Embraer (EMBJ3) Stock Overview
Engages in the design, development, manufacture, and sale of aircraft and systems worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
EMBJ3 Community Fair Values
Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Embraer S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R$69.65 |
| 52 Week High | R$105.50 |
| 52 Week Low | R$65.06 |
| Beta | 0.73 |
| 1 Month Change | -4.13% |
| 3 Month Change | -5.70% |
| 1 Year Change | 1.15% |
| 3 Year Change | 238.93% |
| 5 Year Change | 244.29% |
| Change since IPO | 2,131.55% |
Recent News & Updates
Narrative Update • Jun 09
EMBJ3: Backlog Visibility And Cash Generation Will Support Future Rerating
Analysts have trimmed Embraer's fair value estimate to R$100.12 from R$106.74 as they reset assumptions around discount rate, revenue growth, profit margin, and future P/E, while still highlighting the company's diversified aerospace exposure, sizable R$33.4b backlog, and valuation gap versus larger peers in recent research. Analyst Commentary Recent research shows that bullish analysts see room for upside in Embraer, even after fair value estimates have been trimmed.
Narrative Update • May 26
EMBJ3: Backlog Delivery And 2026 Guidance Will Drive Repricing
Analysts have trimmed their average price target on Embraer by R$4, reflecting updated models that incorporate a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and recent Street research. That research still cites attractive valuation and a record backlog as key supports for the stock.Analysis Article • May 11
Embraer S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Embraer S.A. ( BVMF:EMBJ3 ) shareholders are probably feeling a little disappointed, since its shares fell 6.6% to...Recent updates
Narrative Update • Jun 09
EMBJ3: Backlog Visibility And Cash Generation Will Support Future Rerating
Analysts have trimmed Embraer's fair value estimate to R$100.12 from R$106.74 as they reset assumptions around discount rate, revenue growth, profit margin, and future P/E, while still highlighting the company's diversified aerospace exposure, sizable R$33.4b backlog, and valuation gap versus larger peers in recent research. Analyst Commentary Recent research shows that bullish analysts see room for upside in Embraer, even after fair value estimates have been trimmed.Narrative Update • May 26
EMBJ3: Backlog Delivery And 2026 Guidance Will Drive Repricing
Analysts have trimmed their average price target on Embraer by R$4, reflecting updated models that incorporate a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and recent Street research. That research still cites attractive valuation and a record backlog as key supports for the stock.Analysis Article • May 11
Embraer S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Embraer S.A. ( BVMF:EMBJ3 ) shareholders are probably feeling a little disappointed, since its shares fell 6.6% to...Narrative Update • May 01
EMBJ3: Backlog Execution And Balanced Expectations Will Shape Next Phase
Embraer’s updated fair value estimate has edged up to about R$83, a modest increase supported by analysts who point to an updated mix of slightly lower growth and margin assumptions, as well as a higher future P/E multiple and ongoing interest following recent price target revisions from banks across the Street. Analyst Commentary Recent Street research around Embraer reflects a mix of optimism and caution, with headline price targets moving in both directions as analysts refresh their models after the latest quarterly report.
New Narrative • Apr 17
Simply a smaller aircraft manufacturer benefiting from an Aerospace Upcycle, or is it a niche aerospace platform with moat?
Rating: Buy / Quality Cyclical Growth Style: Aerospace OEM with backlog-driven visibility and multi-segment optionality Core debate: Is Embraer simply a smaller aircraft manufacturer benefiting from an aerospace upcycle, or is it a niche aerospace platform with durable competitive positions, improving margins, and an unusually attractive backlog-to-revenue profile? Executive view Embraer looks increasingly like one of the more attractive ways to invest in aerospace without taking full exposure to the execution problems and balance-sheet complexity of the largest airframers.Narrative Update • Apr 17
EMBJ3: Record Backlog And Improving Returns Will Support Future Rerating
Embraer's updated analyst price target edges lower to R$106.74 from R$109.94, as analysts refine their models around slightly softer revenue growth assumptions, a marginally higher discount rate, and a steady long term P/E outlook supported by a record backlog and improving returns. Analyst Commentary Recent Street research around Embraer has centered on refreshed models following the latest Q4 report, updated price targets in US$ terms, and views on how the current valuation stacks up against peers.Narrative Update • Apr 03
EMBJ3: Record Backlog Execution And Improving Returns Will Support Future Rerating
Analysts have adjusted the fair value estimate for Embraer slightly higher to R$109.94 from R$108.78, citing updated models after the Q4 report, an attractive valuation relative to peers, higher growth potential, improving returns, and a record backlog, even as some firms have trimmed their headline price targets in recent weeks. Analyst Commentary Recent Street research around Embraer highlights a mix of target tweaks and updated models following the Q4 report, with several bullish analysts pointing to what they see as supportive fundamentals behind the current fair value range.Narrative Update • Mar 20
EMBJ3: Record Backlog And Execution On Programs Will Drive Future Rerating
Analysts have lifted their fair value estimate for Embraer from R$107.51 to R$108.78, citing refreshed models after recent earnings, a record backlog, and expectations around growth, margins, and a lower future P/E multiple. Analyst Commentary Recent Street research points to a constructive tone around Embraer, with several bullish analysts updating models after the latest Q4 report and record backlog.
