EMBRAER EARNINGS RESULTS - 2nd QUARTER 2026

SÃO PAULO , Aug. 10, 2026 /PRNewswire/ -- EMBRAER S.A. (NYSE: EMBJ; B3: EMBJ3) RELEASES ITS SECOND QUARTER 2026 EARNINGS RESULTS.

HIGHLIGHTS

• 2026 Guidance updated: From an operational point of view, Commercial Aviation deliveries between 80 and 85 aircraft (unchanged) and Executive Aviation deliveries between 160 and 170 aircraft (unchanged). From a financial point of view, the company now forecasts revenues in the US$8.2 to US$8.5 billion range (unchanged), Adjusted EBIT margin between 10.0% and 10.6% (up from between 8.7% and 9.3%), and Adjusted free cash flow w/o Eve of US$400 million or higher (up from US$200 million or higher) for the year.
• The circa US$110 million (130bp) increase in the mid-point of the implied 2026 Adjusted EBIT guidance reflects: a) US$68 million (80bp) from an extraordinary tax credit, b) US$38 million (45bp) from the exemption of direct U.S. import tariffs in 2H26 and c) US$4 million (5bp) from an improved business outlook. (The company is still subject to circa US$12 million (15bp) of indirect U.S. import tariffs on a yearly basis).
• Revenues  totaled US$2,235 million  in 2Q26 – all-time high 2nd quarter  – and +23% year-over-year (yoy).
• Adjusted EBIT  reached US$296.9 million  with a +13.3% margin in 2Q26  (+10.5% in 2Q25). U.S. import tariffs totaled US$8 million during the quarter (35bp) and the company recorded an extraordinary US$68 million tax credit (300bp). If we exclude the effects of both U.S. tariffs and the extraordinary tax credit, Adjusted EBIT margin would have been +10.6% in 2Q26.
• Adjusted free cash flow w/o Eve was US$401.0 million  during the period, reflecting stronger operating performance, strong sales related pre-downpayment inflows and an extraordinary tax credit.
• Embraer delivered 65  aircraft in 2Q26 , of which 20 were commercial jets  (10 E2s and 10 E1s), 45 were executive jets  (24 small and 21 medium) while there were no deliveries in defense; +7%  versus the 61 aircraft delivered yoy.
• Firm order backlog of US$34.5 billion in 2Q26  – an all-time high and more than 16% higher yoy. For more information, please see our 2Q26 Backlog and Deliveries release.
• To access the spreadsheet containing the data available in our Investor Relations website click here .

For additional information, please check the full document on our website ri.embraer.com.br

Embraer will host a conference call to present its 2Q26 results on:

Monday, August 10, 2026

ENGLISH: 7:00 AM (NY Time) / 9:00 AM (SP Time).

Translation to Portuguese.

To access the webcast, click  here .

Zoom webinar: 859 8644 2859

We recommend you join 15 minutes in advance. 

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SOURCE Embraer S.A.