Embraer S.A. Announces MATERIAL FACT

Rhea-AI Summary

Embraer (B3: EMBJ3, NYSE: EMBJ) revised its 2026 guidance, stating that previous projections from March 6, 2026 no longer reflect management’s best estimates. Updated ranges keep commercial aviation deliveries at 80–85 aircraft, executive aviation deliveries at 160–170, and consolidated revenue at US$8.2–8.5 billion.

The Company increased its adjusted EBIT margin guidance from 8.7%–9.3% to 10.0%–10.6% and raised its free cash flow target from “US$200 million or higher” to “US$400 million or higher”. Embraer emphasized that these projections are not performance guarantees and remain subject to economic, market, and industry risks.

Positive

• Adjusted EBIT margin guidance raised from 8.7%–9.3% to 10.0%–10.6% for 2026
• Free cash flow guidance doubled from US$200 million or higher to US$400 million or higher
• 2026 delivery and revenue ranges reaffirmed for commercial and executive aviation and US$8.2–8.5 billion consolidated revenue

Negative

• None.

Market Context

Historical reactions included a -11.28% move after 1Q26 results and a -7.19% move after FY25 results...

Analysis

Historical reactions included a -11.28% move after 1Q26 results and a -7.19% move after FY25 results, despite positive operating disclosures. That record adds context to the guidance revision; low short positioning and stated forecast risks merit monitoring.

Key Figures

Commercial Aviation deliveries: 80-85 aircraft Executive Aviation deliveries: 160-170 aircraft Consolidated revenues: US$8.2-8.5 billion +2 more

5 metrics

Commercial Aviation deliveries 80-85 aircraft Updated 2026 guidance; unchanged from previous

Executive Aviation deliveries 160-170 aircraft Updated 2026 guidance; unchanged from previous

Consolidated revenues US$8.2-8.5 billion Updated 2026 guidance; unchanged from previous

Adjusted EBIT margin 10.0%-10.6% Updated 2026 guidance vs. 8.7%-9.3% previous

Free cash flow US$400 million or higher Updated 2026 guidance vs. US$200 million or higher previous

Historical Context

5 past events · Latest: May 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
May 08	1Q26 earnings	Positive	-11.3%	Record first-quarter revenue and backlog accompanied reiterated 2026 guidance.
May 05	Eve earnings	Negative	+0.5%	First-quarter loss and higher R&D costs contrasted with liquidity disclosure.
Apr 10	CFO appointment	Positive	+1.9%	Internal executive appointment emphasized continuity in financial management.
Mar 06	Share buyback	Positive	+4.4%	Early completion of share buyback repurchased ordinary shares for treasury-related purposes.
Mar 06	FY25 earnings	Positive	-7.2%	Full-year results reported record backlog and 2026 revenue and margin guidance.

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

Pattern Detected

Historical reactions diverged from positive operating or capital-allocation news in three of five events, including both earnings releases.

Key Terms

adjusted ebit margin, free cash flow, pp&e

3 terms

adjusted ebit margin financial

"Adjusted EBIT Margin | 8.7% 9.3% | 10.0% 10.6%"

Adjusted EBIT margin is the percentage of sales a company keeps as operating profit after removing one‑off or unusual items and accounting adjustments, expressed as adjusted earnings before interest and taxes divided by revenue. It shows the underlying profitability of a business — like looking at a cleaned-up household budget without one-time repairs — helping investors compare performance over time and across companies without distortion from irregular events.

free cash flow financial

"Free Cash Flow: refers to net cash generated from operating activities"

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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SÃO JOSÉ DOS CAMPOS, Brazil, Aug. 10, 2026 /PRNewswire/ -- Embraer S.A. (B3: EMBJ3, NYSE: EMBJ) (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 no longer reflect the Company's best estimates for the year, considering the current opportunities and risks affecting its businesses. Accordingly, the Company presents the following updated guidance for 2026:

2026 GUIDANCE1	Previous	Updated
Commercial Aviation deliveries (aircrafts)	80 - 85	80 - 85
Executive Aviation Deliveries (aircrafts)	160 - 170	160 - 170
Consolidated Revenues (US$ billion)	8.2 – 8.5	8.2 – 8.5
Adjusted EBIT Margin	8.7% - 9.3%	10.0% - 10.6%
Free Cash Flow2 (US$ million)	200 or higher	400 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.

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-302847057.html

SOURCE Embraer S.A.

FAQ

What is Embraer’s updated 2026 financial guidance for EBIT margin and free cash flow (NYSE: EMBJ)?

Embraer now guides for a 2026 adjusted EBIT margin of 10.0%–10.6% and free cash flow of US$400 million or higher. According to Embraer, these replace prior ranges of 8.7%–9.3% margin and US$200 million or higher free cash flow.

Did Embraer change its 2026 aircraft delivery guidance for EMBJ shareholders?

Embraer kept its 2026 delivery guidance unchanged at 80–85 commercial aircraft and 160–170 executive aircraft. According to Embraer, only profitability and cash flow projections were revised, while volume expectations for both aviation segments remain the same as previously disclosed.

What 2026 revenue range is Embraer forecasting for consolidated operations (ticker EMBJ)?

Embraer continues to project US$8.2–8.5 billion in consolidated revenue for 2026. According to Embraer, the revenue range was not revised in this update, even as the company raised its adjusted EBIT margin and free cash flow guidance for the same period.

Why did Embraer revise its 2026 guidance and what risks remain for EMBJ investors?

Embraer revised 2026 guidance because management believes earlier projections no longer reflect its best estimates. According to Embraer, the new projections are still subject to economic, market, and industry risks, meaning actual results may differ materially from current expectations.

Do Embraer’s 2026 projections for EMBJ guarantee future performance?

Embraer’s 2026 projections do not guarantee performance or outcomes for investors. According to Embraer, the guidance reflects management’s current view and is exposed to risks and uncertainties, so actual operational and financial results can differ materially from these estimates.