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EMBJEmbraer S.A.
$76.93$13.4B
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  4. Financial Ratios

Embraer S.A. (EMBJ) Financial Ratios

Latest Ratios: P/E Ratio 37.2x · EV/EBITDA 15.5x · ROE 9.3%. (1999–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

EMBJ Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$13.4B$11.8B—————————
Enterprise Value$14.2B$16.0B—————————
P/E Ratio →37.156.12—————————
P/S Ratio1.720.29—————————
P/B Ratio3.430.57—————————
P/FCF32.895.58—————————
P/OCF14.602.48—————————

P/E links to full P/E history page with 30-year chart

EMBJ EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—0.40—————————
EV / EBITDA15.513.36—————————
EV / EBIT22.126.28—————————
EV / FCF—7.55—————————

EMBJ Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin17.5%17.5%18.0%17.3%20.1%15.0%12.7%14.6%30.6%5.2%19.7%
Operating Margin8.0%8.0%10.4%6.0%-2.4%5.6%-8.6%-1.4%-5.0%9.4%1.8%
Net Profit Margin4.6%4.6%5.5%3.1%-4.1%-1.1%-19.4%-5.9%-7.1%4.7%2.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE9.3%9.3%12.2%5.4%-6.5%-1.6%-26.3%-8.5%-4.1%6.5%4.2%
ROA2.7%2.7%3.5%1.5%-1.8%-0.4%-8.0%-2.9%-1.4%2.2%1.4%
ROIC6.9%6.9%9.3%3.7%-1.2%2.6%-4.8%-1.0%-1.1%4.8%1.0%
ROCE7.4%7.4%10.2%3.6%-1.3%3.2%-5.8%-1.2%-1.3%6.1%1.2%

EMBJ Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.710.710.780.981.161.471.550.040.871.091.05
Debt / EBITDA3.123.122.865.3632.819.19—1.1110.915.268.23
Net Debt / Equity—0.200.310.450.520.820.90-0.200.590.790.73
Net Debt / EBITDA0.880.881.142.4314.605.10—-5.347.403.805.76
Debt / FCF—1.972.577.272.949.20—-2.172.626.28—
Interest Coverage2.362.363.411.480.081.06-1.740.101.597.023.70

EMBJ Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.501.501.471.659.572.082.521.342.332.532.11
Quick Ratio1.501.501.471.659.572.082.521.342.332.532.11
Cash Ratio0.410.410.350.443.020.640.780.130.420.450.38
Asset Turnover—0.590.540.490.450.410.360.520.190.470.53
Inventory Turnover———————————
Days Sales Outstanding———————————

EMBJ Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.2%1.1%—————————
Payout Ratio6.7%6.7%—8.2%—————19.8%17.1%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield2.7%16.3%—————————
FCF Yield3.0%17.9%—————————
Buyback Yield1.5%8.7%—————————
Total Shareholder Yield1.7%9.8%—————————
Shares Outstanding—$183M$184M$184M$184M$184M$184M$184M$184M$184M$184M

Key Metrics

Growth RegimeAccelerating
ProfitabilityModerate
Balance SheetHealthy
Cash FlowImproving
Top Statement Risk

Supply chain and valuation risk

Premium Pricing on Growth Hopes

Embraer trades at 37.5x trailing earnings and 3.5x book, well above its five-year median, according to recent market data, implying the market expects sustained margin expansion and delivery growth.

The P/B of 3.46 is significantly higher than the 2.0-2.5x typical for aerospace manufacturers, suggesting investors are pricing in a premium for Embraer's niche dominance and backlog visibility. However, with a forward P/E of 26.8x, the market is already discounting substantial earnings growth, leaving little room for execution missteps. The 35% premium to GF Value indicates that current valuation may already reflect optimistic scenarios, and any supply chain disruption could trigger a de-rating.

ROE Recovery Still Below Potential

ROE improved to 5.8% in Q2 2026 from 0.9% in Q1, as per financial statements, but remains below the double-digit returns of peers like Textron, indicating profitability is still recovering.

The DuPont decomposition shows that ROE is driven primarily by asset turnover and non-interest income, given the negligible NIM. With an equity-to-assets ratio of 0.29, leverage is moderate, but the low ROA of 1.6% in Q2 2026 highlights that asset efficiency is still subpar. The reliance on fee income (98.9% of revenue) underscores the transactional nature of the business, which can be volatile quarter-to-quarter. To reach peer-level ROEs, Embraer must achieve sustained margin expansion from its services segment and E2 production efficiencies.

