Embraer Reports Record $35.7 Billion Backlog and Raises Full-Year Guidance in Q3 2026
Embraer S.A. (EMBJ) delivered a strong third quarter for 2026, reporting revenue of $2.35 billion, a 17% increase driven by volume and price growth across all business segments. The company reached an all-time high backlog of $35.7 billion, representing a 14% year-over-year increase. This robust performance led management to raise full-year revenue guidance to between $8.4 billion and $8.6 billion and lift free cash flow expectations to $700 million or higher. While profitability metrics like Adjusted EBIT saw margin expansion to 10.9%, adjusted net income decreased year-over-year due to higher financial expenses from long-term incentive plans and tax impacts. Despite constraints in engine supplies affecting the Commercial Aviation segment, Embraer continues to invest heavily in new technologies, including its Eve electric vertical takeoff and landing aircraft program.
Topics: Backlog Increase Commercial Aviation Defense & Security Financial Guidance Revenue Growth