Embraer achieves record revenue of US$2.3 billion in Q3

Embraer achieved record third-quarter revenue totaling US$2.3 billion. Revenues grew 17% year-over-year (yoy), with all business units delivering solid performance. The company’s operational efficiency was reflected across several indicators. Adjusted EBIT reached US$254.8 million, with a 10.9% margin in 3Q26, compared with 8.6% in the third quarter of 2025 (3Q25). Another highlight in the financial statements was adjusted free cash flow without Eve, which came in at US$627.7 million, supported by stronger operating performance and solid sales-related, pre-delivery payment inflows. The consistency of the results achieved to date and the improved business outlook, including stronger contributions from the Services & Support and Defense & Security segments, led Embraer to raise its financial guidance for the year. The company now forecasts 2026 revenues of US$8.4 billion to US$8.6 billion range (up from US$8.2 to US$8.5 billion) and adjusted free cash flow without Eve of US$700 million or higher (up from US$400 million or higher). Still on the third-quarter results, adjusted net income was US$73.6 million for the quarter, excluding US$2.5 million from extraordinary items related to Eve’s results. In the same period last year, this figure was US$84.3 million. The year-over-year decrease was mainly driven by higher net financial expenses and tax expenses during the period. Meanwhile, net income attributable to Embraer shareholders was US$71.1 million in 3Q26, compared with US$116.6 million in 3Q25. Regarding investments, a total of US$149.7 million in 3Q26 (above US$98.6 million in 3Q25) was allocated by Embraer, on a stand-alone basis, from July to September. On a consolidated basis, Embraer and Eve invested US$219.0 million during the period (versus US$153.4 million in the corresponding months of 2025). In Commercial Aviation, revenues were US$696 million during the quarter (13% higher yoy), underpinned by higher volumes and prices. In Executive Aviation, the amount totaled US$655 million in the period (12% above yoy), supported by higher prices and product mix. In Defense & Security, revenues reached a level 22% higher than in 3Q25. In 3Q26, the amount stood at US$341 million, driven by stronger KC-390 Millennium revenue recognition related to higher volumes, customer mix and product stage. In percentage terms, Services & Support revenues grew the most, increasing 30% compared with the previous year. Revenues totaled US$638 million in the quarter, driven by higher volumes across all the other segments. Embraer delivered 66 aircraft in 3Q26, of which 22 were commercial jets (11 E2s and 11 E1s), 41 were executive jets (22 small and 19 medium) and 3 were defense related (1 KC-390 Millennium and 2 A-29 Super Tucano). On an annual basis, the figure rose 6% compared to the 62 aircraft delivered before. Lastly, the company’s backlog reached a new record of US$35.7 billion, up 3% from the previous record reported in the prior quarter and 14% higher than in 3Q25. For Editorial Inquiries Contact: Editor Matt Driskill at [email protected] For Advertising Inquiries Contact: Head of Sales Sally Passey at [email protected]