Embraer lifts 2026 revenue and free‑cash‑flow outlook after record Q3
Embraer SA reported third‑quarter 2026 revenue of US$2.35 billion, up 17% year‑over‑year, and adjusted EBIT margin of 10.9%. The company raised its full‑year 2026 revenue guidance to US$8.4‑8.6 billion and its adjusted free‑cash‑flow target to at least US$700 million, while keeping aircraft delivery and EBIT‑margin guidance unchanged. The backlog grew to a record US$35.7 billion, up 14% YoY.
Why it matters
The higher revenue and cash‑flow outlook suggests stronger future earnings and may support a higher valuation for EMBJ shareholders (the company’s press release states the guidance increase). The record backlog also indicates robust demand for future deliveries.
Key facts
- 1Q3 2026 revenue was US$2.347 billion, a 17% YoY increase. prnewswire.com
- 2Adjusted EBIT margin for the quarter was 10.9% on US$254.8 million of adjusted EBIT. prnewswire.com
- 3The firm order backlog reached US$35.7 billion, up 14% YoY. prnewswire.com
- 42026 revenue guidance was raised to US$8.4‑8.6 billion (previously US$8.2‑8.5 billion). prnewswire.com
- 5Adjusted free‑cash‑flow guidance for 2026 was increased to at least US$700 million (previously US$400 million or higher). prnewswire.com
- 6Aircraft delivery targets for 2026 remain unchanged: 80‑85 commercial and 160‑170 executive jets. prnewswire.com
Summary written by AlphAI AI Desk from 11 of 11 sources. Not investment advice. Figures are as stated by the linked sources.