Embraer Reports Record Q1 Deliveries, Revenue, and Backlog; Reaffirms 2026 Guidance
EMBJ sits 51% above its 52-week low of $45.2.
Summary
Embraer announced robust first-quarter 2026 results, achieving record deliveries, revenue, and an all-time high backlog of $32.1 billion, while reiterating its full-year 2026 guidance.
Key Events · Earnings and Guidance · EMBJ
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Record Q1 Deliveries
The company achieved its highest first-quarter deliveries in the last 10 years, with 44 aircraft delivered.
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Record Q1 Revenue
Embraer reported its best first-quarter revenue in company history, reaching US$1.5 billion.
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All-Time High Backlog
The backlog reached a new record of US$32.1 billion, representing a 22% year-over-year increase.
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Strong Profitability Growth
Adjusted Net Income increased by 45% year-over-year to US$194 million, and Adjusted EBITDA grew 33% to US$131 million.
Analysis · EMBJ · Manufacturing
Embraer's first-quarter 2026 results demonstrate strong operational momentum and financial health. The achievement of record deliveries and revenue, coupled with an all-time high backlog, provides significant revenue visibility and indicates robust demand across its commercial, executive, and defense segments. The reiteration of full-year guidance, despite a typically slower first quarter, signals management's confidence in sustained performance and profitability for 2026. This positive report follows recent announcements of major contract wins and a growing backlog, reinforcing the company's growth trajectory.
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At the time of this filing, EMBJ was trading at $68.20 on NYSE in the Manufacturing sector, with a market capitalization of approximately $12.2B. The 52-week trading range was $45.20 to $80.75. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.