NYSE$EMBJ
Embraer SA-ADR · Q2 2026 earnings
Q2 2026 earnings · · Investor relations
Briefing
Embraer SA-ADR reported record Q2 2026 net revenues of $2.235 billion, up 23% year-over-year.
Embraer delivered strong second-quarter results with all-time high Q2 revenue and deliveries of 65 aircraft. Adjusted EBIT reached $297 million (13.3% margin), adjusted net income $219 million, and adjusted free cash flow turned positive at $401 million. The company raised its full-year 2026 adjusted EBIT margin and free cash flow guidance.
- Net revenues hit record $2.235 billion (+23% YoY), the best Q2 in company history.
- Delivered 65 aircraft (+7% YoY), highest Q2 level in 16 years; firm backlog rose to record $34.5 billion.
- Adjusted EBIT $297 million (13.3% margin) and adjusted net income $219 million (9.8% margin).
- Adjusted free cash flow $401 million; 2026 guidance raised for EBIT margin (10.0-10.6%) and FCF (> $400 million).
Headline financials
Revenue & EPS history
Embraer · Revenue · Quarterly
$2.24B
Forward guidance
2026 guidance updated with higher margin and cash flow targets while revenue and delivery ranges unchanged.
Tailwinds
- Adjusted EBIT margin raised to 10.0-10.6% (from 8.7-9.3%)
- Adjusted free cash flow w/o Eve raised to $400 million or higher (from $200 million or higher)
- Revenue guidance maintained at $8.2-8.5 billion
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-0.8%
Avg return
Earnings day
-1.7%
Avg return
5 days after
+2.0%
Avg return
30 days after
55%
27 / 49 earnings
Positive
+9.5%
Q3 2016
Best reaction
-18.0%
Q2 2016
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2027 | -11.2% | -14.0% | -16.3% | |
| Q3 2026 | -4.4% | -0.4% | -1.6% | |
| Q2 2025 | -1.0% | +1.0% | +1.9% | |
| Q3 2023 | -0.9% | +3.0% | +24.6% | |
| Q4 2022 | +2.5% | +6.2% | +12.4% | |
| Q2 2022 | +0.2% | +1.2% | +25.3% | |
| Q1 2022 | +5.0% | +5.7% | -1.1% | |
| Q4 2021 | -9.5% | -16.1% | -4.3% | |
| Q3 2021 | +6.7% | +6.2% | -12.8% | |
| Q2 2021 | +0.3% | -4.2% | +9.5% | |
| Q1 2021 | -5.8% | -1.3% | +14.2% | |
| Q4 2020 | -2.4% | -6.4% | +12.5% | |
| Q3 2020 | -3.6% | -0.7% | +28.5% | |
| Q2 2020 | +0.7% | +3.2% | -1.6% | |
| Q4 2019 | -13.1% | -10.3% | -29.5% | |
| Q3 2019 | -3.4% | -1.9% | +8.1% | |
| Q2 2019 | -7.9% | -10.0% | -3.0% | |
| Q4 2018 | +4.0% | +4.9% | -2.5% | |
| Q3 2018 | +6.4% | +10.1% | +7.7% | |
| Q1 2018 | -4.9% | -6.8% | -4.3% | |
| Q2 2017 | +1.3% | -0.2% | +8.1% | |
| Q1 2017 | +1.8% | -1.4% | +3.1% | |
| Q4 2016 | +0.2% | -1.3% | -7.5% | |
| Q3 2016 | +9.5% | +7.2% | -2.0% | |
| Q2 2016 | -18.0% | -16.5% | -18.6% | |
| Q1 2016 | -4.9% | — | — | |
| Q3 2015 | +4.0% | — | — | |
| Q2 2015 | -2.4% | — | — | |
| Q1 2015 | +0.9% | — | — | |
| Q4 2014 | -5.2% | — | — | |
| Q3 2014 | +1.3% | — | — | |
| Q2 2014 | +2.8% | — | — | |
| Q1 2014 | -0.2% | — | — | |
| Q4 2013 | -0.2% | — | — | |
| Q3 2013 | +0.5% | — | — | |
| Q2 2013 | +0.7% | — | — | |
| Q1 2013 | -3.5% | — | — | |
| Q4 2012 | +3.1% | — | — | |
| Q3 2012 | +2.0% | — | — | |
| Q2 2012 | +0.3% | — | — | |
| Q1 2012 | +0.8% | — | — | |
| Q4 2011 | +4.4% | — | — | |
| Q3 2011 | -4.5% | — | — | |
| Q2 2011 | +3.7% | — | — | |
| Q1 2011 | +3.2% | — | — | |
| Q4 2010 | +1.2% | — | — | |
| Q3 2010 | +0.5% | — | — | |
| Q2 2010 | -0.7% | — | — | |
| Q1 2010 | -0.3% | — | — | |
| Q3 2009 | — | — | — | |
| Q4 2009 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro