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News - Corporate
Embraer sets second-quarter record with US$2.2 billion in revenue and announces new financial targets
August 10, 2026
São Paulo (SP), Brazil, August 10, 2026 – Embraer (NYSE: EMBJ / B3: EMBJ3), a global leader in the aerospace industry, reported US$2.2 billion in revenue in the second quarter of 2026 (2Q26), setting a new all-time record for the April-June period. The figure represents a 23% increase over the same quarter of 2025.
On a consolidated basis, Embraer achieved adjusted EBIT of US$296.9 million in 2Q26, with a 13.3% margin. Adjusted free cash flow excluding Eve totaled US$401 million in the period, reflecting stronger operating performance, strong sales-related pre-downpayment inflows, and an extraordinary tax credit.
The tax credit, the exemption from tariffs and an improved business outlook led the company to raise its full-year guidance. Embraer now expects to close 2026 with an adjusted EBIT margin between 10% and 10.6% (up from between 8.7% and 9.3%) and adjusted free cash flow excluding Eve of US$400 million or higher (up from US$200 million or higher).
During 2Q26, adjusted net income increased to US$218.6 million, compared with US$158 million in the year-ago quarter. There were significant improvements in investor return metrics, with net income attributable to shareholders totaling US$212.6 million and net income per American Depositary Share (ADS) of US$1.1880, versus US$78.6 million and US$0.4283, respectively, in 2Q25.
On the investment front, Embraer reported US$120.8 million during 2Q26 (compared with US$97.5 million a year earlier). Including Eve, total investments reached US$151 million (US$145.9 million in 2Q25).
Performance by business unit
Defense & Security once again stood out during the quarter, reporting revenue of US$304 million, 38% higher year-over-year (yoy). The increase was driven by stronger KC-390 Millennium revenue recognition related to customer mix and product stage. Gross margin increased from 19.5% to 20.6% yoy, while the adjusted EBIT margin rose from 9.2% to 11.9% yoy, supported by operating leverage.
Executive Aviation generated revenue of US$725 million, up 32% from 2Q25, benefiting from higher volumes and product mix. In Services & Support, revenue reached US$565 million in 2Q26, 24% higher than the level reported a year earlier, reflecting higher volumes across all segments. Commercial Aviation reported revenue of US$625 million during the quarter, 8% above 2Q25, primarily driven by higher volumes.
Deliveries and backlog
Embraer delivered 65 aircraft in 2Q26, marking its strongest second-quarter performance over the past 16 years, up 7% yoy. In the semester, Embraer delivered a total of 109 aircraft, about 20% more than the 91 aircraft delivered in 1H25, sustained by continued progress in the company's production leveling initiatives.
The backlog rose to US$34.5 billion in 2Q26. Continuing an upward trend for seven consecutive quarters, the figure set a record once again, representing a 16% increase from the level reported in the same period last year (2Q25).
More details: https://embraer.bynder.com/share/C469DD9D-733B-4639-84CAA9C35F5127EC/?viewType=grid
About Embraer
A global aerospace company headquartered in Brazil, Embraer operates in the Commercial Aviation, Executive Aviation, Defense & Security and Agricultural Aviation segments. The company designs, develops, manufactures and markets aircraft and systems, and provides after-sales Services & Support to customers.
Since its foundation in 1969, Embraer has delivered more than 9,000 aircraft. On average, every 10 seconds, an aircraft manufactured by Embraer takes off from somewhere in the world, transporting more than 150 million passengers annually.
Embraer is a leading manufacturer of commercial jets up to 150 seats and the main exporter of high value-added goods in Brazil. The company maintains industrial units, offices, service centers and parts distribution, among other activities, in the Americas, Africa, Asia and Europe.
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