Analyst Consensus ?
ConsensusBuy21 ratings
Bullish1571.4%
Neutral314.3%
Bearish314.3%
Embraer S.A. · EMBJ · FY2025 Q4 · Calendar Q1 2026
Embraer Maintains 2026 Guidance as Backlog and Demand Strengthen
The supplied analysis supports a constructive but conditional view: record backlog, E2 demand, executive-aviation momentum and service growth support the outlook, while delivery constraints, tariff assumptions and production execution remain important tests.
Reported Before market openNYSEIndustrials
$14.43B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.83
Consensus $0.17
EPS surprise
+388.2%
Reported versus consensus
Reported revenue
$2.65B
Consensus $2.54B
Revenue surprise
+4.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-7.2%
Event window
SPY move
-1.3%
Same window
Abnormal move
-5.9%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
+3.0%
Up to 20 sessions
EMBJSPY benchmark
Ask FN2 about EMBJ FY2025 Q4
Transcript, numbers and history already loaded
Why did EMBJ fall 7.2% after beating EPS estimates in FY2025 Q4?What changed in EMBJ's guidance and outlook in FY2025 Q4?Give me the bull and bear case for EMBJ after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis highlights record 2025 revenue and backlog, stronger E2 order momentum, record Executive Aviation performance, tariff relief and new strategic partnerships. Management maintained 2026 guidance; no prior-quarter analysis was available for comparison.
Guidance delta
Management maintained 2026 guidance, including $8.2-$8.5 billion of revenue, 8.7%-9.3% EBIT margin and more than $200 million of free cash flow.
Key takeaways
- Management described record 2025 revenue and backlog, with double-digit growth despite supply-chain challenges.
- The E2 platform added 157 orders and reached a 2.8:1 book-to-bill ratio.
- Executive Aviation reported record revenue and deliveries, supported by the Phenom 300 and new Praetor models.
- Tariff relief and partnerships were presented as supports for margins and future growth.
Management priorities
- Scale E2 production toward 100 units by 2027.
- Advance Eve eVTOL certification for planned 2027 entry into service.
- Expand executive-jet offerings and service and support contracts.
- Develop the KC-390 autonomous boom-refueling capability with Northrop Grumman.
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Beat
Miss
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Analyst 52W Price Targets
$77.02Current
$13Low
$46.62Average
$81High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 28, 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 $77.02. 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 | +5.2% | Jun 8, 2026 |
| UBS | Analyst unavailable | $65 | $57.12 | -15.6% | Mar 26, 2026 |
| UBS | Analyst unavailable | $69 | $62.02 | -10.4% | Dec 5, 2025 |
| Morgan Stanley | Analyst unavailable | $67 | $59.38 | -13.0% | Oct 6, 2025 |
| Wolfe Research | Analyst unavailable | $64 | $54.83 | -16.9% | Jul 31, 2025 |
| HSBC | Cenk Orcan | $57 | $45.96 | -26.0% | Jun 4, 2025 |
| UBS | Alberto Valerio | $39 | $44.67 | -49.4% | Apr 24, 2025 |
| HSBC | Cenk Orcan | $36 | $35.1 | -53.3% | Sep 23, 2024 |
| UBS | Alberto Valerio | $28.5 | $27.04 | -63.0% | Mar 26, 2024 |
| CFRA | Stewart Glickman | $27 | $25.07 | -64.9% | Mar 19, 2024 |
| Morgan Stanley | Josh Milberg | $40 | $23.48 | -48.1% | Mar 14, 2024 |
| UBS | Analyst unavailable | $14 | $11.27 | -81.8% | Jan 9, 2023 |
| J.P. Morgan | Analyst unavailable | $13.25 | $5.12 | -82.8% | Dec 6, 2022 |
| Citigroup | Analyst unavailable | $13 | $11.53 | -83.1% | 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
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Latest beats and misses
Who reports nextBeat on EPS
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
Get the EMBJ recap when the next report posts
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 · 2026-09-28T15:50:59.042600+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-28T15:50:59.039548+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 2026-09-28. For educational purposes only; not investment advice.