Embraer (NYSE:ERJ) Stock

Embraer

Embraer SA based in Sao Paulo, Brazil, manufacturer of jets. Its focus is to achieve customer satisfaction with and services addressing the commercial airline, executive jets, and defense and security markets. It has developed a customer-centric technology-driven portfolio of commercial aviation products and services that allows it to build long-term relationships with clients in the commercial aviation, executive jets, and defense and security markets. It operates through the various segments namely Commercial Aviation, Defense and Security, Executive Aviation, Service and Support, and Other Segments. The company generates maximum revenue from the Commercial Aviation segment.

Embraer SA

Scandinavian Airlines (SAS) has entered into an agreement to acquire 45 Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>, B3: EMBR3))) E195-E2 aircraft, with purchase rights for an additional 10 aircraft — the largest SAS jet order direct from a manufacturer since 1996. This milestone agreement supports SAS' long-term fleet renewal strategy, which is focused on increasing efficiency, reducing emissions, and unlocking future growth opportunities from its global hub in Copenhagen as well as across its Scandinavian and international network.
The first aircraft deliveries from Embraer are scheduled to begin in late 2027, with further deliveries extending over approximately four years. Excluding purchase rights, the value for the order is approximately US$4 billion.

News

Contracts

Embraer-Empresa Brasileira De Aeronautica

SAS Orders 45 Embraer E195-E2 Jets With Option For 10 More In ~$4B Deal, First Deliveries Set For Late 2027

Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) stole the spotlight on Day 2 of the Paris Air Show with a $6.6 billion VietJet deal, widening its lead over Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) as Bank of America Securities (BofA) flagged diverging order momentum <a target="_blank" href="https://www.benzinga.com/quote/BA/analyst-ratings" rel="noreferrer noopener">and shifting industry dynamics.</a>
After engaging with over 20 companies on Day Two of the Paris Air Show, analysts observed a continued emphasis on themes from earlier discussions. However, they particularly noted a stronger drive toward automation, bullish sentiment regarding European defense opportunities, expectations for margin expansion, and industry strategies for managing tariff risks.
BofA Securities noted that rising cost pressures, particularly labor, are challenging historical views and driving the aerospace and defense sector toward increased automation to meet demand, boost margins, and improve quality.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45991614/if-its-boeing-im-not-going-why-some-people-are-turning-their-backs-on-the-american-plane-maker-in-favor-of-rival-airbus" rel="noreferrer noopener">&#8216;If It&#8217;s Boeing, I&#8217;m Not Going:&#8217; Why Some People Are Turning Their Backs On The American Plane Maker In Favor Of Rival Airbus</a>
BofA observed that companies with local European subsidiaries are best positioned for the region&#8217;s defense spending upcycle, amidst questions about U.S. participation, highlighted by limited American presence.
Tariffs remain a key uncertainty, with consensus leaning toward a return to the 1979 WTO agreement, the BofA report mentioned.
Boeing: The analysts met with Boeing&#8217;s VP of Commercial Marketing, Darren Hulst, to discuss fleet dynamics and a growing aircraft supply gap.
Hulst pointed to a looming widebody ramp-up, noting that 2024 production is still less than half of 2018 levels, with supply chain issues, the 787 production halt, and delays in the 777X and A350 driving a 300-aircraft shortfall.
Over the past 4.5 years, Boeing&#8217;s widebody jets have outsold Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) by 2.5x, driven by the 787&#8217;s family structure and shared engine platform, whereas the A350 lacks engine commonality and is slightly oversized.
On the narrowbody side, Hulst flagged a deficit of 1,500-1,700 aircraft, stemming from COVID disruptions, the 737 MAX production halt, and A320 supply issues.
This continues to support demand for both fleet replacement and growth. The current narrowbody fleet is around two years older than in 2018, and Boeing expects up to a third of all 737s to be MAX 10 variants by the decade&#8217;s end.
However, Hulst conceded that demand for the A321 will likely remain stronger, given its 7-year lead.
Airbus: On Day 2 of the Paris Air Show, Airbus extended its lead by securing a ~$6.6 billion deal with VietJet Aviation for 100 A321s and 50 options, bringing its total to 232 firm orders and 156 options, BofA Securities highlighted.
This latest agreement brings Airbus&#8217;s total announced orders at the event to 232 aircraft, plus options for an additional 156. In contrast, Embraer S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) has secured a single defense order for its C-390, with options for 10 more aircraft for potential NATO members, while Boeing has not yet announced any new deals at the show.
Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>): Lockheed Martin executives shared key strategic updates, highlighting growth prospects across autonomous systems, missile defense, and NATO-aligned production.
The company is advancing its MATRIX AI for Black Hawk helicopters to enable autonomous and optionally unmanned operations, an appealing solution for military logistics in contested zones, BofA Securities pointed out.
Lockheed is also positioned to capitalize on missile defense demand, aiming to integrate its well-established systems into the U.S.&#8217;s layered defense strategy and expand its counter-UAS capabilities.
Also Read:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/travel/25/05/45692905/faa-extends-program-allowing-boeing-to-conduct-inspections-on-agencys-behalf" target="_blank" rel="noreferrer noopener">FAA Extends Program Allowing Boeing To Conduct Inspections On Agency&#8217;s Behalf</a></li>
</ul>
Photo by Manuel Esteban via Shutterstock

