StockWatch
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Aerospace
Quarterly ResultAug 10, 2026, 06:26 AM

Embraer Q2 Revenue $2.2B, Backlog $34.5B; Raises 2026 Guidance

AI Summary

Embraer S.A. reported its best Q2 revenue in company history at $2.2 billion and the highest Q2 deliveries in 16 years with 65 aircraft. The company's backlog reached a new all-time high of $34.5 billion. Following strong performance across all business units, Embraer updated its 2026 guidance, raising the EBIT margin to 10.0%-10.6% and Free Cash Flow to $400 million or higher. The company also declared an Interest on Equity of R$0.28 per share.

Key Highlights

  • Q2 revenue reached a record $2.2 billion, up 23% YoY.
  • Delivered 65 aircraft in Q2, the highest in 16 years.
  • Backlog hit a record $34.5 billion, marking the 7th consecutive all-time high.
  • Updated 2026 guidance for EBIT margin to 10.0%-10.6% and FCF to $400 million or higher.
  • Commercial Aviation revenue grew 32% YoY to $725 million.
  • Services & Support revenue increased 38% YoY to $565 million.
  • Adjusted Net Income for Q2 was $219 million, with a margin of 9.8%.
  • Declared an Interest on Equity (IoE) of R$0.28 per share (US$0.22 per ADS).