Monitor upcoming quarterly earnings for revenue and margin conversion of record backlog. The delivery beat vs historical average suggests production ramp is on track, supporting positive momentum.
Price Chart
Executive Summary
Embraer reported a record backlog of US$32.1 billion in Q1 2026, up 22% year-over-year, driven by a 50% surge in Commercial Aviation backlog. Deliveries increased 47% YoY to 44 aircraft, supported by strong production leveling. The Finnair order for up to 46 E195-E2 aircraft and record Services & Support backlog (US$5.1B) underscore positive demand trends.
Key Facts
- Backlog reached US$32.1 billion, a sixth consecutive all-time high, up 22% YoY
- Deliveries of 44 aircraft in Q1 2026, up 47% from 30 in Q1 2025
- Commercial Aviation backlog up 50% YoY to US$15.0 billion
- Finnair placed order for up to 46 E195-E2 aircraft
- Services & Support backlog hit record US$5.1 billion, up 11% YoY
- Executive Aviation backlog stable at US$7.6 billion
- Defense & Security backlog at US$4.4 billion, up 5% YoY
Financial Impact
No financial figures provided; growth in backlog and deliveries implies future revenue upside
Risk Factors
- No financial data reported; actual revenue and earnings could miss expectations
- Supply chain or production constraints may limit delivery guidance achievement
- Geopolitical risks in defense contracts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-002545 |
| Document: 0001292814-26-002545-index-headers.html | 0001292814-26-002545 |
| Document: 0001292814-26-002545-index.html | 0001292814-26-002545 |
| Document: 0001292814-26-002545.txt | 0001292814-26-002545 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | 6-K | $75.95 $77.02 | ▲ +1.41% | ▲ +1.94% | $75.21 (−0.97%) |
Aug 14, 2026 7w ago | 6-K | $75.38 $75.00 | ▼ −0.50% | ▲ +1.49% | $75.21 (−0.23%) |
Aug 13, 2026 7w ago | Institutional Cluster | $74.22 $75.49 | ▲ +1.71% | ▲ +3.46% | $75.21 (+1.33%) |
Aug 10, 2026 7w ago | 6-K | $73.80 $73.91 | ▲ +0.15% | ▲ +1.06% | $75.21 (+1.91%) |
Aug 10, 2026 7w ago | 6-K | $73.80 $73.91 | ▲ +0.15% | ▲ +1.06% | $75.21 (+1.91%) |
Jul 24, 2026 10w ago | 6-K | $67.99 $76.26 | ▲ +12.16% | ▲ +8.86% | $75.21 (+10.62%) |
Jul 21, 2026 10w ago | 6-K | $65.47 $77.08 | ▲ +17.73% | ▲ +15.17% | $75.21 (+14.88%) |
Jul 21, 2026 10w ago | 6-K | $65.47 $77.08 | ▲ +17.73% | ▲ +15.17% | $75.21 (+14.88%) |
Jun 5, 2026 17w ago | 6-K | $56.68 $67.24 | ▲ +18.63% | ▲ +16.77% | $75.21 (+32.69%) |
May 8, 2026 21w ago | 6-K | $60.11 $56.68 | ▼ −5.71% | ▼ −5.73% | $75.21 (+25.12%) |
US Market Status
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