Embraer
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Embraer (EMBR3) investor relations material

Embraer Conference Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Conference Presentation summary13 Oct, 2026

Financial outlook and capital position

  • 2026 revenue guidance: $8.2–$8.5b; adjusted EBITDA margin guidance: 10.0%–10.6%.

  • 2026E adjusted free cash flow target exceeds $400m; 2025 net debt / adjusted EBITDA was -0.1x.

  • ROIC was presented as above the weighted average cost of capital, supported by improved operating and financial metrics.

Backlog and growth strategy

  • Firm backlog reached a record $34.5b in 2Q26, up from $31.6b in 2025; backlog plus options was ~ $56b.

  • Backlog plus options represented 15.2% CAGR across the charted period; 2Q26 firm backlog mix was led by commercial aviation at 44%.

  • The 10-year plan targets mid-to-high single-digit revenue CAGR, with accelerated growth from current platforms and strategic projects.

Business portfolio and market position

  • E2 aircraft are positioned for lower operating impact, with 29% lower CO₂ emissions per seat and 30% less noise versus the prior generation.

  • The commercial portfolio spans the E175, E190-E2 and E195-E2; the E195-E2 seats 120–146 and has a stated range of 5,556 km.

  • KC-390 had 60+ firm orders and selections plus 29+ options; named markets include Portugal, Hungary, South Korea, the Netherlands, Austria and the UAE.

  • The executive portfolio includes Phenom and Praetor aircraft across entry, light, midsize and super-midsize categories.

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Frequently asked questions

Embraer S.A. is a Brazilian multinational aerospace manufacturer. The company produces civil, commercial, military, executive and agricultural aircraft, and provides aeronautical services. Embraer S.A. was founded in 1969, and is headquartered in São José dos Campos, São Paulo, Brazil.