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EMBRAER S.A. (EMBJ) SEC Filings, Jun-Aug 2026

EMBJ NYSE

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.

Rhea-AI Summary

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.

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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.

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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.

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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.

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Embraer S.A. reported an agreement under which Abra Group will acquire 20 E195-E2 aircraft and receive 10 purchase options and 15 purchase rights, for a total of up to 45 jets, subject to fulfilment of additional conditions. Once these conditions are met, the order will be added to Embraer’s Q3 backlog.

The E195-E2, Embraer’s largest E-Jet E2 model, features advanced aerodynamics, new-generation Pratt & Whitney GTF engines and reduced fuel burn and emissions. Abra plans to use the aircraft to expand its pan‑Latin American platform, improving connectivity and fleet flexibility. Deliveries are expected to start in Q4 2027 and be phased in over time.

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Embraer S.A. reports that Luxair has converted existing purchase rights into firm orders for three E190-E2 aircraft and secured one additional purchase right, increasing Luxair's firm E2 order book to nine aircraft to support long-term growth and fleet modernization.

The first 100-seat E190-E2 is expected to join Luxair's fleet at the end of 2028, primarily on high-frequency business routes. By operating both E195-E2 and E190-E2 models, Luxair maintains fleet commonality while tailoring capacity, and benefits from an E190-E2 noise footprint up to 63% smaller than the original E190.

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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.

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Embraer S.A. declared interest on equity for the second quarter of the 2026 fiscal year totaling R$ 200,000,000.00, or R$ 0.28096472120 per ordinary share. Shareholders of record at the close of trading on B3 on June 23, 2026 will be entitled to receive this amount.

The shares on B3 will trade ex-interest on equity from June 24, 2026, and the ADSs on the NYSE from July 2, 2026. Payment is scheduled for May 24, 2027, and will be credited as part of the mandatory dividends for the 2026 fiscal year.

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Embraer S.A. reported a new firm order from aircraft lessor Azorra for 15 E195-E2 jets, along with purchase rights for 15 additional aircraft. This expands Azorra’s firm E2 commitments from 39 to 54 aircraft and represents the third increase to its original 2021 order.

The agreement is also a milestone for Embraer’s E2 family, taking total E2 orders beyond 500 aircraft, with more than 200 currently in operation across 24 airlines. Embraer highlights the E195-E2’s fuel efficiency, reduced emissions and two-by-two seating with no middle seats. The new Azorra order will be included in Embraer’s second-quarter 2026 results and backlog.

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FAQ

How many EMBRAER S.A. (EMBJ) SEC filings are available on StockTitan?

StockTitan tracks 70 SEC filings for EMBRAER S.A. (EMBJ), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for EMBRAER S.A. (EMBJ)?

The most recent SEC filing for EMBRAER S.A. (EMBJ) was filed on August 10, 2026.