EMBRAER EARNINGS RELEASE 1Q26

SÃO PAULO, May 8, 2026 /PRNewswire/ -- EMBRAER S.A. (NYSE: EMBJ; B3: EMBJ3) RELEASES ITS 1Q26 EARNINGS.

HIGHLIGHTS

• Guidance reiterated. From an operational point of view, Commercial Aviation deliveries between 80 and 85 aircraft and Executive Aviation deliveries between 160 and 170 aircraft. From a financial point of view, revenues in the US$8.2 to US$8.5 billion range, adjusted EBIT margin between 8.7% and 9.3% (with 10% U.S. import tariffs), and adjusted free cash flow w/o Eve of US$200 million or higher for the year.
• Revenues totaled US$1,447 million in 1Q26 – highest 1Q level ever – and +31% year over year (yoy). Highlights for Defense & Security and Commercial Aviation with +63% and +45% yoy growth.

• Adjusted EBIT reached US$94.0 million with a +6.5% margin in 1Q26 (+5.6% in 1Q25). U.S. import tariffs totaled US$13 million during the quarter (92bp), and there were another US$11 million in inventory for 2Q26.

• Adjusted free cash flow w/o Eve was US$(447.1) million during the period in preparation for a higher number of aircraft deliveries in the coming quarters.

• Embraer delivered 44 aircraft in 1Q26, of which 10 were commercial jets (4 E2s and 6 E1s), 29 were executive jets (16 small and 13 medium) while 5 were defense related (1 KC-390 Millennium and 4 A-29 Super Tucano); +47% versus the 30 aircraft delivered yoy.

• Firm order backlog of US$32.1 billion in 1Q26 – an all-time high and more than 20% higher yoy. Highlight for Commercial Aviation 3.0x book-to-bill LTM across the E175 and E2 platforms, which supported a +50% yoy increase in backlog. For more information, please see our 1Q26 Backlog and Deliveries release.

• To access the spreadsheet containing the data available on our Investor Relations website click here.

For additional information, please check the full document on our website ri.embraer.com.br

Embraer will host a conference call to present its 1Q26 results on:

Friday, May 8, 2026

ENGLISH: 8:00 AM (NY Time) / 9:00 AM (SP Time).

Translation to Portuguese.

To access the webcast click here.

Zoom webinar: 818 3876 4674

We recommend you join 15 minutes in advance. 

SOURCE Embraer S.A.