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Brazilian aircraft maker of regional jets, business jets (Phenom, Praetor) and military transport aircraft (KC-390).
Brazilian aircraft maker of regional jets, business jets (Phenom, Praetor) and military transport aircraft (KC-390).
Sells aircraft to airlines, business-jet buyers and governments against an order backlog, with parts and maintenance contracts adding recurring income as the fleet in service grows. Brazil's government holds a golden share, a special veto over major strategic decisions. A planned tie-up with Boeing collapsed in 2020, leaving it independent.
Moat: narrow (scale, IP / patents, installed base). One of only a handful of makers of regional jets, with decades of certification and airline relationships.
Headquarters: Sao Jose dos Campos, Brazil · Founded: 1969 · Employees: 21,122
Size Embraer S.A. Sponsored ADR (EMBJ) is a United States Industrials company (Aerospace & Defense) with a market value of $14.1B, the 625th largest of 3,117 United States companies the cockpit tracks. Shares closed at $74.08 on 6 Nov 2026.
Performance Over six months the shares gained 23.2%, against -8.2% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 19.9% over the last twelve months (peer median +12.5%); the operating margin is 8.3% (peer median 11.1%).
Valuation It trades at 23.6× forward earnings against a peer median of 26.9× (8th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is +2 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.6 points above its cost of capital (11.3% WACC).
Short interest Short interest is 0.9% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $8.34B | $7.50B | $6.57B | $5.24B | $4.54B |
| Revenue growth | — | +14% | +25% | +15% | — |
| Gross profit | $1.49B | $1.32B | $1.18B | $915M | $912M |
| EBITDA | $963M | $796M | $748M | $448M | $395M |
| Net income | $445M | $350M | $356M | $157M | -$185M |
| Free cash flow | $913M | $616M | $829M | $334M | $609M |
| Capital expenditure | $507M | $483M | $466M | $429M | $255M |
| Total debt | $2.59B | $2.72B | $2.61B | $2.97B | $3.24B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Embraer S.A. Sponsored ADR EMBJ | $14.1B | +23% | +20% | 8% | 23.6× | 16.9% |
| Bombardier BBD-B.TO | $22.5B | +8% | +11% | 11% | 22.1× | 19.0% |
| Textron TXT | $14.2B | -8% | +9% | 7% | 11.9× | 8.3% |
| Boeing BA | $137B | -27% | +18% | 0% | 179,875.5× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | EMBJ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.3% | +3.0% | 8th highest of 21 |
| 6-month return | +23.2% | -8.2% | 2nd highest of 21 |
| Distance from 52-week high | -8.3% | -27.9% | highest of 21 |
| Revenue growth (TTM) | +19.9% | +12.5% | 6th highest of 21 |
| Operating margin | 8.3% | 11.1% | 7th lowest of 21 |
| Forward P/E | 23.6× | 26.9× | 8th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 16.9% | 15.1% | 6th most demanding of 14 |
| Growth delivered (Del g) | +14.5% | +8.2% | 4th highest of 13 |
| Hurdle (Req g minus delivered) | +2.3 pp | +1.4 pp | 7th least demanding of 13 |
| ROIC minus cost of capital | +0.6 pp | +3.8 pp | 6th lowest of 21 |
| EV / EBITDA | 15.5× | 18.6× | 5th cheapest of 15 |
| Net debt / EBITDA | 0.4× | 1.9× | 2nd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Embraer S.A. Sponsored ADR EMBJ | United States | $14.1B | +23% | +20% | 8% | 23.6× | 16.9% | +14.5% |
| Textron TXT | United States | $14.2B | -8% | +9% | 7% | 11.9× | 8.3% | +4.9% |
| Csg CSG.AS | Netherlands | $14.6B | -20% | +72% | 25% | 11.7× | n/a | n/a |
| AECC Aviation Power 600893.SS | China | $15.8B | -15% | +18% | 2% | 173.7× | n/a | n/a |
| Curtiss-Wright CW | United States | $17.1B | -36% | +11% | 19% | 27.4× | 16.2% | +7.9% |
| Crane CR | United States | $11.6B | +11% | +22% | 18% | 25.8× | 17.5% | -3.5% |
| Huntington Ingalls Industries HII | United States | $11.4B | -8% | +13% | 5% | 14.4× | 5.3% | +5.9% |
| BWX Technologies BWXT | United States | $11.0B | -42% | +18% | 10% | 23.8× | 19.6% | +8.5% |
| FTAI Aviation FTAI | United States | $18.4B | -33% | +46% | 23% | 16.7× | n/a | n/a |
| Jonhon Optronic Technology 002179.SZ | China | $10.7B | -7% | +6% | 11% | 30.4× | n/a | n/a |
| Moog MOG-A | United States | $10.3B | +3% | +16% | 12% | 27.8× | 15.1% | +6.0% |
| Hensoldt HAG.DE | Germany | $10.0B | +2% | +15% | 10% | 41.3× | 12.2% | +15.3% |
| AVIC Xi'an Aircraft Industry 000768.SZ | China | $9.92B | +1% | -34% | 3% | 55.7× | n/a | n/a |
| AVIC Shenyang Aircraft 600760.SS | China | $20.8B | +4% | -1% | 8% | 45.1× | n/a | n/a |
| MTU Aero Engines MTX.DE | Germany | $20.9B | +21% | +12% | 13% | 18.5× | 6.3% | +17.1% |
| Arxis ARXS | United States | $21.5B | +42% | +114% | 20% | 54.2× | 58.8% | n/a |
| Leonardo DRS DRS | United States | $9.08B | -18% | +9% | 11% | 23.1× | 4.6% | +5.6% |
| Bombardier BBD-B.TO | Canada | $22.5B | +8% | +11% | 11% | 22.1× | 19.0% | +8.9% |
| Singapore Technologies Engineering S63.SI | Singapore | $22.6B | -13% | +11% | 9% | 27.3× | 5.3% | +11.5% |
| Raytron Technology 688002.SS | China | $8.64B | -15% | +84% | 29% | 26.4× | 20.1% | +32.1% |
| AVIC Airborne Systems 600372.SS | China | $8.36B | -11% | -2% | 5% | 48.1× | n/a | n/a |