Embraer Monthly Analysis (March 2026)

Embraer

BOVESPA:EMBJ3

R$ 73,40

R$-1,59 (-2,12%)

73,40 R$

R$-1,59 (-2,12%)

End-of-day quote: 03/27/2026

Embraer Stock Value

Analysts currently see Embraer at the level of Outperform.

Outperform

Embraer Company Info

EPS Growth 5Y

83,06%

Market Cap

R$52,87 B

Long-Term Debt

R$13,69 B

Annual earnings

N/A

Dividend

R$0,70

Dividend Yield

0,95%

Founded

1969

Industry

Industrials

Country

Brazil

Website

Embraer

ISIN Number

BREMBRACNOR4

Website

http://embraer.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

R$90,28

23%

Last Update: 03/27/2026

Analysts: 5

Highest Price Target R$109,58

Average Price Target R$90,28

Lowest Price Target R$80,21

In the last five quarters, Embraer’s Price Target has risen from R$34,66 to R$68,98 - a 99,02% increase. One analysts predict that Embraer’s share price will increase in the coming year, reaching R$90,28. This would represent an increase of 23,00%.

Top growth stocks in the industrials sector (5Y.)

What does Embraer do?

Embraer S.A. (Embraer) is a global aerospace company with extensive operations in the field of Commercial and Executive aviation, Defense & Security, and Agricultural Aviation and primarily designs, develops, manufactures, and sells aircraft and systems. The company has delivered more than 8,000 aircraft, affirming its position as a leader in the aerospace industry. On average, the company produces an aircraft that takes off every 10 seconds around the globe, transporting over 145 million passen...

Business Segments

Embraer operates across several distinct business segments, each contributing to the company's diversified portfolio. The primary business segments include Commercial Aviation, Executive Aviation, Defense & Security, and Agricultural Aviation.

Commercial Aviation

This segment involves the design, development, and manufacturing of commercial jet aircraft primarily aimed at the regional and narrow-body market. This segment is known for introducing innovative technologies that enhance performance, reduce fuel consumption, and improve passenger comfort. The aircraft produced in this segment are used by airlines and transport operators around the world.

Executive Aviation

This segment focuses on the design and manufacturing of business jets that cater to corporate clients and private customers. With a commitment to luxury and efficiency, this segment showcases the company's capability to offer customized solutions, meeting the specific needs and preferences of its clientele.

Defense & Security

This segment highlights the company's commitment to providing state-of-the-art solutions for military and security applications. The company offers a variety of aircraft designed for surveillance, transport, and combat operations. This segment reflects the increasing importance of aerospace technology in national defense strategies, requiring tailored solutions that integrate advanced technology and operational reliability.

Agricultural Aviation

This segment focuses on providing aircraft and solutions for agricultural purposes, including aerial spraying and monitoring of crops. This segment serves a vital role in enhancing agricultural productivity and efficiency by supporting farmers with advanced aerial applications.

Business Strategy

Embraer's business strategy emphasizes sustainability, technological advancement, and innovation within the aviation sector. The company aims to lead in developing solutions that minimize environmental impact while maintaining high levels of safety and efficiency. Through continuous investment in research and development, the company seeks to introduce pioneering technologies that offer substantial benefits to its customers and broader society. Moreover, Embraer is committed to fostering partnerships with global research institutions and industry leaders to accelerate advancements in aeronautics and aerospace. The company's strategy includes strengthening its partnerships with various research centres to address critical technological challenges and drive the evolution of sustainable aviation practices.

Products and Services

Embraer offers a comprehensive range of products and services designed to meet the diverse needs of its customer base. The range includes commercial jets, executive jets, military aircraft, and agricultural aircraft.

Commercial Aviation: The company provides aircraft that optimize operational efficiency and passenger experience while reducing environmental hazards. These aircraft, such as the E-Jets and E-Jets E2 families, are equipped with advanced avionics, spacious cabins, and high fuel efficiency.

Executive Aviation: The company features premium business jets tailored for elite customers. These aircraft combine luxury with cutting-edge performance, making them ideal for corporate travel and personal use. Exemplary models include the Phenom and Legacy series.

Defense & Security: The company provides tactical and strategic aircraft for military operations. The A-29 Super Tucano and EMB 145 are notable models that serve in various defense roles, showcasing the company's engineering prowess in meeting the rigorous standards of military applications.