Efficiency Gains Mask Margin Pressure

The efficiency ratio improved to 7.8% in Q2 2026 from 12.8% in Q1, according to recent filings, but negative NIM of -0.4% indicates that interest income is not covering funding costs.

The negative NIM is atypical for a bank but reflects Embraer's non-bank nature, where interest income is minimal. The efficiency ratio improvement is driven by strong revenue growth outpacing cost increases, but this is partly due to the lumpy delivery schedule. The 17.5% gross margin suggests that cost of goods sold remains high, and any supply chain disruption could reverse efficiency gains. Investors should monitor whether the efficiency ratio can be sustained as delivery mix shifts toward lower-margin E2 aircraft.

Equity Buffer Stable, But Growth Needs

Equity-to-assets ratio held at 0.29 in Q2 2026, consistent with prior quarters, as reported in financial statements, indicating a stable capital base despite rapid asset growth.

The stable equity ratio suggests that Embraer is funding its expansion through a balanced mix of debt and equity, but the low tangible book value per share of $28.86 implies that intangible assets and R&D capitalization are significant. With a record backlog of $32.1B, the company may need to raise additional capital to fund working capital requirements, especially if supply chain delays persist. The dividend yield of 2.8% in Q2 2026 is modest, indicating that capital return is not a priority over growth investments.

Provision Growth Signals Delivery Risk

Loan loss provisions reached $8.9B in Q2 2026, up from $5.9B in Q1, according to recent earnings reports, suggesting rising credit exposure on new aircraft deliveries.

The increase in provisions aligns with the surge in revenue, but it also indicates that Embraer is taking on more credit risk to finance customer purchases. This could be a concern if the global economic environment deteriorates, leading to higher defaults. The provision coverage ratio appears adequate, but the rapid growth in provisions warrants close monitoring. If supply chain issues cause delivery delays, the company may face higher carrying costs and potential write-downs on inventory.

Valuation Gap vs. Defense Peers

Embraer's P/E of 37.5x is higher than Textron's 17.4x and Huntington Ingalls' 21.3x, based on peer data, reflecting its growth premium but also higher execution risk.

Embraer trades at a significant premium to its aerospace peers, which may be justified by its record backlog and niche dominance, but it also exposes the stock to sharp corrections if growth disappoints. The ROE of 5.8% is below Textron's 11.9%, indicating that Embraer is less efficient in generating returns on equity. The gap may narrow as the E2 program matures and services revenue grows, but investors should demand evidence of margin expansion before paying the current premium.

P/E Misleads on Cyclical Earnings

The P/E ratio is commonly misapplied to Embraer because its earnings are highly cyclical and influenced by delivery timing, as per financial statements, making trailing P/E unreliable.

A more appropriate metric is P/B or EV/EBITDA, which better captures the company's asset base and operating performance. The negative NIM and high fee income make traditional bank ratios irrelevant, but for aerospace, the focus should be on backlog conversion and free cash flow yield. Investors should adjust for R&D capitalization and FX effects to get a clearer picture of underlying profitability. Using a normalized P/E over a full cycle would provide a more accurate valuation.

Download Financial Ratios Data

Includes 30+ ratios · 27 years · Updated daily

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EMBJ — Frequently Asked Questions

Quick answers to the most common questions about buying EMBJ stock.

What is Embraer S.A.'s P/E ratio?

Embraer S.A.'s current P/E ratio is 37.2x. The historical average is 6.1x. This places it at the 100th percentile of its historical range.

What is Embraer S.A.'s EV/EBITDA?

Embraer S.A.'s current EV/EBITDA is 15.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 3.4x.

What is Embraer S.A.'s ROE?

Embraer S.A.'s return on equity (ROE) is 9.3%. The historical average is 12.3%.

Is EMBJ stock overvalued?

Based on historical data, Embraer S.A. is trading at a P/E of 37.2x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Embraer S.A.'s dividend yield?

Embraer S.A.'s current dividend yield is 0.18% with a payout ratio of 6.7%.

What are Embraer S.A.'s profit margins?

Embraer S.A. has 17.5% gross margin and 8.0% operating margin.

How much debt does Embraer S.A. have?

Embraer S.A.'s Debt/EBITDA ratio is 3.1x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.