Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) Posts Earnings Results, Beats Expectations By $0.56 EPS

Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) announced its earnings results on Monday. The aerospace company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.56, FiscalAI reports. The company had revenue of $2.19 billion during the quarter. Embraer-Empresa Brasileira de Aeronautica had a net margin of 3.94% and a return on equity of 6.13%.

Here are the key takeaways from Embraer-Empresa Brasileira de Aeronautica’s conference call:

• Embraer reported record second-quarter revenue of $2.2 billion, up 23% year over year, while deliveries rose nearly 7% to 65 aircraft and backlog reached an all-time high of $34.5 billion.
• The company raised its 2026 adjusted EBIT margin guidance to 10.0%–10.6% and adjusted free cash flow guidance to at least $400 million, citing stronger operations, production efficiencies, tax credits, and lower tariff impacts.
• Executive Aviation and Service & Support delivered particularly strong results, with EBIT margins of 23.4% and 18.7%, respectively; management expects ongoing production leveling, scale, and efficiency initiatives to support profitability.
• Defense momentum strengthened with the UAE’s order for 10 C-390 aircraft plus options for 10 more, Colombia becoming the 13th KC-390 customer, and potential opportunities in India and the United States that could support production above 10 aircraft annually by 2030.
• Commercial Aviation EBIT margin fell to 2.9% in the quarter because of customer mix and legacy contracts, although management expects full-year performance to be broadly in line with 2025; reported margins also benefited from approximately $68 million of extraordinary tax credits and tariff-related effects.

Embraer-Empresa Brasileira de Aeronautica Stock Up 1.4%

EMBJ stock traded up $1.02 during trading on Tuesday, reaching $74.82. 275,139 shares of the company traded hands, compared to its average volume of 1,350,338. The business has a 50 day simple moving average of $63.80 and a 200 day simple moving average of $64.78. Embraer-Empresa Brasileira de Aeronautica has a 12 month low of $53.56 and a 12 month high of $80.75. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.73 and a current ratio of 1.48. The company has a market capitalization of $13.52 billion, a price-to-earnings ratio of 43.75, a price-to-earnings-growth ratio of 1.76 and a beta of 1.44.

Key Stories Impacting Embraer-Empresa Brasileira de Aeronautica

Here are the key news stories impacting Embraer-Empresa Brasileira de Aeronautica this week:

• Positive Sentiment: Q2 earnings significantly exceeded expectations: Embraer reported adjusted earnings of $1.17 per share, nearly double the $0.61 consensus estimate, on $2.24 billion in revenue. Net profit rose 25% year over year to 1.11 billion Brazilian reais, while quarterly revenue reached a record. Embraer posts 25% increase in Q2 net profit, revenue hits quarterly record
• Positive Sentiment: Operational momentum strengthened: Higher aircraft deliveries, a larger backlog, improved margins and stronger cash flow supported the robust quarter and helped drive a more favorable 2026 outlook. Embraer’s Second-Quarter Earnings and Revenues Surpass Estimates
• Neutral Sentiment: 2026 guidance was revised: Embraer now expects revenue of $8.2 billion to $8.5 billion. The upper end matches the prior consensus estimate of $8.5 billion, but the company did not provide a usable EPS figure in the reported guidance data. Embraer S.A. Announces Material Fact
• Negative Sentiment: Long-term estimates edged lower: Zacks Research reduced its FY2028 EPS forecast slightly to $4.60 from $4.61. The small cut is unlikely to offset the immediate benefit of the earnings beat, but it signals limited adjustment to longer-term expectations. Embraer Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Institutional Trading of Embraer-Empresa Brasileira de Aeronautica

A number of institutional investors have recently modified their holdings of the company. Ascentis Independent Advisors purchased a new stake in Embraer-Empresa Brasileira de Aeronautica during the first quarter valued at approximately $27,000. 1620 Investment Advisors Inc. acquired a new position in Embraer-Empresa Brasileira de Aeronautica during the 4th quarter valued at about $44,000. Jones Financial Companies Lllp increased its position in Embraer-Empresa Brasileira de Aeronautica by 98.2% during the 1st quarter. Jones Financial Companies Lllp now owns 1,508 shares of the aerospace company’s stock valued at $70,000 after buying an additional 747 shares in the last quarter. Gen Wealth Partners Inc purchased a new stake in Embraer-Empresa Brasileira de Aeronautica in the fourth quarter valued at about $74,000. Finally, Bruce G. Allen Investments LLC acquired a new stake in Embraer-Empresa Brasileira de Aeronautica in the fourth quarter worth about $90,000. 34.65% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on EMBJ shares. Scotiabank started coverage on Embraer-Empresa Brasileira de Aeronautica in a report on Monday, June 8th. They issued a “sector outperform” rating and a $81.00 price objective for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Embraer-Empresa Brasileira de Aeronautica in a report on Monday, July 20th. Finally, JPMorgan Chase & Co. dropped their target price on Embraer-Empresa Brasileira de Aeronautica from $84.00 to $80.00 and set an “overweight” rating for the company in a research report on Tuesday, May 12th. Four investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $68.00.

Embraer-Empresa Brasileira de Aeronautica Company Profile

Embraer SA (NYSE:EMBJ), legally known as Embraer – Empresa Brasileira de Aeronáutica SA, is a global aerospace company headquartered in São José dos Campos, Brazil. The company designs, develops, manufactures and sells commercial, executive, defence and agricultural aircraft. Embraer’s product portfolio includes the popular E-Jets family for regional and short-haul carriers, the advanced E2 series, a range of business jets under the Phenom, Legacy and Praetor brands, the A-29 Super Tucano military trainer and light attack aircraft, the C-390 Millennium multi-mission transport platform, and the Ipanema agricultural aircraft.

Embraer’s commercial aviation segment focuses on regional airlines and air taxi operators, offering aircraft that seat between 70 and 150 passengers.