Embraer S.A.(ERJ)Earnings, Financials & Key RatiosEmbraer S.A. (ERJ) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2025Q3
while the forward P/E of 4.47 suggests potential undervaluation, the extreme volatility in operating cash flow and the 189-day cash conversion cycle warrant a cautious approach until delivery consistency improves.
Embraer S.A. (ERJ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Embraer S.A. (ERJ) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q4 2025Latest | Nov 4, 2025 | $0.64vs $0.61+4.3% | $2.0Bvs $2.6B-22.5% |
| Q3 2025 | Aug 5, 2025 | $0.02vs $0.47-104.3% | $1.8Bvs $1.9B-5.4% |
| Q2 2025 | May 6, 2025 | $0.40vs $0.21+90.5% | $1.1Bvs $1.7B-33.2% |
| Q1 2025 | Feb 27, 2025 | $0.94vs $0.47+100.0% | $2.3Bvs $2.2B+4.7% |
Recent stock market news and headlines for Embraer S.A. (ERJ)
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. (ERJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $65.43 | $12B | 34.08 | 21.38% | 5.51% | 11.04% | — | |
| $218.58 | $172.31B | 88.14 | 34.49% | 2.46% | — | — | |
| $1309.18 | $73.23B | 40.81 | 11.22% | 21.29% | — | — | |
| $278.97 | $10.99B | 18.13 | 8.23% | 4.71% | 12.05% | — | |
| $91.93 | $16B | 17.99 | 8.01% | 6.15% | 12.13% | — | |
| $521.82 | $120.26B | 24.28 | 5.65% | 6.38% | 74.53% | — |
Embraer S.A. (ERJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Embraer S.A. (ERJ) stock FAQ — growth, dividends, profitability & financials explained
Embraer S.A. (ERJ) reported $7.26B in revenue for fiscal year 2024. This represents a 119% increase from $3.32B in 1999.
Embraer S.A. (ERJ) grew revenue by 21.4% over the past year. This is strong growth.
Yes, Embraer S.A. (ERJ) is profitable, generating $314.9M in net income for fiscal year 2024 (5.5% net margin).
Embraer S.A. (ERJ) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.
Embraer S.A. (ERJ) generated $702.5M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
