Quarterly ResultAug 10, 2026, 06:22 AM
Embraer 2Q26 Revenue $2.24B; Raises 2026 EBIT Margin & FCF Guidance
AI Summary
Embraer reported record second-quarter 2026 revenues of $2.24 billion, a 23% increase year-over-year, and achieved an all-time high firm order backlog of $34.5 billion. The company raised its 2026 guidance for Adjusted EBIT margin to 10.0%-10.6% and Adjusted free cash flow to $400 million or higher, reflecting stronger operating performance and extraordinary tax credits. Adjusted EBIT reached $296.9 million with a 13.3% margin, and 65 aircraft were delivered during the quarter.
Key Highlights
- Raised 2026 Adjusted EBIT margin guidance to 10.0%-10.6% from 8.7%-9.3%.
- Increased 2026 Adjusted free cash flow guidance to $400 million+ from $200 million+.
- Reported 2Q26 revenues of $2,235 million, up 23% year-over-year.
- Achieved 2Q26 Adjusted EBIT of $296.9 million with a 13.3% margin.
- Firm order backlog reached a record $34.5 billion, up 16% year-over-year.
- Delivered 65 aircraft in 2Q26, a 7% increase compared to 2Q25.
- Adjusted net income for 2Q26 was $218.6 million, up from $158.0 million YoY.
- Embraer's stand-alone net cash position improved by $315.6 million to $(214.5) million.
Price Impact
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