Suzano to report Consumer Goods separately in Q3 2026
Historical segment results from 1Q25 through 2Q26 are presented pro forma under the revised cost method and with Arbex’s economic performance.
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Form Type
6-K
Rhea-AI Filing Summary
Suzano S.A. will report Consumer Goods as a separate operating segment beginning with its third-quarter 2026 results; through the second quarter of 2026, the business was reported within Paper & Packaging. Suzano is also changing the methodology for measuring the cost of pulp consumed by Consumer Goods for segment-reporting purposes.
Historical quarterly segment results from 1Q25 through 2Q26 have been restated on a pro forma basis using the new methodology and including Arbex’s economic performance. Suzano says these changes affect only supplementary segment information and do not change previously reported consolidated results. Illustrative materials and a supplementary spreadsheet are available on its Investor Relations website. The notice is informational and is not a projection, estimate, guidance update, or preview of results.
Key Figures
Separate segment reporting begins: 3Q26
Prior Consumer Goods reporting: Through 2Q26
Historical pro forma period: 1Q25 through 2Q26
3 metrics
Separate segment reporting begins
3Q26
Beginning with third-quarter 2026 results
Prior Consumer Goods reporting
Through 2Q26
Reported within Paper & Packaging
Historical pro forma period
1Q25 through 2Q26
Quarterly segment results restated under the new methodology and including Arbex’s economic performance
Key Terms
operating segment, pro forma, supplementary segment information
3 terms
operating segment technical
"separate segment in its quarterly earnings materials"
An operating segment is a distinct part of a company that earns revenue and incurs costs on its own—think of it like a store within a chain or a department that runs its own day-to-day business. Investors watch operating segments because they reveal which parts of a company are profitable or risky, helping assess growth drivers, allocate capital, and compare performance as if each segment were a mini-business.
pro forma financial
"restated in a pro forma view"
Pro forma refers to financial information that is prepared based on estimates or adjustments to show what a company's results might look like under certain scenarios, such as new projects or acquisitions. It helps investors understand the potential impact of future events by providing a clear, hypothetical view of financial performance, much like a weather forecast shows possible future conditions.
supplementary segment information financial
"affect only supplementary segment information"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
When will Suzano (SUZ) report Consumer Goods as a separate segment?
Suzano will present Consumer Goods as a separate segment beginning with its third-quarter 2026 results. Through the second quarter of 2026, the business was reported within Paper & Packaging.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of October, 2026.
Commission File Number 001-38755
Suzano S.A.
(Exact name of registrant as specified in its charter)
(Exact name of registrant as specified in its charter)
SUZANO INC.
(Translation of Registrant’s Name into English)
(Translation of Registrant’s Name into English)
Av. Professor Magalhaes Neto, 1,752
10th Floor, Rooms 1010 and 1011
Salvador, Brazil 41 810-012
(Address of principal executive office)
10th Floor, Rooms 1010 and 1011
Salvador, Brazil 41 810-012
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☑ Form 40-F ☐
Form 20-F ☑ Form 40-F ☐
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐
Enclosures:
Exhibit 99.1 – Notice to the market
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: October 21st, 2026
SUZANO S.A. | ||||||||
| By: | /s/ Marcos Moreno Chagas Assumpção | |||||||
| Name: | Marcos Moreno Chagas Assumpção | |||||||
| Title: | Vice-President of Finance and Investor Relations | |||||||
NOTICE TO THE MARKET
SUZANO S.A.
Publicly-Held Company
Corporate Taxpayer ID (CNPJ/MF): 16.404.287/0001-55
Company Registry (NIRE): 29.3.0001633-1
São Paulo, October 21, 2026 – Suzano S.A. ("Suzano" or "Company") (B3: SUZB3 | NYSE: SUZ), in line with best corporate governance practices, hereby informs its shareholders and the market that, beginning with the disclosure of its third-quarter 2026 (3Q26) results, it will implement changes to its financial reporting structure by operating segment.
Through the second quarter of 2026 (2Q26), the performance of the Consumer Goods business was reported within the Paper & Packaging segment. In line with the evolution of the Company's reporting structure resulting from the creation of Arbex, with the closing of the transaction informed to the market in the Material Fact of July 01, 2026, beginning in the third quarter of 2026 (3Q26), the Company will present the Consumer Goods business as a separate segment in its quarterly earnings materials. Such segment covers Consumer Goods operations in Brazil and in international markets.
In addition to the new segment reporting structure operational, the reported results will also reflect a new methodology for measuring the cost of pulp consumed by the Consumer Goods business unit for segment reporting purposes. To ensure comparability of information, historical periods (from 1Q25 through 2Q26) are now restated in a pro forma view under this new methodology and inclusion of Arbex's economic performance. These changes affect only supplementary segment information and with no reflection on the Company's previously reported consolidated results.
To assist investors and analysts in understanding the new reporting structure to be implemented in Suzano's disclosure materials starting from 3Q26, the Company has made available on this same date on its Investor Relations website (ir.suzano.com.br), under the “Financial Information” section (“Suzano – Financial Information – Other Documents”), (i) illustrative material the new presentation of segment information; and (ii) supplementary spreadsheet containing the pro forma disclosure of quarterly results by operating segment for historical periods from 1Q25 through 2Q26.
Finally, it should be highlighted that this notice is provided solely for informational purposes and is intended to assist investors and analysts in understanding the changes to the Company's segment reporting disclosure, not constituting projections, performance estimates, guidance updates, or any preview of Suzano's results.
São Paulo, October 21, 2026.
Marcos Moreno Chagas Assumpção
Executive Vice President, Finance, Investor Relations and DigitalTech