Embraer Q4 Adj. EBIT Declines; Confirms 2026 Guidance

Financial Performance - Embraer reported a fourth quarter profit of $83.3 million, an increase from $45.6 million in the prior year, with earnings per share rising to $0.1137 from $0.0621 [1] - Adjusted EBIT for the fourth quarter declined to $230.9 million from $265.1 million [1] - Consolidated revenue for the fourth quarter reached $2.65 billion, reflecting a 15% increase year-over-year [1] Annual Performance - For the year 2025, Embraer generated $656.8 million in adjusted EBIT, down from $708.2 million the previous year [2] - Total revenue for 2025 was $7.58 billion, marking an 18% increase from the prior year [2] - The company delivered a total of 244 aircraft in 2025 [2] Future Projections - For 2026, Embraer expects consolidated revenues to be in the range of $8.2 billion to $8.5 billion, with an adjusted EBIT margin projected between 8.7% and 9.3% [2] - Free cash flow for 2026 is projected to be $200 million or higher [2] - The company anticipates delivering between 80-85 commercial aircraft and 160-170 executive aircraft in 2026 [3] Market Reaction - In pre-market trading on NYSE, Embraer shares increased by 2.3% to $68.00 [4]