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EMBRAER S.A. (EMBJ) announced a board change. Mr. Maurício Augusto Silveira de Medeiros, who was appointed by the Brazilian Federal Government as holder of the Golden Share, has resigned from the Board of Directors, effective September 1, 2026. Under Article 29, item V, of the bylaws, alternate board member Walcyr Josué de Castilho Araújo will fill the vacancy until the next Annual Shareholders' Meeting. The company publicly thanked Mr. Maurício for his contribution and dedication during his tenure.
Embraer S.A. approved the payment of Interest on Equity for the 3rd quarter of the 2026 fiscal year in a total amount of R$ 154,000,000.00, corresponding to R$ 0.21634283532 per ordinary share, subject to confirmation at the Annual Shareholders' Meeting. This Interest on Equity will be attributed to the mandatory dividends for the 2026 fiscal year.
Shareholders of record at the close of trading on B3 on September 21, 2026 will be entitled to receive the amount. Shares and ADSs will trade ex-3rd quarter Interest on Equity on B3 from September 22, 2026 and on the NYSE from September 23, 2026. Payment is scheduled by May 24, 2027, with ADS payments handled under the rules of the depositary bank. The per-share/ADS amount may adjust slightly depending on changes in treasury shares.
Morgan Stanley reported its holdings in Embraer S.A. common stock, stating beneficial ownership of 3.4% of the class as of the reported date. The firm has shared voting power over 6,216,356 shares and shared dispositive power over 24,411,548 shares, with no sole voting or dispositive power.
Morgan Stanley also stated that, as of this date, it has ceased to be the beneficial owner of more than five percent of Embraer’s common stock. The filing reflects positions held by specified Morgan Stanley reporting units, excluding certain disaggregated operating units in line with SEC Release No. 34-39538.
Brandes Investment Partners, L.P., a Delaware investment adviser, reports beneficial ownership of EMBRAER S.A. American Depository Receipts and common shares on a Schedule 13G. Brandes reports holding 6,036,218 ADRs and 14,913,385 ordinary shares, representing 5.275% of the class. Brandes has no sole voting or dispositive power; all reported powers to vote and dispose are shared, reflecting its role managing client accounts rather than owning the securities outright.
Embraer S.A. reported record second-quarter 2026 performance, with net revenues of US$2.235 billion, up 23% from US$1.819 billion a year earlier, marking the best Q2 revenue in its history. Deliveries reached 65 aircraft, the highest Q2 level in 16 years, including 45 commercial and 24 executive jets.
The total firm order backlog rose to US$34.5 billion from US$29.7 billion in 2Q25, the seventh consecutive all-time high, with additional options taking potential value to about US$56.0 billion. Segment revenues grew year on year in Commercial (+32%), Executive (+8%), Defense & Security (+24%), and Services & Support (+38%).
Profitability improved meaningfully: adjusted EBITDA increased to US$356 million (15.9% margin) from US$246 million (13.5%), and adjusted EBIT rose to US$297 million (13.3% margin) from US$192 million (10.5%). Adjusted net income was US$219 million (9.8% margin), up from US$158 million (8.7%), with EPS of US$1.91 per ADS. Adjusted free cash flow swung to a positive US$401 million from a negative US$162 million in 2Q25, and net leverage excluding Eve fell to 0.2x adjusted EBITDA from 0.7x a year earlier.
On the back of this performance, 2026 guidance was raised, with revenue still at US$8.2–8.5 billion but adjusted EBIT margin increased to 10.0–10.6% and free cash flow to US$400 million or higher, versus previous targets of 8.7–9.3% and US$200 million or higher.
Embraer S.A. reported a strong 2Q26, with consolidated revenue of US$2,235.3 million, an all‑time high second quarter and +23% year over year. Adjusted EBIT reached US$296.9 million with a 13.3% margin, up from 10.5%, helped by a US$68 million extraordinary tax credit and lower U.S. import tariffs. Adjusted net income was US$218.6 million, versus US$158.0 million in 2Q25.
The company generated Adjusted free cash flow without Eve of US$401.0 million in the quarter, versus a use of US$(161.6) million a year earlier, driven by stronger operations and sales-related pre‑downpayments. Firm order backlog reached a record US$34.5 billion, up 16% year over year, with growth across all business units. Embraer delivered 65 aircraft in 2Q26, up from 61, including 20 commercial and 45 executive jets.
For 2026, Embraer maintained delivery and revenue guidance but raised its Adjusted EBIT margin outlook to 10.0%–10.6% and increased expected free cash flow to US$400 million or higher. Stand‑alone net cash improved to US$(214.5) million from US$(530.1) million qoq, and the company declared R$200.0 million in 2Q26 Interest on Equity.
Embraer S.A. revised its 2026 guidance, stating that prior projections from March 6, 2026 no longer reflect management’s best estimates given current opportunities and risks. Deliveries guidance is unchanged, with 80–85 commercial aircraft and 160–170 executive aircraft expected in 2026, and consolidated revenue still projected at US$ 8.2–8.5 billion.
The company now targets a higher adjusted EBIT margin of 10.0%–10.6%, compared with the previous 8.7%–9.3%, and a higher free cash flow of US$ 400 million or higher, up from US$ 200 million or higher. The company emphasizes these are projections based on current management views, subject to economic, market, and industry risks, and may differ materially from actual results.
Embraer S.A. reported that Colombia’s Fuerza Aeroespacial Colombiana has signed a contract to acquire two KC-390 Millennium multi-mission aircraft, including mission equipment, an integrated services and support package, and a comprehensive offset program aligned with Colombian regulations.
The KC-390 fleet will support missions such as humanitarian aid, disaster relief, cargo and troop transport, airdrop operations, and air-to-air refueling, and will be connected to Colombia’s Gripen fighters to enhance interoperability. Embraer notes that the KC-390 can carry up to 26 tons of payload and cruise at 470 knots, and highlights its position as a global aerospace manufacturer with more than 9,000 aircraft delivered since 1969.
Embraer S.A. announced that Canary Islands carrier Binter has placed an additional order for five E195-E2 aircraft, plus four purchase rights, reinforcing their long-standing partnership. The order was revealed at the Farnborough Airshow in the UK on July 21, 2026.
The E195-E2, the largest member of Embraer’s E-Jets E2 family, combines lower operating costs with a quiet, comfortable cabin. Binter’s jets use a single-class layout with 132 seats and a 2x2 configuration with no middle seats, supporting the airline’s regional network across Spain and beyond.
Embraer highlights the E195-E2’s fuel efficiency, reduced emissions and modern systems. The company, founded in 1969, has delivered more than 9,000 aircraft worldwide and its fleet carries over 150 million passengers annually.