Narrative Update • Mar 05
EMBJ3: India Partnerships And Higher Discounting Assumptions Will Shape Balanced Outlook
Narrative Update on Embraer The updated analyst price target for Embraer has edged lower by about R$1.48, as analysts factor in slightly higher discount rates and marginally softer assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research around Embraer has focused on how current execution lines up with valuation, with some analysts becoming more constructive while still flagging pockets of risk.Narrative Update • Feb 19
EMBJ3: Higher Discounting Assumptions And India Expansion Will Shape Measured Outlook
Analysts lifted their fair value estimate for Embraer to R$93.97 from R$92.77, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent price target revisions, such as the BofA increase. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate of R$93.97 as better aligned with recent price target revisions, including the US$10 increase highlighted in recent research.Analysis Article • Feb 09
We Think Embraer (BVMF:EMBJ3) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Narrative Update • Feb 05
EMBJ3: Post Q3 Order Momentum And Execution Risks Will Shape Measured Outlook
Analysts have raised their fair value estimate for Embraer from about $88.94 to $92.77, citing updated post-Q3 assumptions on revenue growth, profit margins, and future P/E that align with recent Street price target increases, including a move to $80 from $79. Analyst Commentary Recent research updates after the Q3 report point to a modestly higher fair value range for Embraer, with one major bank lifting its price target to $80 from $79 and describing the current share price as attractive relative to its updated estimates.Narrative Update • Jan 22
EMBJ3: Order Backlog, Tariff Risks And Cautious Expansion Will Shape Outlook
Analysts have nudged their fair value estimate for Embraer to about $107.51 per share from roughly $109.14, reflecting updated assumptions on revenue growth, profit margins, and future P/E, alongside Street research that points to what they view as an appealing current valuation and a higher price target of $80. Analyst Commentary Recent Street research, including an updated report from JPMorgan, reflects constructive sentiment around Embraer, with bullish analysts pointing to what they view as an appealing entry point at current share levels and an upwardly revised price target of $80.Narrative Update • Jan 08
EMBJ3: Strong Order Momentum And Guidance Will Support Future Upside
Analysts have lifted their fair value estimate for Embraer from US$105.75 to US$109.14, reflecting higher Street price targets in the US$70 to US$80 range and updated views that the current valuation still looks attractive after recent company updates. Analyst Commentary Recent Street updates point to a more constructive stance on Embraer, with large banks lifting their price targets and reiterating positive ratings after key company events.Analysis Article • Jan 07
Shareholders Should Be Pleased With Embraer S.A.'s (BVMF:EMBJ3) Price
With a price-to-earnings (or "P/E") ratio of 37.2x Embraer S.A. ( BVMF:EMBJ3 ) may be sending very bearish signals at...Narrative Update • Dec 13
EMBJ3: Order Momentum And Execution Risks Will Shape Next Phase
Embraer’s analyst price target has been raised meaningfully, with fair value estimates climbing from about $64 to $82 as analysts point to stronger revenue growth, modestly higher profit margins, and continued attractive valuation and demand momentum despite recent share volatility. Analyst Commentary Recent Street research updates have contributed to the higher fair value framework for Embraer, with several major firms lifting their price targets while maintaining positive ratings.Narrative Update • Nov 29
EMBJ3: Future Order Momentum And Tariff Risks Will Drive Measured Outlook
Analysts have raised Embraer's fair value estimate from $82.44 to $88.94. This adjustment is based on strong recent order activity, attractive current valuations, and continued positive momentum in the company's financial results.Analysis Article • Nov 20
Embraer (BVMF:EMBJ3) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Narrative Update • Nov 15
EMBJ3: Strong Order Momentum And Share Buyback Will Shape Outlook Amid Tariff Risks
Embraer's analyst price target was raised, with the latest updates reflecting a notable increase from previous estimates. Analysts attribute this change to strong orders, attractive valuation, and continued financial momentum.Analysis Article • Nov 05
What Is Embraer S.A.'s (BVMF:EMBR3) Share Price Doing?
