SUZ Earnings

SUZ reported its FY2025Q3 earnings on 2025-11-06, showcasing a revenue of 12.15B against an estimate of 11.99B, resulting in a 1.32% surprise. The EPS was 0, surpassing the expected 0 by 0%. The stock experienced a 0.66% price change on the earnings day and a 1.1% change over the next five days, reflecting market reactions to the results.

Following SUZ's FY2025Q3 earnings announcement on 2025-11-06, the stock price moved by 0.66% on the day of the release. Over the subsequent five days, it saw a 1.1% change. Historically, SUZ's stock price tends to shift by an average of 0.82% in the 10 days leading up to earnings and 1.15% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate SUZ's annual revenue to reach 12.85B, while the EPS is projected at undefined. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SUZ's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SUZ's stock price typically moves by 0.82% in the 10 days before its earnings and 1.15% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of undefined and revenue of 12.85B.

The earnings call presents a mixed outlook. Financial performance shows strong EBITDA growth in packaging and pulp sectors, but challenges exist with FX appreciation and inventory issues. The closure of the Rio Verde mill and JV with K-C are positive, but uncertainties in China and FX impact pose risks. Management's non-committal responses in the Q&A raise concerns. The reduced CapEx guidance is a positive sign of financial discipline, yet net debt increased. Overall, these factors suggest a neutral outlook, with no strong catalysts for significant stock movement within the next two weeks.