Analyst Color

Equities

Markets

Analyst Ratings

General

EADSF

European Aeronautic Defence And Space Unsponsored

EADSY

No New Deals For Boeing As Airbus Continues Order Blitz At Paris Air Show

WIIM

Embraer shares are trading higher after HDBV upgraded the stock from Hold to Buy and raised its price target from $45 to $57.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>HC Wainwright &amp; Co. analyst Emily Bodnar upgraded the rating for AnaptysBio, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANAB#NASDAQ">ANAB</a>) from Neutral to Buy and raised the price target from $22 to $38. AnaptysBio shares closed at $23.52 on Tuesday. <a href="https://www.benzinga.com/quote/ANAB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst David Anderson upgraded Cactus, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHD#NYSE">WHD</a>) from Equal-Weight to Overweight and raised the price target from $51 to $54. Cactus shares closed at $44.11 on Tuesday. <a href="https://www.benzinga.com/quote/WHD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HSBC analyst Cenk Orcan upgraded the rating for Embraer S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) from Hold to Buy and raises the price target from $45 to $57. Embraer shares closed at $45.99 on Tuesday. <a href="https://www.benzinga.com/quote/ERJ/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst David Lebowitz upgraded Blueprint Medicines Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BPMC#NASDAQ">BPMC</a>) from Sell to Neutral and raised the price target from $83 to $129. Blueprint Medicines shares closed at $127.60 on Tuesday. <a href="https://www.benzinga.com/quote/BPMC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Karl Keirstead upgraded Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) from Neutral to Buy and raised the price target from $210 to $265. Snowflake shares closed at $209.18 on Tuesday. <a href="https://www.benzinga.com/quote/snow/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying SNOW stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/SNOW/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="599" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04093653/image-49-1024x599.png" alt="" class="wp-image-938280" style="width:644px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04093653/image-49-1024x599.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04093653/image-49-300x176.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04093653/image-49-768x450.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04093653/image-49.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/06/45762621/cramer-shouldve-told-investors-to-pull-the-trigger-on-trade-desk-cant-believe-how-low-gentex-has-fal">Cramer: Should&#8217;ve Told Investors To &#8216;Pull The Trigger&#8217; On Trade Desk, Can&#8217;t Believe &#8216;How Low&#8217; Gentex Has Fallen</a> </li>
</ul>
Photo via Shutterstock

Upgrades

Trading Ideas

ANAB

BPMC

SNOW

This Snowflake Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

HSBC analyst Cenk Orcan upgrades Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) from Hold to Buy and raises the price target from $45 to $57.

Price Target

HSBC Upgrades Embraer to Buy, Raises Price Target to $57

Goldman Sachs analyst Noah Poponak maintains Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) with a Buy and raises the price target from $54 to $60.

Goldman Sachs Maintains Buy on Embraer, Raises Price Target to $60

Guidance

Embraer Affirms FY25 Sales Guidance Of $7.00B-$7.50B vs $7.34B Estimate

Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) reported quarterly losses of $(0.40) per share which missed the analyst consensus estimate of $0.03 by 1433.33 percent. This is a 471.43 percent decrease over losses of $(0.07) per share from the same period last year. The company reported quarterly sales of $1.10 billion which missed the analyst consensus estimate of $1.18 billion by 6.63 percent. This is a 23.02 percent increase over sales of $896.60 million the same period last year.

