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Embraer SEC Filings

ERJ NYSE

Welcome to our dedicated page for Embraer SEC filings (Ticker: ERJ), 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.

The Embraer S.A. (ERJ) SEC filings page on Stock Titan brings together the company’s regulatory disclosures as a foreign private issuer. Embraer files annual reports on Form 20-F and frequent current reports on Form 6-K under the Securities Exchange Act of 1934, covering operational, financial and corporate governance developments.

Through its Form 6-K submissions, Embraer reports aircraft deliveries and backlog by segment, including Commercial Aviation, Executive Aviation, Defense & Security and Services & Support. These filings often provide detailed tables of firm orders, deliveries and remaining backlog for aircraft families such as the E175, E190-E2, E195-E2, KC-390 Millennium and A-29 Super Tucano, as well as total backlog figures by business segment.

Embraer’s SEC reports also disclose capital markets and financing activities. Examples include notices of cash tender offers for senior unsecured guaranteed notes due 2028 and 2030 issued by Embraer Netherlands Finance B.V. and guaranteed by Embraer, along with the pricing of new senior unsecured notes due 2038. These documents describe maximum tender amounts, consideration calculations based on U.S. Treasury reference securities and the conditions for settlement.

Another important category of filings relates to shareholder and equity matters. Embraer files material facts and notices to shareholders describing interest on equity, interim dividends, share buyback programs, equity swap derivative contracts linked to long-term incentive plans, and the engagement of a market maker to support liquidity in its Brazilian-listed common shares. The company also files notices about the expected date of its annual general meeting.

On Stock Titan, these SEC filings are updated in near real time from EDGAR, and AI-powered summaries help explain the key points of each document, from quarterly delivery updates to complex tender offer terms. Users can quickly review Embraer’s 20-F annual report, interim 6-Ks and other disclosures to understand how the company presents its business performance, capital structure decisions and shareholder distributions in official regulatory documents.

Rhea-AI Summary

Embraer S.A. announced that its Board approved an equity swap program with Banco Itaú Unibanco S.A., referenced to Embraer’s own common shares. The swap allows cash settlement within a maximum of 12 months from November 7, 2025 and sets maximum exposure of up to 10,932,998 common shares, subject to CVM Resolution No. 77/22.

Under the agreement, Embraer will receive the price variation of its shares plus any dividends on the referenced shares, and will pay CDI plus a spread during the term. The stated purpose is to mitigate share price fluctuations tied to future payments under the company’s long-term incentive plans based on phantom shares.

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Embraer S.A. (ERJ) declared interest on net equity (JCP) for the fourth quarter, totaling R$ 147,898,208.75, equal to R$ 0.20161537029 per ordinary share, ad referendum of the Annual Shareholders’ Meeting that will approve the fiscal year’s financial statements. The JCP will be imputed to the mandatory dividend for the year.

Shareholders of record at the close on May 11, 2026 will be entitled to the JCP. Shares on B3 trade ex-JCP from May 12, 2026, and ADSs on NYSE from May 13, 2026. Payment will occur by May 20, 2026, with ADS distribution following JPMorgan Chase N.A. procedures. The same Record, ex-dates, and payment deadline also apply to the second and third quarter JCP.

The per-share/ADS amount may vary slightly before the cut-off dates due to the ongoing share buyback program; any change will be announced in a new notice.

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Embraer S.A. (ERJ) approved a share buyback program authorizing the repurchase of up to 10,800,000 ordinary shares, approximately 1.5% of the 733,566,139 outstanding common shares as of the approval date. The program begins on November 7, 2025 and runs for 12 months, through November 6, 2026.

Purchases will occur on B3 at market prices via BTG Pactual Serviços Financeiros S/A DTVM. The company plans to use available resources, including its Investment and Working Capital Reserve identified in financial statements for the fiscal year ended September 30, 2025, totaling R$ 2,511,611,561.56. Embraer currently holds 6,898,905 shares in treasury. The board states the program aligns with its financial capacity and will not impair obligations to creditors, and shares may be held in treasury, canceled, resold, or used to meet share-based compensation commitments.

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Embraer S.A. reported third-quarter 2025 results with revenue of US$2,003.5 million, up 18% year over year, and an all‑time high backlog of US$31.3 billion. The company reiterated its 2025 guidance for US$7.0–US$7.5 billion in revenue, adjusted EBIT margin of 7.5%–8.3%, and adjusted free cash flow of US$200 million or higher.

Adjusted EBIT was US$172.0 million with an 8.6% margin. Adjusted free cash flow (excluding Eve) was US$300.3 million, supported by lower receivables and higher deliveries. Embraer delivered 62 aircraft in the quarter: 20 commercial, 41 executive, and 1 defense. Segment revenue growth was led by Commercial Aviation (+31%) and Defense & Security (+27%).

