Embraer S.A. Announces Strategic Share Buyback Plan for 2026

On March 5, 2026, Embraer S.A. made a significant announcement regarding a new initiative aimed at optimizing its shareholder value through a share buyback program. This decision comes as part of the company's ongoing commitment to managing its financial resources efficiently and effectively.

Details of the Share Buyback Program

In accordance with the Brazilian Corporate Law and relevant regulations, Embraer’s Board of Directors ratified a plan to repurchase its own shares. The goal is to buy back up to 10,932,998 shares, which constitutes approximately 1.5% of the total outstanding shares. As of the announcement, the company holds 17,698,705 shares in its treasury.

The buyback program is set to commence on March 6, 2026, and will last for 12 months, concluding on March 5, 2027. During this period, Embraer will target specific market conditions to carry out the repurchase at prevailing market prices on the B3 exchange, facilitating this through intermediaries like BTG Pactual Serviços Financeiros S/A DTVM.

Financial Rationales Behind the Decision

Embraer's Executive Board believes that the buyback will not disrupt the current shareholder composition or the company’s operational structure. The financial assessment suggests that the plan can be executed without jeopardizing the company's commitments to creditors. The company’s financial health, as demonstrated through its fiscal statements for the year ending December 31, 2025, shows that adequate cash reserves and equity allow for such an initiative.

In total, Embraer has budgeted approximately R$ 2,013,983,540.61 for this program, ensuring that the buyback can be conducted without impacting essential business operations. This prudence is especially advantageous in maintaining investor confidence and enhancing the stock's value in the marketplace.

Shareholder Benefits and Company Commitments

The share buyback is expected to serve multiple purposes: reinforcing the company’s commitment to shareholders, providing long-term dividends, and fulfilling obligations under existing share-based compensation plans. As such, this initiative is also seen as a marker of confidence in Embraer's operational strategies and market position.

Further illustrating this confidence, the Board has evaluated prior agreements, including Equity Swaps with Banco Itaú Unibanco S.A., which will be unwound as the share buyback progresses. By doing so, Embraer aims to streamline operations while maximizing shareholder returns.

Conclusion

As Embraer embarks on this share buyback program, it highlights the importance of strategic financial management in delivering value to shareholders. The market will be observing how this initiative unfolds as it seeks to bolster the company's standing amidst evolving industry dynamics and global market conditions.

For further updates on the Share Buyback Program, detailed information will be available in the investor relations section of Embraer’s website, along with pertinent disclosures made to the Brazilian Securities and Exchange Commission (CVM).

In summary, Embraer S.A. is prepared to utilize its financial resources effectively through this new initiative, emphasizing shareholder enhancement, while maintaining robust operational stability and future growth potential.