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Embraer Posts Record Q1 2026 Revenue and Backlog, Reaffirms 2026 Guidance

Story Highlights
  • Embraer’s first-quarter 2026 revenue hit a record US$1.447 billion, with aircraft deliveries up 47% and backlog climbing to US$32.1 billion.
  • Despite negative free cash flow from inventory buildup, Embraer improved profitability and reaffirmed 2026 guidance, signaling confidence in sustained growth.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Embraer Posts Record Q1 2026 Revenue and Backlog, Reaffirms 2026 Guidance

Meet Samuel – Your Personal Investing Prophet

The latest announcement is out from Embraer ( (EMBJ) ).

In the first quarter of 2026, Embraer reported record first-quarter revenue of US$1.447 billion, up 31% year over year, driven by strong growth in Defense & Security and Commercial Aviation. The company delivered 44 aircraft, a 47% increase from a year earlier, and expanded its firm order backlog to an all-time high of US$32.1 billion, reflecting robust demand across commercial, executive, and defense segments.

Adjusted EBIT rose to US$94 million with a 6.5% margin, despite the drag from U.S. import tariffs and mix effects in certain divisions, while adjusted free cash flow excluding Eve was negative US$447.1 million as Embraer built inventory ahead of higher planned deliveries. Management reiterated 2026 guidance for 80–85 commercial and 160–170 executive jet deliveries, consolidated revenue of US$8.2–8.5 billion, and an adjusted EBIT margin of 8.7–9.3%, underscoring confidence in sustained growth but signaling near-term cash consumption as production ramps up.

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 focused on commercial, executive, and defense aircraft, as well as related services and support. The company serves global airlines, business aviation customers, and defense forces, with a diversified backlog across commercial jets, business jets, military transports such as the KC-390, and training/attack aircraft like the A-29 Super Tucano.

Average Trading Volume: 1,446,140

Technical Sentiment Signal: Strong Buy

Current Market Cap: $12.17B

See more data about EMBJ stock on TipRanks’ Stock Analysis page.

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