S&P upgraded Embraer’s credit rating to BBB, while Fitch and Moody’s moved outlooks to positive. Liquidity remained strong with consolidated cash of US$2,081.5 million and an undrawn US$1.0 billion revolver. Embraer also executed liability management actions, including issuing a US$1 billion 12‑year bond at a 5.40% coupon and repurchasing portions of 2028 and 2030 bonds.

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Embraer S.A. filed a Form 6-K detailing 3Q25 performance and updates. Net revenues reached $2,004 million, up 18% year over year, while total backlog rose to $31.3 billion across Commercial, Executive, Defense & Security, and Services. Adjusted EBITDA was $357 million (up 21.1%) and adjusted EBIT was $298 million (up 17.6%). Adjusted net income totaled $54 million with a 2.7% margin.

Commercial Aviation highlighted new orders, including Avelo’s 50 E195-E2 plus 50 purchase rights, and LATAM’s 24 E195-E2 plus 50 options. Defense updates included Portugal’s 6th KC-390 purchase with 10 new options and A-29 agreements with Panama (4) and SNC (1). Executive Aviation posted an all‑time high 3Q revenue of about $580 million and surpassed 2,000 business jets delivered, with record 3Q deliveries.

The company reported continued deleveraging, with net debt to adjusted EBITDA of 0.5x as of 3Q25. Shareholder remuneration for 2025 totals R$209.7 million, with an estimated gross value per ADS of $0.21, and payment dates expected in 2Q26 to be announced in November 2025.

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Embraer S.A. (ERJ) reported that its indirect subsidiary, Embraer Netherlands Finance B.V., has issued a notice to redeem its 6.950% Notes due 2028. The company will redeem all outstanding principal of these Notes on November 25, 2025, in accordance with the Indenture dated September 17, 2020, as supplemented January 1, 2022.

The Redemption Price will be the greater of 100% of principal or the Make-Whole Amount (the present value of remaining scheduled principal and interest payments discounted at the Treasury Rate + 50 bps), in each case plus accrued interest and any Additional Amounts to (but not including) the Redemption Date.

All Notes are held through DTC and must be surrendered in accordance with DTC procedures. The redemption is being made solely pursuant to the Redemption Notice dated October 24, 2025, which provides the full terms and conditions.

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Embraer reported a record-high US$31.3 billion backlog in 3Q25, up 38% year over year and 5% sequentially. The company delivered 62 aircraft in the quarter across business units. Year-to-date, Commercial and Executive Aviation deliveries reached 148 aircraft, 16% above the prior year.

Commercial Aviation backlog was US$15.2 billion (up 37% YoY; up 16% QoQ), supported by a 2.7x book-to-bill over the past year, with 3Q25 deliveries of 20 aircraft. Executive Aviation backlog was US$7.3 billion (up 65% YoY), with 41 deliveries and the milestone 2,000th business jet. Services & Support sustained a record US$4.9 billion backlog (up 40% YoY). Defense & Security backlog reached US$3.9 billion (up 8% YoY), including delivery of a KC-390 to Portugal and contracts for 5 A-29 Super Tucano units to Panama and SNC. New commercial wins included firm orders for the E195‑E2 from Avelo (50) with rights for 50 more and from LATAM (24) with rights for 50 more.

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Embraer S.A. filed a Form 6-K announcing a significant aircraft order from TrueNoord. TrueNoord signed a firm order for 20 E195-E2 jets, valued at USD 1.8 billion at list price. The agreement also includes purchase rights for up to 20 additional E195-E2 aircraft and up to 10 E175-E1 aircraft.

Embraer highlighted the deal as TrueNoord’s first direct order with an aircraft manufacturer, underscoring demand for next‑generation, fuel‑efficient regional jets. Embraer noted the E195-E2’s performance and efficiency for lessors and operators, while TrueNoord described the aircraft as well suited to global customers seeking strong economics and environmental benefits.

The announcement reinforces interest in right‑sized narrowbody aircraft within the regional leasing market, with the firm order immediately augmenting Embraer’s commercial pipeline and additional purchase rights providing potential follow‑on volume.

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FAQ

What is the current stock price of Embraer (ERJ)?

The current stock price of Embraer (ERJ) is $64.48 as of November 3, 2025.

What is the market cap of Embraer (ERJ)?

The market cap of Embraer (ERJ) is approximately 11.8B.
Embraer

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11.83B
183.39M
46.74%
1.94%
Aerospace & Defense
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