Embraer has reported the strongest second quarter in its history, posting record revenue of $2.2 billion for the three months to June 2026, up 23% year-on-year, as higher aircraft deliveries and broad-based growth across its divisions lifted results.
The Brazilian manufacturer said adjusted net income rose to $218.6 million, a 38% jump from $158 million in the same quarter a year earlier. Adjusted EBIT reached $296.9 million, giving a margin of 13.3%, while adjusted free cash flow excluding Eve totaled around $401 million on the back of stronger operations and pre-delivery inflows.
Deliveries were the engine behind the numbers. Embraer handed over 65 aircraft during the quarter, its best second-quarter total in 16 years and about 7% more than in 2025. First-half deliveries reached 109 jets, up roughly 20% from 91 a year earlier, pointing to a steady ramp-up across its commercial and executive lines.
The results were strong enough for the company to raise its full-year outlook. Embraer now expects an adjusted EBIT margin of 10% to 10.6%, up from a previous range of 8.7% to 9.3%, and lifted its adjusted free cash flow guidance excluding Eve to $400 million or more, double the earlier floor of $200 million.
Demand also continued to build in the order book. Embraer said its firm backlog climbed to a record $34.5 billion, around 16% higher than a year ago, giving the world's third-largest commercial aircraft builder years of production visibility across its narrow-body E-Jet, executive and defense programs.
Growth was spread across the business. Defense and Security posted the sharpest gain, with revenue up 38% to $304 million, driven largely by the KC-390 Millennium transport program. Executive Aviation revenue rose 32% to $725 million, while Services and Support increased 24% to $565 million.
The quarter underscores how a favorable delivery cycle, a growing backlog and firmer margins are reshaping Embraer's financial profile. With guidance now raised and the order book at a record, the manufacturer heads into the second half of 2026 with clear momentum behind its commercial and defense franchises.
Sources: AeroTime, Aviation24. Featured image: AI-generated by AviationShop. By Marco Bianchi.
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