EMBRAER EARNINGS RELEASE 1Q26

By PR Newswire On May 8, 2026

SÃO PAULO, May 8, 2026 /PRNewswire/ — EMBRAER S.A. (NYSE: EMBJ; B3: EMBJ3) RELEASES ITS 1Q26 EARNINGS.

HIGHLIGHTS

Guidance reiterated. From an operational point of view, Commercial Aviation deliveries between 80 and 85 aircraft and Executive Aviation deliveries between 160 and 170 aircraft. From a financial point of view, revenues in the US$8.2 to US$8.5 billion range, adjusted EBIT margin between 8.7% and 9.3% (with 10% U.S. import tariffs), and adjusted free cash flow w/o Eve of US$200 million or higher for the year.
Revenues totaled US$1,447 million in 1Q26 – highest 1Q level ever – and +31% year over year (yoy). Highlights for Defense & Security and Commercial Aviation with +63% and +45% yoy growth.

Adjusted EBIT reached US$94.0 million with a +6.5% margin in 1Q26 (+5.6% in 1Q25). U.S. import tariffs totaled US$13 million during the quarter (92bp), and there were another US$11 million in inventory for 2Q26.

Adjusted free cash flow w/o Eve was US$(447.1) million during the period in preparation for a higher number of aircraft deliveries in the coming quarters.

Embraer delivered 44 aircraft in 1Q26, of which 10 were commercial jets (4 E2s and 6 E1s), 29 were executive jets (16 small and 13 medium) while 5 were defense related (1 KC-390 Millennium and 4 A-29 Super Tucano); +47% versus the 30 aircraft delivered yoy.

Firm order backlog of US$32.1 billion in 1Q26 – an all-time high and more than 20% higher yoy. Highlight for Commercial Aviation 3.0x book-to-bill LTM across the E175 and E2 platforms, which supported a +50% yoy increase in backlog. For more information, please see our 1Q26 Backlog and Deliveries release.

To access the spreadsheet containing the data available on our Investor Relations website click here.

For additional information, please check the full document on our website ri.embraer.com.br

Embraer will host a conference call to present its 1Q26 results on:

Friday, May 8, 2026

ENGLISH: 8:00 AM (NY Time) / 9:00 AM (SP Time).

Translation to Portuguese.

To access the webcast click here.

Zoom webinar: 818 3876 4674

We recommend you join 15 minutes in advance.

SOURCE Embraer S.A.

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