Embraer Sets Q3 Delivery Record with 66 Aircraft, Reaffirms 2026 Outlook
EMBJ sits 40% above its 52-week low of $53.56.
Summary
Embraer delivered a record 66 aircraft in Q3 2026, up 6% yoy, and reiterated full-year delivery guidance of 80-85 commercial and 160-170 executive aircraft.
Key Events · Earnings and Guidance · EMBJ
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Record Q3 Deliveries
The third quarter saw 66 aircraft delivered, up 6% yoy and 2% qoq — the best third quarter in company history.
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9M26 Volume Up 14%
Deliveries for the first nine months of 2026 reached 175 aircraft versus 153 in 9M25, supported by production leveling initiatives.
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Segment Performance
Commercial Aviation delivered 22 aircraft (up 10% yoy), Executive Aviation 41 (flat yoy), and Defense & Security 3 (vs 1 in 3Q25).
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2026 Guidance Reiterated
The company continues to expect 80-85 Commercial Aviation and 160-170 Executive Aviation deliveries in 2026, both midpoints up 6% yoy.
Analysis · EMBJ · Manufacturing
A record third quarter for deliveries underscores Embraer's operational momentum: 66 aircraft handed over, up 6% year-over-year and 2% sequentially. The nine-month tally of 175 aircraft is running 14% ahead of last year's pace, propelled by a 10% quarterly jump in Commercial Aviation and a Defense & Security rebound from one to three deliveries. Management's decision to reiterate full-year guidance of 80-85 commercial and 160-170 executive aircraft signals confidence in hitting the midpoint of both ranges. This update arrives against a backdrop of record backlog and raised profit guidance from August, reinforcing the production-leveling story that has been central to Embraer's 2026 narrative.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.9% of the 1656 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, EMBJ was trading at $75.18 on NYSE in the Manufacturing sector, with a market capitalization of approximately $13.4B. The 52-week trading range was $53.56 to $80.75. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.