Embraer-Empresa Brasileira de Aeronautica Q2 Earnings Call Highlights

2 weeks ago 13

MarketBeat

Mon, August 10, 2026 astatine 11:04 AM CDT 7 min read

Key Points

Interested successful Embraer-Empresa Brasileira de Aeronautica? Here are 5 stocks we similar better.
Record quarterly performance: Embraer's Q2 gross roseate 23% twelvemonth implicit twelvemonth to $2.2 billion, supported by 65 craft deliveries and maturation crossed each concern units. Adjusted escaped currency travel reached $401 million, portion nett leverage improved to 0.2 times.
Backlog reached a caller high: Total backlog accrued 16% twelvemonth implicit twelvemonth to $34.5 billion, bolstered by large commercialized and defence orders, including 10 C-390 craft for the United Arab Emirates and further E2 pitchy commitments.
2026 outlook improved: Embraer maintained its transportation and gross forecasts but raised adjusted EBIT borderline guidance to 10%–10.6% and free-cash-flow guidance to astatine slightest $400 million. The institution besides said Eve's eVTOL remains connected way to participate work by the extremity of 2028.

Amazon Bets Big connected BETA: Why Analysts See 50% Upside

Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) said its second-quarter 2026 gross was the highest for a 2nd 4th successful the company's history, supported by higher craft deliveries, maturation crossed its concern units and continued enlargement of its backlog.

President and CEO Francisco Gomes Neto said Embraer delivered 65 craft during the quarter, including 20 commercialized jets and 45 enforcement jets. Total deliveries roseate astir 7% from a twelvemonth earlier, with commercialized aviation deliveries up 5% and enforcement aviation deliveries up 18%.

→ MarketBeat Week successful Review – 08/03 - 08/07

Crisis successful the Caribbean: The Defense Sector Playbook

"We delivered the strongest 2nd 4th gross successful our history," Gomes Neto said, adding that the institution reached its highest second-quarter transportation full successful 16 years and a grounds backlog for the seventh consecutive quarter.

Revenue, Profitability and Cash Flow

Consolidated second-quarter nett gross accrued 23% twelvemonth implicit twelvemonth to $2.2 billion. Revenue for the archetypal fractional reached $3.7 billion, oregon 44% of the midpoint of Embraer's full-year gross guidance.

→ D-Wave's Quantum Breakthrough Couldn't Save QBTS From a Sell-Off

Flying Cars and Rising Bars: The 2026 eVTOL Breakout Begins

Adjusted EBITDA totaled $356 cardinal successful the quarter, representing a 15.9% margin, portion adjusted EBIT was $297 million, oregon a 13.3% margin. The institution said results included astir $8 cardinal successful U.S. import tariffs and a $68 cardinal bonzer taxation credit. Excluding some items, adjusted EBIT borderline would person been 10.6%.

Adjusted nett income was $290 million, with an adjusted nett income borderline of 9.8%. Earnings per American depositary stock stood astatine $2.50 connected a trailing 12-month basis.

Read Entire Article