Embraer Q2 2026 Earnings Show Record Revenue
Embraer Q2 2026 earnings show record second-quarter revenue, raise 2026 profitability and cash-flow guidance and report sustained backlog growth.
KEY TAKEAWAYS
- Record second-quarter revenue of US$2.2 billion, up 23.0% year over year.
- Raised 2026 adjusted-EBIT margin to 10.0%-10.6% and lifted adjusted free-cash-flow guidance to US$400 million or higher.
- Firm order backlog reached US$34.5 billion, the seventh consecutive record.
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Embraer (EMBJ, EMBJ3) reported record second-quarter revenue and higher net profit in its Q2 2026 earnings release on Aug. 10, 2026. The company raised its 2026 profitability and cash-flow guidance after stronger operational performance across its business units.
Quarter Results and Guidance
Embraer posted net revenue of US$2.235 billion in the second quarter, up 23% year over year, setting a second-quarter record. Adjusted net income rose to US$219 million from US$158 million a year earlier. Adjusted EBITDA reached US$356 million with a 15.9% margin, while adjusted EBIT totaled US$297 million with a 13.3% margin. Adjusted free cash flow was US$401 million, excluding Eve.
In a Material Fact filing on Aug. 10, 2026, the company raised its 2026 guidance, increasing the adjusted EBIT margin to 10.0%–10.6% from 8.7%–9.3% and raising adjusted free cash flow guidance to US$400 million or higher from US$200 million or higher. Revenue guidance remained unchanged at US$8.2 billion to US$8.5 billion. The revision reflected stronger-than-expected second-quarter profitability and cash generation.
Backlog, Deliveries, and Segment Growth
Embraer’s firm order backlog reached US$34.5 billion on July 24, 2026, marking a new record and the seventh consecutive all-time high. The company delivered 65 aircraft in the quarter, the highest second-quarter delivery volume in 16 years.
Revenue growth was broad based across segments. Commercial Aviation revenue rose 32%, Executive Aviation 8%, Defense & Security 24%, and Services & Support 38%. A US$68 million tax credit related to past tariffs partly contributed to the quarter’s improved profit.
The company’s record backlog, strong operational results, and raised guidance link quarterly execution to full-year targets, emphasizing higher margins and cash flow for 2026.
