Embraer issues 2026 revenue and margin guidance

Embraer S.A. released projections for 2026, expecting 80–85 commercial aviation deliveries and 160–170 executive aviation deliveries.

Rhea-AI Filing Summary

Embraer S.A. released projections for 2026, expecting 80–85 commercial aviation deliveries and 160–170 executive aviation deliveries. The company forecasts consolidated revenue of US$8.2–US$8.5 billion, an adjusted EBIT margin of 8.7%–9.3%, and free cash flow of at least US$200 million.

Management emphasizes these figures are forward-looking estimates based on economic and industry conditions and may change due to risks and uncertainties.

Insights

Aerospace equity analyst

Embraer sets detailed 2026 delivery, margin and cash flow targets.

Embraer outlines 2026 guidance with 80–85 commercial and 160–170 executive aircraft deliveries, supporting projected consolidated revenue between US$8.2 billion and US$8.5 billion. An adjusted EBIT margin of 8.7%–9.3% suggests a focus on profitability alongside volume growth.

Free cash flow guidance of at least US$200 million indicates expectations of positive cash generation after investments. Actual results will depend on macroeconomic conditions, demand for business and commercial jets, and execution in meeting production and delivery schedules during 2026.

FAQ

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What 2026 delivery guidance did Embraer (ERJ) provide for commercial aviation?

Embraer projects delivering 80 to 85 commercial aircraft in 2026. This guidance shows management’s expectations for airline demand and production capacity, and it forms a key driver of the company’s overall revenue outlook and operating leverage for the year.

What 2026 delivery guidance did Embraer (ERJ) provide for executive aviation?

Embraer expects 160 to 170 executive aviation deliveries in 2026. This segment includes business jets, which typically carry higher unit prices and margins, so performance here can significantly influence profitability and free cash flow alongside the commercial aviation business.

What revenue and margin targets did Embraer (ERJ) set for 2026?

For 2026, Embraer forecasts consolidated revenue between US$8.2 billion and US$8.5 billion. The company also targets an adjusted EBIT margin of 8.7% to 9.3%, signaling a plan to balance top-line growth with operating efficiency and cost control initiatives.

What is Embraer’s (ERJ) 2026 free cash flow guidance?

Embraer projects free cash flow of US$200 million or higher in 2026. Free cash flow represents cash generated after capital expenditures, and positive levels support balance sheet strength, flexibility for investment opportunities, and potential future decisions on debt reduction or shareholder returns.

Are Embraer’s (ERJ) 2026 projections guaranteed performance?

Embraer clarifies its 2026 guidance is not a performance promise. The projections reflect management’s current view and depend on economic, market, and sector conditions, which may change and introduce risks, leading to outcomes that differ from the ranges currently presented.

Where can investors find Embraer’s (ERJ) official 2026 guidance details?

The company states that 2026 projections will appear in section 3 of its Reference Form. Investors can access this information on the Brazilian securities regulator CVM website and on Embraer’s investor relations site within the applicable legal timeframe.

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

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Accepted by SEC EDGAR 03/06/2026 - 06:02 AM EST Learn about SEC filing dates

____________________________________________________

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 March 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 S.A. Publicly-Held Company CNPJ/MF: 07.689.002/0001-89 NIRE: 353.003.257-67 MATERIAL FACT EMBRAER S.A. (“Embraer” or “Company”), in compliance with CVM Resolu!on No. 44/2021 and CVM Resolu!on nº No. 44/2022, hereby informs its shareholders and the market in general of the projec!ons for 2026. 2026 GUIDANCE Commercial Avia!on deliveries 80-85 Execu!ve Avia!on deliveries 160-170 Consolidated revenues (US$ billion) US$8.2 - US$8.5 Adjusted EBIT margin 8.7% - 9.3% Free cash flow (US$ million) US$200 or higher These projec!ons will be included in sec!on 3 of the Company's Reference Form and will be available on the CVM website at h?p://www.cvm.gov.br/ and on the Company's website at h?p://ri.embraer.com.br/, within the legal deadline. Embraer clarifies that the informa!on disclosed in this material fact does not cons!tute a promise of performance, but rather reflects only the percep!on of the Company's management and is therefore subject to risks and uncertain!es. Projec!ons take into account several factors, such as general economic, market and sector condi!ons that are beyond the Company's control and, therefore, may undergo changes that will be communicated diligently. São José dos Campos, March 6, 2026 Antonio Carlos Garcia Execu!ve Financial Vice-President and Investors Rela!ons

 

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: March 5, 2026

Embraer S.A.
By:		/s/ Antonio Carlos Garcia
		Name:		Antonio Carlos Garcia
		Title:		Executive Vice President of Finance and Investor Relations