Embraer S.A. · EMBJ · Next earnings

Embraer S.A. next earnings report

EMBJ's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Embraer’s record Q3 and raised outlook meet a sharp EPS miss

Date not yet scheduled Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.17 Analyst average (2 estimates)
Consensus revenue $2.79B Analyst average (4 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where EMBJ left off: FY2026 Q3

Full report

Embraer’s record Q3 and raised outlook meet a sharp EPS miss

EPS surprise -49.4% Reported $0.41 vs $0.81
Revenue surprise +6.5% Reported $2.35B vs $2.20B
Stock move +7.0% Event window
Subsequent drift 0.0% Up to 20 sessions
Check the math in the surprise calculator >

Management raised 2026 revenue guidance and free-cash-flow guidance. The supplied analysis does not provide the prior and revised ranges, so this summary does not quantify the change.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Engine and component shortages could constrain deliveries.
  • Q4 delivery mix and defense cost adjustments may pressure EBIT margins.
  • FX and inflation may affect Brazilian-denominated defense contracts.
  • Certification timelines remain relevant for Eve eVTOL and E2TS.
  • Higher planned capex increases the importance of execution and cash-flow conversion.

Questions analysts left open

  • What is driving the expected Q4 adjusted EBIT-margin decline?
  • How large is supplier compensation in Commercial Aviation, and what is its impact?
  • Can Services & Support sustain its reported margin level?
  • Are Executive Aviation margins supported by durable pricing or legacy pricing?
  • How should cash-flow conversion and free-cash-flow coverage be assessed against EBITDA?

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Recent EMBJ quarters

All EMBJ earnings
+7.0%FY2026 Q3+1.1%FY2026 Q2-7.2%FY2025 Q4—FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.