CORPORATEBrazil
Azul posts R$ 1.2 billion Ebitda in 3Q26, down 39%, on R$ 5.6 billion revenue
Azul posted Ebitda of R$ 1.2 billion in 3Q26, down 39%, and net revenue of R$ 5.6 billion, down 1.8%; sources differ on the net loss.
OrganizationsOrganization
Azul
AZUL3AZUL97AZUL98AZUL99
Brazil's third-largest airline and the largest operator of Embraer's E2 regional jets, in US bankruptcy protection since 2025, listed on B3 as AZUL4.
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16material mentions
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Last 90 days
What sources are saying
Azul received the E195-E2 that marks Embraer's 2,000th E-Jet, the 50th E2-family unit in its fleet, per Correio Braziliense and Estadão.
Updated November 13, 2026 · 8 verified articles
Market transmission
Why it matters
The stock tracks the currency and jet fuel, which dominate costs, domestic demand and the progress of the reorganization and negotiations with creditors and lessors.
Explanatory mechanism, not a forecast or recommendation.Articles in chronological order
08CORPORATEBrazil
Azul obtains up to R$ 2 billion in financing backed by a federal guarantee to pay for fuel
Azul obtained up to R$ 2 billion in financing to pay for jet fuel on scheduled domestic flights, with credit risk covered by the federal government through ABGF and Export Guarantee Fund resources, according to an October 24 material fact reported by CNN Brasil and Investidor10.
CORPORATEBrazil
Azul approves R$ 512.8 million capital increase after American exercises warrants
Azul's board on October 20 approved a R$ 512.8 million capital increase after American Airlines exercised all its subscription warrants, according to Money Times and Investidor10. A total of 32,271,326 shares were issued, 31,838,775 of them to American.
CORPORATEBrazil
Cade approves American Airlines buying 8% of Azul, subject to an agreement with the regulator
Brazil's antitrust regulator Cade approved American Airlines' acquisition of a minority 8% stake in Azul, conditioned on signing an agreement with the regulator. The deal gives American a minority stake in the Brazilian airline.
CORPORATEBrazil
Azul closes a R$ 2.6 billion credit line with BNDES and receives a first R$ 1.3 billion tranche
Azul closed financing of about R$ 2.6 billion with BNDES, using resources from the civil aviation support fund, and received the first tranche of R$ 1.3 billion, according to CNN Brasil, Poder360, UOL and NeoFeed. According to CNN Brasil, the term is up to five years, about R$ 400 million will be used to prepay more expensive debt, and the second tranche is expected in the fourth quarter.
CORPORATEBrazil
Global GPS instability in Embraer E2 jets grounds Azul aircraft and Honeywell investigates the cause
An instability in GPS signal reception on Embraer E2 family aircraft, equipped with Honeywell systems, disrupted airline schedules worldwide from September 22. In Brazil, Azul took precautionary operational measures, with schedule and route adjustments and some flights canceled, and told customers to check flight status. Embraer said there is no impact on flight safety, as the aircraft have backup navigation systems, and Honeywell is investigating the cause; Flightradar24 data pointed to E2 operations resuming on September 23.
MACROBrazil
Anac: average airfare rises 14.5% in August to R$ 776.87 per leg, with jet fuel 31.8% more expensive
Anac data released on September 22 show an average fare of R$ 776.87 per leg in August, up 14.5% in real terms from August 2025 and 10.4% from August 2024, according to CNN Brasil (Correio Braziliense cites 15.1% versus 2024). Jet fuel cost R$ 4.98 per liter, 31.8% above a year earlier. In August, 34.8% of seats were sold below R$ 500 and 9.2% above R$ 1,500.
EMPRESASBrazil
Embraer delivers its 2,000th E-Jet, an E195-E2, to Azul, which reaches 50 E2-family jets
Embraer delivered to Azul the E195-E2 that marks the 2,000th E-Jet built by the manufacturer, per Correio Braziliense and Estadão. The aircraft is also the 50th E2-family unit in Azul's fleet, the largest operator of Embraer regional jets in Brazil. The delivery was announced on September 2, per Estadão, and detailed by Correio on September 5.