Embraer Releases 2026 Performance Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 06 2026
0mins
Source: Newsfilter
- Delivery Projections: Embraer forecasts 80-85 commercial aircraft deliveries and 160-170 executive aircraft deliveries in 2026, which will enhance the company's competitive position in the global aviation market.
- Revenue Expectations: The company anticipates consolidated revenues between $8.2 billion and $8.5 billion for 2026, reflecting an optimistic outlook on market demand and indicating a positive performance amid economic recovery.
- Profitability Metrics: The adjusted EBIT margin is projected to be between 8.7% and 9.3%, indicating an improvement in profitability that will provide stronger financial support for future investments and expansions.
- Free Cash Flow Outlook: Embraer expects free cash flow to reach $200 million or higher in 2026, which will enhance the company's financial flexibility and support its strategic development plans.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy EMBJ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on EMBJ
Wall Street analysts forecast EMBJ stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 58.400
Low
67.00
Averages
72.20
High
80.00
Current: 58.400
Low
67.00
Averages
72.20
High
80.00
About EMBJ
Embraer SA is a Brazil-based aircraft manufacturer. The Company focuses on designing, developing, manufacturing, and marketing aircrafts and systems, in addition to providing after-sales support and services. Its segments include Commercial aviation business, which involves the development, production and sale of commercial jets, and rendering of support services, particularly in the regional aviation segment and aircraft leases; Executive Jet business, which markets its executive jets to companies, including fractional ownership companies, charter and air-taxi companies, high-net-worth individuals and to flight academies; Defense and Security Business segment, which conceives, designs, develops, manufactures and supports a range of integrated solutions for the defense and security market; and Other Related Businesses segments, including Agricultural Aviation business.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Legal Disputes Impact Development: Joby Aviation's lawsuit against Archer for corporate espionage has led to declining investor confidence in the eVTOL sector, with Archer's stock down 9% this year and losing over a third of its value, indicating the negative impact of legal issues on market sentiment.
- Certification Delays: Despite the Trump administration's eVTOL Integration Pilot Program aimed at accelerating industry growth, ongoing legal battles threaten to prolong certification timelines and increase costs, as warned by H2 Advisors' Mike Hirschberg, which could hinder overall industry progress.
- Intensifying Market Competition: Archer's patent infringement lawsuit against Vertical Aerospace is ongoing, with Vertical claiming the lawsuit is
See More
- Testing Phase Completion: Eve Air Mobility has completed another phase of flight testing for its electric vertical takeoff and landing aircraft, conducting 59 flights that validated aircraft models, control systems, and performance predictions, marking incremental progress in the electric air taxi sector.
- Flight Performance Validation: During the tests, the aircraft reached an altitude of 215 feet (65.53 meters) and achieved flight durations of up to 3 minutes and 48 seconds, demonstrating hover capability and low-speed maneuvering, laying the groundwork for future high-speed testing.
- Multi-Axis Maneuver Testing: The aircraft expanded operations to approximately 20 knots of ground speed during this phase, including simultaneous four-axis maneuvers designed to validate aerodynamic and load models, preparing for upcoming transition flight tests.
- Future Plans: Eve plans to begin transition flight testing in the summer of 2026, evaluating the aircraft's ability to switch between vertical lift and forward flight, further advancing the commercialization of electric air taxis.
See More
- Record Revenue: Embraer achieved a record revenue of $1.4 billion in Q1 2026, marking a 31% increase year-over-year, which underscores the company's robust demand and growth potential in the aviation market.
- Delivery and Order Growth: The company delivered 44 aircraft, including 10 commercial jets and 29 executive jets, with a backlog reaching $32 billion, up 22% year-on-year, indicating a positive outlook for future production and sales.
- Defense and Security Growth: The Defense and Security segment reported a 63% revenue increase to $227 million, driven by a partnership with Northrop Grumman, highlighting the company's strategic expansion potential in the defense market.
- Cash Flow and Investment Challenges: Despite revenue growth, adjusted free cash flow was negative $447 million, reflecting cash flow pressures as the company prepares for higher delivery volumes, while plans to increase production capacity in Texas and other regions aim to meet future demand.
See More
- Record Deliveries: Embraer delivered 44 aircraft in 1Q26, a 47% increase year-over-year, including 10 commercial jets and 29 executive jets, demonstrating strong demand and delivery capabilities in the aviation market.
- Strong Financial Performance: The company reported revenues of $1.447 billion in the first quarter, a 31% year-over-year increase, marking the highest level ever, with expectations for full-year revenues between $8.2 billion and $8.5 billion, reflecting robust growth in commercial aviation and defense sectors.
- Record Backlog: Embraer's order backlog reached $32.1 billion in 1Q26, over 20% higher year-over-year, indicating strong market competitiveness and future growth potential, particularly with a 3.0x book-to-bill ratio across the E175 and E2 platforms.
- Improved Adjusted EBIT: The adjusted EBIT for the first quarter was $94 million, with a margin of 6.5%, up from 5.6% in the previous year, despite facing $13 million in U.S. import tariffs, showcasing effective cost management and profitability improvements.
See More
- Strong Revenue Performance: Embraer's Q1 revenue reached $1.44 billion, exceeding market expectations by $20 million, indicating robust demand and sales capabilities in the aviation market, which is expected to further drive annual performance growth.
- Adjusted EBIT Growth: The adjusted EBIT for Q1 was $94 million, with a margin of 6.5%, significantly up from 5.6% in the same quarter last year, reflecting the company's successful strategies in cost control and operational efficiency.
- Tariff Impact: U.S. import tariffs totaled $13 million during the quarter, accounting for 92 basis points of total revenue, which, while exerting some pressure on profits, demonstrates the company's ability to maintain profitability amidst external challenges.
- Inventory Management: The company reported $11 million in inventory for Q2, indicating a positive outlook for future demand while providing flexibility for production planning adjustments.
See More
- Earnings Release: Embraer announced its Q1 2026 earnings on May 8, 2026, although specific financial metrics were not disclosed, the upcoming conference call is expected to impact investor confidence positively.
- Conference Call: The company will host a conference call on May 8, 2026, at 8:00 AM NY time (9:00 AM SP time), providing investors an opportunity to gain insights into financial performance and future outlook.
- Webcast Access: Investors can join the meeting via a Zoom webinar with ID 818 3876 4674, and it is recommended to join 15 minutes early to ensure smooth participation, reflecting the company's commitment to accessibility.
- Information Availability: Additional financial details can be accessed through Embraer's official website, demonstrating the company's efforts in transparency and information sharing to enhance investor trust.
See More











