6-K ·Filed May 4, 2026

EMBJ

EMBRAER S.A.
BULLISH
Impact 7/10
Horizonmonths Processed5mo ago SEC0001292814-26-002743
Notable filing: 6-K
Actionable Insight ▲ Bullish

This order significantly strengthens Embraer's defense pipeline and provides a strong foothold in the Middle East. Monitor for additional international orders and contract value disclosure in upcoming earnings.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
EMBJ ▲ +6.35% at T+60d
LONG call ✓ call won +6.35% · α vs SPY +4.49% · entry $63.62 → $67.66
Entry anchored
May 4, 09:50 AM ET
via exchange tick
T+1d
+0.49%
call +0.49% · α -0.31%
$63.93
settled 5mo ago
T+5d
-5.12%
call -5.12% · α -8.06%
$60.36
settled 5mo ago
T+20d
-10.47%
call -10.47% · α -16.11%
$56.96
settled 4mo ago
T+60d
+6.35%
call +6.35% · α +4.49%
$67.66
settled 2mo ago

Price Chart

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Executive Summary

Embraer announced a landmark contract from the UAE for up to 20 C-390 Millennium aircraft (10 firm + 10 options), marking the first Middle East order and the largest single-country international order for the C-390. This significantly boosts Embraer's defense backlog and validates the aircraft's global competitiveness.

Key Facts

  • Contract from Tawazun Council for 10 firm C-390 aircraft + 10 options for UAE Air Force.
  • Largest international order from a single country for the C-390 Millennium.
  • First selection of the C-390 in the Middle East.
  • Includes MRO and after-sales support developed with an Emirati defense company.

Financial Impact

Contract value not disclosed, but likely hundreds of millions to low billions given scale and aircraft type.

revenuebacklogdefense segment sales

Risk Factors

  • Execution risk on production and delivery timeline.
  • Currency exposure (Brazilian Real) impacting realized revenue.
  • Potential order cancellations or delays.

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)0001292814-26-002743
Document: 0001292814-26-002743-index-headers.html0001292814-26-002743
Document: 0001292814-26-002743-index.html0001292814-26-002743
Document: 0001292814-26-002743.txt0001292814-26-002743
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 11m)

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