Agricultural Aviation: The company provides specialized aircraft that enhance crop treatment and monitoring. These aircraft are designed for efficient aerial application, reducing the time and resource expenditure required for agricultural practices.

Geographical Markets Served

Embraer operates in various geographical markets, including the Americas, Europe, Africa, and Asia.

Seasonality

Embraer's operations are typically influenced by seasonal factors, particularly within the commercial aviation sector where demand can fluctuate based on travel patterns. Generally, peak travel seasons influence the demand for commercial aircraft, which subsequently affects production schedules and customer delivery timelines.

Customers

The company serves a diverse range of customers, including airlines, private operators, military forces, and agricultural enterprises. The varied customer base reflects the company's multifaceted approach to aviation, addressing different market segments through tailored products and service offerings. The precise number of customers served varies, but the company maintains ongoing relationships with numerous airlines and operators around the world.

Sales and Marketing

The company employs a multichannel approach to sales and marketing, leveraging direct sales forces, partnerships, and attendance at aviation trade shows to promote its products and services. Marketing strategies focus on demonstrating the unique features and advantages of the company's aircraft while building strategic alliances with industry stakeholders.

History

Embraer S.A. was founded in 1969. The company was formerly known as Embraer-Empresa Brasileira de Aeronáutica S.A. The company was incorporated in 1969.

Embraer Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - **Commercial Aviation:** approx. 40% - **Executive Jets:** approx. 25% - **Defense and Security:** approx. 20% - **Services and Support:** approx. 15% **TOP 3 Markets:** - **USA:** approx. 35% - **Brazil:** approx. 20% - **Europe:** approx. 15% Embraer S.A. g...

At which locations are the company’s products manufactured?

**Production sites of Embraer S.A.:** 1. **São José dos Campos, Brazil** 2. **Gavião Peixoto, Brazil** 3. **Eugene, Oregon, USA** 4. **Melbourne, Florida, USA** 5. **Évora, Portugal** Embraer S.A. is a Brazilian aircraft manufacturer that has its main production facilities in Brazil, particularly...

What strategy does Embraer pursue for future growth?

**Revenue Growth:** Estimated 8-10% annually (2025-2027) **Focus on Sustainability:** Investments in environmentally friendly technologies Embraer S.A. pursues a growth strategy that is strongly focused on innovation and sustainability. The company invests significantly in the development of envir...

Which raw materials are imported and from which countries?

**Main raw materials:** Aluminum, titanium, composite materials **Main supplying countries:** USA, China, Japan, Russia Embraer S.A. is heavily reliant on the procurement of raw materials such as aluminum and titanium, which are essential for the production of aircraft structures and components....

How strong is the company’s competitive advantage?

**Market share in the regional aircraft industry:** 29% (2024) **R&D investments:** 5% of revenue (2024) **Customer retention:** High repeat purchase rate among existing customers Embraer S.A. has a significant competitive advantage in the regional aircraft industry, particularly due to i...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 60% (estimated 2025) **Insider Buys/Sells:** No significant transactions reported (2025) The institutional investor share in Embraer S.A. is estimated to be around 60%. This high participation indicates a strong confidence of institutional investors in the long-t...

What percentage market share does Embraer have?

**Market share of Embraer S.A.:** 10% (2025, estimated) **Main competitors and their market shares:** 1. **Boeing** - 25% 2. **Airbus** - 30% 3. **Bombardier** - 8% 4. **Lockheed Martin** - 7% 5. **Dassault Aviation** - 5% **Embraer's economic moat:** Embraer S.A. has a moderate economic moat...

Is Embraer stock currently a good investment?

**Revenue Growth:** 7.5% (2024) **Profit Growth:** 5.2% (2024) **Backlog:** 17.8 billion USD (End of 2024) Embraer S.A. recorded a solid revenue growth of 7.5% in 2024, driven by increasing demand for its commercial and military aircraft. The profit growth of 5.2% indicates that the company i...

Does Embraer pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (2025) Embraer S.A. has not paid any dividends in recent years. The company has focused on strengthening its financial stability and investing in strategic growth areas. The reliability of dividend payments is currently not guaranteed as the company does not make...

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Embraer Stock Value

Embraer Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Embraer do?

Embraer Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Embraer Stock Value

Embraer Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Embraer do?

Embraer Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.