Let's talk about the popular Embraer S.A. ( BVMF:EMBR3 ). The company's shares saw a significant share price rise of...Narrative Update • Oct 31
EMBR3: Recent Order Momentum and Tariff Risks Will Shape Outlook
Embraer's analyst price target has been raised from $59 to $70. This change reflects analysts' optimism about the company's strong recent orders and continued financial momentum.Analysis Article • Oct 18
Embraer (BVMF:EMBR3) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Narrative Update • Oct 17
Global Air Travel Surge Will Fuel Aviation Expansion
Embraer's average analyst price target has increased significantly, with some estimates rising by as much as $11. Analysts cite strong order momentum, solid financial performance, and new aircraft deals as key drivers for the upward revisions.Narrative Update • Oct 03
Global Air Travel Surge Will Fuel Aviation Expansion
Embraer's analyst price target has increased significantly, with updated targets reflecting recent airline orders and a resilient outlook despite tariff concerns. Analysts now project values rising by $10 to $11 per share.Analysis Article • Sep 30
Embraer S.A.'s (BVMF:EMBR3) P/E Still Appears To Be Reasonable
With a price-to-earnings (or "P/E") ratio of 27.1x Embraer S.A. ( BVMF:EMBR3 ) may be sending very bearish signals at...Narrative Update • Sep 18
Global Air Travel Surge Will Fuel Aviation Expansion
Despite a strong new $4.4B Avelo Airlines order boosting backlog and resilience in commercial and defense segments, Embraer's Analyst Price Target fell slightly to R$80.93 due to tariff-related EBIT risks primarily in Executive Aviation and lingering structural concerns. Analyst Commentary Major new aircraft order with Avelo Airlines for up to 100 E195-E2s, valued at $4.4B, strengthens Embraer's backlog and revenue visibility.Narrative Update • Sep 03
Global Air Travel Surge Will Fuel Aviation Expansion
Consensus analyst price targets for Embraer have edged higher to R$81.89 as analysts cite resilience and diversification mitigating tariff risks—especially those concentrated in Executive Aviation—leading to only a marginal upward revision in fair value. Analyst Commentary Some bullish analysts see the recent pullback, driven by the announcement of a 50% U.S. tariff on Brazil, as a buying opportunity given its limited impact outside the Executive Aviation segment.Narrative Update • Aug 19
Global Air Travel Surge Will Fuel Aviation Expansion
Despite ongoing concerns among bearish analysts regarding Embraer’s outlook and the potential EBIT impact of proposed U.S. tariffs on its Executive Aviation segment, bullish analysts view the recent share price pullback as a buying opportunity and remain confident in the company’s resilience, resulting in a consensus analyst price target increase from R$74.69 to R$80.36. Analyst Commentary Bearish analysts remain less constructive on the shares despite raising price targets, reflecting ongoing concerns about Embraer's outlook.Analysis Article • Jul 25
Should You Think About Buying Embraer S.A. (BVMF:EMBR3) Now?
Embraer S.A. ( BVMF:EMBR3 ), is not the largest company out there, but it saw significant share price movement during...Analysis Article • Jun 24
Embraer S.A.'s (BVMF:EMBR3) P/E Is On The Mark
Embraer S.A.'s ( BVMF:EMBR3 ) price-to-earnings (or "P/E") ratio of 24.2x might make it look like a strong sell right...
New Narrative • Nov 29
Boosting Efficiency And Diversification To Propel Aerospace Success
Embraer's efforts in supply chain management and strong Executive Aviation performance indicate potential for improved efficiency, revenue growth, and better margins.Shareholder Returns
| EMBJ3 | BR Aerospace & Defense | BR Market | |
|---|---|---|---|
| 7D | -0.03% | -0.4% | -0.004% |
| 1Y | 1.1% | 18.5% | 10.9% |
Return vs Industry: EMBJ3 underperformed the BR Aerospace & Defense industry which returned 18.5% over the past year.
Return vs Market: EMBJ3 underperformed the BR Market which returned 10.9% over the past year.
Price Volatility
| EMBJ3 volatility | |
|---|---|
| EMBJ3 Average Weekly Movement | 7.2% |
| Aerospace & Defense Industry Average Movement | 7.9% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in BR Market | 7.8% |
| 10% least volatile stocks in BR Market | 1.9% |
Stable Share Price: EMBJ3's share price has been volatile over the past 3 months compared to the BR market.
Volatility Over Time: EMBJ3's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of BR stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1969 | 21,122 | Francisco Neto | embraer.com |
Embraer S.A., together with its subsidiaries, engages in the design, development, manufacture, and sale of aircraft and systems worldwide. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments. The Commercial Aviation segment develops, produces, and sells commercial jets.
Embraer S.A. Fundamentals Summary
| EMBJ3 fundamental statistics | |
|---|---|
| Market cap | R$49.58b |
| Earnings (TTM) | R$1.69b |
| Revenue (TTM) | R$43.06b |
29.3x
P/E Ratio1.2x
P/S RatioIs EMBJ3 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EMBJ3 income statement (TTM) | |
|---|---|
| Revenue | R$43.06b |
| Cost of Revenue | R$35.44b |
| Gross Profit | R$7.62b |
| Other Expenses | R$5.92b |
| Earnings | R$1.69b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.38 |
| Gross Margin | 17.69% |
| Net Profit Margin | 3.93% |
| Debt/Equity Ratio | 74.9% |
How did EMBJ3 perform over the long term?
See historical performance and comparisonDividends
1.0%
Current Dividend Yield31%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/11 01:32 |
| End of Day Share Price | 2026/06/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Embraer S.A. is covered by 26 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ronald Epstein | BofA Global Research |
| Andre Ferreira | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Lucas Marquiori | BTG Pactual |