Embraer S.A. (EMBJ)

NYSE | Industrials | Aerospace and defense manufacturing
Intro rate Introductory pricing for early customers through June 30 — the same full analysis at a lower rate while we refine delivery.
Free
No email, no account, no signup.
Pulling latest news for Embraer S.A.…
Bull
Bear
Intro rate Introductory pricing for early customers through June 30 — the same full analysis at a lower rate while we refine delivery.

Professional stock analysis at introductory pricing. 7-day money-back guarantee — no lock-in.

Want the why behind the signal? Get the deep 4-model report — full bull/bear, dated catalysts, dilution risk, weekly refresh. $4.99 $1.25.
Get the deep 4-model report – $4.99 $1.25
Order analysis – $4.99 $1.25

Professional stock analysis at introductory pricing. 7-day money-back guarantee — no lock-in.

Not satisfied? Get your money back within 7 days — no questions asked.
7-day money-back guarantee · No lock-in period · Secure payment via Stripe
Exchange
NYSE
Type
Industrials
Sector
Aerospace and defense manufacturing
Market Cap
$11.3B

Market sentiment

Sentiment is more mixed/negative than before: strong backlog and deliveries are offset by an EPS miss, clearly negative free cash flow, and a notable post-earnings share-price repricing.

Why HOLD ?

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. Overall, it supports a wait-and-see stance until cash conversion improves and Q2 confirms guidance.
  • Hold/wait: maintain an existing position; consider adding only after evidence of improving cash flow in Q2 and margin stabilization.
We're already tracking Embraer S.A. — here are the latest events we've registered

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).
Want to know how this news affects Embraer S.A.? Order the analysis.
Order analysis – $4.99 $1.25

What you get

A complete express analysis — not just a signal. Delivered as a webpage in your account.

  • Signal: BUY / HOLD / SELL — with clear reasoning
  • Sentiment score 1–10 based on news, reports, and market data
  • Risk score 1–10 (dilution, jurisdiction, execution)
  • Bull case: 3–5 specific points with evidence (e.g. "Oversold after panic-reaction to security news, opening a technical bounce setup")
  • Bear case: 3–5 specific risks (e.g. "Extreme uncertainty around the security situation in Sinaloa after tragic events")
  • Upcoming catalysts with dates
  • Sources: news, filings, market data, and investor forums
  • Assessment of dilution risk
Want to see what a finished analysis looks like?
View a sample analysis
This is a real Firelda analysis. Your analysis of Embraer S.A. will be delivered in the same format.
Order analysis – $4.99 $1.25
Not satisfied? Get your money back within 7 days — no questions asked.
Embraer S.A. (EMBJ)
Fresh analysis on demand
Buy express analysis – $4.99 $1.25
The information on this page does not constitute investment advice. AI-generated analyses may contain errors. Always conduct your own research before making investment decisions. Firelda.ai is not responsible for any potential losses.