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Embraer ( (EMBJ) ) has shared an update.
On April 27, 2026, Embraer reported that its order backlog reached a record US$32.1 billion in the first quarter of 2026, its sixth consecutive all‑time high, driven by a 22% year‑over‑year increase across segments. The company delivered 44 aircraft in 1Q26, up 47% from a year earlier, with deliveries representing 16% of its 2026 guidance midpoint for commercial and executive jets and indicating production normalization above historical first‑quarter levels.
Commercial Aviation backlog rose 50% year‑over‑year to US$15.0 billion, supported by an order from Finnair for up to 46 E195‑E2s and additional E195‑E2 sales, strengthening Embraer’s European footprint and lifting the E2 family’s role in global fleet renewal. Executive Aviation maintained a stable US$7.6 billion backlog while increasing deliveries 26% to 29 jets, launching upgraded Praetor 600E and 500E models, and extending the Phenom 300’s run as the world’s most delivered light jet for a 14th straight year.
In Defense & Security, backlog reached US$4.4 billion, up 5% year‑over‑year, as Embraer delivered one KC‑390 and several A‑29 Super Tucano aircraft to Portugal, Uruguay, and an undisclosed African customer. The company also confirmed Uzbekistan as a new KC‑390 customer and the Philippines Air Force as buyer of six additional A‑29s, broadening its military transport and light attack footprint and sustaining a book‑to‑bill above 1x in the segment.
Services & Support posted a record US$5.1 billion backlog, 11% higher than a year earlier, underscoring the strategic importance of recurring revenue and lifecycle services to Embraer’s long‑term growth. Taken together, the solid backlog expansion, rising deliveries, and new platform launches support Embraer’s stronger positioning across commercial, executive, and defense markets heading into the remainder of 2026.
The most recent analyst rating on (EMBJ) stock is a Hold with a $65.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
Spark’s Take on EMBJ Stock
According to Spark, TipRanks’ AI Analyst, EMBJ is a Neutral.
The score is driven primarily by improving fundamentals (revenue growth, return to profitability, and better leverage) but held back by free-cash-flow volatility and 2025 margin softness. The latest call adds support via upbeat 2026 growth/EBIT guidance and a record backlog, while technicals remain a headwind with negative MACD and the stock below key moving averages. Valuation is moderate-to-demanding with a low dividend yield.
To see Spark’s full report on EMBJ stock, click here.
More about Embraer
Embraer S.A. is a Brazilian aerospace manufacturer and one of the global leaders in regional and business aviation, defense aircraft, and related services. The company designs and produces commercial jets, executive jets, military transport and light attack aircraft, and offers a growing services and support business, with a significant customer base in North America, Europe, and emerging markets.
Average Trading Volume: 1,419,431
Technical Sentiment Signal: Buy
Current Market Cap: $11.36B
For a thorough assessment of EMBJ stock, go to TipRanks’ Stock Analysis page.