The record Q3 delivery number and reaffirmed full-year guidance signal production ramp is on track. Watch Q4 delivery cadence — historically back-half-weighted — for confirmation that the 2026 guidance midpoint is achievable.
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Executive Summary
Embraer reported 66 aircraft deliveries in Q3 2026, the best third quarter in company history, up 6% year-over-year and 2% quarter-over-quarter. Commercial Aviation deliveries rose 10% YoY to 22 aircraft, while Executive Aviation was flat at 41 units. The company reaffirmed its 2026 delivery guidance for both Commercial (80-85) and Executive (160-170) Aviation, with midpoints up 6% YoY.
Key Facts
- 66 aircraft delivered in 3Q26, best Q3 in company history, up 6% YoY and 2% QoQ
- 9M26 deliveries totaled 175 aircraft, up 14% from 153 in 9M25
- Commercial Aviation delivered 22 aircraft in 3Q26, up 10% YoY and QoQ
- Executive Aviation delivered 41 aircraft in 3Q26, flat YoY
- Defense & Security delivered 3 aircraft (1 KC-390, 2 A-29 Super Tucanos) vs 1 in 3Q25
- 2026 guidance reaffirmed: Commercial Aviation 80-85 aircraft (midpoint up 6% YoY), Executive Aviation 160-170 aircraft (midpoint up 6% YoY)
Financial Impact
Record quarterly deliveries with 6% YoY growth and 14% 9M growth; guidance reaffirmed at midpoints up 6% YoY for both main segments
Risk Factors
- Supply chain or production bottlenecks could still constrain Q4 deliveries
- Executive Aviation flat YoY suggests lingering production leveling challenges
- No financial data (revenue, profit, cash flow) provided — delivery volume alone does not confirm margin trajectory
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-004832 |
| Document: 0001292814-26-004832-index-headers.html | 0001292814-26-004832 |
| Document: 0001292814-26-004832-index.html | 0001292814-26-004832 |
| Document: 0001292814-26-004832.txt | 0001292814-26-004832 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | 6-K | $70.84 | awaiting T+60 | — | $72.73 (+2.67%) |
Oct 21, 2026 6d ago | Institutional Cluster | $69.21 | awaiting T+60 | — | $72.73 (+5.09%) |
Oct 2, 2026 25d ago | 6-K | $75.21 | awaiting T+60 | — | $72.73 (−3.30%) |
Sep 30, 2026 27d ago | 6-K | $74.09 | awaiting T+60 | — | $72.73 (−1.84%) |
Aug 20, 2026 9w ago | 6-K | $75.95 | awaiting T+60 | — | $72.73 (−4.24%) |
Aug 13, 2026 10w ago | 6-K | $75.38 | awaiting T+60 | — | $72.73 (−3.52%) |
Aug 13, 2026 10w ago | Institutional Cluster | $74.22 | awaiting T+60 | — | $72.73 (−2.01%) |
Aug 10, 2026 11w ago | 6-K | $73.80 | awaiting T+60 | — | $72.73 (−1.45%) |
Aug 10, 2026 11w ago | 6-K | $73.80 | awaiting T+60 | — | $72.73 (−1.45%) |
Jul 24, 2026 13w ago | 6-K | $67.99 $73.25 | ▲ +7.74% | ▲ +4.03% | $72.73 (+6.97%) |
US Market Status
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