Embraer 2Q26 Results Hit Milestones; backlog and guidance lift EMBJ
Aug 10, 2026, 6:35 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Strong revenue, margin improvement, record backlog, and raised guidance collectively support multiple expansion and upside potential in EMBJ stock over the near term, despite the temporary distortions from tariffs and tax credits.
AI summary
What happened, with direct paths to the underlying reporting
Embraer reported a strong 2Q26 with US$2.235b revenue, up 23% YoY, and US$296.9m in adjusted EBIT at 13.3% margin. Deliveries reached 65 aircraft, while backlog climbed to US$34.5b, a record. The company raised 2026 guidance to US$8.2–8.5b revenue, 10.0–10.6% adj EBIT margin, and free cash flow of at least US$400m ex Eve.
2Q26 revenue US$2.235b, up 23% YoY, all-time high.
Adjusted EBIT US$296.9m; margin 13.3% in 2Q26.
Backlog US$34.5b, all-time high; deliveries 65 aircraft in 2Q26.
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