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Embraer (NYSE: EMBJ) posts strongest 2Q deliveries in 16 years with 65 jets

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Embraer S.A. reported strong operational momentum, delivering 65 aircraft in 2Q26, its best second quarter in 16 years. Deliveries rose 48% quarter-over-quarter and 7% year-on-year, highlighting a solid ramp-up in production.

In the first half of 2026, Embraer delivered 109 aircraft, compared with 91 in the same period of 2025, supported by ongoing production leveling initiatives. Executive Aviation led results with 45 aircraft in 2Q26, while Commercial Aviation delivered 20 aircraft; there were no Defense & Security deliveries in the quarter.

For full-year 2026, Embraer continues to expect deliveries between 80 and 85 aircraft in Commercial Aviation and between 160 and 170 aircraft in Executive Aviation, with both midpoints representing about 6% growth year-on-year.

Positive

  • Strong delivery growth and best Q2 in 16 years: 2Q26 deliveries reached 65 aircraft, up 48% quarter-over-quarter and 7% year-on-year, with first-half deliveries rising to 109 from 91 in 1H25.
  • Reaffirmed higher 2026 delivery outlook: The company continues to target 80–85 Commercial and 160–170 Executive aircraft deliveries in 2026, with both midpoints implying about 6% year-on-year growth.

Negative

  • None.

Insights

Embraer shows strong 2Q26 delivery growth and maintains higher 2026 targets.

Embraer delivered 65 aircraft in 2Q26, its strongest second quarter in 16 years. Total first-half deliveries reached 109 versus 91 a year earlier, indicating meaningful volume recovery across its core Executive and Commercial Aviation businesses.

Executive Aviation was the main growth driver with 45 jets delivered, supported by both small and medium segments. Commercial Aviation doubled quarter-over-quarter to 20 aircraft, including E175 and E2 family jets, while Defense & Security had no deliveries, underlining its smaller current contribution.

The company maintained 2026 delivery expectations of 80–85 Commercial and 160–170 Executive aircraft, with midpoints about 6% above 2025. This suggests confidence in demand and production execution, though actual outcomes will depend on sustaining order flow and operational performance through the rest of 2026.

2Q26 total deliveries 65 aircraft Strongest second quarter in 16 years; up 48% qoq and 7% yoy
1H26 total deliveries 109 aircraft Versus 91 aircraft in 1H25, about 20% higher
2Q26 Executive Aviation deliveries 45 aircraft Up from 29 in 1Q26 and 38 in 2Q25
2Q26 Commercial Aviation deliveries 20 aircraft 10 E175, 4 E190-E2, 6 E195-E2
2026 Commercial Aviation guidance 80–85 aircraft Midpoint up about 6% year-on-year
2026 Executive Aviation guidance 160–170 aircraft Midpoint up about 6% year-on-year
2Q26 Defense & Security deliveries 0 aircraft No deliveries versus 4 in 2Q25
Executive Aviation financial
"Executive Aviation delivered 45 aircraft during the quarter, up 55% qoq"
Commercial Aviation financial
"Commercial Aviation delivered 20 new aircraft during 2Q26"
KC-390 Millennium technical
"KC-390 Millennium | — | 1 | — | 1 | — |"
A KC-390 Millennium is a modern, twin-engine military transport aircraft that can carry cargo, troops, and perform aerial refueling. Think of it as a heavy-duty cargo truck that can also act as a mobile gas station in the sky; it moves large loads and extends the range of other aircraft. Investors watch KC-390 orders, deliveries and support contracts because they drive revenue, factory activity and long-term aftermarket services in the defense supply chain.
A-29 Super Tucano technical
"A-29 Super Tucano | — | 4 | 4 | 4 | 4 |"
The A-29 Super Tucano is a turboprop light attack and trainer aircraft used by air forces for close air support, counterinsurgency, surveillance and pilot instruction. For investors, it matters because production and sales drive defense-company revenue streams, ongoing spare-parts and maintenance contracts, and are sensitive to government budgets, export approvals and geopolitical demand — like a rugged pickup truck that supplies and trains military forces.
2026 Guidance financial
"2026 Guidance Executive Aviation | 45 | 29 | 38 | 74 | 61 | 160-170"
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Form 6-K: How Foreign Companies Report to the SEC →

____________________________________________________

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_______________________

FORM 6-K

__________________________________

Report of Foreign Private Issuer

Pursuant to Rule 13a-16 or 15d-16

under the Securities Exchange Act of 1934

For the month of July 2026

Commission File Number: 001-15102

__________________________________

Embraer S.A.

__________________________________

Avenida Dra. Ruth Cardoso, 8501,

30th floor (part), Pinheiros, São Paulo, SP, 05425-070, Brazil

(Address of principal executive offices)

__________________________________

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

Form 20-F x Form 40-F ¨

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ¨

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ¨

 
 

 

 

Embraer reports 65 aircraft delivered in the second quarter, up 48% quarter-over-quarter

 

São Paulo (SP), Brazil, July 2, 2026 – Embraer (NYSE: EMBJ / B3: EMBJ3) delivered 65 aircraft in 2Q26, marking its strongest second-quarter delivery performance over the past 16 years. Deliveries increased 48% quarter-over-quarter (qoq) and 7% year-on-year (yoy). In 1H26, Embraer delivered a total of 109 aircraft, circa 20% more than the 91 aircraft delivered in 1H25, supported by continued progress in the company's production leveling initiatives.

