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High materiality8/10

Suzano Q2 2026 results boost EBITDA; Arbex deal expands scale and leverage trajectory

Aug 12, 2026, 7:30 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Solid Q2 beat on revenue/EBITDA, strong cash flow, and a transformative Arbex acquisition raise earnings power; deleveraging path supports multiple expansion potential; near-term catalysts include Q3 consolidation benefits.

AI summary

What happened, with direct paths to the underlying reporting

Suzano posted stronger Q2 2026 results with higher pulp and paper volumes, supported by rising prices. Adjusted EBITDA and operating cash flow improved despite FX headwinds and input-cost pressure. The completion of Arbex (51% stake) for USD 1.3 billion adds a global tissue platform, with consolidation from Q3 2026 and potential earnings uplift.

Suzano 2Q26: higher prices and stronger volumes; Adj EBITDA up.
Net revenue BRL 11.6B; Adj EBITDA BRL 4.7B; operating cash BRL 2.9B.
Leverage at 3.4x; deleveraging focus.
Acquired Arbex 51% stake for USD 1.3B; consolidation from Q3 2026.
FX headwinds and higher input costs persist; hedges mitigate Brent risk.

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