Embraer S.A. Announces MATERIAL FACT

Source
Original press release as distributed by PR Newswire, shown unedited.
Published

SÃO JOSÉ DOS CAMPOS, Brazil, Nov. 10, 2026 /PRNewswire/ -- Embraer S.A. (the "Company") in attention to Resolution CVM nº 44/2021, informs its shareholders and the market in general that it has revised its 2026 guidance. Management believes that certain projections disclosed in the Material Fact published on March 6, 2026 and revised on August 10, 2026 no longer reflect the Company's best estimates for the year, in light of evolving operating conditions and the opportunities and risks associated with its businesses. Accordingly, the Company discloses the following updated guidance for 2026:

2026 GUIDANCE[1]

Previous

Updated

Commercial Aviation deliveries (aircrafts)

80 - 85

80 - 85

Executive Aviation Deliveries (aircrafts)

160 - 170

160 - 170

Consolidated Net Revenues (US$ billion)

8.2 – 8.5

8.4 – 8.6

Adjusted EBIT Margin

10.0% - 10.6%

10.0% - 10.6%

Free Cash Flow[2] (US$ million)

400 or higher

700 or higher

The projections disclosed herein will be reflected in Section 3 of the Company's Reference Form and will be available on the websites of the CVM and the Company within the applicable legal deadlines.

The projections disclosed in this Material Fact do not constitute a guarantee of performance and reflect solely the Company's management's current view. Such projections are subject to risks and uncertainties, including factors related to economic, market and industry conditions, many of which are beyond the Company's control. Accordingly, actual results may differ materially from the projections disclosed herein, which may be revised or updated by the Company in accordance with applicable regulations.

São José dos Campos, November 10, 2026.
Felipe Santana Santiago de Lima
Executive Vice President, Financial & Investor Relations

[1] Does not consider Eve
[2] Free Cash Flow: refers to net cash generated from operating activities, less net additions to property, plant and equipment (PP&E) and additions to intangible assets.

View original content:https://www.prnewswire.com/news-releases/embraer-sa-announces-material-fact-302934803.html

This press release may not be republished, redistributed, resold or sublicensed without the prior written approval of PR Newswire.

Not part of the release

AlphAI analysis

ByAlphAI AI DeskAI-generated

Written by AlphAI from the release above, not by the issuer or PR Newswire. Informational, not investment advice.

Decision brief

The 30-second read

Med
01

Why it matters

The revised guidance signals improved operational performance, which could attract new buying interest.

02

Market read

Guidance upgrade is a material corporate event that can move the stock and affect sector peers.

03

What to watch

Potential supply-chain constraints or regulatory changes could offset the guidance upside.

Relevance 7/10Novelty 8/10Timing: today

Background

Embraer is a leading Brazilian aircraft manufacturer that regularly updates its guidance to reflect market conditions.

Market effects

May lift peers in commercial and executive aviation as the market reassesses demand outlook.

Positive for Brazilian equities and aerospace sector sentiment.

Limited to aerospace and defense investors worldwide.

Counterpoint

If the guidance still falls short of analyst expectations, the stock could face pressure.

Key entities

  • Embraer S.A.

    Brazilian aerospace manufacturer