Brazilian maker of commercial, executive and defense jets, with arms in services, cybersecurity (Tempest) and urban air mobility (Eve), listed on B3 as EMBJ3.
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SPX and Embraer announced on September 3 the merger of Vision Cybersecurity with Tempest, creating a cybersecurity company with about R$ 700 million in revenue, controlled by SPX, per CNN Brasil and NeoFeed.
Updated November 11, 2026 · 11 verified articles
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The stock tracks the order backlog and deliveries, the currency, tariffs and trade agreements with the United States and the aerospace supply chain.
Explanatory mechanism, not a forecast or recommendation.Embraer raised its 2026 revenue guidance to US$ 8.4 billion to US$ 8.6 billion, while third-quarter adjusted net income fell 15.6% to R$ 379.8 million, according to Bloomberg Línea, Exame and Investidor10.
Greece signed a deal with Embraer to buy three KC-390 Millennium aircraft, with an option for three more, under a government-to-government agreement with Portugal, according to Correio Braziliense and Investidor10.
Embraer ended the third quarter of 2026 with a record US$ 35.7 billion order backlog, up 14% in a year and 3% from the previous quarter, and delivered 66 aircraft in the period, according to Investidor10 and Seu Dinheiro.
Embraer bought 51% of Novavayu Aerospace, an Indian company, for R$ 27 million, according to Valor, Estadão, Estado de Minas and Investidor10. The deal targets military production and should close in December, according to Investidor10.
Embraer delivered 66 aircraft in the third quarter of 2026, up 6% from the same period of 2025 and the best result for the quarter in its history, according to Agência Brasil, Valor, Estadão and UOL on October 2. According to Agência Brasil, there were 41 executive jets, 22 commercial and 3 defense aircraft.
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.
Fitch raised Embraer's long-term rating to BBB on September 9, with a stable outlook, on a robust cash position, a track record of positive free cash flow and access to credit in Brazil and abroad: total debt of US$ 2.5 billion on June 30 against US$ 2 billion in cash, enough to cover amortisations through 2035.
Canadian counter-tariffs of 15% to 50% on about US$ 20 billion (C$ 27.6 billion) of American goods took effect at midnight on September 8, a day after Trump wrote on Truth Social that Bombardier will only sell jets in the US if it builds them there.
Embraer and asset manager SPX Capital agreed to merge their cybersecurity units Tempest and Vision, creating a company with R$ 700 million in annual revenue, 900 employees and 600 clients, per CNN Brasil and NeoFeed. The deal is a share swap with no cash: SPX takes control and Embraer remains a relevant shareholder; it depends on Cade.
ANA Holdings, parent of All Nippon Airways, placed an additional order for eight Embraer E190-E2 jets, lifting the firm orders under the 2025 contract to 23, per Money Times and InfoMoney. The order brings Embraer closer to its annual commercial aircraft delivery and sales target, per InfoMoney.
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.