Embraer reported record Q1 2026 revenue of approximately $1.4 billion. This figure represents a 31% increase year-over-year. Defense & Security revenue surged 63%. Commercial Aviation revenue climbed 45%.
The company delivered 44 aircraft during the quarter. Deliveries increased 47% compared to the 30 jets delivered in the same period last year. The firm order backlog reached an all-time high of $32.1 billion. This backlog rose 22% over the previous year and marked a sixth consecutive record.
Embraer's stock dropped following a significant miss on earnings per share. Management reiterated full-year 2026 guidance despite the earnings results. The company projects annual revenues between $8.2 billion and $8.5 billion.