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Embraer S.A. logo

Embraer S.A.

EMBJ

NYSEIndustrialsAerospace & Defense

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Previous close

$75.95

+$0.87 · +1.16%

Aug 21, 4:00 PM ET

EMBJ company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

68

Undervalued

Momentum

45

Neutral

Sentiment

57

Mixed

Risk resilience

64

Moderate Risk

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Embraer SA engages in the design, manufacture, and sale of aircraft and its parts for commercial, defense, and executive aviation sectors. It operates through the following segments: Commercial Aviation, Defense and Security, Executive Jet Business, Service & Support and Others. The Commercial Aviation segment is involved in the development, production, and sale of commercial jets; and the provision of support services to regional aviation and aircraft leasing. The Defense and Security segment engages in research, development, production, modification, and support for defense and security aircrafts, as well as other integrated products and solutions including satellites and information and communication systems. The Executive Jet Business segment deals with the development, manufacture, and sale of executive jets. The Service & Support segment provides after-service solutions and support to its customers through a comprehensive portfolio of innovative and competitive solutions to ensure operational efficiency of products manufactured by Embraer and by other aircraft manufacturers, extending the useful life of commercial, executive and defense aircraft. The Others segment refers to the supply of structural parts and hydraulic systems and the production of agricultural sprayers. The company was founded by Ozires Silva on August 19, 1969 and is headquartered in São Paulo, Brazil.

Industry
Aerospace & Defense
Sector
Industrials
Headquarters
BR
CEO
Francisco Gomes Neto
Listed since
Jul 21, 2000
Employees
21,122

Market position

Day range

Current $75.95

52-week range

Current $75.95

Open
$76.205
Previous close
$75.08
Volume
814.85K
0.59× average
Average volume
1.39M
Average daily volume
Market cap
13.94B USD
Beta
0.72
Market reference 1
50-day average
$67.032
+13.30% above average
200-day average
$65.429
+16.08% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
30.11×
P/B (TTM)
3.89×
P/S (TTM)
1.57×
Dividend yield
1.04%

Profitability & efficiency

Gross margin
17.87%
Operating margin
8.30%
Net margin
5.28%

Financial health

Debt / equity
0.75×
Altman Z-score
1.87
Piotroski F-score
8 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends23%13%3%-7%Gross margin, FY2021: 15.02%Gross margin, FY2022: 20.09%Gross margin, FY2023: 17.26%Gross margin, FY2024: 18.03%Gross margin, FY2025: 17.53%Operating margin, FY2021: 5.63%Operating margin, FY2022: -2.43%Operating margin, FY2023: 5.97%Operating margin, FY2024: 10.44%Operating margin, FY2025: 8.03%Net margin, FY2021: -1.06%Net margin, FY2022: -4.08%Net margin, FY2023: 3.11%Net margin, FY2024: 5.51%Net margin, FY2025: 4.64%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 15.02%. Gross margin FY2022 20.09%. Gross margin FY2023 17.26%. Gross margin FY2024 18.03%. Gross margin FY2025 17.53%. Operating margin FY2021 5.63%. Operating margin FY2022 -2.43%. Operating margin FY2023 5.97%. Operating margin FY2024 10.44%. Operating margin FY2025 8.03%. Net margin FY2021 -1.06%. Net margin FY2022 -4.08%. Net margin FY2023 3.11%. Net margin FY2024 5.51%. Net margin FY2025 4.64%.

