Earnings Call Transcript

Discover four value stocks with attractive PEG ratios, strong growth potential and favorable value scores that may help investors avoid value traps.

Suzano (SUZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Investors need to pay close attention to SUZ stock based on the movements in the options market lately.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Suzano offers compelling long-term upside as the pulp cycle appears to be bottoming and supply curtailments accelerate. SUZ's lowest-quartile production costs and vertical integration enable resilience and strong margins even amid depressed pulp prices. New Chinese capacity and elevated debt make timing the recovery slightly harder; however, return potential makes it worthwhile.

Suzano (SUZ) shows EBITDA growth driven by pulp price increases, though input cost inflation and muted volumes temper gains. Price upside for SUZ is structurally capped by expanded Chinese hardwood pulp capacity kick-in and softwood substitution, limiting acceleration of deleveraging. Operational improvements—hedges, reduced downtime, and sourcing deals—should lower cash costs and support improvements, deleveraging now at ~3% per quarter.

Suzano NYSE: SUZ reported second-quarter 2026 results marked by stronger free cash flow, higher pulp prices and improved paper sales volumes, while geopolitical volatility, inflation in oil-linked inputs and maintenance-related disruptions weighed on costs and operations.

Suzano S.A. (SUZ) Q2 2026 Earnings Call Transcript

Investors need to pay close attention to SUZ stock based on the movements in the options market lately.