Embraer S.A. Announces MATERIAL FACT

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

Embraer expects US$8.4–8.6 billion in consolidated net revenues and US$700 million or higher in free cash flow for 2026. The adjusted EBIT margin forecast remains 10.0%–10.6%. The guidance excludes Eve.

Q: How does Embraer define free cash flow in its 2026 guidance?

Embraer defines free cash flow as net cash generated from operating activities, less net additions to property, plant and equipment and additions to intangible assets.

The free cash flow forecast is now US$700 million or higher, compared with US$400 million or higher previously.

Rhea-AI Impact

(Moderate)

Rhea-AI Sentiment

(Neutral)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 (EMBJ) raised its 2026 consolidated net revenue and free cash flow guidance while keeping aircraft delivery and adjusted margin forecasts unchanged.

The company now expects US$8.4–8.6 billion in consolidated net revenues, versus US$8.2–8.5 billion previously, and US$700 million or higher in free cash flow, versus US$400 million or higher. Commercial Aviation deliveries remain at 80–85 aircraft and Executive Aviation deliveries at 160–170 aircraft. The adjusted EBIT margin forecast remains 10.0%–10.6%, measuring adjusted earnings before interest and taxes as a share of revenue. The guidance excludes Eve.

2 points · 1 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 net revenue guidance raised to US$8.4–8.6 billion from US$8.2–8.5 billion.
Minor point. Forward-looking: it has not happened yet and may not happen.2026 free cash flow guidance raised to US$700 million or higher from US$400 million or higher.

Negative

None.

Key Figures

Commercial Aviation deliveries: 80–85 aircraft Executive Aviation deliveries: 160–170 aircraft Consolidated net revenues: US$8.4–8.6 billion +2 more

Commercial Aviation deliveries: 80–85 aircraft; 2026 guidance; unchanged from the previous range
Executive Aviation deliveries: 160–170 aircraft; 2026 guidance; unchanged from the previous range
Consolidated net revenues: US$8.4–8.6 billion; 2026 guidance; previous range was US$8.2–8.5 billion
Adjusted EBIT margin: 10.0%–10.6%; 2026 guidance; unchanged from the previous range
Free cash flow: US$700 million or higher; 2026 guidance; previous target was US$400 million or higher

Historical Context

1 past event · Latest: Aug 10

1 event

Aug 10
Guidance update

24h Move

+1.1%

Raised adjusted EBIT margin and free-cash-flow guidance, providing a prior reference for the updated outlook.

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

Key Terms

free cash flow, pp&e

2 terms

free cash flow financial

"Free Cash Flow[2] (US$ million) | 400 or higher | 700 or higher"

Free cash flow is the amount of money a company has left over after paying all its expenses and investing in its business, like buying equipment or updating facilities. It shows how much cash is available to reward shareholders, pay down debt, or save for future growth. This helps investors understand if a company is financially healthy and able to grow.

View in glossary

pp&e financial

"less net additions to property, plant and equipment (PP&E)"

PP&E stands for property, plant and equipment — the long-lived physical things a company uses to run its business, like buildings, factories, machinery and vehicles. Think of it as the tools and locations a company needs to produce goods or services; investors watch PP&E to judge how much the business has invested in its operations, how capital-intensive it is, and how depreciation of those assets will affect future profits and cash flow.

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

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11/10/2026 - 06:20 AM EST

SÃO JOSÉ DOS CAMPOS, Brazil, Nov. 10, 2026 /PRNewswire/ -- Embraer S.A. (the "Company") in attention to Resolution CVM nº 44/2021, informs its shareholders and the market in general that it has revised its 2026 guidance. Management believes that certain projections disclosed in the Material Fact published on March 6, 2026 and revised on August 10, 2026 no longer reflect the Company's best estimates for the year, in light of evolving operating conditions and the opportunities and risks associated with its businesses. Accordingly, the Company discloses the following updated guidance for 2026:

2026 GUIDANCE^[1]	Previous	Updated
Commercial Aviation deliveries (aircrafts)	80 - 85	80 - 85
Executive Aviation Deliveries (aircrafts)	160 - 170	160 - 170
Consolidated Net Revenues (US$ billion)	8.2 – 8.5	8.4 – 8.6
Adjusted EBIT Margin	10.0% - 10.6%	10.0% - 10.6%
Free Cash Flow^[2] (US$ million)	400 or higher	700 or higher

The projections disclosed herein will be reflected in Section 3 of the Company's Reference Form and will be available on the websites of the CVM and the Company within the applicable legal deadlines.

The projections disclosed in this Material Fact do not constitute a guarantee of performance and reflect solely the Company's management's current view. Such projections are subject to risks and uncertainties, including factors related to economic, market and industry conditions, many of which are beyond the Company's control. Accordingly, actual results may differ materially from the projections disclosed herein, which may be revised or updated by the Company in accordance with applicable regulations.

São José dos Campos, November 10, 2026.
Felipe Santana Santiago de Lima
Executive Vice President, Financial & Investor Relations

^[1] Does not consider Eve
^[2] Free Cash Flow: refers to net cash generated from operating activities, less net additions to property, plant and equipment (PP&E) and additions to intangible assets.

View original content:https://www.prnewswire.com/news-releases/embraer-sa-announces-material-fact-302934803.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 expects US$8.4–8.6 billion in consolidated net revenues and US$700 million or higher in free cash flow for 2026. The adjusted EBIT margin forecast remains 10.0%–10.6%. The guidance excludes Eve.

How does Embraer define free cash flow in its 2026 guidance?

Embraer defines free cash flow as net cash generated from operating activities, less net additions to property, plant and equipment and additions to intangible assets.

Embraer S.A. Announces MATERIAL FACT