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Embraer
(NYSE:EMBJ)
Embraer (EMBJ) vs. SPDR S&P 500 ETF (SPY)
Embraer Business Overview & Revenue Model
Embraer Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 7.26B | 6.39B | 5.27B | 4.54B | 4.20B | 3.77B |
| Gross Profit | 1.32B | 1.15B | 909.60M | 912.20M | 655.85M | 477.60M |
| EBITDA | 850.10M | 1.01B | 598.20M | 228.40M | 479.90M | -123.30M |
| Net Income | 314.92M | 352.50M | 164.00M | -185.40M | -44.70M | -731.90M |
Balance Sheet | ||||||
| Total Assets | 12.53B | 11.82B | 10.78B | 10.14B | 10.15B | 10.52B |
| Cash, Cash Equivalents and Short-Term Investments | 1.76B | 2.20B | 2.15B | 2.31B | 2.57B | 2.70B |
| Total Debt | 2.39B | 2.60B | 2.98B | 3.27B | 4.09B | 4.51B |
| Total Liabilities | 8.59B | 8.48B | 7.74B | 7.32B | 7.38B | 7.61B |
| Stockholders Equity | 3.57B | 3.08B | 2.79B | 2.57B | 2.67B | 2.79B |
Cash Flow | ||||||
| Free Cash Flow | 702.54M | 405.00M | 186.20M | 495.30M | 247.10M | -1.51B |
| Operating Cash Flow | 1.05B | 871.20M | 617.00M | 751.30M | 515.30M | -1.29B |
| Investing Cash Flow | -609.67M | -599.70M | -447.60M | -109.50M | -131.60M | -105.30M |
| Financing Cash Flow | -204.88M | -335.70M | -348.70M | -669.20M | -441.04M | 1.01B |
Embraer Technical Analysis
Embraer Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
Embraer Corporate Events
On January 27, 2026, Embraer reported a record company-wide backlog of US$31.6 billion for the fourth quarter of 2025, up 20% year over year, underpinned by strong demand across commercial, executive, and defense segments. The company delivered 91 aircraft in 4Q25, a 21% increase from 4Q24, and 244 aircraft in full-year 2025, up 18% from 2024, with executive aviation deliveries hitting an all-time high of 155 jets and commercial deliveries reaching 78 aircraft, both within or at the top of guidance ranges. Commercial aviation closed 2025 with a robust US$14.5 billion backlog and a 2.8x book-to-bill ratio, supported by new E-Jet orders from lessor TrueNoord, Switzerland’s Helvetic Airways, and Air Côte d’Ivoire, although Azul’s Chapter 11-led order reduction tempered quarter-on-quarter backlog growth. Executive aviation achieved a record US$7.6 billion backlog and a 1.1x book-to-bill ratio, reflecting sustained demand for Phenom and Praetor jets and the benefits of Embraer’s production leveling program, which reduced year-end delivery concentration and supported more efficient, scalable operations. In defense and security, backlog rose to US$4.6 billion, aided by contracts for five KC-390 aircraft for Sweden and Portugal and four A-29 Super Tucanos for Panama, as well as the first deliveries of A-29N aircraft to Portugal and a Letter of Intent to evaluate an A-29N final assembly line in Portugal, which strengthens Embraer’s positioning in NATO markets and signals growing European demand. Across all segments, the combination of rising deliveries, record backlogs, and deepening international defense partnerships underscores Embraer’s stronger competitive footing, improved revenue visibility, and expanding global footprint heading into 2026.
The most recent analyst rating on (EMBJ) stock is a Hold with a $86.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On January 26, 2026, Embraer announced a change in the composition of its Audit, Risk and Ethics Committee following the resignation of external member João Cox Neto. The committee is now formed by coordinator Dan Ioschpe, members Claudia Sender Ramirez and Márcio Fernando Elias Rosa, and external member Eduardo Rogatto Luque, who will also assume the role of the committee’s audit committee financial expert and corporate accounting specialist. The move underscores Embraer’s ongoing efforts to maintain robust governance and financial oversight structures, which are key for investor confidence and regulatory compliance in its capacity as a publicly held aerospace company.
