Compared to Estimates, Embraer (ERJ) Q2 Earnings: A Look at Key Metrics

Core Insights - Embraer reported $1.82 billion in revenue for Q2 2025, a year-over-year increase of 21.8% and an 8.88% surprise over the Zacks Consensus Estimate of $1.67 billion [1] - The EPS for the quarter was -$0.02, a significant decline from $0.44 a year ago, resulting in a -104.26% surprise compared to the consensus estimate of $0.47 [1] Revenue Breakdown - Commercial Aviation revenue was $577 million, exceeding the average estimate of $551.44 million, reflecting a 4.2% year-over-year increase [4] - Executive Aviation revenue reached $549 million, significantly higher than the estimated $421.97 million, marking a 63.4% increase compared to the previous year [4] - Other revenue amounted to $16 million, surpassing the average estimate of $14.82 million, with a year-over-year change of 14.3% [4] - Services & Support revenue was $456 million, slightly below the estimated $460.57 million, but still showing a 12.9% increase year-over-year [4] - Defense & Security revenue totaled $221 million, close to the average estimate of $222.04 million, with an 18.2% year-over-year increase [4] Stock Performance - Over the past month, Embraer shares have returned -3.5%, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]