Embraer SA (EMBJ) Earnings Date & Reports

Key Takeaways

• Embraer S.A. (EMBJ) is scheduled to report its third-quarter 2026 results on November 10, 2026, before the market opens.
• Wall Street consensus points to adjusted earnings per share (EPS) of roughly $0.87 on revenue near $2.3 billion.
• Investors will focus on aircraft deliveries, order backlog, and executive aviation demand as the quarter's key operating signals.
• Embraer has beaten EPS estimates in eight of its last twelve quarters, including a standout second-quarter 2026 report.
• The prior-year third quarter set a modest comparison base, with revenue of $2.00 billion and adjusted EPS of $0.30.
• For more information on the ticker's Major News, Today's Price Move, Price Targets, and Forecast, explore the dedicated pages.
• Explore Trending AI Robots for additional market insights and trade ideas.

Earnings Context and Why It Matters

As Brazil's flagship aircraft manufacturer, Embraer operates across commercial aviation, executive jets, and defense and security. Its quarterly report offers a real-time read on global demand for regional aircraft and business jets, making it a closely watched barometer for the broader aerospace cycle. Embraer enters this release with strong recent momentum: second-quarter 2026 revenue rose about 23% year over year, and full-year 2026 guidance was reaffirmed in August. Because the company's results hinge heavily on delivery volumes and order flow, investors will scrutinize whether production and supply-chain execution can sustain the recovery and support a multi-year backlog build.

Earnings Expectations

For the third quarter of 2026, analysts expect Embraer to post adjusted EPS near $0.87, with individual estimates clustering in the $0.80 to $0.87 range. Consensus revenue sits at approximately $2.3 billion, though some forecasts run closer to $2.21 billion. That compares with $2.00 billion in revenue and $0.30 in adjusted EPS in the year-ago quarter, implying meaningful growth off a relatively soft base.

Beyond the headline figures, the market will watch aircraft deliveries across commercial and executive segments, ending order backlog, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins. Free cash flow generation is another key metric, given Embraer's heavy working-capital swings between quarters. The company's recent pattern has been uneven—a strong Q2 2026 beat followed a first-quarter EPS miss—so consistency in execution will matter as much as the raw numbers.

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Market Reaction and Investor Sentiment

Sentiment heading into the print is constructive but cautious. Embraer's American depositary shares (ADSs) have climbed roughly 17% over the past year and recently traded near $75, within reach of the 52-week high around $80.75. Analysts' average price target sits near $94.80, reflecting a broadly positive longer-term view.

Still, the stock has historically been volatile around earnings. Options-implied moves have averaged about 5.8%, and recent reactions have swung sharply—from a 1.1% gain after the August report to an 11.3% decline following the May release. Key risk factors include any delivery shortfalls, margin compression from supply-chain costs, or softer executive aviation orders, all of which could trigger outsized post-earnings moves in either direction.

Forward Outlook and Key Factors to Monitor

Looking beyond the third-quarter report, investors should monitor several forward-looking signals. The first is guidance: Embraer issued fiscal-year 2026 targets in August, and any revision to revenue, margin, or free cash flow expectations will shape near-term sentiment. Analysts currently model full-year 2026 EPS near $3.06 and revenue around $8.6 billion.

Delivery execution is the second area to watch. Sustained increases in commercial jet deliveries and stable executive aviation volumes are essential to converting backlog into revenue and cash. Supply-chain bottlenecks and component availability remain potential headwinds across the aerospace sector.

Finally, watch the order pipeline. New commercial aircraft orders, defense and security contract wins, and services growth all influence the durability of the backlog. A planned forward split of the company's New York-listed ADSs, effective mid-November 2026, is also on the horizon and may affect trading dynamics. As always, these factors should be considered alongside broader aerospace demand trends rather than treated as standalone signals.

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