ERJ Stock - Embraer S.A.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $6.39B | $5.27B | $4.54B | $4.20B | $3.77B |
| Gross Profit | $1.15B | $909.60M | $912.20M | $655.85M | $477.60M |
| Gross Margin | 18.0% | 17.3% | 20.1% | 15.6% | 12.7% |
| Operating Income | $667.50M | $314.50M | $-110,500,000 | $201.30M | $-323,400,000 |
| Net Income | $352.50M | $164.00M | $-185,400,000 | $-44,700,000 | $-731,900,000 |
| Net Margin | 5.5% | 3.1% | -4.1% | -1.1% | -19.4% |
| EPS | $1.92 | $0.88 | $-1.00 | $-0.24 | $-3.96 |
Embraer S.A. designs, develops, manufactures, and sells aircrafts and systems in Brazil, North America, Latin America, the Asia Pacific, Brazil, Europe, and internationally. It operates through Commercial Aviation; Defense and Security; Executive Jets; Service & Support; and Other segments. The Commercial Aviation segment designs, develops, and manufactures a variety of commercial aircrafts. The Defense and Security segment engages in the research, development, production, modification, and support for military defense and security aircraft; and offers a range of products and integrated solutions that include radars and special space systems, as well as information and communications systems comprising command, control, communications, computer, intelligence, surveillance, and reconnaissance systems. The Executive Jets segment develops, produces, and sells executive jets. It also leases Legacy 600 and Legacy 650 executive jets in the super midsize and large categories; Legacy 450 and Legacy 500 executive jets in the midlight and midsize categories; Phenom family executive jets in the entry jet and light jet categories; Lineage 1000, an ultra-large executive jet; and Praetor 500 and Praetor 600, disruptive executive jets in the midsize and super midsize categories. The Service & Support segment offers after-service solutions, support, and maintenance, repair, and overhaul services for commercial, executive, and defense aircrafts; provides aircraft components and engines; and supplies steel and composite aviation structures to various aircraft manufacturers. The Other segment is involved in the supply of fuel systems, structural parts, and mechanical and hydraulic systems; and production of agricultural crop-spraying aircraft. The company was formerly known as Embraer-Empresa Brasileira de Aeronáutica S.A. and changed its name to Embraer S.A. in November 2010. Embraer S.A. was incorporated in 1969 and is headquartered in São Paulo, Brazil.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| July 31st 2025 | Wolfe Research | Upgrade | Outperform | $64 |
| June 4th 2025 | HSBC Securities | Upgrade | Buy | $57 |
| March 24th 2025 | Wolfe Research | Downgrade | Peer Perform | - |
| November 19th 2024 | UBS | Downgrade | Sell | $32← $29 |
| September 4th 2024 | TD Cowen | Upgrade | Buy | $41← $26 |
| March 26th 2024 | UBS | Downgrade | Neutral | $28.5← $21 |
| February 6th 2024 | HSBC Securities | Downgrade | Hold | $19← $18 |
| October 16th 2023 | Citigroup | Upgrade | Buy | $16 |
| January 9th 2023 | UBS | Initiation | Buy | $14 |
| October 11th 2022 | Wolfe Research | Initiation | Outperform | $14 |
Earnings History & Surprises
ERJEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 4, 2026 | — | — | — | — |
Q1 2026 | Feb 25, 2026 | — | — | — | — |
Q4 2025 | Nov 4, 2025 | $0.61 | $0.64 | +4.3% | ✓ BEAT |
Q3 2025 | Aug 5, 2025 | $0.47 | $-0.02 | -104.3% | ✗ MISS |
Q2 2025 | May 6, 2025 | $0.21 | $0.40 | +90.5% | ✓ BEAT |
Q1 2025 | Feb 27, 2025 | $0.47 | $0.94 | +100.0% | ✓ BEAT |
Q4 2024 | Nov 8, 2024 | $0.60 | $1.20 | +100.0% | ✓ BEAT |
Q3 2024 | Aug 8, 2024 | $0.27 | $0.43 | +59.3% | ✓ BEAT |
Q2 2024 | May 7, 2024 | $-0.12 | $-0.07 | +41.7% | ✓ BEAT |
Q1 2024 | Mar 18, 2024 | $0.27 | $0.42 | +55.6% | ✓ BEAT |
Q4 2023 | Nov 6, 2023 | $0.14 | $0.18 | +28.6% | ✓ BEAT |
Q3 2023 | Aug 14, 2023 | $0.12 | $0.32 | +166.7% | ✓ BEAT |
Q2 2023 | May 4, 2023 | $-0.01 | $-0.48 | -4700.0% | ✗ MISS |
Q4 2022 | Dec 31, 2022 | — | $0.12 | — | — |
Q4 2022 | Nov 14, 2022 | $0.15 | $0.13 | -13.3% | ✗ MISS |
Q3 2022 | Aug 4, 2022 | $-0.05 | $0.21 | +520.0% | ✓ BEAT |
Q2 2022 | Apr 28, 2022 | $-0.26 | $-0.43 | -65.4% | ✗ MISS |
Q4 2021 | Dec 31, 2021 | — | $0.01 | — | — |
Q4 2021 | Nov 5, 2021 | $-0.09 | $-0.18 | -100.0% | ✗ MISS |
Q3 2021 | Aug 13, 2021 | $-0.30 | $0.24 | +180.0% | ✓ BEAT |
Latest News
Eve Air Mobility Completes First Flight Of Its Uncrewed Full-Scale eVTOL Prototype At Embraer's Test Facility In Gavião Peixoto, State Of São Paulo
📈 Positive'India's Star Air Considering $1 Billion Embraer Jet Purchase'- Bloomberg
📈 PositiveReported Earlier, Embraer Signs Equity Swap Agreement With Banco Itaú Unibanco Covering Up To 10,932,998 Common Shares
➖ NeutralEmbraer Affirms FY2025 Sales Guidance of $7.000B-$7.500B vs $7.615B Est
📉 NegativeEmbraer Q3 Adj. EPS $0.30 Beats $0.10 Estimate, Sales $2.004B Miss $2.190B Estimate
➖ NeutralEmbraer Delivered 62 Aircraft In Q3 Across All Business Units, Up 5% YoY
📈 PositiveCitigroup Maintains Buy on Embraer, Raises Price Target to $70
📈 Positive'Brazil regulator sees realistic Embraer flying taxi certification in 2027'- Reuters
📈 PositiveLATAM Airlines Group Announces Purchase Of Up To 74 Embraer E195-E2 Aircraft
📈 PositivePortuguese Air Force Orders Sixth KC-390 From Embraer And The Inclusion Of Ten New Purchase Options For Potential Acquisitions By Future Partner Nations
📈 PositiveB of A Securities Maintains Buy on Embraer, Raises Price Target to $65
📈 PositiveAvelo Airlines Places $4.4B Firm Order For 50 Embraer E195-E2 Jets, Secures Rights For 50 More To Expand Affordable U.S. Travel; Deliveries Expected To Begin H1 2027
📈 PositiveConstellium Extends Partnership With Embraer To Supply High-Performance Aluminum For Jets And Defense
📈 PositiveEmbraer leads Brazil stocks lower after-hours as Trump threatens 50% tariff
📉 NegativeEmbraer tallies 30% increase in Q2 aircraft deliveries
📈 PositiveFrequently Asked Questions about ERJ
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