Income trends

Revenue

41.5B BRL+4.95%

Operating income

3.33B BRL-19.26%

Net income

1.93B BRL-11.58%
Income trends across reported periods45.75B BRL28.75B BRL11.76B BRL−5.24B BRLRevenue, FY2021: 23.56B BRLRevenue, FY2022: 24.29B BRLRevenue, FY2023: 25.9B BRLRevenue, FY2024: 39.54B BRLRevenue, FY2025: 41.5B BRLOperating income, FY2021: 1.33B BRLOperating income, FY2022: −591.14M BRLOperating income, FY2023: 1.55B BRLOperating income, FY2024: 4.13B BRLOperating income, FY2025: 3.33B BRLNet income, FY2021: −250.69M BRLNet income, FY2022: −991.84M BRLNet income, FY2023: 806.09M BRLNet income, FY2024: 2.18B BRLNet income, FY2025: 1.93B BRLFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 23.56B BRL. Revenue FY2022 24.29B BRL. Revenue FY2023 25.9B BRL. Revenue FY2024 39.54B BRL. Revenue FY2025 41.5B BRL. Operating income FY2021 1.33B BRL. Operating income FY2022 −591.14M BRL. Operating income FY2023 1.55B BRL. Operating income FY2024 4.13B BRL. Operating income FY2025 3.33B BRL. Net income FY2021 −250.69M BRL. Net income FY2022 −991.84M BRL. Net income FY2023 806.09M BRL. Net income FY2024 2.18B BRL. Net income FY2025 1.93B BRL.
Metric (BRL)FY2025FY2024FY2023FY2022FY2021
Revenue41.5B BRL39.54B BRL25.9B BRL24.29B BRL23.56B BRL
Cost of goods sold34.22B BRL32.41B BRL21.42B BRL19.41B BRL19.84B BRL
Gross profit7.28B BRL7.13B BRL4.47B BRL4.88B BRL3.54B BRL
Research and development407.49M BRL340.12M BRL443.84M BRL588.47M BRL242.58M BRL
Selling, general, and administrative3.02B BRL3.15B BRL2.55B BRL2.46B BRL2.13B BRL
Operating expenses3.94B BRL3B BRL2.93B BRL5.47B BRL2.21B BRL
Interest income655.6M BRL607.98M BRL586.59M BRL257.47M BRL163.81M BRL
Interest expense1.08B BRL1.39B BRL1.18B BRL1.26B BRL1.44B BRL
Depreciation and amortization1.42B BRL1.51B BRL1.19B BRL1.13B BRL1.17B BRL
Operating income3.33B BRL4.13B BRL1.55B BRL−591.14M BRL1.33B BRL
Net income1.93B BRL2.18B BRL806.09M BRL−991.84M BRL−250.69M BRL

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+88.12%
11 comparable reports
Latest EPS result
1.22
Estimate 0.61 · Beat by 100.00%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.320.840.36-0.12Q1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 0.94, estimate 0.47, surprise +100.00%, Beat. Q2 2025, reported May 6, 2025: actual 0.4, estimate 0.21, surprise +90.48%, Beat. Q3 2025, reported Aug 5, 2025: actual -0.02, estimate 0.47, surprise -104.26%, Miss. Q4 2025, reported Nov 4, 2025: actual 0.636, estimate 0.61, surprise +4.26%, Beat. Q1 2026, reported Mar 6, 2026: actual 0.83, estimate 0.17, surprise +388.24%, Beat. Q2 2026, reported May 8, 2026: actual 0.16, estimate 0.29, surprise -44.83%, Miss. Q3 2026, reported Aug 10, 2026: actual 1.22, estimate 0.61, surprise +100.00%, Beat. Q4 2026, reported Nov 10, 2026: actual —, estimate 0.801, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates2.78B2.18B1.58B979.1MQ1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 2.31B USD, estimate 2.23B USD, surprise +3.79%, Beat. Q2 2025, reported May 6, 2025: actual 1.1B USD, estimate 1.11B USD, surprise -0.69%, Miss. Q3 2025, reported Aug 5, 2025: actual 1.82B USD, estimate 1.78B USD, surprise +2.37%, Beat. Q4 2025, reported Nov 4, 2025: actual 2B USD, estimate 1.93B USD, surprise +3.76%, Beat. Q1 2026, reported Mar 6, 2026: actual 2.65B USD, estimate 2.54B USD, surprise +4.22%, Beat. Q2 2026, reported May 8, 2026: actual 1.45B USD, estimate 1.41B USD, surprise +2.62%, Beat. Q3 2026, reported Aug 10, 2026: actual 2.24B USD, estimate 2.01B USD, surprise +11.12%, Beat. Q4 2026, reported Nov 10, 2026: actual —, estimate 2.16B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$73.00

3.88% downside
Past 12 months12-month forecastHigh $81.00Average $73.00Low $65.00

Rating distribution

21 ratings
Strong buy00%
Buy1571%
Hold314%
Sell314%
Strong sell00%

Recent analyst actions

9 institutions
TD CowenupgradeHoldBuy

EMBJ news

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Is Embraer (EMBJ) a Solid Growth Stock? 3 Reasons to Think "Yes"

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EMBJ or RTX: Which Is the Better Value Stock Right Now?

