Embraer S.A. filings document the foreign issuer disclosures of a Brazilian aerospace company whose American depositary shares trade in the United States. Its Form 6-K reports include earnings materials, guidance, aircraft deliveries, backlog, revenue by business area, adjusted EBIT, cash flow, debt and liability management, capital markets activity, and reconciliations of IFRS and non-GAAP measures.
The filings also cover aircraft contract announcements, Defense & Security programs such as the C-390 Millennium, shareholder-meeting minutes, dividend notices for common shares and ADS holders, shareholder remuneration, and governance records. These disclosures connect Embraer’s Commercial Aviation, Executive Aviation, Defense & Security, and Services & Support activities with its capital structure and public-company reporting obligations.
Embraer S.A. delivered 66 aircraft in the third quarter of 2026, its best third-quarter delivery performance in company history; deliveries were up 6% year over year and 2% from the second quarter. In the first nine months of 2026, it delivered 175 aircraft, 14% more than the 153 delivered in the same period of 2025, supported by continued progress in production leveling initiatives.
Commercial Aviation delivered 22 aircraft, Executive Aviation delivered 41 business jets, and Defense & Security delivered 3 aircraft in the quarter, compared with 1 a year earlier. Embraer continues to expect 80 to 85 Commercial Aviation deliveries and 160 to 170 Executive Aviation deliveries in 2026; the midpoint of each range is up 6% year over year.
Embraer S.A. (EMBJ) is seeking shareholder approval to merge its wholly owned subsidiary Embraer GPX Ltda. into Embraer at an extraordinary meeting on October 30, 2026, held exclusively by digital means. Management proposes an effective date of October 31, 2026, assuming corporate approvals are obtained by that date. GPX’s book net equity was R$ 10,584,362.50 as of June 30, 2026.
If approved, GPX would be extinguished and Embraer would succeed to its assets, rights and obligations. The merger would not increase Embraer’s capital stock, issue new shares or change rights attached to existing shares, because GPX is wholly owned and its net equity is already reflected in Embraer’s equity under the equity method. Management says the transaction is intended to simplify the corporate structure and reduce administrative costs; estimated total merger costs are approximately R$ 150,000.00. Shareholders are also asked to ratify Forvis Mazars Auditores Independentes as appraiser and approve its report.
Embraer S.A. called an extraordinary shareholders’ meeting for October 30, 2026, to vote on the merger of Embraer GPX Ltda. into Embraer, which is scheduled to be effective October 31, 2026. The agenda also asks shareholders to approve the merger protocol, ratify the appointment of Forvis Mazars Auditores Independentes - Sociedade Simples to appraise GPX’s net equity book value as of June 30, 2026, and approve the appraisal report. The meeting will be held exclusively online.
EMBRAER S.A. (EMBJ) discloses that Araujo Walcyr Josue de Castilho has filed an initial statement of beneficial ownership as a director of the company. The filing lists him in the role of director and does not report any equity transactions or derivative positions.
Embraer S.A. (EMBJ) reports that ANA Holdings Inc. has signed an agreement for eight additional E190-E2 aircraft, expanding its existing commitment to Embraer’s E-Jets E2 family. This new order builds on ANA’s original firm purchase contract for 15 E190-E2s, bringing its total firm E2 orders to 23 aircraft.
ANA Holdings also retains five additional options for E190-E2 aircraft. The companies highlight the E190-E2’s fuel efficiency, lower emissions, reduced noise, and passenger comfort as key reasons for the expanded commitment. ANA HD’s first E2 aircraft is scheduled for delivery in 2028, supporting its plans to strengthen regional connectivity in Japan.
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.