Here's What Key Metrics Tell Us About Embraer (EMBJ) Q4 Earnings

Core Insights - Embraer reported $2.65 billion in revenue for Q4 2025, a year-over-year increase of 14.7% [1] - The EPS for the same period was $0.83, down from $0.94 a year ago, but exceeded the consensus estimate of $0.17 by 381.16% [1] Revenue Breakdown - Commercial Aviation revenue was $974 million, slightly below the average estimate of $1.01 billion, reflecting a year-over-year decrease of 0.7% [4] - Executive Aviation revenue reached $750 million, surpassing the average estimate of $687.16 million, with a year-over-year increase of 19.8% [4] - Other revenue stood at $30 million, exceeding the average estimate of $25.45 million, with no year-over-year change [4] - Services & Support revenue was $552 million, above the average estimate of $501.91 million, showing a year-over-year increase of 25.1% [4] - Defense & Security revenue totaled $345 million, significantly exceeding the average estimate of $256.68 million, with a year-over-year increase of 47.8% [4] Stock Performance - Over the past month, Embraer's shares have returned -4.5%, while the Zacks S&P 500 composite increased by 0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]