Zacks Research Comments on Embraer S.A.’s Q1 2026 Earnings (NYSE:ERJ)

Embraer S.A. (NYSE:ERJ) – Stock analysts at Zacks Research raised their Q1 2026 earnings per share estimates for Embraer in a report issued on Monday, September 9th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $1.19 per share for the quarter, up from their prior estimate of $1.18. The consensus estimate for Embraer’s current full-year earnings is $1.49 per share.

Embraer (NYSE:ERJ) last posted its earnings results on Thursday, August 8th. The aerospace company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.20. Embraer had a return on equity of 5.94% and a net margin of 6.76%. The firm had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.44 billion. During the same period in the previous year, the firm earned $0.32 earnings per share. The company’s revenue was up 15.6% on a year-over-year basis.

Several other research analysts have also recently weighed in on ERJ. UBS Group upped their price objective on Embraer from $28.50 to $29.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 3rd. StockNews.com cut shares of Embraer from a “buy” rating to a “hold” rating in a research note on Tuesday, July 23rd. Bank of America lifted their price objective on shares of Embraer from $28.00 to $40.00 and gave the company a “buy” rating in a report on Thursday, August 22nd. Finally, TD Cowen raised shares of Embraer from a “hold” rating to a “buy” rating and raised their target price for the company from $26.00 to $41.00 in a research report on Wednesday, September 4th. Three equities research analysts have rated the stock with a hold rating and six have given a buy rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $32.50.

Embraer Stock Down 0.6 %

NYSE:ERJ opened at $34.18 on Wednesday. Embraer has a 1 year low of $12.48 and a 1 year high of $36.02. The company has a current ratio of 1.50, a quick ratio of 0.66 and a debt-to-equity ratio of 0.81. The stock has a market cap of $6.28 billion, a price-to-earnings ratio of 23.74 and a beta of 1.69. The stock has a 50-day moving average price of $30.76 and a two-hundred day moving average price of $27.65.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. BNP Paribas Financial Markets lifted its position in Embraer by 40.2% in the 4th quarter. BNP Paribas Financial Markets now owns 147,185 shares of the aerospace company’s stock valued at $2,716,000 after acquiring an additional 42,190 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its position in shares of Embraer by 6.5% during the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 17,525 shares of the aerospace company’s stock valued at $323,000 after purchasing an additional 1,070 shares in the last quarter. Capital Wealth Planning LLC purchased a new position in shares of Embraer during the 4th quarter valued at $919,000. Dynamic Technology Lab Private Ltd purchased a new position in shares of Embraer during the 4th quarter valued at $1,321,000. Finally, Wells Fargo & Company MN grew its position in shares of Embraer by 2.2% during the 4th quarter. Wells Fargo & Company MN now owns 465,345 shares of the aerospace company’s stock valued at $8,586,000 after purchasing an additional 9,809 shares in the last quarter. 34.65% of the stock is owned by institutional investors.

Embraer Company Profile

Embraer SA designs, develops, manufactures, and sells aircraft and systems in North America, Latin America, the Asia Pacific, Brazil, Europe, and internationally. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments. The Commercial Aviation segment designs, develops, manufactures, and sells commercial jets, as well as leases aircraft.