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Embraer (EMBJ)
NYSE:EMBJ
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.27Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and commercial picture: record revenue and backlog, strong order momentum across Commercial, Executive and Defense segments, solid deliveries, improved cash position and disciplined capital allocation. These positives are partially offset by margin pressure from U.S. import tariffs, some nonrecurring infrastructure costs, ramp-up-related margin softness in Service & Support, and lingering supply-chain bottlenecks that keep delivery guidance conservative. Management provided constructive 2026 guidance that assumes a cautious stance on tariffs and highlights material upside should tariff exemptions persist.Company Guidance
Record Revenue and Backlog
Q4 revenue increased 15% to nearly $3.0B and full-year revenue reached $7.6B, up 18% YoY and above the high end of guidance. Company-wide backlog reached $31.6B (up ~20% quarter), with approximately $20B of customer options that represent meaningful upside and a consolidated book-to-bill of 1.7:1.
Strong Commercial Aviation Orders (E2/E1)
Commercial Aviation recorded 157 E2 new orders plus 140 options and 64 E1 new orders plus 68 options during the year. Commercial backlog increased to $14.5B with a 2.8:1 book-to-bill ratio, consolidating the E2 platform’s global position.
Executive Aviation Record Quarter and Growth
Executive Aviation delivered a record quarter with ~53 business jets and quarterly revenues of ~ $750M (all-time high). Full-year executive sales were ~ $2.3B (revenues up 25% YoY) and backlog stands at $7.6B with a 1.1:1 book-to-bill ratio; adjusted EBITDA margin improved to ~12% from 11.7%.
Defense & Security Momentum
Defense revenues grew 36% YoY driven by higher KC-390 and A-29 volumes. The business unit backlog finished at $4.6B with a 1.4:1 book-to-bill ratio. Adjusted EBITDA margin improved from 6.2% to 7.9%.
Service & Support Growth and Contracts
Service & Support revenues rose 18% YoY supported by program additions (~75 aircraft added) and 37 new Executive Care contracts. Backlog finished at $4.9B with a 1.2:1 book-to-bill ratio, reflecting growing recurring revenue potential.
Solid Cash Generation and Balance Sheet Improvements
Adjusted EBITDA: Q4 $298M (11.3% margin), full-year $889M (11.7% margin). Adjusted free cash flow in Q4 was $738M and full-year $491M (exceeded $200M guidance). Stand-alone net debt decreased by $220M to a net cash position of $109M. EPS was $1.9 per ADS in 2025 (up from $1.4 per ADS in 2024, excl. one-offs). Total standalone investments were disciplined at $383M (10% lower than 2024).
Strategic Partnerships and EV Progress
Announced strategic partnerships under discussion (Mahindra, Adani in India; Northrop Grumman in U.S. for KC-390 boom capability). Eve eVTOL: first flight in Dec 2025, 28 missions totaling >1 hour; program advancing toward certification targeted in 2027.
2026 Guidance with Double-Digit Growth
2026 guidance forecasts revenue of $8.2–$8.5B (~10% growth vs 2025 midpoint), EBIT margin 8.7–9.3% (implying ~ $750M at midpoint, ~15% higher than adjusted $657M in 2025), delivery guidance: Commercial 80–85 and Executive 160–170, and adjusted free cash flow target of $200M+.
EMBJ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EMBJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $70.71 | $66.47 | -6.00% |
Nov 04, 2025 | $64.28 | $61.67 | -4.05% |
Aug 05, 2025 | $57.46 | $56.82 | -1.11% |
May 06, 2025 | $46.24 | $46.13 | -0.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Embraer (EMBJ) report earnings?
Embraer (EMBJ) is schdueled to report earning on May 11, 2026, Before Open (Confirmed).
What is Embraer (EMBJ) earnings time?
Embraer (EMBJ) earnings time is at May 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EMBJ EPS forecast?
EMBJ EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.