Suzano (NYSE:SUZ) Q3 2025 Earnings Call November 07, 2025 08:00 AM ET Company ParticipantsDaniel Sasson - PartnerFabio Almeida de Oliveira - Executive VPCaio Greiner - Equity Research DirectorAires Galhardo - Director executiveLuiz Renato Costa - Strategy/M&AMarcos Moreno Chagas Assumpção - Director of Finance/CFOJoao Alberto Fernandez De Abreu - CEOLeonardo Grimaldi - Executive Vice PresidentLucas Laghi - Equity Research Vice PresidentCaio Ribeiro - Managing DirectorEugenia Cavalheiro - Vice President Equi ...

Suzano (NYSE:SUZ) Q3 2025 Earnings Call November 07, 2025 08:00 AM ET Speaker0Ladies and gentlemen, thank you for holding, and welcome to Suzano's conference call to discuss the results for the third quarter of 2025. We would like to inform that all participants will be in a listen-only mode during the presentation that will be addressed by the CEO, Mr. Beto Abreu, and other executive officers. This call will be presented in English with simultaneous Market for production today is operating underwater. And ...

Company Overview - International Paper (IP) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.53, reflecting a +20.5% change, and revenues anticipated at $6.89 billion, up 47% from the previous year [3]. Earnings Expectations - The earnings report is scheduled for October 30, and the stock may rise if results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 6.45% over the last 30 days, indicating a bearish sentiment among analysts [4][12]. Earnings Surprise Prediction - The Most Accurate Estimate for International Paper is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.63%, which complicates the prediction of an earnings beat [12]. - The company holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [12]. Historical Performance - In the last reported quarter, International Paper was expected to post earnings of $0.38 per share but only achieved $0.20, resulting in a surprise of -47.37% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Another player in the paper industry, Smurfit Westrock (SW), is expected to report earnings of $0.68 per share, indicating a year-over-year change of +41.7%, with revenues projected at $7.98 billion, up 4% [18]. - Smurfit Westrock's consensus EPS estimate has been revised down by 6.2% in the last 30 days, but it currently has a positive Earnings ESP of +2.94%, suggesting a higher likelihood of beating the consensus [19][20].