Embraer S.A.(EMBJ)Earnings, Financials & Key RatiosEmbraer S.A. (EMBJ) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company has improved its balance sheet with a 0.77 debt-to-equity ratio, the extreme volatility in free cash flow and a 29.71 P/FCF multiple suggest that operational risks currently outweigh the potential for consistent earnings growth.
Embraer S.A. (EMBJ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Embraer S.A. (EMBJ) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 8, 2026 | $0.16vs $0.29-44.8% | $1.4Bvs $1.4B+2.6% |
| Q2 2026 | Mar 6, 2026 | $0.83vs $0.17+388.2% | $2.7Bvs $2.5B+4.2% |
| Q4 2025 | Nov 4, 2025 | $0.30vs $0.61-50.8% | $2.0Bvs $1.9B+5.5% |
| Q2 2025 | May 6, 2025 | $0.40vs $0.21+90.5% | $1.8Bvs $1.1B+63.2% |
Recent stock market news and headlines for Embraer S.A. (EMBJ)
I reaffirm my buy rating on Embraer, citing a compelling valuation and recent management actions to mitigate key risks. EMBJ trades at a 9% EV/EBITDA discount to peers, with a 16.5% upside if it returns to its historical premium. The $32.1 billion diversified backlog provides strong visibility and resilience across commercial, executive, and defense aviation segments.
Key metrics vs top competitors for Embraer S.A. (EMBJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $65.97 | $11.87B | 34.36 | 18.5% | 4.64% | 9.83% | 0.2% | |
| $231.68 | $182.63B | 93.42 | 34.49% | 2.46% | — | — | |
| $1309.18 | $73.23B | 40.81 | 11.22% | 21.29% | — | — | |
| $289.46 | $11.4B | 18.81 | 8.23% | 4.71% | 12.05% | — | |
| $91.58 | $15.94B | 17.92 | 8.01% | 6.15% | 12.13% | — | |
| $50.34 | $9.44B | 387.23 | 18.52% | 2.08% | 1.26% | — |
Embraer S.A. (EMBJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Embraer S.A. (EMBJ) stock FAQ — growth, dividends, profitability & financials explained
Embraer S.A. (EMBJ) reported $7.95B in revenue for fiscal year 2025.
Embraer S.A. (EMBJ) grew revenue by 18.5% over the past year. This is strong growth.
Yes, Embraer S.A. (EMBJ) is profitable, generating $311.8M in net income for fiscal year 2025 (4.6% net margin).
Yes, Embraer S.A. (EMBJ) pays a dividend with a yield of 0.20%. This makes it attractive for income-focused investors.
Embraer S.A. (EMBJ) has a return on equity (ROE) of 9.8%. This is below average, suggesting room for improvement.
Embraer S.A. (EMBJ) generated $380.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
