Embraer posts 38% profit jump to $218.6m in Q2, raises 2026 guidance

Brazilian aircraft manufacturer Embraer announced a significant 38.4% rise in adjusted net income for the second quarter of 2026, reaching $218.6 million. This surge, driven by increased revenue and enhanced operational efficiency, prompted the company to elevate its full-year financial projections.

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Embraer now expects to close 2026 with an adjusted EBIT margin between 10 per cent and 10.6 per cent (up from between 8.7 per cent and 9.3 per cent) and adjusted free cash flow excluding Eve of US$400m or higher (up from US$200m or higher).

Embraer's revenue climbed 23% year-over-year to $2.2 billion, marking a record for the second quarter. The company attributed its robust performance to strong operational results, substantial inflows from sales-related pre-downpayments, and a notable tax credit. This positive financial momentum, coupled with an improved business outlook, led Embraer to revise its 2026 guidance upwards.

The company now anticipates closing 2026 with an adjusted EBIT margin between 10% and 10.6%, an increase from its previous forecast. Furthermore, adjusted free cash flow, excluding Eve, is expected to be $400 million or higher, a significant jump from the prior projection of $200 million or more. Embraer also reported a record firm order backlog of $34.5 billion, a 16% increase from the second quarter of 2025.

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stronger operating performance, strong sales-related pre-downpayment inflows, and an extraordinary tax credit

During the quarter, Embraer delivered 65 aircraft, its strongest second-quarter performance in 16 years, with 20 commercial aircraft and 45 executive jets. The Defence and Security division did not record deliveries in this period. The company reaffirmed its 2026 delivery targets for commercial and executive jets, underscoring continued demand in these segments.

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strongest second-quarter performance over the past 16 years.