Monitor for additional NATO orders and any disclosed contract value in future filings. The KC-390's growing adoption among European air forces supports Embraer's defense segment growth trajectory.
How the stock moved after the report
BULLISH VIEWSTOCK ABOVE ENTRY AT T+5- T+0 · Nov 2 $75.32entry
- T+1 · 7d ago +0.25%α −0.05% · $75.51
- T+5 · yesterday +2.32%α +2.25% · $77.07
- T+6 · todayOpen
- T+20 · in 21d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Embraer announced a contract with the Hellenic Republic for up to six KC-390 Millennium multi-mission aircraft, with three firm orders and options for three more. First delivery is expected in 2027. This is a material defense contract win that expands Embraer's NATO customer base.
Key Facts
- Greece signed a contract to acquire three KC-390 Millennium aircraft with options for three additional aircraft.
- The contract was executed through a government-to-government agreement between Greece and Portugal.
- First delivery to the Hellenic Air Force is expected in 2027.
- Greece becomes the seventh European nation to select the KC-390 Millennium.
- The aircraft can carry 26 tons of payload, fly at 470 knots, and perform multiple mission types including air-to-air refueling.
Financial Impact
Contract value not disclosed; order for up to six aircraft at an undisclosed amount. Embraer's market cap is $13.7B.
Risk Factors
- Contract value not disclosed, making it difficult to assess materiality.
- Options for three additional aircraft may not be exercised.
- First delivery not until 2027, so revenue impact is deferred.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-005108 |
| Document: 0001292814-26-005108-index-headers.html | 0001292814-26-005108 |
| Document: 0001292814-26-005108-index.html | 0001292814-26-005108 |
| Document: 0001292814-26-005108.txt | 0001292814-26-005108 |
| Earnings Context (Synthetic; results releases only) | 0001292814-26-005108 |
Track record
26 reports on EMBJ
8 of 8 bullish or bearish reports moved the stock their way by T+60. Best: +26.25% at T+60 after the Jun 5, 2026 report. 9 of 9 went positive at some point.
Filters
- Nov 10, 2026today 6-K Bullish 6/10 Entry price pending
- Nov 10, 2026today 6-K Bullish 6/10 Entry $77.79 Now $82.50 +6.05% settles Feb 8
- Nov 10, 2026today EFFECT / 6-K Bullish 5/10 Entry $78.00 Now $82.50 +5.77% settles Feb 8
- Nov 2, 20268d ago 6-K Bullish 5/10 Viewing Entry $75.32 Now $82.50 +9.53% settles Jan 29
- Oct 30, 202611d ago 6-K Neutral 2/10 Entry $75.32 Now $82.50 +9.53% settles Jan 29
- Oct 30, 202611d ago 6-K Neutral 2/10 Entry $75.32 Now $82.50 +9.53% settles Jan 29
- Oct 30, 202611d ago 6-K Neutral 2/10 Entry $73.40 Now $82.50 +12.40% settles Jan 28
- Oct 23, 202618d ago 6-K Neutral 2/10 Entry $70.84 Now $82.50 +16.46% settles Jan 21
- Oct 21, 202620d ago Institutional Cluster Mixed 3/10 Entry $69.21 Now $82.50 +19.20% settles Jan 20
- Oct 2, 20265w ago 6-K Bullish 6/10 Entry $75.21 Now $82.50 +9.69% settles Dec 29
US Market Status
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