Suzano S.A. (SUZ) Form 6-K — Aug 12, 2026
Suzano's 6-K furnishes unaudited interim results for the six months ended June 30, 2026: net income fell to R$6.12 billion from R$11.36 billion a year earlier, with basic EPS of R$4.94 versus R$9.17. Second-quarter net income dropped to R$1.81 billion from R$5.01 billion, with the decline driven largely by a smaller net financial result of R$4.61 billion versus R$12.12 billion on lower derivative and foreign-exchange gains. The balance sheet remains liquid, with cash and equivalents of R$16.65 billion against R$92.71 billion of loans, financing and debentures, and H1 operating cash flow of R$7.27 billion.
Key figures
- Eps
- R$4.94244 basic / R$4.93068 diluted (6M 2026) vs R$9.16799 / R$9.14526 (6M 2025)
- Net Income
- R$6,119,457 thousand (6M 2026) vs R$11,360,131 thousand (6M 2025); attributable to controlling shareholders R$6,105,965 thousand
- Total Debt
- R$92,706,122 thousand loans, financing and debentures plus R$6,707,418 thousand lease liabilities at 06/30/2026
- Cash Position
- R$16,645,571 thousand at 06/30/2026 (vs R$15,179,753 thousand at 12/31/2025)
- Deal Value Usd
- US$1,293 million cash for 51% of Arbex (reduced from US$1,734 million; equivalent to R$6,693 million)
- Shares Outstanding
- 1264117615
- Total equity
- R$49,851,513 thousand at 06/30/2026
- Treasury shares
- 30,980,893 shares at average cost R$52.47
- Acquisition costs
- R$141,637 thousand (R$59,211 in 2026, R$82,426 in 2025)
- Q2 2026 net income
- R$1,807,466 thousand vs R$5,011,953 thousand (Q2 2025)
- Arbex pro forma impact
- 6M 2026 net revenue would have increased by R$8,468 thousand and net income by R$228 thousand had the deal closed at the start of FY2026
- Dividends paid h1 2026
- R$1,385,007 thousand
- Preliminary goodwill arbex
- R$1,858 million
- Operating cash flow h1 2026
- R$7,269,343 thousand vs R$8,758,265 thousand (H1 2025)
- Net financial result h1 2026
- R$4,606,016 thousand vs R$12,121,178 thousand (H1 2025)
- Suzb3 share price jun 30 2026
- R$39.75 vs R$51.45 at 12/31/2025
AI analysis
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