Welcome to our dedicated page for Suzano S.A. SEC filings (Ticker: SUZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Suzano S.A.'s SEC filings document its status as a Brazilian foreign private issuer with American depositary shares listed on the NYSE and ordinary shares traded on B3. Annual Form 20-F reporting and Form 6-K current reports cover consolidated pulp, paper and packaging results, IFRS financial statements, operating metrics, debt, leverage, cash generation and risk disclosures for an integrated forestry-based producer.
The filing record also includes bylaws, board and shareholder meeting minutes, dividend notices, financing disclosures involving rural product notes and debentures, and governance materials tied to the company's authorized-capital structure and Novo Mercado listing obligations. These documents provide formal disclosure on capital structure, shareholder approvals, corporate governance and material operating updates.
Suzano S.A. reported consolidated 2Q26 net revenue of R$11.6 billion, up 6% quarter-over-quarter but down 13% year-over-year, as weaker pulp volumes and FX headwinds more than offset higher dollar pulp prices. Adjusted EBITDA reached R$4.7 billion, rising 3% versus 1Q26 but falling 23% from 2Q25, with margin narrowing to 41%.
Pulp sales were 2,897 thousand tonnes, down 11% year-over-year, while pulp adjusted EBITDA/t declined 12% to R$1,444/t amid higher cash COGS and a stronger real. Paper sales were roughly stable year-over-year at 406 thousand tonnes, but paper EBITDA/t fell 26% to R$1,281/t on cost pressure and lower prices.
Operating cash generation was R$2.9 billion, and adjusted free cash flow reached R$3.3 billion, supporting a strong LTM FCF yield of 19.2%. Net debt declined sequentially to R$66.1 billion (US$12.8 billion), though US$ leverage increased to 3.4x on lower trailing EBITDA. Suzano also closed the acquisition of a 51% stake in a global tissue joint venture with Kimberly-Clark for US$1.3 billion, adding 22 plants across 14 countries.
Suzano S.A. reported unaudited condensed consolidated results for the six months ended June 30, 2026. Net sales were R$22.56 billion, down from R$24.85 billion a year earlier, with pulp contributing R$17.10 billion and paper R$5.46 billion. Net income fell to R$6.12 billion from R$11.36 billion, as the net financial result declined to R$4.61 billion from R$12.12 billion amid smaller derivative and foreign-exchange gains. Basic earnings per share were R$4.94 versus R$9.17.
Adjusted EBITDA reached R$9.28 billion (R$10.95 billion in 2025), with pulp remaining the main earnings driver. The balance sheet shows total assets of R$171.05 billion, cash and cash equivalents of R$16.65 billion, marketable securities of R$9.97 billion, and loans, financing and debentures of R$92.71 billion. Equity increased to R$49.85 billion. Operating activities generated R$7.27 billion of cash, supporting R$1.82 billion in property, plant and equipment additions and R$3.62 billion in biological asset investments.
On July 1, 2026, Suzano completed the acquisition of a 51% stake in global tissue platform Arbex, gaining exclusive control; this had no material impact on the June 30, 2026 figures. The company reports no material cybersecurity incidents and notes a 25-basis-point coupon step-up on a 2031 sustainability-linked bond after mixed performance against climate-linked targets.
Suzano S.A. reported a senior leadership change in its pulp industrial operations. The company received the resignation of its Executive Vice President of Pulp Industrial Operations, Engineering and Energy, Aires Galhardo, effective August 28, 2026, after more than 21 years of service.
The Board of Directors approved the appointment of current Executive Vice President Carlos Aníbal Fernandes de Almeida Júnior to this role. He will also continue to oversee Procurement, Certification Strategy and the leadership of Futuragene. Carlos has been with Suzano for more than 23 years and has led key areas, including the Pulp and Paper Business Units and the Forestry Division.
Suzano S.A. has completed the acquisition, through its subsidiary Suzano International Holding B.V., of a 51% equity interest in FamPro Tissue Holdings B.V., which will operate as Arbex, from Kimberly-Clark. The transaction was settled for USD 1.3 billion, equivalent to R$ 6.7 billion, considering the initial capital structure of the joint venture, which has total net debt of approximately USD 1.0 billion from financing raised for the deal.
Following closing, the parties entered into a Joint Venture Agreement that confirms Suzano as controlling shareholder and sets governance and operational rules. Ancillary agreements include transitional services from Kimberly-Clark, intellectual property licenses and other commercial arrangements. Arbex’s governance structure is defined with former Suzano CEO Walter Schalka as Chairman and a board and C-level team combining executives from Suzano, Kimberly-Clark, Mars and other companies. Suzano states that the transaction aligns with its long-term strategy of value-accretive growth with financial discipline in scalable businesses.
Suzano S.A. approved a small internal increase in its share capital by capitalizing part of its tax incentive reserve, without issuing new shares or bringing in new cash. The Board raised share capital by R$14,573,653.80, from R$24,269,281,424.63 to R$24,283,855,078.43.
The number of common shares remains 1,264,117,615, all registered, book-entry and without par value. The Board will propose an amendment to the head paragraph of Article 5 of the bylaws at the next general shareholders’ meeting so the bylaws reflect the new share capital amount.
Bueno Luis Renato Costa reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that Executive VP of Consumer Goods Luis Renato Costa Bueno received a grant of 36,395 phantom shares. These cash-settled phantom shares were granted on May 27, 2026 and are scheduled to vest on April 1, 2029, subject to certain conditions.
The value of each phantom share is tied to the market price of one Suzano common share and will be settled in cash upon vesting under the applicable plan. Following this award, Bueno is reported as holding 83,334 phantom shares in total.
Oliveira Fabio Almeida de reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that VP of Paper and Packaging Fabio Almeida de Oliveira received a grant of 54,651 cash-settled phantom shares on May 27, 2026. These are compensation-linked units, not actual common shares.
The phantom shares will vest on April 1, 2029, subject to plan conditions, and will be settled in cash based on the market price of Suzano’s common shares at vesting. Following this grant, the executive holds 95,052 phantom shares in total.
Pinto Maria Luiza de Oliveira reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that executive Maria Luiza de Oliveira Pinto, VP for Sustainability, Communication & Brand, received a grant of 36,395 cash-settled phantom shares on May 27, 2026. These are compensation-related awards, not open‑market share purchases or sales.
The phantom shares have a value tied to one Suzano common share each and will be settled in cash upon vesting, subject to plan conditions. After this award, the executive holds 45,101 phantom shares in total, all recorded as direct derivative holdings.
Assumpcao Marcos Moreno Chagas reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported a compensation-related transaction for its VP of Finance and Investor Relations, Marcos Moreno Chagas Assumpcao. He received a grant of 36,395 cash-settled phantom shares on May 27, 2026, with each phantom share referenced to one Suzano common share.
The phantom shares will vest on April 1, 2029, subject to conditions, and will be settled in cash based on the market price of Suzano’s common shares at vesting. Following this award, his reported phantom share balance is 92,807 phantom shares, all tied economically to the company’s stock but paid out in cash rather than actual shares.
Grimaldi Leonardo Barreto de Araujo reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that executive Grimaldi Leonardo Barreto de Araujo, VP of Pulp Commercial and Logistics, received a grant of 37,743 cash-settled phantom shares on May 27, 2026. These phantom shares reference Suzano common shares, vest on April 1, 2029 subject to conditions, and are settled in cash upon vesting, bringing his reported phantom share balance to 87,760. This is a compensation-related award, not an open-market share purchase or sale.