{"id":190923,"date":"2026-08-10T12:30:59","date_gmt":"2026-08-10T12:30:59","guid":{"rendered":"https:\/\/aviacionaldia.com\/?p=190923"},"modified":"2026-08-10T21:55:17","modified_gmt":"2026-08-10T21:55:17","slug":"embraer-reports-record-second-quarter-with-2-2-billion-in-revenue-and-raises-full-year-2026-guidance","status":"publish","type":"post","link":"https:\/\/aviacionaldia.com\/en\/2026\/08\/embraer-reports-record-second-quarter-with-2-2-billion-in-revenue-and-raises-full-year-2026-guidance.html","title":{"rendered":"Embraer Reports Record Second Quarter with $2.2 Billion in Revenue and Raises Full-Year 2026 Guidance"},"content":{"rendered":"\n<p>Brazilian aircraft manufacturer <strong>Embraer <\/strong>reported revenue of $2.2 billion for the second quarter of 2026 (2Q26), marking an all-time record for the April-June period. This figure represents a 23% increase compared to the same period in fiscal year 2025.<\/p>\n\n\n\n<p>On a consolidated basis, the company achieved an adjusted Earnings Before Interest and Taxes (EBIT) of $296.9 million, equivalent to an adjusted EBIT margin of 13.3%. Meanwhile, adjusted free cash flow (excluding subsidiary Eve) reached $401 million, supported by solid operational execution, higher sales-related advance payments, and the application of an extraordinary tax credit.<\/p>\n\n\n\n<p>The combination of this tax credit, duty exemptions, and an optimistic business outlook led executive management to revise and raise its financial outlook (guidance) for year-end 2026:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Adjusted EBIT Margin:<\/strong> Revised upward to a range of 10% to 10.6% (compared to the previous target of 8.7% to 9.3%).<\/li>\n\n\n\n<li><strong>Adjusted Free Cash Flow (excluding Eve):<\/strong> Projected at $400 million or higher (exceeding the previous estimate of $200 million or higher).<\/li>\n<\/ul>\n\n\n\n<p>Regarding net profitability, adjusted net income increased to $218.6 million in 2Q26, up from $158 million reported in 2Q25. Net income attributable to shareholders totaled $212.6 million, while earnings per American Depositary Share (ADS) reached $1.1880, substantially outperforming the $78.6 million and $0.4283 achieved in the second quarter of 2025, respectively.<\/p>\n\n\n\n<p>Total investments for the period reached $120.8 million (compared to $97.5 million in 2Q25), rising to $151 million when consolidating Eve&#8217;s operations.<\/p>\n\n\n\n<p><strong><em>\u2192 <a href=\"https:\/\/aviacionaldia.com\/en\/2026\/07\/abra-group-parent-company-of-avianca-and-gol-nears-strategic-embraer-e2-aircraft-order.html\">Abra Group, Parent Company of Avianca and Gol, Nears Strategic Embraer E2 Aircraft Order<\/a><\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Business Unit Performance<\/h2>\n\n\n\n<p>Embraer&#8217;s operational growth during the second quarter demonstrated strong momentum across its four core divisions:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Defense &amp; Security<\/h4>\n\n\n\n<p>This was the fastest-growing division in relative terms, reporting revenue of $304 million\u2014a 38% year-over-year increase. This performance was driven by revenue recognition for the KC-390 Millennium multi-mission transport aircraft, associated with customer mix and product stage. The division&#8217;s gross margin increased from 19.5% to 20.6%, while the adjusted EBIT margin scaled from 9.2% to 11.9% thanks to operating leverage.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Executive Aviation<\/h4>\n\n\n\n<p>Generated $725 million in revenue, up 32% compared to 2Q25, benefiting from higher delivery volumes and a favorable product mix.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Services &amp; Support<\/h4>\n\n\n\n<p>Reached $565 million in revenue, marking 24% year-over-year growth reflected across higher volume in all aftermarket segments.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Commercial Aviation<\/h4>\n\n\n\n<p>Recorded revenue of $625 million, 8% higher than the amount billed in the same period last year, sustained by a higher delivery pace.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Breakdown of Operations: Business Units (2Q26 vs. 2Q25)<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-center\" data-align=\"center\">Business Unit<\/th><th class=\"has-text-align-center\" data-align=\"center\">2Q26 Revenue (USD)<\/th><th class=\"has-text-align-center\" data-align=\"center\">Year-over-Year (YoY) Change<\/th><th class=\"has-text-align-center\" data-align=\"center\">Key Drivers<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Executive Aviation<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\">$725 million<\/td><td class=\"has-text-align-center\" data-align=\"center\">+32%<\/td><td class=\"has-text-align-center\" data-align=\"center\">Higher delivery volume and product mix.<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Commercial Aviation<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\">$625 million<\/td><td class=\"has-text-align-center\" data-align=\"center\">+8%<\/td><td class=\"has-text-align-center\" data-align=\"center\">Increase in aircraft delivery volume.<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Services &amp; Support<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\">$565 million<\/td><td class=\"has-text-align-center\" data-align=\"center\">+24%<\/td><td class=\"has-text-align-center\" data-align=\"center\">Expansion across all service segments.