Analysts expect Embraer S.A. to report consensus revenue of $2.05 billion and EPS of $0.61, with the stock currently trading at $73.05 against an average analyst price target of $81.00.
Investors are primarily focused on the company’s record-high firm order backlog, which reached a seventh consecutive peak of $34.5 billion in the second quarter of 2026.
Supporting this growth is the strongest second-quarter delivery performance in 16 years, totaling 65 aircraft driven by the E2 commercial jet family and C-390 defense contracts. Markets are now watching for these increased volumes to drive meaningful margin expansion and cash flow as production efficiency improves.