Embraer (EMBR3) Conference Presentation summary

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.