Embraer reported its best second-quarter revenue in company history, reaching $2.24 billion and exceeding analyst expectations. The performance was driven by the highest second-quarter delivery volume in 16 years, with 65 aircraft delivered across commercial and executive segments. Strong operational execution led management to raise 2026 full-year guidance for both adjusted EBIT margins and free cash flow.

Key Highlights

  • Revenue surged 23% year-over-year to $2.24 billion, supported by 45 executive jet and 20 commercial jet deliveries.
  • Adjusted EBIT margin expanded to 13.3% from 10.5% in the prior year, leading to a raised full-year 2026 margin outlook of 10.0%–10.6%.
  • Free cash flow guidance for 2026 was doubled to $400 million or higher, up from the previous $200 million estimate, following a $401 million generation in Q2.