The most recent analyst rating on (EMBJ) stock is a Hold with a $86.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On January 13, 2026, Embraer S.A. announced to its shareholders and the market that it expects to hold its Annual General Meeting of Shareholders on April 29, 2026, in accordance with Brazilian securities regulation CVM Resolution No. 81/2022. The notice provides investors and other stakeholders with advance visibility on the company’s corporate governance calendar, allowing them to plan participation in key decisions on Embraer’s strategy, capital allocation, and board matters for the 2025 fiscal year.
The most recent analyst rating on (EMBJ) stock is a Hold with a $77.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On January 12, 2026, Embraer S.A. announced that it has hired BTG Pactual Corretora de Títulos e Valores Mobiliários S.A. to act as market maker for its common shares (EMBR3) on the B3 exchange, under Brazilian securities regulations and B3’s trading and operational rules. The 12‑month agreement, effective from its execution date, is intended to foster liquidity in Embraer’s 722,766,139 outstanding common shares, with BTG Pactual’s market‑making activities scheduled to begin on January 13, 2026; Embraer also clarified that it has no voting, purchase, or sale agreements covering its securities with the market maker, underscoring that the arrangement is focused on trading liquidity rather than altering control or shareholder rights.
The most recent analyst rating on (EMBJ) stock is a Hold with a $69.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On January 6, 2026, Embraer reported that it delivered 91 aircraft in the fourth quarter of 2025, up from 62 in the third quarter of 2025 and 75 in the fourth quarter of 2024, underscoring operational momentum across its commercial, executive, and defense segments. Commercial Aviation handed over 32 jets in the quarter, including 15 E195-E2s, bringing 2025 commercial deliveries to 78, in line with its 77–85 aircraft target. Executive Aviation delivered 53 jets in the quarter, led by 23 Phenom 300 light jets, and closed 2025 with 155 executive aircraft delivered, hitting the top end of its 145–155 guidance. In Defense & Security, Embraer delivered two KC-390 Millennium transport aircraft and four A-29 Super Tucano turboprops in the quarter. Overall, the company delivered 244 aircraft in 2025, significantly above the 206 units shipped in 2024, signaling improved production capacity and stronger execution relative to prior-year levels, with positive implications for revenue growth and Embraer’s competitive positioning in regional jets and business aviation.
The most recent analyst rating on (EMBJ) stock is a Hold with a $69.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On November 26, 2025, Embraer S.A. signed an agreement with Brazilian carrier Azul Linhas Aéreas Brasileiras S.A. to renegotiate Azul’s firm order for E195-E2 aircraft, originally placed between 2014 and 2018, cutting the total from 51 to 25 jets. The revised deal, ratified by the U.S. Bankruptcy Court for the Southern District of New York on December 18, 2025 and formalized in a court order published on December 22, 2025, aligns Embraer’s delivery commitments with Azul’s ongoing restructuring under Chapter 11, reducing Embraer’s future order backlog with this customer but also helping secure contractual certainty and support the airline’s financial reorganization.
The most recent analyst rating on (EMBJ) stock is a Hold with a $69.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
Embraer S.A. announced changes in the interest on equity per ordinary share for the second, third, and fourth quarters of the fiscal year ending December 31, 2025. This adjustment is influenced by the company’s share buyback program, reflecting its strategic financial management. The announcement, dated December 15, 2025, highlights Embraer’s commitment to optimizing shareholder value, which may impact investor relations and market perception.
