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.
Lazaretti Douglas Seibert reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that Executive VP of Forestry Lazaretti Douglas Seibert received a grant of 36,395 cash-settled phantom shares on May 27, 2026. Each phantom share tracks the value of one Suzano common share and will vest on April 1, 2029, settling in cash. After this award, his reported phantom share balance is 67,534 units.
Galhardo Aires reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that VP of Pulp Operations Galhardo Aires received a grant of 37,743 phantom shares on May 27, 2026. These are cash-settled units whose value is tied to one Suzano common share each and do not represent actual share ownership.
Following the award, Aires holds 90,690 phantom shares in total. The units will vest on April 1, 2029, subject to certain conditions, and will be settled in cash at that time based on the then-current market price of Suzano common shares.
Suzano S.A. reports that all required approvals from relevant competition authorities have been obtained for its joint venture transaction with Kimberly-Clark. Under the deal, Suzano will acquire a 51% equity interest in a new Netherlands-based company that will hold Kimberly-Clark’s tissue and related paper product operations across specified regions in South America, Central America, Europe, Africa, the Middle East, Asia (including Southeast Asia) and Oceania, with certain countries excluded.
Kimberly-Clark will retain a 49% stake in the new company and keep its family care and professional business assets in North America and certain joint ventures elsewhere. Closing still depends on completion of Kimberly-Clark’s corporate reorganization in the included regions, and Suzano continues to expect the transaction to close in the third quarter of 2026.
Suzano S.A. released updated financial and operating guidance, setting a net debt target of US$11.0 billion and a leverage goal below 2.5x Adjusted EBITDA, expected to be reached over fiscal years 2027 and 2028. These targets rely on assumed USD/BRL exchange rates of R$5.17 in 2026, R$5.25 in 2027 and R$5.28 in 2028.
The company also guided that pulp cash production costs, excluding scheduled maintenance downtimes, are expected at R$830–R$840 per tonne in the second quarter of 2026, about 3%–5% higher than in the first quarter of 2026, based on an exchange rate of R$5.00 and Brent at US$87 per barrel. For full-year 2026, Suzano estimates pulp cash production cost at approximately R$800 per tonne, assuming an average exchange rate of R$5.07 and Brent at US$84 per barrel. Suzano will also update item 3 of its Reference Form within the regulatory deadline and emphasizes that these figures are forward-looking estimates subject to risks and uncertainties.
Suzano S.A. reported board decisions from its April 29, 2026 meeting, focused on governance and leadership structure. The Board appointed members to the Statutory Audit Committee and several non‑statutory advisory committees for a two‑year term ending after approval of the December 31, 2027 financial statements.
The Board also re‑elected the company’s Statutory Executive Vice Presidents, including the Chief Executive Officer and the Executive Vice President of Finance and Investor Relations, for a one‑year term running through the Board meeting after the December 31, 2026 financial statements. The composition of the Non‑Statutory Executive Vice Presidency was confirmed for a concurrent term.
Abreu Joao Alberto Fernandez de reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that CEO Joao Alberto Fernandez de Abreu received grants of 97,824 and 192,567 Performance Restricted Shares on April 30, 2026, at a reported price of 0.0000 per share. Following these awards, he holds 458,169 Performance Restricted Shares directly.
The performance shares are subject to vesting conditions under which additional common shares may be delivered, based on a Total Shareholder Return multiplier between 75% and 125% tied to the performance of the SUZB3 share versus industry peers in Brazil.
Suzano S.A. provides a 1Q26 operational and financial update highlighting resilient pulp and paper operations, strong liquidity and active risk management amid geopolitical and commodity volatility.
Pulp sales volume reached 2.8 million tons, above 1Q25 but below 4Q25, with production fully sold and export prices higher. Adjusted EBITDA was R$4.6 billion, while operating cash generation was R$2.5 billion. Pulp cash cost excluding downtimes was R$802 per ton, down versus 1Q25 but up versus 4Q25 due to the maintenance calendar. Liquidity totaled US$13.0 billion and net debt was US$6.1 billion, resulting in leverage of 3.3x net debt to Adjusted EBITDA in U.S. dollars. Management emphasizes a conservative financial policy, with extensive oil and FX hedging coverage and a focus on strengthening the balance sheet and competitiveness, while expecting the joint venture with Kimberly-Clark to close in 3Q26.
Suzano S.A. reported softer first-quarter 2026 results as currency movements and seasonality weighed on performance. Net revenue was R$10.97 billion, down 16% from the prior quarter and 5% year over year, mainly from lower pulp and paper volumes and a weaker average dollar against the real.
Adjusted EBITDA reached R$4.58 billion with a 42% margin, down 18% quarter over quarter and 6% year over year, as stronger pulp prices could not fully offset currency headwinds and higher unit costs. Net income was R$4.31 billion, helped by a R$4.62 billion positive net financial result driven by exchange and derivative gains. Net debt stood at R$68.1 billion, equal to 3.2 times adjusted EBITDA in reais and 3.3 times in U.S. dollars.
Suzano S.A. reported unaudited Q1 2026 net sales of R$10.97 billion, slightly below the R$11.55 billion posted a year earlier, as both pulp and paper revenues softened. Gross profit declined to R$3.16 billion from R$3.82 billion amid higher depreciation and cost pressures.
Despite weaker operating profit, Suzano recorded strong financial gains from derivatives and foreign‑exchange movements, driving net income to R$4.31 billion versus R$6.35 billion in Q1 2025. Basic earnings per share were R$3.48. Operating cash flow reached R$2.90 billion, funding heavy spending on forests and capex.
At March 31, 2026, total assets were R$165.8 billion and total equity R$48.2 billion, with loans, financing and debentures of R$90.74 billion. The company highlights a strong cash and marketable securities position of about R$22.7 billion and continued use of hedging to manage currency and interest‑rate risk.
Suzano reiterates its planned acquisition of a 51% stake in a global tissue business carved out from Kimberly‑Clark for US$1.734 billion, covering 22 plants in 14 countries, expected to close by mid‑2026. Management also notes no material operational impacts from the Middle East crisis and no significant cybersecurity incidents in the quarter.
Suzano S.A. furnished its corporate bylaws, detailing its purpose, capital structure and governance framework. The bylaws state share capital of BRL 24,269,281,424.63 divided into 1,264,117,615 common shares with no par value, and authorize further share issuance within a defined limit by the Board of Directors.
The document outlines board composition and duties, executive officer roles, audit bodies, dividend and reserve policies, and rules for tender offers when an investor reaches a 20% ownership threshold. It also requires certain disputes among shareholders, managers and the company to be resolved through arbitration at the Market Arbitration Chamber.