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Embraer S.A. reported strong 4Q25 and full-year 2025 results, with revenue of US$2,651.8 million in the quarter and a record US$7,577.5 million for 2025, up 18% year over year and above the high end of guidance. The company delivered 244 aircraft in 2025, also up 18%, and ended the year with a record firm order backlog of US$31.6 billion, about 20% higher than a year earlier.
Adjusted EBIT reached US$230.9 million in 4Q25 and US$656.8 million for 2025, both with an 8.7% margin, while adjusted EBITDA was US$888.8 million. Adjusted free cash flow excluding Eve was US$738.3 million in 4Q25 and US$491.2 million for the year, supported by higher deliveries and customer advances. Embraer moved to a net cash position of US$109.3 million (excluding Eve) and extended average loan maturity to 9.1 years, reducing funding costs in all major currencies.
For 2026, Embraer guides to commercial jet deliveries of 80–85 aircraft and executive jet deliveries of 160–170 aircraft. It expects consolidated revenue between US$8.2 and US$8.5 billion, an adjusted EBIT margin of 8.7%–9.3% (including 10% U.S. import tariffs), and adjusted free cash flow of at least US$200 million, excluding Eve.
Embraer S.A. reports strong 2025 results, with net revenue of US$7.6 billion, up 18% year over year, and a record total backlog of US$31.6 billion, up 20%. All main business units grew, led by Defense & Security revenue up 36% and Services & Support up 18%.
Adjusted EBIT reached US$708 million with an 8.7% margin, or 9.4% excluding U.S. import tariffs. Adjusted net income was US$363 million, with EPADS of US$1.92. Adjusted free cash flow (excluding Eve) was US$491 million, supporting deleveraging to net debt (without Eve) of US$363 million, or 0.1x adjusted EBITDA.
The company highlights record executive jet demand, including approximately US$2.3 billion in executive aviation sales and 53 business jet deliveries in 4Q25. Commercial and defense orders, including 157 new E2 orders and additional KC-390 contracts with NATO countries, helped sustain book-to-bill ratios at or above 1.0 across segments.
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.