<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Defense &amp; Security<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\">$304 million<\/td><td class=\"has-text-align-center\" data-align=\"center\">+38%<\/td><td class=\"has-text-align-center\" data-align=\"center\">Progress on the KC-390 Millennium program and operating leverage.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Aircraft Deliveries and Order Backlog<\/h2>\n\n\n\n<p>During 2Q26, Embraer completed the delivery of 65 aircraft, marking its best second-quarter performance in 16 years and a 7% growth compared to the previous year. With this result, cumulative deliveries for the first half of 2026 (1H26) reached 109 aircraft\u2014an approximate 20% increase compared to the 91 units delivered in 1H25\u2014a result attributed to production smoothing initiatives across the supply chain.<\/p>\n\n\n\n<p>Furthermore, the firm order backlog reached a record $34.5 billion. With this outcome, the company has logged seven consecutive quarters of sequential growth in its order backlog, recording a 16% expansion compared to the backlog reported in the second quarter of 2025.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"related-topics\">Related Topics<\/h2>\n\n\n\n\t\t\t<div class=\"wp-block-uagb-post-grid uagb-post-grid  uagb-post__image-position-top uagb-post__image-enabled uagb-block-9e302684     uagb-post__items uagb-post__columns-2 is-grid uagb-post__columns-tablet-2 uagb-post__columns-mobile-1 uagb-post__equal-height\" data-total=\"213\" style=\"\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<article class=\"uagb-post__inner-wrap\">\t\t\t\t\t\t\t\t<div class='uagb-post__image'>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/aviacionaldia.com\/en\/2026\/08\/faa-orders-inspection-of-hundreds-of-boeing-737-max-aircraft-over-potential-fuselage-cracking.html\" target=\"_self\" rel=\"bookmark noopener noreferrer\" class='uagb-image-ratio-inherit'><img decoding=\"async\" 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class=\"wp-block-button__link uagb-text-link\" style=\"\" href=\"https:\/\/aviacionaldia.com\/en\/2026\/07\/us-bangla-airlines-to-add-21-boeing-737s-to-drive-fleet-expansion-plan.html\" target=\"_self\" rel=\"bookmark noopener noreferrer\">Read More<\/a>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t","protected":false},"excerpt":{"rendered":"Brazilian aircraft manufacturer Embraer reported revenue of $2.2 billion for the second quarter of 2026 (2Q26), marking an&hellip;\n","protected":false},"author":4316,"featured_media":171381,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[190],"tags":[306,378],"class_list":{"0":"post-190923","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-the-industry","8":"tag-brazil","9":"tag-embraer-2"},"uagb_featured_image_src":{"full":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"thumbnail":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-150x150.jpg",150,150,true],"medium":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-300x150.jpg",300,150,true],"medium_large":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-768x384.jpg",768,384,true],"large":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"1536x1536":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"2048x2048":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"pk-small":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",80,40,false],"pk-thumbnail":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",300,150,false],"csco-small":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-80x80.jpg",80,80,true],"csco-intermediate":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-200x140.jpg",200,140,true],"csco-thumbnail":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-380x220.jpg",380,220,true],"csco-thumbnail-alternative":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-300x180.jpg",300,180,true],"csco-thumbnail-uncropped":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-380x190.jpg",380,190,true],"csco-medium":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"csco-medium-alternative":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer-560x336.jpg",560,336,true],"csco-medium-uncropped":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"csco-large":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"csco-large-uncropped":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false],"csco-extra-large":["https:\/\/aviacionaldia.com\/wp-content\/uploads\/2025\/02\/Embraer.jpg",800,400,false]},"uagb_author_info":{"display_name":"Redacci\u00f3n - Aviaci\u00f3n al D\u00eda","author_link":"https:\/\/aviacionaldia.com\/en\/author\/aad"},"uagb_comment_info":0,"uagb_excerpt":"Brazilian aircraft manufacturer Embraer reported revenue of $2.2 billion for the second quarter of 2026 (2Q26), marking an&hellip;","amp_enabled":true,"_links":{"self":[{"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/posts\/190923","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/users\/4316"}],"replies":[{"embeddable":true,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/comments?post=190923"}],"version-history":[{"count":1,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/posts\/190923\/revisions"}],"predecessor-version":[{"id":190924,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/posts\/190923\/revisions\/190924"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/media\/171381"}],"wp:attachment":[{"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/media?parent=190923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/categories?post=190923"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aviacionaldia.com\/en\/wp-json\/wp\/v2\/tags?post=190923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}