On Monday, August 10, 2026, Embraer (EMBJ3) reported adjusted net profit of R$ 1,113.6 million in the second quarter of 2026 (2Q26), compared to R$ 890.3 million in 2Q25. Net revenue totaled R$ 11,335.5 million in the period, up 10% from the same quarter of the previous year, while adjusted EBIT (earnings before interest and taxes) reached R$ 1,514.5 million, with a margin of 13.4%.
Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) was R$ 1,811.4 million in 2Q26, with a margin of 16.0%, above the 13.5% in 2Q25. Net income attributable to Embraer shareholders totaled R$ 1,084.2 million, with basic earnings per share of R$ 1.5161, versus R$ 448.9 million and R$ 0.6120 per share in the same period of 2025.
Adjusted free cash flow excluding Eve was R$ 2,031.2 million in 2Q26, reversing the use of R$ 989.1 million seen in 2Q25. Embraer’s net cash position, excluding Eve, improved to negative R$ 1,111.5 million in the quarter, compared to negative R$ 3,759.0 million in 2Q25, supported by cash generation and a reduction in gross debt to R$ 11,140.2 million.
On the operating side, the company delivered 65 aircraft in 2Q26, including 20 commercial jets and 45 executive jets, a 7% increase from the 61 delivered in 2Q25. The firm order backlog reached US$ 34.5 billion, a 16% increase year over year, with growth across all business units.
For 2026, Embraer maintained its forecast of deliveries between 80 and 85 aircraft in Commercial Aviation and between 160 and 170 aircraft in Executive Aviation, and consolidated revenue between US$ 8.2 billion and US$ 8.5 billion. The company raised its guidance for adjusted EBIT margin to a range of 10.0% to 10.6% (previously 8.7% to 9.3%) and for adjusted free cash flow excluding Eve to US$ 400 million or more (previously US$ 200 million or more), reflecting an extraordinary tax credit and a lower impact from U.S. import tariffs.
