$AZUL

Embraer delivered its 2,000th E-Jet, an E195-E2, to Azul, marking its entry into the top three commercial aircraft manufacturers. The milestone highlights Embraer's niche in medium-sized aircraft, with 2.85 billion passengers transported and 48 million flight hours accumulated. Azul is the largest E2 operator, using the aircraft to connect smaller cities.

Embraer delivered its 2,000th E-Jet, with Brazilian carrier Azul operating the milestone aircraft. The company describes the E-Jet program as transformative for regional aviation. The delivery coincides with the expansion of the E2 model's market reach. Embraer is a Brazilian aerospace conglomerate that produces commercial, military, executive and agricultural aircraft and provides aeronautical services.

Azul S.A. disclosed that VR Global Partners and related entities, along with Richard Deitz, held 8,854,652 ADS as of June 30, 2026. Each ADS represents two common shares, totaling 17,709,304 common shares, plus warrants for 191,032 shares. Aggregate beneficial ownership is 17,900,336 shares, about 4.9% of 368,557,924 shares outstanding.

AZUL SA (AZUL) furnished an SEC Form 6-K — earnings release. Yes ¨ No x Second Quarter Results 2026 Azul Reports 2Q26 Results, Maintaining Capacity Discipline and Positioning for Long-Term Value Creation São Paulo, August 13, 2026 – Azul S.A., “Azul” (B3:AZUL3, NYSE:AZUL), the largest airline in Brazil by number of cities served, announces

Brazil’s airline industry association ABEAR said airlines Azul, Gol and LATAM absorbed about R$5.2 billion (around US$1 billion) in extra jet-fuel costs tied to the Iran-related conflict, reflecting higher jet fuel prices. Azul estimated about R$1 billion impact for 2024. IATA estimated the global fuel-cost increase at about US$100 billion this year.

CADE’s Office of the General Superintendent approved American Airlines’ plan to buy about 8% of Azul S.A.’s equity as part of Azul’s restructuring. CADE said the deal poses no consumer or competition risks on Brazil-US passenger and cargo routes, found competition remains from other airlines, and cleared it unconditionally. The ruling is final unless the Tribunal reviews or Abra appeals within 15 days.

Brazil’s CADE approved American Airlines’ planned $100M investment in Azul without conditions. American will buy an 8.66% equity stake, with rights to appoint one Azul board member and a strategic committee representative. CADE said expanded codesharing and loyalty benefits are unlikely to harm competition despite some route overlap, and it rejected concerns from Abra Group.

Brazil · Business BNDES airline credit totaling R$8 billion (~US$1.48 billion) was announced on July 30, 2026, by Brazil’s national development bank to keep the country’s largest carriers airborne through a period of elevated jet-fuel prices. What the BNDES Airline Credit Covers The Brazilian Development Bank, known as BNDES, structured the facility as a working-capital credit line. It is designed to inject immediate liquidity into airlines facing a cash squeeze.

Azul (Brazilian airline) says Azul Cargo Express will take two additional Airbus A321P2F freighters in October and December 2026, expanding its dedicated fleet to four aircraft. The first two were delivered in late 2024 and entered service Feb. 15, 2025. Azul aims to triple cargo capacity by 2027 after its 2024 Chapter 11 restructuring.

Global GSA Group says it will support Azul Linhas Aéreas’ Azul Logística as the Brazilian carrier adds four Airbus A321 freighters. The aircraft will expand cargo capacity from the Viracopos hub, including routes to Manaus, Belém, Santiago, Buenos Aires, with Lima and Montevideo planned. Azul says it runs 800+ domestic flights daily and handles 100,000+ shipments per day.