Embraer raises 2026 margin and cash flow outlook

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.

Rhea-AI Filing Summary

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.

Positive

• Updated guidance raises adjusted EBIT margin target from 8.7%–9.3% to 10.0%–10.6%, signaling an expectation of stronger profitability in 2026.
• Projected free cash flow for 2026 increases from US$ 200 million or higher to US$ 400 million or higher, indicating management expects improved cash generation.

Negative

• None.

Filing Explained

Embraer’s updated 2026 guidance remains a management projection, excludes Eve, and defines free cash flow as net operating cash generated minus additions to PP&E and intangible assets; it is not a guarantee of performance.

Key Figures

Commercial aircraft deliveries 2026: 80–85 aircraft Executive aircraft deliveries 2026: 160–170 aircraft Consolidated revenues 2026: US$ 8.2–8.5 billion +4 more

7 metrics

Commercial aircraft deliveries 2026 80–85 aircraft Updated 2026 guidance for commercial aviation deliveries

Executive aircraft deliveries 2026 160–170 aircraft Updated 2026 guidance for executive aviation deliveries

Consolidated revenues 2026 US$ 8.2–8.5 billion 2026 consolidated revenue guidance, unchanged from previous range

Adjusted EBIT margin previous 8.7%–9.3% Previous 2026 adjusted EBIT margin guidance

Adjusted EBIT margin updated 10.0%–10.6% Updated 2026 adjusted EBIT margin guidance

Free cash flow previous US$ 200 million or higher Previous 2026 free cash flow guidance

Free cash flow updated US$ 400 million or higher Updated 2026 free cash flow guidance

Key Terms

Adjusted EBIT Margin, Free Cash Flow, Reference Form, Material Fact

4 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 [2] (US$ million) | 200 or higher | 400 or higher"

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.

Reference Form regulatory

"will be reflected in Section 3 of the Company's Reference Form"

Material Fact regulatory

"certain projections disclosed in the Material Fact published on March 6, 2026"

Information or an event that a reasonable investor would consider important when deciding to buy, sell or hold a security; it changes the expected value, risk, or outlook of an investment. Regulators treat material facts as disclosures that companies must share publicly because they can affect market prices, similar to a key ingredient in a recipe that determines the final taste. It matters to investors because material facts can change the basis for an investment decision and move trading activity and prices.

Earnings Snapshot

Consolidated revenues guidance: US$ 8.2–8.5 billion · Guidance included

Full year 2026 guidance

Consolidated revenues guidance US$ 8.2–8.5 billion unchanged from previous guidance

Adjusted EBIT margin guidance 10.0%–10.6% increased from 8.7%–9.3%

Free cash flow guidance US$ 400 million or higher increased from US$ 200 million or higher

Guidance

Management revised 2026 guidance, keeping revenue and deliveries unchanged while increasing adjusted EBIT margin and free cash flow targets, emphasizing that projections are not guarantees and are subject to market, economic, and industry risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How did Embraer (EMBJ) change its 2026 delivery guidance?

Embraer maintained its 2026 delivery guidance, expecting 80–85 commercial aircraft and 160–170 executive aircraft. The company revised only profitability and cash flow metrics, not the number of aircraft to be delivered.

What is Embraer’s (EMBJ) updated 2026 revenue outlook?

For 2026, Embraer projects consolidated revenues of US$ 8.2–8.5 billion. This range is unchanged from the previous guidance and reflects management’s current view of market and business conditions.

How did Embraer (EMBJ) revise its 2026 adjusted EBIT margin guidance?

Embraer increased its 2026 adjusted EBIT margin guidance to 10.0%–10.6% from 8.7%–9.3%. Management believes this better reflects expected profitability considering current opportunities and risks in its businesses.

What is Embraer’s (EMBJ) new 2026 free cash flow target?

Embraer now targets 2026 free cash flow of US$ 400 million or higher, up from US$ 200 million or higher. Free cash flow is defined as net cash from operating activities minus net PP&E additions and additions to intangible assets.

Does Embraer’s (EMBJ) 2026 guidance include Eve’s results?

The 2026 projections do not consider Eve. The company specifies that the disclosed guidance, including revenue, margin, and free cash flow, excludes Eve from its calculations.

Are Embraer’s (EMBJ) 2026 projections guaranteed outcomes?

No. Embraer states the projections are not a guarantee of performance and reflect only current management views. They are subject to economic, market, and industry risks that could cause actual results to differ materially.

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

Form 6-K: How Foreign Companies Report to the SEC →

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Accepted by SEC EDGAR 08/10/2026 - 06:04 AM EDT 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 August 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: 35.300.325.761

MATERIAL FACT

Embraer S.A. (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 GUIDANCE[1]	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 Flow[2] (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.

São José dos Campos, August 10, 2026.

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.

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: August 9, 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