6-K ·Filed Jul 21, 2026

EMBJ

EMBRAER S.A.
BULLISH
Impact 4/10
Horizonweeks Processed2mo ago SEC0001292814-26-003832
Notable filing: 6-K
Actionable Insight ▲ Bullish

The order is a positive but small increment to Embraer's commercial backlog. Monitor for additional airshow announcements and potential conversion of the four purchase rights, which could double the size of this order. No pricing or delivery schedule provided, limiting near-term revenue visibility.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
EMBJ ▲ +17.73% at T+20d
LONG call ✓ call won +17.73% · α vs SPY +15.17% · entry $65.47 → $77.08
Next anchor: T+60d in 12d
Latest observation: T+50 +23.92% FF3 residual α
Entry anchored
Jul 20, 03:59 PM ET
via exchange tick
T+1d
+0.89%
call +0.89% · α +1.00%
$66.05
settled 2mo ago
T+5d
+3.85%
call +3.85% · α +5.08%
$67.99
settled 2mo ago
T+20d
+17.73%
call +17.73% · α +15.17%
$77.08
settled 6w ago
T+60d
—
call — · α —
—
in 12d

Price Chart

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Executive Summary

Embraer announced an additional firm order from Binter for five E195-E2 aircraft, including four purchase rights, announced at the Farnborough Airshow on July 21, 2026. The order underscores continued customer confidence in the E2 program but is modest in scale relative to Embraer's backlog and market cap. No financial terms were disclosed.

Key Facts

  • Firm order for five E195-E2 aircraft from Binter, plus four purchase rights.
  • Order is a repeat from an existing customer; fourth E2 order from Binter.
  • Aircraft configured with 132 seats in single class, 2x2 seating (no middle seat).
  • Announced at Farnborough Airshow on July 21, 2026.
  • No financial terms (unit price, total value, delivery timeline) disclosed in the filing.

Financial Impact

Undisclosed amount; order covers 5 firm aircraft plus 4 purchase rights for E195-E2 model.

order backlogrevenue (future)

Risk Factors

  • Purchase rights may not be exercised; actual deliveries depend on Binter's future network planning.
  • No pricing disclosed; typical E195-E2 list prices are ~$60M but actual transaction prices are confidential and discounted.
  • Delivery timeline uncertain; any delay could shift revenue recognition further out.

Market Snapshot

Exchange
NYSE
Sector
Aircraft
Analyst Consensus
85% bullish (13 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001292814-26-003832
Document: 0001292814-26-003832-index-headers.html0001292814-26-003832
Document: 0001292814-26-003832-index.html0001292814-26-003832
Document: 0001292814-26-003832.txt0001292814-26-003832
15 reports for EMBJ
Performance horizon
100% Hit rate 7 of 7 directional calls best @ T+60▲ +26.25%Jun 5, 2026
Filters
Rows
Reports for EMBJ — sortable, filterable
TypeNow
Aug 20, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$75.95 $77.02▲ +1.41%▲ +1.94%$75.21 (−0.97%)
Aug 14, 2026
7w ago
6-K
NEUTRAL ★ 2/10
$75.38 $75.00▼ −0.50%▲ +1.49%$75.21 (−0.23%)
Aug 13, 2026
7w ago
Institutional Cluster
MIXED ★ 5/10
$74.22 $75.49▲ +1.71%▲ +3.46%$75.21 (+1.33%)
Aug 10, 2026
7w ago
6-K
BULLISH ★ 7/10
$73.80 $73.91▲ +0.15%▲ +1.06%$75.21 (+1.91%)
Aug 10, 2026
7w ago
6-K
BULLISH ★ 6/10
$73.80 $73.91▲ +0.15%▲ +1.06%$75.21 (+1.91%)
Jul 24, 2026
10w ago
6-K
NEUTRAL ★ 2/10
$67.99 $76.26▲ +12.16%▲ +8.86%$75.21 (+10.62%)
Jul 21, 2026
10w ago
6-K
BULLISH ★ 4/10
$65.47 $77.08▲ +17.73%▲ +15.17%$75.21 (+14.88%)
Jul 21, 2026
10w ago
6-K
BULLISH ★ 6/10
$65.47 $77.08▲ +17.73%▲ +15.17%$75.21 (+14.88%)
Jun 5, 2026
17w ago
6-K
BULLISH ★ 5/10
$56.68 $67.24▲ +18.63%▲ +16.77%$75.21 (+32.69%)
May 8, 2026
21w ago
6-K
BULLISH ★ 7/10
$60.11 $56.68▼ −5.71%▼ −5.73%$75.21 (+25.12%)
Showing 10 of 15

US Market Status

Market Closed — Opens Mon (64h 10m)

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