Suzano S.A.

Suzano (NYSE: SUZ - Get Free Report) and GreenFirst Forest Products (OTCMKTS:ICLTF - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, dividends, profitability, risk, earnings, analyst recommendations and institutional ownership. Valuation and Earnings This table compares Suzano and

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