In brief

Embraer raised its 2026 revenue guidance to up to US$ 8.6 billion.

Quarterly adjusted profit fell 15.6%.

What we know

04

  1. Verified fact · material

    Embraer raised its 2026 revenue guidance to US$ 8.4 billion to US$ 8.6 billion, from US$ 8.2 billion to US$ 8.5 billion.

    Guidance.

    Sources[01][02]

  2. Verified fact · material

    Adjusted net income in 3Q26 was R$ 379.8 million, down 15.6%, or US$ 73.6 million in dollars.

    Profit.

    Sources[02][03]

  3. Verified fact

    According to Bloomberg Línea, adjusted Ebitda rose 28.3% to R$ 1.63 billion.

    Ebitda.

    Sources[01]

  4. Verified fact

    According to Exame, quarterly revenue was a record US$ 2.35 billion.

    Revenue.

    Sources[02]

Transmission to assets

Market read-through

The higher guidance offsets the profit drop in market reading.

Portfolio impact

01
EMBJ3positive

Higher guidance.

Supply delays.

What would change the view: Firm deliveries.

direct15% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • 4Q deliveries
  • Order backlog

Limits of the reporting

What remains uncertain

  • Real and dollar figures should not be converted into each other.

Full sources

03
01
Bloomberg Línea BrasilEmbraer avança no resultado operacional e revisa projeção de receita para o anoindependent newsroom
02
ExameEmbraer eleva projeções para 2026 após receita recorde no 3º trimestreindependent newsroom
03
Investidor10Embraer (EMBJ3): lucro ajustado cai 15,6% no 3T26independent newsroom
06