Embraer S.A. EMBJ
General analysis — not personal advice.
Record backlog and new orders (UAE C-390, Azorra E195-E2) improve revenue visibility, but Q1 highlighted cash-flow and margin sensitivity (inventory build, cost/tariff pressure) and the market has repriced the stock lower.
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Price & valuation
Market sentiment
Why HOLD?
- Hold/wait: maintain an existing position; consider adding only after evidence of improving cash flow in Q2 and margin stabilization.
Recent News
- Since May 6, Embraer released Q1 2026 results: revenue +31% YoY to $1.447B, 44 deliveries (+47% YoY), record backlog of $32.1B (+22% YoY), and reiterated full-year guidance. However, adjusted free cash flow ex-Eve was -$447M (inventory build) and the stock fell roughly 15–20% from early-May levels. Subsequent updates included a full redemption of the 7.0% 2030 notes (June 2026) and Azorra’s firm order for 15 E195-E2 aircraft (plus options).
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