Embraer reported US$1.4467 billion in revenue for the first quarter of 2026, a 31% increase from the prior year and the highest first-quarter total in company history. The result stemmed from growth across segments, with Defense & Security revenue rising 63% to US$227 million and Commercial Aviation up 45% to US$293 million. Services & Support added US$490 million, a 15% gain.
Adjusted EBIT reached US$94 million, yielding a 6.5% margin compared to 5.6% in the 2025 first quarter. Adjusted net income was US$27.7 million, while net income attributable to shareholders stood at US$33.4 million. The firm order backlog hit a record US$32.1 billion, up 22% year over year, including US$15 billion in Commercial Aviation.
Deliveries totaled 44 aircraft, 47% more than last year, with 29 in Executive Aviation (16 Phenom and 13 Praetor), 10 in Commercial, and 5 in Defense. Adjusted free cash flow, excluding Eve, was negative US$447.1 million due to a US$399.5 million inventory build.
Embraer maintained its 2026 guidance: 80 to 85 commercial aircraft deliveries, 160 to 170 executive jets, revenue of US$8.2 billion to US$8.5 billion, adjusted EBIT margin of 8.7% to 9.3%, and free cash flow of at least US$200 million excluding Eve.