These back-to-back Farnborough orders validate strong demand for Embraer's E2 family across both Latin America and Europe, supporting the commercial aviation segment's backlog growth and delivery visibility into 2027-2028. Monitor Q3 2026 backlog disclosure for inclusion of the Abra order once final conditions are fulfilled. The stock has historically underperformed at T+20 on prior bullish calls (38% win rate), so near-term momentum may fade — consider taking profits on any initial pop rather than adding aggressively.
Price Chart
Executive Summary
Embraer announced two aircraft order agreements at the Farnborough Airshow on July 21, 2026: (1) Abra Group agreed to purchase up to 45 E195-E2 aircraft (20 firm + 10 options + 15 purchase rights), with first delivery expected in Q4 2027; (2) Luxair converted existing purchase rights for three E190-E2 aircraft into firm orders plus one additional purchase right, bringing its firm E2 order book to nine aircraft, with first delivery expected end of 2028. These orders bolster Embraer's commercial aviation backlog and signal strong demand for the E2 family from Latin American and European carriers, though no dollar values or pricing terms were disclosed.
Key Facts
- Abra Group (parent of Avianca, Gol, Wamos Air) agreed to acquire 20 firm E195-E2 aircraft plus 10 purchase options and 15 purchase rights, for a total of up to 45 aircraft
- First Abra E195-E2 delivery expected in Q4 2027
- Luxair converted existing purchase rights for three E190-E2 aircraft into firm orders and secured one additional purchase right, increasing its firm E2 order book to nine aircraft
- First Luxair E190-E2 delivery expected at end of 2028
- Both announcements made at the Farnborough Airshow on July 21, 2026
- No dollar values, pricing, or list prices disclosed for either order
Financial Impact
Order values not disclosed; Abra order for up to 45 E195-E2 aircraft at ~$60M list price each would be up to ~$2.7B at list, Luxair order for 3 E190-E2 at ~$50M list each would be ~$150M at list — actual contract values are confidential
Risk Factors
- Abra order subject to fulfilment of certain additional conditions before inclusion in Q3 backlog
- First deliveries not until Q4 2027 (Abra) and end of 2028 (Luxair) — no near-term revenue impact
- No pricing or financial terms disclosed, making margin contribution uncertain
- Historical T+20 performance on EMBJ bullish calls has been negative on average (-1.61% mean P&L, 38% win rate)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (EMBJ) — Batch item 1 | 0001292814-26-003830 |
| Document: 0001292814-26-003830-index-headers.html | 0001292814-26-003829 |
| Document: 0001292814-26-003830-index.html | 0001292814-26-003830 |
| Document: 0001292814-26-003830.txt | 0001292814-26-003830 |
| 6-K Filing (EMBJ) — Batch item 5 | 0001292814-26-003829 |
| Document: 0001292814-26-003829-index-headers.html | 0001292814-26-003830 |
| Document: 0001292814-26-003829-index.html | 0001292814-26-003830 |
| Document: 0001292814-26-003829.txt | 0001292814-26-003830 |
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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