5 stories mentioning EMBJUpdated 18d ago
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Embraer S.A. Sponsored ADR (EMBJ) has an average rating of buy and mean price target of $80.38, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Embraer (EMBJ) is targeting higher output of commercial jets next year as elevated fuel prices push demand for more efficient aircraft, Bloomberg reported Wednesday, citing chief executive officer Francisco Gomes Neto.Speaking at an interview, Neto said that the plane maker aims to deliver as many as 100 commercial jets in 2027, up 20% from this year, according to the report.The company maintained its delivery guidance of 85 commercial jets and between 160 and 170 business aircraft in 2026, amid short supply of parts like engines and fuselage components, the report said.Embraer did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $58.25, Change: $-1.71, Percent Change: -2.85%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our unchanged 12-month target price of USD79 values EMBJ at 22.1x our 2027 EPS estimate, a premium relative to EMBJ's two-year average forward P/E of 18.4x but a discount to peers' average forward P/E of 25.9x. We lower our 2026 earnings per ADS estimate by BRL1.02 to BRL12.97 and 2027 by BRL1.39 to BRL17.50, mostly due to the exchange rate. Management reiterated full-year 2026 guidance of 80-85 commercial aircraft deliveries, 160-170 executive jet deliveries, revenue of USD8.2B-USD8.5B, and adjusted EBIT margin of 8.7%-9.3%. The firm order backlog reached an all-time high of USD32.1B (+22% Y/Y), with Commercial Aviation backlog up 50% Y/Y driven by a 3.0x book-to-bill ratio. A major milestone came with the UAE's order for 10 C-390 aircraft plus 10 options, opening Middle East opportunities. By decade-end, EMBJ targets production of 120 commercial jets, 200 executive jets, and 10 KC-390s annually, supporting management's ambition for double-digit revenue growth and double-digit EBIT margins in the medium term.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Embraer reported record Q1 revenue of USD1,447M, up 31% Y/Y and beating consensus by 2%, due to broad-based segment strength with Defense & Security up 63%, Commercial Aviation up 45%, Executive Aviation up 30%, and Services & Support up 15%. Q1 EPS of USD0.18 declined from USD0.40 in the prior year and missed the consensus by USD0.05. The company's record USD32.1B backlog, up 22% Y/Y, provides strong multi-year revenue visibility and supports our positive outlook on the investment thesis. Management reaffirmed 2026 guidance for 80-85 commercial aircraft deliveries, 160-170 executive jet deliveries, revenues of USD8.2B-USD8.5B, and adjusted EBIT margin of 8.7%-9.3%. Operating margins expanded 90 basis points to 6.5% despite absorbing USD13M in U.S. tariff costs. We believe the strategic inventory build of USD399.5M positions the production system for sequential delivery growth, while the company maintains solid liquidity with USD1,857.6M in cash and an undrawn USD1.0B credit facility.
(Updates with the latest stock price movement in the headline and first paragraph.)Embraer's (EMBJ) shares were down more than 8% in early Friday trading after the company reported Q1 earnings below market expectations, despite strong revenue growth.The company reported Q1 earnings of $0.19 per diluted American depositary share, down from $0.40 a year earlier.Analysts polled by FactSet expected $0.25.Revenue for the quarter ended March 31 was $1.45 billion, up from $1.10 billion a year earlier.Analysts polled by FactSet expected $1.41 billion.For 2026, the company expects revenue of $8.2 billion to $8.5 billion. Analysts polled by FactSet expect $8.46 billion.Price: $62.54, Change: $-5.21, Percent Change: -7.69%
