Embraer (EMBR3) Corporate presentation summary

Strategic overview and growth outlook

• Leading global manufacturer of jets up to 150 seats, with over 2,100 executive jets delivered and 170+ airline customers in 90+ countries.

• Four main business segments: Commercial Aviation, Executive Aviation, Defense & Security, and Services & Support.

• Targeting double-digit revenue growth to $8.2–8.5 billion in 2026, with mid- to high-single-digit CAGR through 2030.

• Ambitious long-term growth driven by next-gen product development and strategic projects like EVE Air Mobility.

• Well-balanced portfolio with a record $32.1 billion backlog, diversified across all segments.

Financial performance and guidance

• Revenue reached $7.9 billion in 1Q26 LTM, with adjusted EBITDA margin at 14.4% and adjusted EBIT margin at 8.7%.

• Free cash flow improved to $676 million in 1Q26 LTM, with guidance for $200 million or better in 2026.

• ROIC consistently above WACC, reaching 10.2% in 2026E.

• Net debt/EBITDA ratio reduced to 0.1x, with average debt maturity of 8.7 years and 5.6% average cost.

• Consensus estimates project revenues of $10.5 billion and adjusted EBITDA of $1.38 billion in 2026.

Commercial aviation highlights

• E-Jets family leads the global market for jets up to 150 seats, with 2,423 orders and 1,953 deliveries.

• E2 jets offer 20–25% lower trip costs and are the most environmentally friendly in their segment.

• Strong replacement opportunities for aging regional and small narrowbody aircraft, with low competition.

• Commercial aviation backlog at $15.8 billion, with stable deliveries and EBIT margin improvement.