#Brazil #Embraer S.A. #São José dos Campos #aircraft deliveries #financial projections

Embraer S.A. Revises Financial Projections for 2026

In an important announcement made on November 10, 2026, Embraer S.A. provided key updates regarding its guidance for the fiscal year 2026. The company, based in São José dos Campos, Brazil, has conveyed that it is revising its previous projections, primarily in light of fluctuating operational conditions and the evolving landscape of its business environment. This adjustment reflects management's belief that prior estimates disclosed in earlier communications do not adequately capture the current realities and expectations of the company.

The revised guidance entails the following modifications:

• - Commercial Aviation Deliveries: Originally estimated to be between 80 and 85 aircraft, this figure remains unchanged.
• - Executive Aviation Deliveries: The projection for deliveries stands at 160 to 170 aircraft, unchanged from the previous estimates.
• - Consolidated Net Revenues: The company has revised this figure upward, now forecasting between $8.4 billion and $8.6 billion, compared to the earlier range of $8.2 billion to $8.5 billion.
• - Adjusted EBIT Margin: Expectations remain stable, with projections of 10.0% to 10.6%, consistent with prior guidance.
• - Free Cash Flow: A significant revision has been made here, with forecasts now stating a minimum of $700 million, up from earlier expectations of $400 million or higher.

The adjustments announced by Embraer S.A. will be reflected in section 3 of the company's Reference Form, which will be accessible on the website of both the company and Brazil's CVM (Comissão de Valores Mobiliários) within the legally mandated timelines.

Management has emphasized that these projections are not guarantees of performance; rather, they represent the current outlook based on available information and analysis. Investors should be aware that the forecasted figures are subject to various risks and uncertainties, many of which stem from external factors that are beyond the company’s control, including broader economic conditions, industry dynamics, and market trends. As such, actual results can vary significantly from the estimates provided.

This strategic move to revise guidance illustrates Embraer’s proactive approach in managing expectations and navigating through the complexities of the aerospace market. This also indicates the company's commitment to transparency and accountability towards its shareholders and stakeholders, aiding them in making informed decisions based on the most current information available.

As Embraer continues to adapt to changes within the industry, it also underscores the importance of vigilance and readiness in the face of evolving challenges. The management will continue to monitor the situation closely and may provide further updates as additional information and market conditions dictate.

The recent updates from Embraer S.A. are critical for current and potential investors, giving them insights into how the company plans to maneuver through 2026. Stakeholders are encouraged to review the detailed projections and engage with management as needed to align their strategies in response to the company’s forecasts and the broader market environment.