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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.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.
- Strong growth, innovation, and sustainability drive robust financials and global leadership.EMBR3
Investor presentation - Record revenue, margin expansion, and historic backlog drive upgraded 2026 outlook.EMBR3
Q2 2026 - Record backlog and double-digit growth driven by innovation across all business segments.EMBR3
Corporate presentation - Record growth in revenue and EBIT projected for 2025–2026, fueled by global MRO and manufacturing.EMBR3
Corporate presentation - Record revenue and backlog in 1Q26, with strong growth and 2026 guidance reaffirmed.EMBR3
Q1 2026 - Record revenue, backlog, and aircraft deliveries with strong cash flow and 2026 growth expected.EMBR3
Q4 2025 - Q2 2024 revenue up 16%, record backlog, improved margins, and 2024 guidance reaffirmed.EMBR3
Q2 2024 - Record Q1 revenue, backlog, and deliveries with strong margins and robust 2025 outlook.EMBR3
Q1 2025 - Record revenue, profit, and backlog with double-digit growth and strong 2025 outlook.EMBR3
Q4 2024
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