Earnings

Earnings Misses

Embraer Q1 Adj. EPS $(0.40) Misses $0.03 Estimate, Sales $1.10B Miss $1.18B Estimate

ACLS

AHCO

ALAB

ALGS

ALGT

AMTM

ANDE

ANET

ANGI

ARDT

ARIS

ARMK

ARQT

ARRY

ATKR

ATOM

ATRO

AUDC

AVNS

AVNT

AVNW

AZEK

BALL

BBNX

BCAB

BLDP

BRLT

BWIN

BWMN

CCCS

CCLD

CDRE

CELH

CGAU

CGBD

CHMI

CHRD

CIFR

CIGI

CLDT

CLOV

COTY

CPAY

CPIX

CPNG

CRCT

CRIS

CRMD

CRSR

CRUS

CURI

CVGI

CXDO

CYTK

DASH

DAWN

DDOG

DOCN

DRCT

DRVN

DVAX

ENLT

EOSE

ESPR

EVGO

Earnings Scheduled For May 6, 2025

Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) is set to give its latest quarterly earnings report on Tuesday, 2025-05-06. Here's what investors need to know before the announcement.
Analysts estimate that Embraer will report an earnings per share (EPS) of $0.10. 
Investors in Embraer are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Earnings Track Record</h3>
During the last quarter, the company reported an EPS beat by $0.60, leading to a 0.32% increase in the share price on the subsequent day.
Here's a look at Embraer's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.340</td>
<td>0.6</td>
<td>0.220</td>
<td>-0.16</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.942</td>
<td>1.2</td>
<td>0.438</td>
<td>-0.07</td>
</tr>
<tr>
<td>Price Change %</td>
<td>0.0%</td>
<td>6.0%</td>
<td>4.0%</td>
<td>-1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1746453774_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Embraer were trading at $46.72 as of May 02. Over the last 52-week period, shares are up 74.82%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analyst Observations about Embraer</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Embraer.
A total of 2 analyst ratings have been received for Embraer, with the consensus rating being Buy. The average one-year price target stands at $44.5, suggesting a potential 4.75% downside.
<h3>Understanding Analyst Ratings Among Peers</h3>
The following analysis focuses on the analyst ratings and average 1-year price targets of Huntington Ingalls Indus, StandardAero and ATI, three prominent industry players, providing insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Huntington Ingalls Indus, with an average 1-year price target of $215.8, suggesting a potential 361.9% upside.</li>
<li>Analysts currently favor an Neutral trajectory for StandardAero, with an average 1-year price target of $30.0, suggesting a potential 35.79% downside.</li>
<li>Analysts currently favor an Outperform trajectory for ATI, with an average 1-year price target of $73.0, suggesting a potential 56.25% upside.</li>
</ul>
<h3>Analysis Summary for Peers</h3>
The peer analysis summary provides a snapshot of key metrics for Huntington Ingalls Indus, StandardAero and ATI, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Loar Holdings</td>
<td>Outperform</td>
<td>27.77%</td>
<td>$53.96M</td>
<td>0.40%</td>
</tr>
<tr>
<td>Huntington Ingalls Indus</td>
<td>Buy</td>
<td>-2.53%</td>
<td>$394M</td>
<td>3.16%</td>
</tr>
<tr>
<td>StandardAero</td>
<td>Neutral</td>
<td>21.75%</td>
<td>$201.91M</td>
<td>-0.79%</td>
</tr>
<tr>
<td>ATI</td>
<td>Outperform</td>
<td>9.73%</td>
<td>$235.80M</td>
<td>5.21%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Embraer ranks at the top for Revenue Growth and Gross Profit among its peers. It is in the middle for Return on Equity.
<h3>Delving into Embraer's Background</h3>
Embraer SA based in Sao Paulo, Brazil, manufacturer of jets. Its focus is to achieve customer satisfaction with and services addressing the commercial airline, executive jets, and defense and security markets. It has developed a customer-centric technology-driven portfolio of commercial aviation products and services that allows it to build long-term relationships with clients in the commercial aviation, executive jets, and defense and security markets. It operates through the various segments namely Commercial Aviation, Defense and Security, Executive Aviation, Service and Support, and Other Segments. The company generates maximum revenue from the Commercial Aviation segment.
<h3>Financial Insights: Embraer</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, Embraer showcased positive performance, achieving a revenue growth rate of 17.03% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: Embraer's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 1.97%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Embraer's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 1.47%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Embraer's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.39%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Embraer's debt-to-equity ratio surpasses industry norms, standing at 0.85. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<a href="https://www.benzinga.com/quote/ERJ/earnings">To track all earnings releases for Embraer visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Preview: Embraer

