The guidance upgrade is a clear positive catalyst for EMBJ, reflecting margin expansion and stronger cash generation. Monitor upcoming quarterly results for confirmation of margin trends and any supply chain or demand headwinds.
Price Chart
Executive Summary
Embraer raised its 2026 Adjusted EBIT Margin guidance to 10.0%-10.6% (from 8.7%-9.3%) and Free Cash Flow guidance to $400M+ (from $200M+), while keeping revenue and delivery guidance unchanged. This signals improved profitability and cash generation, likely from cost efficiencies and mix.
Key Facts
- Adjusted EBIT Margin guidance raised to 10.0%-10.6% from 8.7%-9.3%
- Free Cash Flow guidance raised to $400M or higher from $200M or higher
- Consolidated Revenue guidance unchanged at $8.2-$8.5 billion
- Commercial Aviation deliveries unchanged at 80-85 aircraft
- Executive Aviation deliveries unchanged at 160-170 aircraft
Financial Impact
EBIT margin midpoint improvement of ~1.3pp and FCF guidance doubling to $400M+
Risk Factors
- Execution risk on margin improvement targets
- Macroeconomic or supply chain disruptions could impact deliveries and costs
- Revenue guidance unchanged implies volume growth may be limited
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-004148 |
| Document: 0001292814-26-004148-index-headers.html | 0001292814-26-004148 |
| Document: 0001292814-26-004148-index.html | 0001292814-26-004148 |
| Document: 0001292814-26-004148.txt | 0001292814-26-004148 |
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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