
Embraer revenue reaches $2.35 billion as earnings miss
Pontos principais
- Embraer reported third-quarter 2026 revenue of US$2.35 billion, exceeding the US$2.30 billion analyst estimate.
- Net income attributable to shareholders reached US$71.1 million, or US$0.40 per share, while adjusted EPS of US$0.41 missed the US$0.87 analyst estimate.
- Embraer raised its 2026 revenue forecast to US$8.4 billion–US$8.6 billion and adjusted free cash flow guidance to at least US$700 million.
Embraer (NYSE:EMBJ) reported third-quarter 2026 revenue of US$2.35 billion, beating analyst expectations, while adjusted earnings of US$0.41 per share fell short of the US$0.87 estimate.
Revenue increased 17% year-over-year, reaching a third-quarter record, while net income attributable to shareholders declined to US$71.1 million from US$116.6 million a year earlier.
Adjusted net income was US$73.6 million, compared with US$84.3 million in the prior-year quarter, as higher net financial and tax expenses affected the results.
Adjusted EBIT reached US$254.8 million, representing a 10.9% margin compared with 8.6% a year earlier, while adjusted free cash flow excluding Eve totalled US$627.7 million.
Commercial Aviation generated US$696 million in revenue, Executive Aviation contributed US$655 million, Defense and Security recorded US$341 million, and Services and Support generated US$638 million.
Looking ahead, Embraer raised its 2026 revenue forecast to US$8.4 billion–US$8.6 billion from US$8.2 billion–US$8.5 billion and increased its adjusted free cash flow target excluding Eve to at least US$700 million from US$400 million, while its aircraft backlog reached US$35.7 billion.


