Embraer Reports Strongest Q2 Deliveries in 16 Years, Reaffirms 2026 Guidance
EMBJ sits 38% above its 52-week low of $46.54 on light trading volume (0.4× avg).
Summary
Embraer announced its strongest second-quarter aircraft deliveries in 16 years, with 65 aircraft delivered, representing a 48% quarter-over-quarter increase, while also reaffirming its full-year 2026 guidance.
Key Events · Earnings and Guidance · EMBJ
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Record Q2 Deliveries
Embraer delivered 65 aircraft in Q2 2026, marking its strongest second-quarter performance in 16 years, with a 48% increase quarter-over-quarter and 7% year-over-year.
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Strong Half-Year Performance
Total deliveries for the first half of 2026 reached 109 aircraft, a 20% increase compared to 91 aircraft delivered in 1H25.
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Commercial Aviation Growth
Commercial Aviation deliveries doubled quarter-over-quarter to 20 new aircraft in Q2 2026, including 6 E195-E2 models.
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Executive Aviation Surge
Executive Aviation delivered 45 aircraft in Q2, up 55% quarter-over-quarter and 18% year-over-year, driven by strong demand across small and medium jet segments.
Analysis · EMBJ · Manufacturing
Embraer's robust Q2 delivery performance, marking its best second quarter in 16 years, demonstrates strong operational execution and sustained demand across its commercial and executive aviation segments. The significant quarter-over-quarter and year-over-year growth in deliveries, coupled with the reaffirmation of full-year guidance, indicates healthy business momentum and provides a positive outlook for the company's revenue and earnings trajectory.
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At the time of this filing, EMBJ was trading at $64.11 on NYSE in the Manufacturing sector, with a market capitalization of approximately $11.3B. The 52-week trading range was $46.54 to $80.75. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.