Embraer S.A. ADS

EMBJ

Market cap $13.3B

Embraer S.A. has delivered a 644.8% price return since September 2022, significantly outperforming the S&P 500. Operating leverage is set to improve through streamlined deliveries, higher production capacity, and margin expansion, especially in Commercial and Executive Aviation. Despite recent gains, EMBJ stock remains undervalued versus peers, with a 17% upside to a $92.45 price target as operational efficiencies and working capital improve.

Brazilian planemaker Embraer's firm order backlog stood at a record $31.6 billion at the end of the fourth quarter, up 20% from a year earlier, according to a securities filing published on Tuesday.

India's Adani Group and Brazil's Embraer SA announced on Tuesday a partnership to establish a regional transport aircraft venture in India, with plans covering manufacturing, assembly, and increased localisation efforts, marking the Adani Group's foray into the sector.

Brazilian planemaker Embraer aims to restore annual deliveries to pre-pandemic levels of around 100 units within the next two years and then grow further following a recent boom in orders for its regional jets, its top commercial executive said.

Billionaire Gautam Adani's aerospace and defence business and Brazil's Embraer will announce a tie-up next week to assemble commercial aircraft in India, a source with direct knowledge of the matter said, boosting the country's civil aviation industry.

The geopolitical landscape has shifted dramatically as of Jan. 5, 2026. Following the collapse of the Argyle Accords and the failure of diplomatic channels regarding the Essequibo region, the U.S. Department of Defense has initiated military operations in Venezuela.

Brazilian planemaker Embraer's firm order backlog stood at a record $31.3 billion at the end of the third quarter, up 38% from a year earlier, according to a securities filing.

ERJ secures a $1.8B order from TrueNoord for 20 E195-E2 jets, underscoring surging demand for efficient, right-sized aircraft.

Brazil's state development bank has approved 1.7 billion reais ($312.3 million) in financing for the export of 13 Embraer aircraft to U.S. SkyWest Airlines, it said in a statement on Friday.

“This is a sector that buys from several places and sells to several places,” Chief Executive Francisco Gomes Neto said about the aircraft industry. “We need to go back to zero tariffs.