Zacks Investment Research·3d ago
3 Reasons Why Embraer (EMBJ) Is a Great Growth StockEmbraer (EMBJ) possesses solid growth attributes, which could help it handily outperform the market.
Embraer demonstrates a compelling growth trajectory with 20.4% year-over-year revenue expansion as of 2025Q3, supported by a robust $3.3 billion deferred revenue backlog. While the company has successfully deleveraged its balance sheet, reducing the debt-to-eq...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains strong at 20.4% year-over-year in 2025Q3, though gross margins remain constrained within a narrow 17.2% to 19.5% range due to persistent input cost pressures.
Embraer reaffirmed its 2025 revenue guidance of $7.0-7.5 billion and adjusted EBIT margins of 7.5-8.3%, signaling confidence in future scalability and backlog conversion.
With over five decades of experience, Embraer has delivered more than 9,000 aircraft to over 100 countries, showcasing its deep industry knowledge and reliability.
Embraer operates across commercial, defense, and executive aviation sectors, providing a diversified revenue stream and reducing dependency on any single market.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2025Latest Nov 4, 2025 | $0.64+4.3% vs $0.61 | $2.0B-22.5% vs $2.6B |
Q3 2025 Aug 5, 2025 | -$0.02-104.3% vs $0.47 | $1.8B+2.4% vs $1.8B |
Q2 2025 May 6, 2025 | $0.40+90.5% vs $0.21 | $1.1B-0.7% vs $1.1B |
Q1 2025 Feb 27, 2025 | $0.94+40.3% vs $0.67 | $2.3B+3.8% vs $2.2B |
Embraer (EMBJ) possesses solid growth attributes, which could help it handily outperform the market.
•As the Exclusive Fleet Launch Customer, Flexjet Introduces Embraer's Praetor 600E, Combining Industry-Leading Performance with Breakthrough Technology. •Flexjet Jumpstarts Program with 12 Praetor 600Es Expected by Year's End •Delivery Part of Historic $7 Billion Order for 182 Embraer Private Jets Including Praetor 600E, Praetor 500E and Phenom 300E •Continues 20+ Year Legacy of Flexjet as Fleet Launch Customer for Embraer's Most Innovative Offerings •As the Exclusive Fleet Launch Customer, Flexjet Introduces Embraer's Praetor 600E, Combining Industry-Leading Performance with Breakthrough Technology. •Flexjet Jumpstarts Program with 12 Praetor 600Es Expected by Year's End •Delivery Part of Historic $7 Billion Order for 182 Embraer Private Jets Including Praetor 600E, Praetor 500E and Phenom 300E •Continues 20+ Year Legacy of Flexjet as Fleet Launch Customer for Embraer's Most Innovative Offerings
Brazilian planemaker Embraer announced on Thursday it signed an agreement to deliver eight additional E190-E2 jets for Japan's ANA Holdings , which expands the 2025 firm order to 23 units of the regional aircraft.
Embraer (EMBJ) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Benchmark ERJ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Embraer S.A. (ERJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $65.43 | $12B | 34.08 | 21.38% | 5.51% | 11.04% | — | |
| $199.93 | $158.02B | 80.62 | 34.5% | 2.59% | 104.66% | — | |
| $1105.28 | $61.82B | 34.45 | 11.22% | 21.28% | — | — | |
| $269.80 | $10.63B | 17.53 | 8.23% | 5.01% | 12.89% | — | |
| $76.81 | $13.21B | 15.03 | 8.01% | 6.12% | 11.93% | — | |
| $524.68 | $121.09B | 24.42 | 5.65% | 8.16% | 86.24% | — |
Embraer S.A. (ERJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Get notified when ERJ posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Embraer S.A. (ERJ) stock FAQ — growth, dividends, profitability & financials explained
Embraer S.A. (ERJ) reported $7.26B in revenue for fiscal year 2024. This represents a 119% increase from $3.32B in 1999.
Embraer S.A. (ERJ) grew revenue by 21.4% over the past year. This is strong growth.
Yes, Embraer S.A. (ERJ) is profitable, generating $314.9M in net income for fiscal year 2024 (5.5% net margin).
Embraer S.A. (ERJ) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.
Embraer S.A. (ERJ) generated $702.5M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
