Welcome to our dedicated page for Embraer SEC filings (Ticker: EMBJ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. 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$200 million.
Management emphasizes these figures are forward-looking estimates based on economic and industry conditions and may change due to risks and uncertainties.
Embraer S.A. approved a new share buyback program, authorizing the repurchase of up to 10,932,998 common shares. These are ordinary, book-entry, no-par-value shares issued by the company and represent about 1.5% of the 722,766,139 outstanding common shares as of the approval date.
The shares may be held in treasury, canceled, resold on the market, or used to meet obligations under share-based compensation plans. The program runs from March 6, 2026 to March 5, 2027, with purchases on B3 at market prices via BTG Pactual Serviços Financeiros.
Funding will come from the company’s Investment and Working Capital Reserve shown in its December 31, 2025 financial statements, totaling R$ 2,013,983,540.61. Embraer already holds 17,698,705 shares in treasury and states the program should not affect its shareholder base, governance, or ability to meet obligations to creditors. As the buyback is executed, the company will unwind existing equity swap agreements with Banco Itaú Unibanco S.A.
Brandes Investment Partners, L.P. filed Amendment No. 14 to a Schedule 13G reporting its beneficial ownership in Embraer S.A. as of 12/31/2025. Brandes reports beneficial ownership of 4,800,751 American Depositary Receipts (ADRs) and 14,314,337 common shares (ORDs), representing 4.53% of the class.
The firm has no sole voting or dispositive power, but shares voting power over 4,590,928 ADRs and 11,586,202 ORDs and shared dispositive power over all the reported securities. Brandes certifies the holdings are in the ordinary course of business and not for the purpose of influencing control of Embraer.
Embraer S.A. reported a record aircraft backlog of US$31.6 billion in 4Q25, up 20% year over year, reflecting strong demand across commercial, executive, defense, and services segments.
The company delivered 91 aircraft in 4Q25, a 21% increase from 4Q24, and 244 aircraft in 2025, up 18% from 2024. Executive Aviation reached an all‑time high backlog of US$7.6 billion, while Commercial Aviation’s backlog was US$14.5 billion and Defense & Security reached US$4.6 billion. Services & Support sustained a record US$4.9 billion backlog.
Book‑to‑bill ratios remained healthy, at 2.8x in Commercial Aviation, 1.1x in Executive Aviation, 1.4x in Defense & Security, and 1.2x in Services & Support, indicating orders are outpacing deliveries and supporting future revenue visibility.
Embraer S.A. reported a change in the composition of its Audit, Risk and Ethics Committee. External member João Cox Neto resigned from his position, and the committee now consists of Dan Ioschpe (coordinator), Claudia Sender Ramirez, Márcio Fernando Elias Rosa, and Eduardo Rogatto Luque as the remaining external member.
Following this change, Eduardo Rogatto Luque will serve as the committee’s audit committee financial expert and corporate accounting specialist, concentrating financial and accounting oversight responsibilities in his role. The company publicly thanked João Cox Neto for his years of contribution and dedication to the committee.
BlackRock, Inc. has filed an amended Schedule 13G reporting a significant passive ownership stake in EMBRAER S.A. common stock. BlackRock reports beneficial ownership of 50,955,237 shares, representing 6.9% of the class.
The filing shows BlackRock has sole power to vote 47,986,243 shares and sole power to dispose of 50,955,237 shares, with no shared voting or dispositive power. The shares are attributed to certain BlackRock business units, and various underlying clients have rights to dividends or sale proceeds, with no single client holding more than five percent of Embraer’s outstanding common shares. BlackRock certifies the position is held in the ordinary course of business and not for the purpose of influencing control of Embraer.
Embraer S.A. submitted a report as a foreign private issuer to inform shareholders of the expected timing of its next annual shareholder meeting. The company states that, in line with Article 37, paragraph 2 of CVM Resolution No. 81/2022, the expected date for its Annual General Meeting of Shareholders is April 29, 2026.
The notice is signed in São José dos Campos by Antonio Carlos Garcia, Executive Vice President of Finance and Investor Relations, confirming the company’s intention to hold its regular annual governance meeting on that date, where typical corporate matters such as financial statements, governance items, and board elections are usually addressed under Brazilian corporate practice.
Embraer S.A. reported that it has hired BTG Pactual Corretora de Títulos e Valores Mobiliários S.A. to act as market maker for its common shares (ticker EMBR3) traded on B3 S.A. – Brasil, Bolsa, Balcão. The agreement is intended to foster liquidity in trading of Embraer’s shares and is valid for 12 months from signing, with the possibility of renewal by mutual consent.
The company states that the market maker’s activities will begin on January 13, 2026. Embraer reports that it has 722,766,139 common shares outstanding in the market as of this date and clarifies that it has not entered into any agreement with the market maker regarding voting rights or the purchase and sale of its securities.
Embraer S.A. reported strong operating results, delivering 91 aircraft in the fourth quarter of 2025, above both 3Q25 (62) and 4Q24 (75). Commercial Aviation delivered 32 jets in the quarter, including 15 E195-E2 aircraft, and totaled 78 jets in 2025, in-line with its 77–85 aircraft guidance. Executive Aviation delivered 53 jets in 4Q25 and 155 in 2025, reaching the high end of its 145–155 guidance range. In Defense & Security, Embraer delivered 2 KC-390 Millennium aircraft and 4 A-29 Super Tucano in the quarter. For 2025 overall, the company delivered 244 aircraft across all segments, up from 206 in the previous year.
Embraer S.A. reports that it has renegotiated its commercial agreement with airline Azul Linhas Aéreas Brasileiras S.A. for E195-E2 aircraft. The original firm order, placed between 2014 and 2018 for a total of 51 E195-E2 jets, has been amended to 25 aircraft. This significantly reduces the number of planes Azul is contractually committed to take from Embraer.
The change is part of Azul’s restructuring plan, which is being discussed in a Chapter 11 process before the United States Bankruptcy Court for the Southern District of New York. The renegotiated agreement was ratified by the Court at a hearing on December 18, 2025, and the related court order was published on December 22, 2025.