Overview
- Embraer reported a record second quarter with roughly US$2.2 billion in revenue and adjusted EBIT of US$296.9 million, figures the company disclosed on Monday that it said showed broad operational improvement.
- Management raised full‑year adjusted EBIT margin to 10.0–10.6% and boosted adjusted free cash flow excluding Eve to at least US$400 million, while keeping delivery targets for commercial and executive aircraft unchanged.
- Company executives said about US$110 million of the guidance uplift came from discrete items: a US$68 million extraordinary tax credit described as a refund and a US$38 million exemption from direct U.S. import tariffs in the second half of 2026.
- Deliveries and orders supported the results with 65 aircraft delivered in Q2 and a firm backlog of US$34.5 billion, the seventh consecutive quarterly record driven by gains across commercial, executive and defense sales.
- Embraer highlighted product milestones during the period including a 10‑aircraft KC‑390 order from the United Arab Emirates and Eve Air Mobility’s first transition flight, while warning that some gains are non‑recurring and future progress depends on sustained production execution and market conditions.