I reiterate my recommendation to buy Embraer S.A. (NYSE: ERJ ) shares. The company's shares rose 152% in one year, representing the best performance of a Brazilian ADR on the NYSE and outperforming its sector competitors.More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no p ...

SÃO PAULO, Feb. 7, 2025 /PRNewswire/ -- Embraer S.A. ("Embraer") (NYSE: ERJ/B3: EMBR3) announced today that its indirect subsidiary, Embraer Netherlands Finance B.V. ("Embraer Finance"), has priced an offering of US$650,000,000 in aggregate principal amount of 5.980% notes due 2035 (the "Notes"), at an issue price of 99.688% of principal amount, guaranteed by Embraer. The Notes have been registered under the U.S. Securities Act of 1933, as amended (the "Securities Act") and are expected to be listed on the ...

Embraer (ERJ) shares soared 14.8% in the last trading session to close at $45.76. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 5% gain over the past four weeks.Embraer recently announced that Flexjet has placed an order, worth $7 billion, for purchasing a fleet of Embraer’s business jets, including the Praetor 600, Praetor 500 and Phenom 300E models, as well as an enhanced suite of services and support. This contract win, refl ...

SÃO PAULO, Feb. 5, 2025 /PRNewswire/ -- Embraer S.A. ("Embraer") (NYSE: ERJ) announces commencement of the following offers to purchase:1.  Embraer's offer to purchase for cash any and all outstanding 5.400% senior unsecured guaranteed notes due 2027 (the "Any and All Notes") issued by Embraer Netherlands Finance B.V. ("Embraer Finance"), fully, unconditionally and irrevocably guaranteed by Embraer (the "Any and All Offer"): Title of Security CUSIP / ISIN Principal Amount Outstanding Reference U.S. Tre ...

Flexjet reinforces its commitment to Embraer as first fleet customer for Praetor jets and introduces the improved Phenom 300E into its global portfolio New deal is valued at up to USD $7 billion, including a firm order of 182 aircraft and 30 options, and an enhanced suite of services and support  With this historic order, Flexjet's fleet size will nearly double in the next five years MELBOURNE, Fla., Feb. 5, 2025 /PRNewswire/ -- Embraer Executive Jets, a division of Embraer (NYSE: ERJ / B3: EMBR3), announ ...

SÃO PAULO, Jan. 16, 2025 /PRNewswire/ -- Embraer (NYSE: ERJ / B3: EMBR3), one of the global leaders in the aerospace industry, delivered 75 aircraft in 4Q24 – or 27% higher than in the previous quarter (3Q24), when 59 aircraft were delivered, and equal to the volume of the same period of 2023 (4Q23). For the full year, 206 aircraft were delivered in 2024 – a number 14% higher than the 181 recorded in 2023. With 31 deliveries in the last three months of the year, Commercial Aviation reached 73 new aircraft i ...

Group 1: Company Overview - Embraer S.A. has secured firm orders for five A-29 Super Tucano aircraft from the Uruguayan Air Force, enhancing Uruguay's defense capabilities [1] - The A-29 Super Tucano is recognized for its multi-mission capabilities, cost-effectiveness, and advanced technology, with over 290 orders received to date [3] Group 2: Market Trends - The military aviation market is projected to grow at a CAGR of 4.7% from 2025 to 2030, driven by nations strengthening their military capabilities [4] - This growth presents significant opportunities for leading combat jet manufacturers like Embraer, particularly with their advanced aircraft models [5] Group 3: Competitor Analysis - Northrop Grumman Corp. has a long-term earnings growth rate of 19% and is expected to see a 3.4% improvement in 2025 sales [7] - Boeing Company has a long-term earnings growth rate of 19.3%, with a projected 22.1% increase in 2025 sales [8] - Lockheed Martin Corp. has a long-term earnings growth rate of 4.4% and anticipates a 4.1% improvement in 2025 sales [9] Group 4: Stock Performance - Embraer's stock has increased by 25.9% over the past six months, contrasting with a 2.8% decline in the industry [10]

Embraer's A-29 Super Tucano Expansion - Uruguay becomes the sixth nation in South America to operate the A-29 Super Tucano, with the Uruguayan Air Force (FAU) converting options for five aircraft into firm orders [1] - The agreement includes mission equipment, integrated logistics services, and a flight simulator, as part of a fleet renewal program to expand FAU's operational capacity [1] - The A-29 Super Tucano now has 20 operators worldwide, with over 290 orders, due to its cost-effectiveness, accessibility, and versatility [5] Embraer's Strategic Partnerships - Embraer celebrates 50 years since its first export contract to Uruguay, highlighting the growing relationship with the Uruguayan Air Force [2] - The company is committed to providing the FAU with the best multimission aircraft and full support to enhance operational readiness and strategic mission capabilities [2] - The Uruguayan Minister of National Defense emphasizes that the A-29 acquisition is part of the government's commitment to renew the material and equipment of the Armed Forces [3] A-29 Super Tucano's Capabilities - The A-29 Super Tucano offers a wide range of missions, including close air support, air patrol, special operations, and border surveillance, making it a comprehensive and efficient solution for Air Forces [6] - The aircraft is designed for operational flexibility, supporting roles such as forward air controller (FAC), air and tactical coordinator (TAC), and advanced training [6] Embraer's Global Presence - Embraer has delivered over 9,000 aircraft since its founding in 1969, with an aircraft taking off every 10 seconds globally, transporting over 150 million passengers annually [8] - The company is the leading manufacturer of commercial jets up to 150 seats and the main exporter of high value-added goods in Brazil, with a global network of industrial units, offices, and service centers [8]

The aerospace sector had a strong 2024, but 2025 may be even stronger with lower interest rates, fuel costs, and less regulation under Trump’s Presidency. During the year, aerospace giant Boeing Co. NYSE: BA suffered a number of challenges that hurt its reputation, including a $5.5 billion union strike. This enabled some smaller competitors to take advantage and gain some market share during their turmoil. Here are two under-the-radar aerospace stocks benefiting from Boeing’s PR nightmare that may fly highe ...

Embraer S.A. (ERJ) recently inked a deal to deliver two of its C-390 Millennium multi-mission aircraft to an unnamed buyer. The agreement also entails ERJ to provide associated spare parts and a thorough training and support package.The latest client marks the 10th country to choose ERJ’s C-390 jet, following Brazil, Portugal, Hungary, South Korea, the Netherlands, Austria, the Czech Republic, Sweden and Slovakia.Significance of ERJ’s C-390 Aircraft The latest generation of military multi-mission aircraft, ...