Analyst Consensus ?
ConsensusBuy21 ratings
Bullish1571.4%
Neutral314.3%
Bearish314.3%
Embraer S.A. · EMBJ · FY2024 Q4 · Calendar Q1 2025
Embraer pairs record revenue with a large backlog and execution risks
The supplied analysis supports a constructive but execution-dependent view: strong backlog, orders and diversified segments provide demand support, while delivery cadence, margins and cash conversion determine how much of that demand becomes durable earnings.
Reported Before market openNYSEIndustrials
$13.06B market cap
85quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$-0.02
Consensus $0.47
EPS surprise
-104.3%
Reported versus consensus
Reported revenue
$1.82B
Consensus $1.78B
Revenue surprise
+2.4%
Reported versus consensus
Market reaction
unavailable
Stock move
—
Event window
SPY move
—
Same window
Abnormal move
—
Stock minus SPY
Volume
—
Versus trailing sessions
Subsequent drift
—
Up to 20 sessions
Price and volume data were unavailable at publication time.
Ask FN2 about EMBJ FY2024 Q4
Transcript, numbers and history already loaded
How did the market react to EMBJ FY2024 Q4 earnings, and why?What changed in EMBJ's guidance and outlook in FY2024 Q4?Give me the bull and bear case for EMBJ after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis shifts the emphasis from the prior quarter's raised guidance and supply-chain constraints toward maintained guidance, record 2024 performance, production-leveling initiatives, capacity expansion and a broader investment program. The core risks remain execution, margins and cash conversion.
Guidance delta
Current guidance sentiment is maintained, versus raised in the prior-quarter analysis.
Key takeaways
- Management highlighted record 2024 revenue, a $26.3 billion backlog and near-zero net debt.
- Order flow was strong across commercial, executive and defense segments.
- Production leveling and supply-chain digitization are intended to improve delivery cadence and cash conversion.
- The 2025 outlook centers on revenue growth, EBIT margins and positive free cash flow.
- The main counterweights are supply-chain bottlenecks, margin volatility and timing-sensitive defense prepayments.
Management priorities
- Improve production linearity and supply-chain execution.
- Expand commercial and executive aircraft capacity.
- Invest in MRO facilities and service support.
- Advance eVTOL certification and research in autonomous, alternative-propulsion and hydrogen concepts.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$71.16Current
$13Low
$46.62Average
$81High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Aug 14, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 15, 2025 |
| B of A Securities | Buy | Buy | Maintain | Sep 11, 2025 |
| UBS | Sell | Sell | Maintain | Aug 15, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Aug 7, 2025 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Jul 31, 2025 |
| HSBC | Buy | Hold | Upgrade | Jun 4, 2025 |
| TD Cowen | Buy | Hold | Upgrade | Sep 4, 2024 |
| Morgan Stanley | Overweight | Overweight | Maintain | Mar 14, 2024 |
| Credit Suisse | Underperform | Underperform | Maintain | Apr 30, 2021 |
| Bradesco Corretora | Outperform | Neutral | Upgrade | Sep 26, 2018 |
| Bradesco | Outperform | Neutral | Upgrade | Sep 26, 2018 |
| Bank of America | Buy | Buy | Maintain | Jul 9, 2018 |
| Santander | Underperform | Hold | Downgrade | Oct 30, 2017 |
| Scotiabank | Sector Perform | Sector Outperform | Downgrade | Oct 17, 2017 |
| Deutsche Bank | Hold | Buy | Downgrade | Oct 17, 2017 |
| Drexel Hamilton | Buy | Hold | Upgrade | Nov 1, 2016 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Oct 18, 2016 |
| Itau BBA | Outperform | Outperform | Maintain | Jan 16, 2015 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Nov 3, 2014 |
| Imperial Capital | Outperform | Outperform | Maintain | Mar 14, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $71.16. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Scotiabank | Analyst unavailable | $81 | $56.68 | +13.8% | Jun 8, 2026 |
| UBS | Analyst unavailable | $65 | $57.12 | -8.7% | Mar 26, 2026 |
| UBS | Analyst unavailable | $69 | $62.02 | -3.0% | Dec 5, 2025 |
| Morgan Stanley | Analyst unavailable | $67 | $59.38 | -5.8% | Oct 6, 2025 |
| Wolfe Research | Analyst unavailable | $64 | $54.83 | -10.1% | Jul 31, 2025 |
| HSBC | Cenk Orcan | $57 | $45.96 | -19.9% | Jun 4, 2025 |
| UBS | Alberto Valerio | $39 | $44.67 | -45.2% | Apr 24, 2025 |
| HSBC | Cenk Orcan | $36 | $35.1 | -49.4% | Sep 23, 2024 |
| UBS | Alberto Valerio | $28.5 | $27.04 | -59.9% | Mar 26, 2024 |
| CFRA | Stewart Glickman | $27 | $25.07 | -62.1% | Mar 19, 2024 |
| Morgan Stanley | Josh Milberg | $40 | $23.48 | -43.8% | Mar 14, 2024 |
| UBS | Analyst unavailable | $14 | $11.27 | -80.3% | Jan 9, 2023 |
| J.P. Morgan | Analyst unavailable | $13.25 | $5.12 | -81.4% | Dec 6, 2022 |
| Citigroup | Analyst unavailable | $13 | $11.53 | -81.7% | Apr 26, 2022 |
Track every rating change on EMBJ the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationEmbraer SA engages in the design, manufacture, and sale of aircraft and its parts for commercial, defense, and executive aviation sectors. It operates through the following segments: Commercial Aviation, Defense and Security, Executive Jet Business, Service & Support and Others. The Commercial Aviation segment is involved in the development, production, and sale of commercial jets; and the provision of support services to regional aviation and aircraft leasing.…
Historical context
All EMBJ earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| DAL Delta Air Lines, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.8% | +0.0% | Delta reports strong Q3 demand while costs and capacity remain key watchpoints |
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
Latest beats and misses
Who reports nextBeat on EPS
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-11T15:50:45.018831+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-11. For educational purposes only; not investment advice.