 

Commercial Aviation delivered 20 new aircraft during 2Q26 - 6 of which were E195-E2 models, Embraer's largest aircraft currently in production in the segment. The business unit's volume increased 100% in comparison with 1Q26 when it delivered 10 aircraft, and 5% in comparison with 2Q25 when it delivered 19 aircraft.


Executive Aviation delivered 45 aircraft during the quarter, up 55% qoq from 29 aircraft in 1Q26, and up 18% yoy from 38 aircraft in 2Q25. Growth was driven by higher deliveries across both small and medium jet segments, reflecting sustained demand and continued operational execution.

 

There were no deliveries in the Defense & Security segment during the quarter.

 

Embraer continues to expect deliveries between 80 and 85 aircraft in Commercial Aviation (midpoint up 6% yoy) and between 160 and 170 aircraft in Executive Aviation (midpoint up 6% yoy) in 2026.

 

 

Deliveries by Segment 2Q26 1Q26 2Q25 1H26 1H25 2026 Guidance
Executive Aviation 45 29 38 74 61 160-170
Phenom 100 4 1 4 5 6  
Phenom 300 20 15 17 35 29  
Small Jets 24 16 21 40 35  
Praetor 500 9 9 8 18 11  
Praetor 600 12 4 9 16 15  
Medium Jets 21 13 17 34 26  
Commercial Aviation 20 10 19 30 26 80-85
E175 10 6 9 16 13  
E190-E2 4 1 1 5 1  
E195-E2 6 3 9 9 12  
Total Executive Av. & Commercial Av. 65 39 57 104 87 240-255
Defense & Security — 5 4 5 4  
KC-390 Millennium — 1 — 1 —  
A-29 Super Tucano — 4 4 4 4  
Total Executive Av & Commercial Av. & Defense 65 44 61 109 91  
             

 

About Embraer

A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive aviation, Defense & Security, and Agricultural Aviation. The company designs, develops, manufactures, and markets aircraft and systems, providing Services and Support to customers after-sales.

 

 
 

 

 

Since it was founded in 1969, Embraer has delivered more than 9,000 aircraft. On average, about every 10 seconds an aircraft manufactured by Embraer takes off somewhere in the world, transporting over 150 million passengers a year.

 

Embraer is the leading manufacturer of commercial jets with up to 150 seats and the main exporter of high- value-added goods in Brazil. The company maintains industrial units, offices, service, and parts distribution centers, among other activities, across the Americas, Africa, Asia, and Europe.

 

 
 

 

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Date: July 2, 2026

         
Embraer S.A.
   
By:  

 /s/ Felipe Santana Santiago de Lima

   

 Name:

   Felipe Santana Santiago de Lima
    Title:   Executive Vice President of Finance and Investor Relations  

 

Source: View Original Filing on SEC EDGAR

FAQ

How many aircraft did Embraer (EMBJ) deliver in 2Q26?

Embraer delivered 65 aircraft in 2Q26, its strongest second quarter in 16 years. This represented a 48% quarter-over-quarter increase and 7% year-on-year growth, showing solid momentum in production and deliveries.

What were Embraer (EMBJ) total aircraft deliveries in 1H26 versus 1H25?

In 1H26, Embraer delivered 109 aircraft, compared with 91 aircraft in 1H25. This represents an increase of about 20%, reflecting improved production leveling and stronger demand across Executive and Commercial Aviation segments.

How did Embraer Executive Aviation perform in 2Q26?

Executive Aviation delivered 45 aircraft in 2Q26, up from 29 in 1Q26 and 38 in 2Q25. Growth came from both small and medium jets, including Phenom and Praetor models, indicating broad-based demand in the business jet portfolio.

What were Embraer Commercial Aviation deliveries in 2Q26?

Commercial Aviation delivered 20 aircraft in 2Q26, versus 10 in 1Q26 and 19 in 2Q25. The mix included 10 E175, 4 E190-E2, and 6 E195-E2, with the E195-E2 being the largest jet currently produced in this segment.

What 2026 delivery guidance did Embraer (EMBJ) reaffirm?

Embraer continues to expect 80–85 Commercial and 160–170 Executive aircraft deliveries in 2026. The midpoints imply about 6% year-on-year growth in both segments, signaling confidence in demand and production planning for the year.

Did Embraer deliver any Defense & Security aircraft in 2Q26?

Embraer reported no Defense & Security deliveries in 2Q26, compared with 5 in 1Q26 and 4 in 2Q25. First-half 2026 Defense & Security deliveries totaled 5 aircraft, including KC-390 Millennium and A-29 Super Tucano models.