EVTL

HAYW

JBHT

LDOS

MATX

ODFL

PCAR

SAIA

TREX

UHAL

Shares of companies in the broader industrial sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

<ul>
<li>Commercial Aviation's backlog reached US$10.0 billion</li>
<li>Executive Jets set a new US$7.6 billion backlog record</li>
<li>Defense &amp; Security held steady with a US$4.2 billion backlog</li>
<li>The backlog in Services &amp; Support totaled US$4.6 billion</li>
</ul>

Reported Earlier, Embraer Sets New Backlog Record In Q1 At $26.4B, Executive Jets Lead With 66% YoY Growth

AIRT

CARR

HLGN

NRGV

SHLS

Shares of companies in the broader industrial sector are trading higher following US Treasury Secretary Scott Bessent's reported remarks about trade de-escalation with China.

AVAV

AXON

BWXT

BYRN

ESLT

EVEX

MRCY

SARO

SATL

SPAI

SPCE

Shares of aerospace and defense companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Intelsat Inked An Agreement With Embraer To Soon Launch High-speed, Reliable Multi-orbit Connectivity Service On Embraer E2 Aircraft From The Day The Plane Is Delivered

FTAI

GEHC

NDSN

RKLB

Shares of industrial stocks are trading lower amid macroeconomic concerns due to rising global trade tensions.

Embraer shares are trading lower after Wolfe Research downgraded the stock from Outperform to Peer Perform.

Wolfe Research analyst Myles Walton downgrades Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) from Outperform to Peer Perform.

Downgrades

Wolfe Research Downgrades Embraer to Peer Perform

Buybacks

Reported Earlier, Embraer Announces Share Buyback Program For Up To 1.07M Shares Through March 2026

Embraer shares are trading higher after Goldman Sachs raised its price target on the stock from $44 to $50.

Press Releases

EMBRAER EARNINGS RESULTS 4th QUARTER AND FISCAL YEAR 2024

EMBRAER S.A.: Share Buyback Program

Embraer files Form 20-F report for the 2024 fiscal year

Sweden confirms acquisition of four C-390 Millennium and secures production slots

Intelsat, Embraer to Factory Install Multi-Orbit Service

Embraer ended 1Q25 with a US$26.4 billion backlog, surpassing the previous quarter record level

NUBURU (BURU) Secures $3.4M Debt Resolution, Targets Revenue with Defense Sector Expansion

NUBURU (BURU) Revitalizes Blue Laser Business Unit with Strategic Defense Industry Focus

EMBRAER EARNINGS RESULTS 1st QUARTER 2025

SAS places record order for 55 Embraer aircraft to power future growth and regional connectivity

BURU

AeroVironment

Axon Enterprise

Boeing

BWX Technologies

Curtiss-Wright

Leonardo DRS

General Dynamics Corporation Common Stock

General Dynamics

GE Aerospace

Heico

Heico Corporation Common Stock

Huntington Ingalls Industries, Inc. Common Stock

Huntington Ingalls Indus

Howmet Aerospace

Karman Holdings

Kratos Defense & Security Solutions, Inc. - Common Stock

Kratos Defense & Security

L3Harris Technologies

Lockheed Martin

Loar Holdings

Northrop Grumman Corporation Common Stock

Northrop Grumman

Rocket Lab USA

StandardAero

Transdigm Group Incorporated Common Stock

TransDigm Gr

Textron

Woodward

HSBC

Goldman Sachs

B of A Securities

TD Cowen

Screenshot 2024-06-05 at 5.40.58 PM

Emerging Markets

Movers & Shakers

HOVR

On The Horizon: How One Company Plans To Use Its Innovative Aircraft Design To Revolutionize Regional Air Travel

Comments

Embraer

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL