Monitor the shareholder vote on November 30, 2026; approval is expected. The plan's 5% dilution cap is modest and typical for long-term incentive plans. No near-term trading catalyst.
How the stock moved after the report
⚠ Clustered NEUTRAL 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 filed a management proposal and call notice for an Extraordinary Shareholders' Meeting on November 30, 2026, to approve a new Stock-Based Long-Term Incentive Plan (LTI Plan). The plan replaces the existing cash-settled phantom share program with a multimodal structure allowing equity-based instruments (stock options, RSUs, PSUs, phantom shares, SARs, matching shares) with a maximum dilution cap of 5% of fully diluted shares over 10 years. This is a routine governance and compensation modernization filing with no immediate financial impact.
Key Facts
- Extraordinary Shareholders' Meeting called for November 30, 2026, to approve a new Stock-Based Long-Term Incentive Plan (LTI Plan).
- The LTI Plan is multimodal, allowing stock options, RSUs, PSUs, phantom shares, SARs, and matching shares.
- Maximum dilution from share-settled grants capped at 5% of fully diluted shares over 10 years from plan approval.
- Board of Directors members are ineligible as participants.
- Minimum vesting period of 3 years for full rights acquisition.
- Plan replaces existing cash-settled phantom share program approved by the Board in 2014.
- Change of control does not trigger automatic accelerated vesting.
Financial Impact
Maximum potential dilution of 5% of fully diluted shares over 10 years; no immediate cash or earnings impact.
Risk Factors
- Potential future dilution up to 5% of fully diluted shares if all share-settled grants are made and vest.
- Shareholder approval is required but likely given management recommendation.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (EMBJ), Batch item 1 | 0001292814-26-005082 |
| Document: 0001292814-26-005082-index-headers.html | 0001292814-26-005080 |
| Document: 0001292814-26-005082-index.html | 0001292814-26-005082 |
| Document: 0001292814-26-005082.txt | 0001292814-26-005082 |
| 6-K Filing (EMBJ), Batch item 5 | 0001292814-26-005080 |
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. 10 of 10 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 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 Viewing 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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