Embraer reports record Q3 2026 revenue of $2.3 billion and raises full‑year guidance
Embraer announced third‑quarter 2026 revenue of US$2.3 billion, a 17% year‑on‑year increase, and raised its full‑year revenue and cash‑flow guidance. The results were released on 10 Nov 2026 and affect investors, airline customers and industry analysts monitoring the Brazilian manufacturer.
In this story
At a glance
- What changes
- Revenue rose to US$2.3 billion and guidance was increased
- Timing
- Results cover July‑September 2026 and were published on 10 Nov 2026
- Who is affected
- Investors, airline customers and analysts tracking Embraer
The details
- Announced by
- Embraer
- Takes effect
- 10 Nov 2026
Quarterly financial performance
Embraer reported record third‑quarter revenue of US$2.3 billion, representing a 17% increase compared with the same period in 2025. All four business segments—Commercial Aviation, Executive Aviation, Defense & Security, and Services & Support—contributed to the growth.
- Deliveries rose to 66 aircraft, a 6% increase over the prior year
- Adjusted EBIT reached US$254.8 million, with a margin of 10.9%
Guidance revision
Following the strong quarter, Embraer lifted its full‑year revenue forecast to a range of US$8.4 billion‑US$8.6 billion, up from the previous US$8.2 billion‑US$8.5 billion estimate. The company also raised its adjusted free cash‑flow target to at least US$700 million, exceeding the earlier minimum of US$400 million.
- Higher operating performance and pre‑delivery payments drove cash‑flow improvement
Backlog and investment
Embraer’s order backlog reached an all‑time high of US$35.7 billion, a 3% rise from the previous quarter and 14% growth year‑on‑year. Capital investment increased to US$149.7 million for the quarter, or US$219 million including Eve, reflecting expanded manufacturing and development activities.
- Backlog represents future manufacturing commitments, not recognized revenue
What this means for travellers
Trip planning
- Existing aircraft lease or purchase plans can consider the higher delivery rate of 66 units in Q3 2026
- Airlines may factor the stronger revenue outlook into fleet renewal decisions for the remainder of 2026
Cost and documents
- No new fees or documentation requirements were introduced for customers
- Financial analysts should update valuation models to reflect the raised revenue guidance
What you need to do
- Investors should review the updated guidance when assessing Embraer stock positions
- Airline procurement teams may want to confirm delivery schedules with Embraer sales contacts
- Analysts are advised to incorporate the new backlog figure of US$35.7 billion into forecasts
Who this affects
-
Investors
The company’s revenue and cash‑flow guidance directly affect share price expectations
What to do Review updated financial forecasts and adjust investment strategies accordingly
-
Airline customers
Higher delivery numbers and a strong backlog indicate improved availability of new aircraft
What to do Check with Embraer sales for any changes to delivery timelines
-
Industry analysts
Revised guidance and record backlog provide new data points for market analysis
What to do Incorporate the latest figures into sector reports and outlooks
Frequently asked questions
What was Embraer's revenue in Q3 2026?
Embraer reported third‑quarter 2026 revenue of US$2.3 billion, a 17% increase compared with the same quarter in 2025.
Did Embraer raise its 2026 revenue forecast?
Yes, the company increased its full‑year revenue outlook to a range of US$8.4 billion‑US$8.6 billion, up from the previous US$8.2 billion‑US$8.5 billion estimate.
How many aircraft did Embraer deliver in Q3 2026?
Embraer delivered 66 aircraft between July and September 2026, a 6% rise over the comparable period in 2025.
What is Embraer's current order backlog?
The order backlog reached an all‑time high of US$35.7 billion at the end of the third quarter of 2026.
Did Embraer change its free cash‑flow target for 2026?
The company raised its adjusted free cash‑flow guidance, excluding Eve, to at least US$700 million, up from a previous minimum of US$400 million.
