Embraer S.A. (EMBJ3) Earnings Call Transcripts

Embraer S.A.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Embraer S.A. reported record revenue of $1.4 billion, a 31% increase year-over-year, driven by strong demand across all segments. The company achieved the highest aircraft deliveries in a decade, with a total of 44 aircraft delivered, and maintained a robust backlog of $32 billion, up 22% year-over-year. Management reiterated confidence in achieving their 2026 guidance and pursuing midterm goals of double-digit billion revenues and EBIT margins, signaling a positive outlook despite rising costs and supply chain challenges.

Reported metrics

Guidance from management

Management maintained their 2026 guidance, indicating confidence in achieving revenue targets and pursuing midterm ambitions of double-digit billion revenues and EBIT margins.

What management said

Kristine, thank you very much for your question. We are closely monitoring the situation on the war. So rising costs, of course, may impact airlines fleet expansion and renewal plans. But however, at this time, there is no direct impact on Embraer. So we don't see any dismission interest in new campaigns or any movement to delay deliveries.

No, absolutely. We see -- we are now very well positioned with E2 in this environment because we have the most efficient aircraft in that segment of a small narrow body. And we see more and more airlines showing interest in this -- in our product. So again, we are, let's say, cautiously optimistic about new campaigns with E2s.

What analysts pressed on

Analysts expressed concerns regarding the impact of rising logistics costs and tariffs on margins, particularly in the Commercial Aviation segment. There were also questions about the sustainability of demand amidst geopolitical tensions and fluctuating fuel prices.

Main topics on the call

• Record Revenue and Deliveries — Embraer achieved the strongest first quarter revenue in its history at $1.4 billion, a 31% increase year-over-year. Additionally, the company delivered 44 aircraft, marking the highest number of deliveries in a decade, w...
• Strong Backlog Growth — The company's backlog reached a historical record of $32 billion, up 22% year-over-year, with a '3 book-to-bill ratio over the past 12 months.' This positions Embraer well for future revenue growth.
• Challenges in Margin Performance — Despite strong revenue growth, adjusted EBIT margins were under pressure, particularly in Commercial Aviation, which reported a negative margin of 9.7%. Management attributed this to client mix and logistics costs, indic...
• Positive Outlook for Executive Aviation — Executive Aviation saw a nearly 30% revenue increase to $418 million, with a positive EBIT margin of 6%. Management expressed optimism about sustained demand, particularly for the new Praetor models.

Read the full Embraer S.A. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Embraer S.A. earnings call transcripts on record, spanning March 26, 2020 to August 10, 2026. Based on this history, Embraer S.A. reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EMBJ3

Exchange

BOVESPA

Country

BR

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

27

First call

March 26, 2020

Most recent

August 10, 2026

Reporting cadence

quarterly