EMBRAER EARNINGS RESULTS - 3rd QUARTER 2026

Q: What is Embraer's updated 2026 financial guidance?

Embraer forecasts revenue of US$8.4–US$8.6 billion, an adjusted EBIT margin of 10.0%–10.6%, and adjusted free cash flow excluding Eve of US$700 million or higher. The revenue range increased from US$8.2–US$8.5 billion, and the cash flow threshold increased from US$400 million or higher; the margin outlook is unchanged.

Q: How did Embraer perform in the third quarter of 2026?

Embraer reported US$2,347 million in revenue, up 17% year over year, and adjusted EBIT of US$254.8 million with a 10.9% margin. Adjusted free cash flow excluding Eve was US$627.7 million. Aircraft deliveries increased 6% year over year to 66.

Q: Which aircraft did Embraer deliver in the third quarter of 2026?

Embraer delivered 22 commercial jets, comprising 11 E2s and 11 E1s; 41 executive jets, comprising 22 small and 19 medium jets; and three defense-related aircraft. The defense deliveries were one KC-390 Millennium and two A-29 Super Tucano aircraft.

The annual adjusted free cash flow forecast excluding Eve now starts at US$700 million, versus US$400 million previously.

Rhea-AI Impact

(Moderate)

Rhea-AI Sentiment

(Positive)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Rhea-AI Summary

Embraer (NYSE: EMBJ) raised its 2026 revenue outlook after third-quarter revenue reached US$2,347 million, its highest third-quarter total on record. Revenue grew 17% year over year. The company now forecasts annual revenue of US$8.4–US$8.6 billion, up from US$8.2–US$8.5 billion, and adjusted free cash flow excluding Eve of at least US$700 million, up from at least US$400 million.

Third-quarter adjusted EBIT, a measure of operating profit, was US$254.8 million, with a 10.9% margin. Adjusted free cash flow excluding Eve was US$627.7 million. Deliveries rose 6% year over year to 66 aircraft: 22 commercial, 41 executive and three defense-related. Firm order backlog reached a record US$35.7 billion, up 14% year over year. Annual delivery guidance remains 80–85 commercial aircraft and 160–170 executive aircraft; the adjusted EBIT margin forecast remains 10.0%–10.6%.

7 points · 2 major

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

How the balance works How Sentiment works

0 major · 0 points

Hollow bars mark forward-looking points. How the balance works

Positive

Major point. Forward-looking: it has not happened yet and may not happen.2026 revenue forecast raised to US$8.4–US$8.6 billion from US$8.2–US$8.5 billion.
Major point. Forward-looking: it has not happened yet and may not happen.2026 adjusted free cash flow forecast excluding Eve raised to US$700 million or higher from US$400 million or higher.
Moderate pointThird-quarter revenue rose 17% year over year to US$2,347 million, a third-quarter record.
Moderate pointThird-quarter adjusted EBIT reached US$254.8 million, with a 10.9% margin.
Moderate pointThird-quarter adjusted free cash flow excluding Eve was US$627.7 million, reflecting operating performance and sales-related pre-delivery payments.
Moderate pointThird-quarter aircraft deliveries rose 6% year over year to 66, versus 62 a year earlier.
Moderate pointFirm order backlog reached a record US$35.7 billion in 3Q26, up 14% year over year.

Negative

None.

Key Figures

2026 revenue guidance: US$8.4–US$8.6 billion 2026 adjusted free cash flow guidance w/o Eve: US$700 million or higher Revenue: US$2,347 million +5 more

2026 revenue guidance: US$8.4–US$8.6 billion; Raised from US$8.2–US$8.5 billion
2026 adjusted free cash flow guidance w/o Eve: US$700 million or higher; Raised from US$400 million or higher
Revenue: US$2,347 million; 3Q26; up 17% year-over-year
Adjusted EBIT: US$254.8 million; 3Q26
Adjusted EBIT margin: 10.9%; 3Q26
Adjusted free cash flow w/o Eve: US$627.7 million; 3Q26
Aircraft delivered: 66 aircraft; 3Q26; up 6% year-over-year
Firm order backlog: US$35.7 billion; 3Q26; up 14% year-over-year

Historical Context

1 past event · Latest: Aug 10

1 event

Aug 10
Guidance update

24h Move

+1.1%

Established the prior 2026 revenue and free-cash-flow guidance ranges now raised.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

ebit, pre-delivery payment

2 terms

ebit financial

"Adjusted EBIT reached US$254.8 million"

EBIT (Earnings Before Interest and Taxes) measures a company's profit from normal business operations after paying direct running costs but before subtracting interest on debt and income taxes. Think of it as how well a store does at selling its goods once everyday expenses are covered, ignoring loan payments and tax bills. Investors use EBIT to compare operational performance across companies without the distortion of different financing or tax situations.

View in glossary

pre-delivery payment financial

"solid sales-related pre-delivery payment inflows"

A pre-delivery payment is money the buyer pays before the seller hands over the agreed asset—typically securities or goods. The buyer transfers funds in advance, often into an escrow or to an intermediary, and the seller delivers the asset when contractual conditions are met; the arrangement shifts some payment timing risk to the buyer and may include rules about refunds, interest, or holding until formal delivery is completed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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11/10/2026 - 06:03 AM EST

SÃO JOSÉ DOS CAMPOS, Brazil, Nov. 10, 2026 /PRNewswire/ -- EMBRAER S.A. (NYSE: EMBJ; B3: EMBJ3) RELEASES ITS THIRD QUARTER 2026 EARNINGS RESULTS.

HIGHLIGHTS

2026 Guidance updated: From an operational point of view, Commercial Aviation deliveries between 80 and 85 aircraft (unchanged) and Executive Aviation deliveries between 160 and 170 aircraft (unchanged). From a financial point of view, the company now forecasts revenues in the US$8.4 to US$8.6 billion range (up from US$8.2 to US$8.5 billion), Adjusted EBIT margin between 10.0% and 10.6% (unchanged), and Adjusted free cash flow w/o Eve of US$700 million or higher (up from US$400 million or higher) for the year.
Revenues totaled US$2,347 million in 3Q26 – all-time high 3rd quarter – and +17% year-over-year (yoy).
Adjusted EBIT reached US$254.8 million with a +10.9% margin in 3Q26 (+10.5% in 3Q25), compared to +8.6% in 3Q25 (+9.4% excluding U.S. import tariffs).
Adjusted free cash flow w/o Eve was US$627.7 million during the period, reflecting stronger operating performance and solid sales-related pre-delivery payment inflows.
Embraer delivered 66 aircraft in 3Q26, of which 22 were commercial jets (11 E2s and 11 E1s), 41 were executive jets (22 small and 19 medium) while 3 were defense-related (1 KC-390 Millennium and 2 A-29 Super Tucano); +6% versus the 62 aircraft delivered yoy.
Firm order backlog of US$35.7 billion in 3Q26 – an all-time high and up 14% yoy. For more information, please see our 3Q26 Backlog and Deliveries release.
To access the spreadsheet containing the data available in our Investor Relations website click here.

For additional information, please check the full document on our website ri.embraer.com.br

INVESTOR RELATIONS

Guilherme Paiva, Patrícia Mc Knight, Alessandra Rangel, Rodrigo Diniz and Ana Luiza Muniz.
investor.relations@embraer.com.br;
ri.embraer.com.br

Embraer will host a conference call to present its 3Q26 results on:

Tuesday, November 10, 2026
ENGLISH: 7:00 AM (NY Time) / 9:00 AM (SP Time).
Translation to Portuguese.

To access the webcast, click here.

Zoom webinar: 867 1188 4451
We recommend you join 15 minutes in advance.

View original content:https://www.prnewswire.com/news-releases/embraer-earnings-results--3rd-quarter-2026-302934791.html

SOURCE Embraer S.A.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is Embraer's updated 2026 financial guidance?

Embraer forecasts revenue of US$8.4–US$8.6 billion, an adjusted EBIT margin of 10.0%–10.6%, and adjusted free cash flow excluding Eve of US$700 million or higher. The revenue range increased from US$8.2–US$8.5 billion, and the cash flow threshold increased from US$400 million or higher; the margin outlook is unchanged.

How did Embraer perform in the third quarter of 2026?

Embraer reported US$2,347 million in revenue, up 17% year over year, and adjusted EBIT of US$254.8 million with a 10.9% margin. Adjusted free cash flow excluding Eve was US$627.7 million. Aircraft deliveries increased 6% year over year to 66.

Which aircraft did Embraer deliver in the third quarter of 2026?

Embraer delivered 22 commercial jets, comprising 11 E2s and 11 E1s; 41 executive jets, comprising 22 small and 19 medium jets; and three defense-related aircraft. The defense deliveries were one KC-390 Millennium and two A-29 Super Tucano aircraft.

EMBRAER EARNINGS RESULTS - 3rd QUARTER 2026