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 raises margin outlook as backlog reaches $34.5 billion

Date not yet scheduled Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.80 Analyst average (2 estimates)
Consensus revenue $2.19B Analyst average (3 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where EMBJ left off: FY2026 Q2

Full report

Embraer raises margin outlook as backlog reaches $34.5 billion

EPS surprise +100.0% Reported $1.22 vs $0.61
Revenue surprise +11.1% Reported $2.24B vs $2.01B
Stock move +1.1% Event window
Subsequent drift +0.1% Up to 20 sessions

Raised: 2026 adjusted EBIT margin target increased to 10%-10.6%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • One-time tariff refunds and tax credits are expiring, with an estimated $12 million annual indirect tariff impact.
  • Supplier delays could disrupt production flow and delivery timing.
  • Geopolitical conditions may affect defense sales cycles.
  • Eve certification timing and market adoption remain uncertain.

Questions analysts left open

  • Whether margin gains persist after one-time tariff refunds and tax credits fade.
  • Supplier part-delivery delays and their effect on production and delivery guidance.
  • The timing and adoption risks for Eve eVTOL and the long-term defense and executive-jet demand outlook.

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Transcript, numbers and history already loaded
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Recent EMBJ quarters

All EMBJ earnings
+1.1%FY2026 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 Q2

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.