The order reinforces E2 program momentum and backlog growth, but lacks pricing details. Monitor Q2 2026 earnings for backlog conversion and margin impact. The stock may see a modest positive reaction on program milestone sentiment.
Price Chart
Executive Summary
Embraer announced a firm order from Azorra for 15 E195-E2 aircraft, with purchase rights for 15 more, bringing Azorra's total firm E2 orders to 54 and pushing the E2 program past 500 total orders. This is a positive commercial milestone that will be added to Q2 2026 backlog, but no financial terms were disclosed.
Key Facts
- Azorra placed a firm order for 15 E195-E2 aircraft, with purchase rights for 15 additional jets.
- Azorra's total firm E2 orders increase from 39 to 54 aircraft.
- E2 program surpasses 500 total orders; over 200 aircraft in operation with 24 airline customers.
- Order will be added to Embraer's 2026 second-quarter results and backlog.
- No financial terms (dollar value, delivery schedule) were disclosed.
Financial Impact
Undisclosed amount; 15 firm E195-E2 aircraft at list prices typically range $500M-$800M, but actual value is not provided.
Risk Factors
- No financial terms disclosed; actual revenue impact uncertain.
- Purchase rights may not convert to firm orders.
- Historical calibration shows prior bullish calls on EMBJ underperformed at T+20.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-003328 |
| Document: 0001292814-26-003328-index-headers.html | 0001292814-26-003328 |
| Document: 0001292814-26-003328-index.html | 0001292814-26-003328 |
| Document: 0001292814-26-003328.txt | 0001292814-26-003328 |
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%) |
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