Embraer's second quarter 2026 revenue of $2.24B beat estimates as record backlog hit $34.5B

Embraer S.A. reported record second quarter revenue of $2.24 billion, representing a 23% year-over-year increase. The results were driven by strong performance across all business units, particularly in Executive Aviation and Defense & Security. Following a significant beat on earnings and margins, the company raised its full-year 2026 financial guidance for profitability and free cash flow.

Key Highlights

• Total deliveries reached 65 aircraft in the quarter, including 20 commercial and 45 executive jets, representing a 7% increase compared to the previous year.
• The firm order backlog hit a record $34.5 billion, a 16% year-over-year increase, supported by growth in all segments including a 42% surge in Defense & Security backlog.
• Full-year 2026 guidance was updated with Adjusted EBIT margin raised to 10.0%–10.6% (from 8.7%–9.3%) and Adjusted free cash flow increased to $400 million or higher.