Embraer stock gains 2.60 percent as backlog hits USD 34.5 billion

Embraer stock gained 2.60 percent to USD 77.02 at the September 21, 2026 close on the NYSE. The move follows a record second-quarter operating update, with revenue, backlog and the 2026 margin outlook all showing measurable progress.

Revenue reaches USD 2.2 billion

In Q2 2026, Embraer reported revenue of USD 2.2 billion, up 23 percent year over year, according to TTN World on September 1, 2026. Adjusted EBIT reached USD 296.9 million, producing a 13.3 percent margin.

The earnings mix matters because adjusted net income rose 38 percent year over year to USD 218.6 million. Embraer also delivered 65 aircraft in the quarter, its strongest second-quarter delivery figure in 16 years, according to the same September 1, 2026 report.

Backlog sets a USD 34.5 billion record

Embraer's firm order backlog reached USD 34.5 billion in Q2 2026, an increase of 16 percent from a year earlier. That figure gives the stock a concrete operating anchor beyond the daily price move, particularly as commercial, executive and defense aircraft demand develop at different speeds.

The company raised its 2026 adjusted EBIT margin guidance to 10.0 to 10.6 percent from 8.7 to 9.3 percent. Its adjusted free cash flow target excluding Eve also increased to at least USD 400 million from at least USD 200 million, according to TTN World.

Analyst target stands at USD 85

MarketBeat reported a Moderate Buy consensus and an average price target of USD 85.00 on September 23, 2026, based on four buy ratings and one hold rating. The target is USD 8.00 above the September 21 closing price, a gap of 10.39 percent.

Stock closes at USD 77.02

Embraer stock closed at USD 77.02 on the NYSE on September 21, 2026, up 2.60 percent on the session. The market capitalization stood at USD 12.33 billion on September 23, 2026, while the Q2 backlog and higher cash flow target provide the clearest operating benchmarks for the shares.