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High materiality9/10

Embraer 2Q26 earnings lift margins and backlog to record levels

Aug 10, 2026, 6:36 AM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

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.

AI summary

What happened, with direct paths to the underlying reporting

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.

  • 2Q26 revenue $2.235B, all-time high; +23% YoY.
  • Adjusted EBIT $296.9M; margin 13.3% (tariffs/tax credit excluded: 10.6%).
  • Guidance: revenue $8.2–8.5B; EBIT margin 10.0–10.6%; FCF $400M+.
  • 2Q26 deliveries 65 aircraft; backlog $34.5B, all-time high.
  • Global mix: 20 commercial jets, 45 executive jets; no defense.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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