Embraer stock reports record Q2 revenue and margin gains
Published on 09/29/2026 at 19:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Embraer stock is anchored by record second-quarter revenue of USD 2.20 billion, up 23 percent year over year. The Q2 2026 earnings call also highlighted a USD 34.5 billion backlog, up 16 percent from a year earlier, giving the aircraft maker a large order base for future deliveries.
Margins lift the earnings case
According to Yahoo Finance in the Q2 2026 transcript dated August 10, 2026, adjusted EBIT reached USD 297 million, equal to a 13.30 percent margin. Adjusted EBITDA stood at USD 356 million, with a 15.90 percent margin.
The margin improvement was broad but uneven. Executive Aviation revenue rose 32 percent to USD 725 million, with a 23.40 percent adjusted EBIT margin, while Defense and Security revenue increased 38 percent to USD 304 million and Service and Support revenue gained 24 percent to USD 565 million, according to Yahoo Finance.
Analysts raise their targets
Analyst revisions add a valuation catalyst to the operating figures. As Yahoo Finance reported on September 27, 2026, BofA raised its target to USD 85.00 from USD 80.00, while JPMorgan lifted its target to USD 104.00 from USD 80.00. The revisions were tied to Embraer's Q2 margin and cash-flow outlook.
Investing.com reported adjusted EPS of USD 1.19 for Q2 2026 against USD 0.59 consensus, while full-year adjusted EBIT margin guidance stands at 10.00-10.60 percent. Revenue guidance remains USD 8.20 billion to USD 8.50 billion, and adjusted free cash flow guidance is USD 400 million or higher, according to Investing.com.
Backlog supports the next report
Embraer's backlog reached a seventh consecutive quarterly record in Q2 2026, while deliveries totaled 65 aircraft during the quarter, the highest second-quarter figure in 16 years. The company guided for 80 to 85 commercial aircraft and 160 to 170 executive aircraft deliveries in 2026, according to Embraer.
Market value before November results
Embraer had a NYSE market capitalization of USD 14.1 billion on September 29, 2026. Its 52-week range was USD 53.56 to USD 80.75, placing the next scheduled earnings date on November 10, 2026, according to StockAnalysis. The key test for the shares is whether backlog conversion and margin execution can sustain the higher expectations built into the revised analyst targets.
Embraer stock facts
- Company: Embraer S.A.
- Ticker: EMBJ
- Primary exchange: NYSE
- Market capitalization: USD 14.1 billion (as of September 29, 2026)
- 52-week range: USD 53.56-USD 80.75 (as of September 29, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Next earnings date: November 10, 2026
