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EMBJ

Embraer S.A.

EMBJ

NYSE·Industrials·Aerospace & Defense·Mkt cap $13.3B

$72.54

-3.84%

P/E

29.31

Mkt Cap

$13.3B

52-Wk Range

$53.56–$80.75

52-Week Range

$53.56 - $80.75

P/E

29.31

Fwd P/E

25.32

Beta

0.72

Div Yield

1.06%

Avg Vol

1.4M

Shares Out

45.9M

Mkt Cap

$13.3B

Price action

Price chart

Up 28.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established global supply chain and manufacturing expertise
  • Strong brand recognition and customer loyalty in aerospace
  • Diversified product portfolio reducing market concentration risk
  • Early-mover advantage in sustainable aviation technologies

Bear Case

1 risk

  • Low volatility (beta 0.7).

Growth

Stable outlook

Rising demand for regional commercial aircraft in emerging markets

Value

Fairly valued vs Defense Prime Contractors peers

Momentum

Hot

+25.6% over 3m

Quality

Thin

Strong fundamentals

Dividend

Modest

1.06% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of $1.22 vs $0.61 consensus (+100.0% surprise). Revenue of $2.2B vs $2.0B expected (+11.1%). Beat on both top and bottom lines.

EPS beat +100.0%
Rev beat +11.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+100.0%

Revenue trend · last 8Q

+23%

+21%

+20%

+15%

+31%

+16%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$1.7B

$2.3B

$1.1B

$1.8B

$2.0B

$2.7B

$1.4B

$2.3B

Margins · last 8Q

Gross

Operating

Profit

9.6%

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Scotiabank · Jun 8, 2026

vs Industry

How EMBJ stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.