Embraer stock gained 1.51 percent after record deliveries

Published on 10/04/2026 at 21:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Embraer stock followed 66 aircraft delivered in Q3 on October 2, a 6 percent year-over-year gain. Analysts set an average target of USD 92.36.

EMBJ, US29082A1079, Illustration mit AI erstellt.

Embraer (ISIN US29082A1079) closed at USD 75.21 on the NYSE on October 2, 2026, up 1.51 percent as the Brazilian aircraft maker reported 66 third-quarter deliveries. The result was the companys best third quarter on record and lifted nine-month deliveries to 175 aircraft, compared with 153 in the same period of 2025, according to StockTitan.

Record deliveries meet mixed expectations

The quarterly total rose 6 percent from a year earlier and 2 percent from the second quarter. Commercial Aviation supplied 22 aircraft, Executive Aviation delivered 41 business jets and Defense and Security delivered three aircraft, giving the headline number a broad business mix.

The result still fell short of several bank estimates. InfoMoney reported that Bradesco BBI had expected 24 commercial aircraft and 46 executive jets, versus the 22 and 41 actually delivered. The same report said the bank maintained an Outperform rating and a USD 99 price target for the end of 2026.

Production leveling supports guidance

The first nine months covered 70 percent of the midpoint of Embraers 2026 delivery guidance, compared with 66 percent in the same period of 2025, according to InfoMoney. The company kept its full-year targets at 80-85 commercial aircraft and 160-170 executive jets in the filing carried by StockTitan.

That distribution matters because deliveries concentrated late in the year can make cash generation and quarterly earnings more volatile. Santander described the production pattern as moderately positive, while JPMorgan kept an Overweight recommendation after comparing 66 deliveries with its 70-aircraft estimate, InfoMoney reported.

Analyst target remains above the stock

The latest analyst overview gives Embraer a Strong Buy consensus from 14 analysts, with an average 12-month target of USD 92.36, a high of USD 106 and a low of USD 80. The average target lies 22.80 percent above the October 2 closing price of USD 75.21, according to Investing.com.

Investors therefore face a clear tradeoff in the delivery data: the record total and improved production balance support execution, while the shortfall against commercial and executive estimates can pressure near-term revenue assumptions. Embraers second-quarter call had already shown the importance of mix, with revenue of USD 2.2 billion, up 23 percent year over year, and adjusted EBIT of USD 297 million for the first half, according to Yahoo Finance.

Embraer stock closes above USD 75

Embraer stock closed at USD 75.21 on October 2, 2026, with a 52-week range of USD 53.56 to USD 80.75, a market capitalization of USD 13.8 billion and volume of 1,237,553 shares. The stock finished 6.87 percent below its 52-week high.