Embraer (EMBJ) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended June 2026, Embraer (EMBJ) reported revenue of $2.24 billion, up 22.9% over the same period last year. EPS came in at $1.22, compared to -$0.02 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.05 billion, representing a surprise of +8.94%. The company delivered an EPS surprise of +100%, with the consensus EPS estimate being $0.61.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Embraer performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Commercial Aviation: $625 million versus $633.46 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.3% change.
• Revenue- Executive Aviation: $725 million compared to the $628.98 million average estimate based on three analysts. The reported number represents a change of +32.1% year over year.
• Revenue- Other: $15 million versus $22.01 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.3% change.
• Revenue- Services & Support: $565 million compared to the $508.06 million average estimate based on three analysts. The reported number represents a change of +23.9% year over year.
• Revenue- Defense & Security: $304 million compared to the $259.35 million average estimate based on three analysts. The reported number represents a change of +37.6% year over year.

View all Key Company Metrics for Embraer here>>>

Shares of Embraer have returned +10.6% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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