Embraer (NYSE: EMBJ / B3: EMBJ3), a global leader in the aerospace industry, achieved record third-quarter revenue totalling US$2.3 billion. Revenue grew 17% year-on-year, with all business units delivering solid performance.

The company’s operational efficiency was reflected across several indicators. Adjusted EBIT reached US$254.8 million, with a 10.9% margin in the third quarter of 2026, compared with 8.6% in the third quarter of 2025. Another highlight in the financial statements was adjusted free cash flow without Eve, which came in at US$627.7 million, supported by stronger operating performance and solid sales-related, pre-delivery payment inflows.

The consistency of results achieved to date and the improved business outlook, including stronger contributions from the Services & Support and Defense & Security segments, led Embraer to raise its financial guidance for the year. The company now forecasts 2026 revenue of US$8.4 billion to US$8.6 billion, up from a previous range of US$8.2 billion to US$8.5 billion, and adjusted free cash flow without Eve of US$700 million or higher, up from US$400 million or higher.

Adjusted net income was US$73.6 million for the quarter, excluding US$2.5 million from extraordinary items related to Eve’s results. In the same period last year, this figure was US$84.3 million, with the year-on-year decrease mainly driven by higher net financial expenses and tax expenses during the period. Net income attributable to Embraer shareholders was US$71.1 million in the third quarter of 2026, compared with US$116.6 million in the third quarter of 2025.

Embraer invested US$149.7 million on a stand-alone basis in the third quarter of 2026, above US$98.6 million in the same period of 2025. On a consolidated basis, Embraer and Eve invested US$219.0 million during the period, versus US$153.4 million in the corresponding months of 2025.

PERFORMANCE BY BUSINESS UNIT

In Commercial Aviation, revenue was US$696 million during the quarter, 13% higher year-on-year, underpinned by higher volumes and prices. In Executive Aviation, revenue totalled US$655 million, 12% above the prior year, supported by higher prices and product mix. In Defense & Security, revenue reached a level 22% higher than the third quarter of 2025, standing at US$341 million, driven by stronger KC-390 Millennium revenue recognition related to higher volumes, customer mix and product stage. Services & Support revenue grew the most in percentage terms, increasing 30% compared with the previous year to US$638 million, driven by higher volumes across all other segments.

DELIVERIES AND BACKLOG

Embraer delivered 66 aircraft in the third quarter of 2026, comprising 22 commercial jets (11 E2s and 11 E1s), 41 executive jets (22 small and 19 medium) and three defence-related aircraft (one KC-390 Millennium and two A-29 Super Tucanos). On an annual basis, the figure rose 6% compared with the 62 aircraft delivered in the prior-year quarter. The company’s backlog reached a new record of US$35.7 billion, up 3% from the previous record reported in the prior quarter and 14% higher than in the third quarter of 2025.

Since its foundation in 1969, Embraer has delivered more than 9,000 aircraft. The company is a leading manufacturer of commercial jets of up to 150 seats and the main exporter of high value-added goods in Brazil, maintaining industrial units, offices, service centres and parts distribution across the Americas, Africa, Asia and Europe.