Embraer Raises 2026 Revenue Forecast After Record Third-Quarter Revenue

Embraer reported third-quarter 2026 revenue of $2.35 billion, a record for a third quarter, and increased its 2026 revenue forecast to $8.4 billion–$8.6 billion.

Key details

• Third-quarter revenue rose 17% year over year.
• Embraer raised its 2026 adjusted free cash flow minimum forecast, excluding Eve Air Mobility, from $400 million to $700 million.
• The company kept its adjusted EBIT margin target at 10%–10.6% and its delivery forecasts at 80–85 commercial jets and 160–170 executive jets.
• Embraer delivered 66 aircraft in the quarter.
• Its backlog reached $35.7 billion at the end of September 2026.
• Defense & Security revenue totaled $341 million, up 22% year over year, with the increase linked to KC-390 revenue recognition.
• Adjusted free cash flow, excluding Eve Air Mobility, reached $627.7 million in the quarter. The reported drivers were operating performance and customer pre-delivery payments.

Embraer reported a $35.7 billion backlog at the end of September 2026.

Why it matters

The higher revenue and free cash flow forecasts provide updated targets for Embraer’s 2026 performance. Its delivery outlook remained unchanged, while the company reported a quarter-end backlog of $35.7 billion.