EMBJ +5.71% on Nov 10 · Analysis updated Nov 10, 2026, 10:34 AM ET

Why is Embraer S.A. (EMBJ) stock up?

Embraer reported third-quarter revenue of $2.35 billion, up 17% from a year earlier and the best third quarter in its history, with adjusted operating margin of 10.9%. Its firm order backlog reached a record $35.7 billion, the eighth record quarter in a row, and defense backlog rose 56% from a year ago. The company raised its 2026 revenue forecast to $8.4-8.6 billion (from $8.2-8.5 billion) and its free-cash-flow target to at least $700 million (from $400 million), while keeping delivery and margin targets. At about 10:25 AM ET the stock was $81.47, up 5.7%, after touching a 52-week high of $82.00.

News behind the analysis

EMBRAER EARNINGS RESULTS - 3rd QUARTER 2026
PR Newswire · Nov 9, 2026
Record third-quarter revenue of $2,347 million (+17%), adjusted EBIT margin 10.9%, record $35.7 billion backlog; 2026 revenue and free-cash-flow guidance raised.
Earnings call transcript: Embraer Q3 2026 results lift stock on record revenue
Investing.com · Nov 9, 2026
Stock moved sharply higher premarket; backlog of $35.7 billion plus about $23 billion in options; analyst targets range from $80 to $106.
Embraer Q3 2026 Earnings Call Transcript
Benzinga · Nov 9, 2026
Management says prepayments from defense and executive orders lifted cash; an analyst notes the guidance midpoint implies a 7% year-over-year fourth-quarter revenue decline.
Embraer Reports Record $35.7 Billion Backlog In Q3 2026 As Defence Orders Rise 56%
Aviation Today · Nov 9, 2026
Segment backlog detail: commercial $15.8 billion, executive $8.2 billion, defense $6.1 billion; nine-month deliveries ahead of the historical pace.
Boeing Cuts 5% of Commercial Airplane Workforce as Production Ramp Slows
CNBC · Nov 8, 2026
Peer context: Boeing's slower 737 Max ramp contrasts with Embraer's delivery pace.

About Embraer S.A. American Depositary Shares (Each representing Four Common Shares)

Industrials · Aerospace & Defense

Embraer is a Brazilian aircraft maker, based in São José dos Campos, whose ADSs trade on the NYSE. It is the world's third-largest builder of commercial jets and leads in regional jets (the E-Jet and E2 families), with sizable business-jet and defense units as well.

How it makes money

It makes money from selling aircraft and from servicing them. Its main areas are commercial aviation (E175 and E2 regional jets), executive aviation (Phenom and Praetor business jets), defense and security (such as the C-390 military transport and Super Tucano), and services and support, which covers parts, maintenance and training for its installed fleet. Revenue in 2025 was roughly $7.6 billion, up about 18%, and the order backlog was a record of about $31.6 billion. The company also owns part of Eve, which is developing electric air taxis (eVTOLs). Recent filings also mention an upcoming change to the ADS ratio through a forward split.

What usually moves EMBJ

Aircraft deliveries and new orders
Demand for US regional jets and airline fleet renewal
Business-jet demand and NATO/defense contracts for the C-390
Brazilian real exchange rate and US tariffs
Supply-chain and engine constraints

Similar companies

BA, TXT, GD, LMT, ERJ

In the Daily Standout

November 10, 2026: the Daily Standout +5.71%

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