Popularity #1,151Ex-dividend in 1d · $0.1651
EMBJ · NYSE · Aerospace & Defense

Embraer (ADR) (EMBJ)

Designs regional airliners, business jets, military aircraft and lifecycle support services.

$76.82
vs last close−0.20 (−0.27%)
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Embraer S.A.EMBJ
Industrials

Builds commercial E-Jets, Phenom and Praetor business jets, Super Tucano and C-390 defense aircraft, and lifecycle services for the installed fleet. Operations span four principal segments and an international industrial footprint, with aircraft delivery schedules and Brazilian government golden-share vetoes shaping the business.

Designs and manufactures E-Jets commercial aircraft; Phenom and Praetor business jets; and Super Tucano and C-390 defense platforms. Services & Support provides materials, maintenance, modifications, training, integrated support, digital and engineering services across the installed fleet.

Industrial activities span Brazil, the United States, Portugal and Mexico. Engineering continuity from a state-backed aviation program, combined with business agility after privatization, supports a portfolio built around long-running aircraft families and their successive generations.

Commercial Aviation, Executive Aviation, Defense & Security, and Services & Support form the core reporting structure. Aircraft manufacturing depends on customer delivery schedules, while a Brazilian government golden share carries veto rights over specified military programs, technology transfers, control changes and corporate-purpose decisions.

Company facts

CEOFrancisco Gomes Neto
ListedJul 21, 2000
ExchangeNYSE
HeadquartersSão Paulo, Brazil
CountryBrazil
Employees25,037
CIK0001355444
ISINUS29082A1079

Market cap$14.13B
EPS (ttm)$2.54
P/E (ttm)30.35
ROE13.0%
P/B4.04
P/S1.62
Dividend yieldDiv yield0.29%
Beta1.58vs XLI 1.00

Price target$73.00−5.2%Average of 21 analysts
ConsensusBuy15 of 21 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jun 8, 2026ScotiabankTarget
Target:
Target: $81
Mar 26, 2026UBSTarget
Target: $69
Target: $65
Dec 5, 2025UBSTarget
Target: $39
Target: $69
Oct 6, 2025Morgan StanleyTarget
Target: $40
Target: $67
Jul 31, 2025Wolfe ResearchUpgrade
Rating: Peer Perform
Rating: Outperform

Next report
Nov 10, 26
in 49 days
EPS estimate
$0.80
Revenue estimate
$2.19B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.94$0.40−$0.02$0.64$0.83$0.16$1.22Pending
Estimate$0.47$0.21$0.47$0.61$0.17$0.29$0.61$0.80
Surprise+100.0%+90.5%−104.3%+4.3%+388.2%−44.8%+100.0%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.31B$1.10B$1.82B$2.00B$2.65B$1.45B$2.24BPending
Estimate$2.23B$1.11B$1.78B$1.93B$2.54B$1.41B$2.01B$2.19B
Surprise+3.8%−0.7%+2.4%+3.8%+4.2%+2.6%+11.1%
Estimate$0.80
ReportedDue Nov 10, 2026
Estimate$2.19B
ReportedDue Nov 10, 2026
View details

Debt to equity74.80%
Current ratio143.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.81B$2.80B$1.26B$1.95B$2.12B$2.84B$1.46B$2.27B
Net income$191.0M$55.1M$83.8M$84.1M$121.8M$89.2M$33.5M$216.8M
Net margin10.6%2.0%6.7%4.3%5.7%3.1%2.3%9.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$304.7M$310.7M$58.5M$203.5M$199.5M$227.5M$74.6M$275.1M
YoY growth+1,746.4%+54.6%Turned profit+45.7%−34.5%−26.8%+27.6%+35.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $2.18B · Total debt $2.61B · Total assets $13.38B · Shareholders' equity $3.50B

Revenue
$2.27B
Operating income
$275.1M
Net income
$216.8M

Reported in BRL, converted at the latest exchange rate

View details

Dividend yield
0.29%
Next ex-date
Sep 23, 26
tomorrow
Annual dividend
$0.23
per share
Schedule
Semi-annual
2 payments a year

HistoryDividendAnnual yieldUpcoming

May '25May '26May '26Jul '26Sep '26
Dividend$0.0492$0.26$0.0085$0.2184$0.1651
Annual yield0.10%0.45%0.02%0.76%0.86%
Ex-dateMay 16May 13May 15Jul 2Sep 23
Payment dateJun 2May 28May 28Jun 1
View details

Insiders0.00%550 ADS
2 holders · as of Mar 20, 2026
Other100.00%45.88M ADS
remainder

45.88M ADS (1 ADS = 2 ordinary shares) as of Aug 30, 2026 · holders as of their latest filing

The share count has not been confirmed by a second filing; stakes use it as it stands.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Luis Carlos Marinho da SilvaInsiderofficer: Vice President, Operations
0.00%600 ordinaryfiled Mar 18, 2026
Nelson PedreiroInsiderdirector
0.00%250 ADSfiled Mar 20, 2026
Brandes Investment Partners, LPInstitution
5.30% of class, as filedfiled Aug 13, 2026
BlackRock, Inc.Strategic
6.90% of class, as filedfiled Jan 21, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Textron

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  • Lockheed Martin

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  • General Dynamics

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  • Antero Midstream

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Compare

CompanyPriceChange
Embraer (ADR)$76.82−0.27%$14.13B30.3125.51.6+22.9%
Textron$78.33−1.36%$13.66B15.011.70.9+3.0%
Lockheed Martin$519.83−2.91%$123.57B19.716.51.6+10.5%
General Dynamics$343.69−2.89%$95.75B21.619.61.7+8.1%
Antero Midstream$21.20+0.74%$9.99B25.017.07.6+1.3%
Median20.716.71.7+5.5%