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seekingalpha.com

Embraer Q2: Strong Stock Momentum Likely To Persist, Reiterate Buy

Embraer has delivered a 20% total return over four months, but recent price action may have outpaced fundamentals. Azorra's June order increased total E2 program orders to over 500, acting as a catalyst for EMBJ's rally.…

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Why Embraer (EMBJ) is a Top Value Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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Embraer S.A. (EMBJ) Q2 2026 Earnings Call Transcript

Embraer S.A. (EMBJ) Q2 2026 Earnings Call Transcript

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Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.1509

2018 complete year-67.5% since 2013

2026 partial: $0.2269

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 23, 2026

$0.1651

Quarterly

Record Sep 23, 2026 · Payment Jun 1, 2027

Dividend

Ex-dividend Jul 2, 2026

$0.2184

Irregular

Record Jul 2, 2026

Dividend

Ex-dividend May 15, 2026

$0.0085

Annual

Record May 15, 2026 · Payment May 28, 2026

Dividend

Ex-dividend Dec 19, 2025

$0.5542

Special

Record Dec 19, 2025

Dividend

Ex-dividend May 16, 2025

$0.0492

Annual

Record May 16, 2025 · Payment Jun 2, 2025

Dividend

Ex-dividend Dec 28, 2018

$0.01

Annual

Record Dec 31, 2018 · Payment Jan 18, 2019

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ETFs holding EMBJ

Funds reporting this stock among their holdings, ordered by reported position size.

Avantis Emerging Markets Equity ETF logoAvantis Emerging Markets Equity ETFAVEM
Market value
62.64M
Weight
0.23%
AUM
27.89B USD
Expense ratio
0.33%
Price / 1D
$94.24+0.75%
Vanguard Total International Stock ETF logoVanguard Total International Stock ETFVXUS
Market value
24.77M
Weight
0.00%
AUM
646.2B USD
Expense ratio
0.05%
Price / 1D
$87.71+0.78%
Vanguard FTSE Emerging Markets ETF logoVanguard FTSE Emerging Markets ETFVWO
Market value
14.95M
Weight
0.01%
AUM
162.3B USD
Expense ratio
0.06%
Price / 1D
$60.45+0.72%
Amplify CWP International Enhanced Dividend Income ETF logoAmplify CWP International Enhanced Dividend Income ETFIDVO
Market value
14.21M
Weight
1.00%
AUM
1.42B USD
Expense ratio
0.65%
Price / 1D
$43.27+1.24%
Dimensional - Emerging Markets Core Equity 2 ETF logoDimensional - Emerging Markets Core Equity 2 ETFDFEM
Market value
11.27M
Weight
0.12%
AUM
9.49B USD
Expense ratio
0.39%
Price / 1D
$39.93+0.50%
iShares Defense Industrials Act logoiShares Defense Industrials ActIDEF
Market value
7.92M
Weight
0.18%
AUM
4.46B USD
Expense ratio
0.55%
Price / 1D
$33.56-0.68%
State Street SPDR S&P Kensho New Economies Composite ETF logoState Street SPDR S&P Kensho New Economies Composite ETFKOMP
Market value
6.83M
Weight
0.25%
AUM
2.71B USD
Expense ratio
0.20%
Price / 1D
$69.24+0.92%
Dimensional - Emerging Core Equity Market ETF logoDimensional - Emerging Core Equity Market ETFDFAE
Market value
6.31M
Weight
0.06%
AUM
10B USD
Expense ratio
0.29%
Price / 1D
$39.49+0.51%

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