Suzano stock: Suzano reports separate segment. Suzano stock sits 25.13 percent below its high

Published on 10/24/2026 at 03:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Suzano will separate Consumer Goods reporting in third-quarter results. Suzano stock was USD 8.64 on October 23, 2026, below its USD 11.54 high.

Segment reporting changes ahead

Suzano filed its separate Consumer Goods reporting plan on October 21, 2026.
Safra projected adjusted EBITDA of BRL 5.95 billion for the third quarter on October 19, 2026.
Suzano's market capitalization was USD 10.7 billion as of October 23, 2026.

SUZ, US86959K1051, Illustration mit AI erstellt.

Suzano (ISIN US86959K1051) will report Consumer Goods as a separate operating segment from its third-quarter 2026 results, according to a company filing dated October 21, 2026 and published by StockTitan. The change follows the Arbex transaction and separates a business previously included in Paper and Packaging.

Reporting structure changes in October

The October 21 filing says the revised presentation will include a new method for measuring pulp consumed by Consumer Goods. Historical quarterly segment information from the first quarter of 2025 through the second quarter of 2026 will be restated on a pro forma basis, while consolidated results remain unchanged.

What does the forecast imply?

A Safra preview published by Gazeta Mercantil on October 19, 2026 projected adjusted EBITDA of BRL 5.95 billion for Suzano in the third quarter, 3.00 percent above the BRL 5.79 billion consensus. The forecast was 26.00 percent above the second-quarter figure, reflecting the first full quarter of Arbex consolidation.

Three dated company milestones

On July 1, 2026, Suzano completed the Arbex transaction, a milestone identified in the October 21 filing. On October 15, 2026, BlackRock disclosed a position equal to 5.003 percent of Suzano's common shares, according to TipRanks. On October 21, 2026, Suzano announced the separate Consumer Goods segment, with the new format beginning in third-quarter reporting.

Next reporting dates

Suzano's investor-relations calendar lists third-quarter results for November 5, 2026, after the market close, followed by the earnings call on November 6, 2026, at 8:00 a.m. EST. The dates appear on the company's Suzano investor-relations page.

Stock valuation and operating context

On the NYSE, SUZ was last at USD 8.64 on October 23, 2026 at 4:00 p.m. EDT. Its 52-week range was USD 7.55 to USD 11.54, and the market capitalization was USD 10.7 billion as of that date. For investors, the key analytical task is separating Arbex's contribution from organic performance in Suzano's established pulp operations.