Embraer reported 66 deliveries as Santander targets Embraer stock at USD 106.00

Published on 10/08/2026 at 20:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Santander called the result moderately positive on October 2, 2026. Embraer stock costs EUR 64.00 versus EUR 64.10, minus 0.16 percent.

Key points in brief

Embraer delivered 66 aircraft in the third quarter of 2026, up 6.00 percent year over year.
Santander set a USD 106.00 target for EMBJ for the end of 2027 after the delivery update.
EMBJ was at EUR 64.00 at Lang & Schwarz on October 8, 2026, down 0.16 percent from EUR 64.10.
The company reported USD 34.5 billion in backlog and USD 2.2 billion in second-quarter revenue.

EMBJ, US29082A1079, Illustration mit AI erstellt.

Embraer (ISIN US29082A1079) was trading at EUR 64.00 in after-hours trading at Lang & Schwarz on October 8, 2026 at 8:34 p.m. CEST. As Seu Dinheiro reported on October 2, 2026, Embraer delivered 66 aircraft in the third quarter and Santander set a USD 106.00 target for EMBJ for the end of 2027.

Three dates define the delivery story

On August 10, 2026, Embraer's second-quarter call reported USD 2.2 billion in revenue and a USD 34.5 billion backlog, according to Yahoo Finance. On the same date, management described a UAE order for 10 C-390 aircraft in that call. On October 2, 2026, the company delivered 66 aircraft in the third quarter, compared with 153 in the first nine months of 2025 versus 175 in the first nine months of 2026, according to Skies Mag.

What do the deliveries mean for cash flow?

The third-quarter total was the best for that period in Embraer's history and rose 6.00 percent year over year. The mix was 22 commercial aircraft, 41 executive jets and three defense aircraft, while the year-to-date total was 175 units compared with 153 a year earlier.

The delivery pattern produced mixed analyst reactions. JP Morgan had expected 70 aircraft and kept its overweight recommendation, while Santander described the result as moderately positive and argued that steadier production could make cash generation more predictable, according to Seu Dinheiro.

Stock valuation and trading context

Embraer had a market capitalization of USD 13.1 billion on October 8, 2026. Its primary-exchange price was USD 71.62 at 2:40 p.m. EDT, while the 52-week range was USD 53.56 to USD 80.75. The euro quote sits closer to the center of that range than to its upper boundary, keeping the delivery outlook and execution pace central to the valuation discussion.

After-hours price stays near EUR 64

The stock was trading at EUR 64.00 at Lang & Schwarz on October 8, 2026 at 8:34 p.m. CEST, down 0.16 percent versus the Lang & Schwarz prior close of EUR 64.10 on October 7, 2026. The further course of trading is shown by the continuously updated real-time quote of Embraer stock.