EMBJ EMBRAER S.A.
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Executive Summary
Embraer announced a firm order from Azorra for 15 E195-E2 aircraft, with purchase rights for 15 more, bringing Azorra's total firm E2 orders to 54 and pushing the E2 program past 500 total orders. This is a positive commercial milestone that will be added to Q2 2026 backlog, but no financial terms were disclosed.
Actionable Insight
The order reinforces E2 program momentum and backlog growth, but lacks pricing details. Monitor Q2 2026 earnings for backlog conversion and margin impact. The stock may see a modest positive reaction on program milestone sentiment.
Key Facts
- Azorra placed a firm order for 15 E195-E2 aircraft, with purchase rights for 15 additional jets.
- Azorra's total firm E2 orders increase from 39 to 54 aircraft.
- E2 program surpasses 500 total orders; over 200 aircraft in operation with 24 airline customers.
- Order will be added to Embraer's 2026 second-quarter results and backlog.
- No financial terms (dollar value, delivery schedule) were disclosed.
Financial Impact
Undisclosed amount; 15 firm E195-E2 aircraft at list prices typically range $500M-$800M, but actual value is not provided.
Risk Factors
- No financial terms disclosed; actual revenue impact uncertain.
- Purchase rights may not convert to firm orders.
- Historical calibration shows prior bullish calls on EMBJ underperformed at T+20.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-003328 |
| Document: 0001292814-26-003328-index-headers.html | 0001292814-26-003328 |
| Document: 0001292814-26-003328-index.html | 0001292814-26-003328 |
| Document: 0001292814-26-003328.txt | 0001292814-26-003328 |
Filters
| Type | Now | ||||
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Jun 5, 2026
8d ago
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6-K
| $56.35 awaiting T+20 | awaiting T+20 | — | $57.80 (+2.57%) |
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May 8, 2026
5w ago
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6-K
| $60.11 $56.68 | ▼ −5.71% | ▼ −5.73% | $57.80 (−3.84%) |
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May 8, 2026
5w ago
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6-K
| $60.11 $56.68 | ▼ −5.71% | ▼ −5.73% | $57.80 (−3.84%) |
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May 4, 2026
5w ago
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6-K
| $63.62 $56.96 | ▼ −10.47% | ▼ −16.11% | $57.80 (−9.15%) |
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Apr 27, 2026
6w ago
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6-K
| $63.14 $57.90 | ▼ −8.30% | ▼ −13.77% | $57.80 (−8.46%) |
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Apr 10, 2026
9w ago
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6-K
| $68.82 $67.75 | ▼ −1.55% | ▼ −10.08% | $57.80 (−16.01%) |
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Apr 6, 2026
9w ago
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6-K
| $63.54 $63.62 | ▲ +0.13% | ▼ −8.86% | $57.80 (−9.03%) |
US Market Status
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