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EMBJBullishEarningsShort Term
High materiality9/10

EMBRAER EARNINGS RESULTS - 2nd QUARTER 2026

StockNews.AIAug 10, 6:30 AM EDT2 sources
Trading thesisImportance 9/10

Bullish near-term; EMBJ could rally on backlog strength and margin uplift over the next 1-3 quarters.

AI summary

What happened and why it matters

Embraer reported 2Q26 revenue of $2.235B, up 23% YoY, with adjusted EBIT of $296.9M and a 13.3% margin. The company raised 2026 guidance on margin and free cash flow, aided by a US tax credit and tariff exemptions. Backlog rose to $34.5B, and deliveries totaled 65 aircraft, signaling stronger earnings momentum ahead.

  • Backlog at $34.5B all-time high signals durable demand.
  • Guidance uplift driven by tax credits and tariff exemptions, boosting margins.
  • Indirect tariffs ~$12M annually remain a potential headwind.

Sentiment rationale

Record quarterly revenue, all-time backlog, and higher margins driven by tax credits and tariff exemptions; near-term upside supported by execution, though some benefit is from non-recurring items.

Key facts

  1. 01

    2Q26 revenue $2.235B, all-time high; +23% YoY.

  2. 02

    Adjusted EBIT $296.9M; margin 13.3% (tariffs/tax credit excluded: 10.6%).

  3. 03

    Guidance: revenue $8.2–8.5B; EBIT margin 10.0–10.6%; FCF $400M+.

  4. 04

    2Q26 deliveries 65 aircraft; backlog $34.5B, all-time high.

  5. 05

    Global mix: 20 commercial jets, 45 executive jets; no defense.

Earnings

Earnings: aligns with quarterly results driving headline metrics, backlog strength, and updated guidance.

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