The most recent analyst rating on (EMBJ) stock is a Hold with a $69.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On December 8, 2025, Embraer S.A. announced the declaration of supplementary interest on equity and interim dividends for the fourth quarter of the fiscal year ending December 31, 2025. The total amount for the interest on equity is R$ 79,676,796.00, while the interim dividends total R$ 80,000,000.00. Shareholders registered by December 15, 2025, for interest on equity, and December 9, 2025, for dividends, will be eligible to receive these payments. The announcement reflects Embraer’s commitment to returning value to its shareholders, potentially impacting its market positioning positively.
The most recent analyst rating on (EMBJ) stock is a Hold with a $69.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On December 2, 2025, Embraer S.A. filed a report with the U.S. Securities and Exchange Commission, signed by Antonio Carlos Garcia, the Executive Vice President of Finance and Investor Relations. This filing is part of the company’s compliance with the Securities Exchange Act of 1934, highlighting its ongoing commitment to transparency and regulatory adherence.
The most recent analyst rating on (EMBJ) stock is a Hold with a $67.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On November 17, 2025, Helvetic Airways announced a new order for up to eight Embraer E195-E2 aircraft at the Dubai Air Show, reinforcing its commitment to modern and sustainable aviation. This order, which includes three firm orders and five purchase rights, will expand Helvetic’s E2 fleet from 12 to up to 20 aircraft, enhancing its position as a leading European operator of Embraer’s E-Jet family. The first aircraft is expected to be delivered by the end of 2026, supporting Helvetic’s modern fleet strategy and sustainability goals. This expansion is a testament to the E195-E2’s fuel efficiency, low noise emissions, and high-quality passenger experience, further solidifying Embraer’s industry position and strengthening its partnership with Helvetic Airways.
The most recent analyst rating on (EMBJ) stock is a Buy with a $80.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On November 17, 2025, Air Côte d’Ivoire signed a firm order for four Embraer E175 aircraft, with options for eight more, as part of its fleet modernization and regional expansion strategy. The E175s, configured with 76 seats, will enhance Air Côte d’Ivoire’s domestic and regional connectivity by replacing its turboprop fleet, increasing frequencies, and strengthening its hub in Abidjan. This move aligns with Embraer’s strong market presence in Africa, where it holds a 31% market share for aircraft with up to 150 seats.
The most recent analyst rating on (EMBJ) stock is a Buy with a $80.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On November 6, 2025, Embraer S.A. announced that its Board of Directors has declared interest on net equity for the fourth quarter of the fiscal year ending December 31, 2025. The total amount declared is R$ 147,898,208.75, equivalent to R$ 0.20161537029 per ordinary share. This decision is pending approval at the Company’s Annual Shareholders’ Meeting. The payment will be made by May 20, 2026, with specific dates set for record and ex-dividend trading on B3 and NYSE. The announcement reflects Embraer’s commitment to shareholder returns and could influence its stock performance, aligning with its strategic financial management.
The most recent analyst rating on (EMBJ) stock is a Buy with a $80.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On November 6, 2025, Embraer S.A.’s Board of Directors approved the execution of derivative agreements with Banco Itaú Unibanco S.A. The equity swap agreements, involving up to 10,932,998 common shares, are designed to mitigate share price fluctuations in anticipation of future payments related to the company’s long-term incentive plans. This strategic financial move aims to stabilize the company’s share price, potentially enhancing investor confidence and supporting its market position.
The most recent analyst rating on (EMBJ) stock is a Buy with a $80.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
On November 6, 2025, Embraer S.A. announced the approval of a share buyback program by its Board of Directors. The program aims to acquire up to 10.8 million ordinary shares, representing approximately 1.5% of its outstanding shares, to be held in treasury, canceled, or sold on the market. This initiative is part of Embraer’s strategy to manage its share-based compensation plans and optimize its capital structure. The buyback is set to commence on November 7, 2025, lasting for 12 months, and will be executed through the stock exchange at market prices. The company assures that this move will not affect its shareholder composition or administrative structure, given its robust financial position.
The most recent analyst rating on (EMBJ) stock is a Buy with a $73.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.