Recent Updates — EMBJ
The Hellenic Ministry of National Defense signed a government-to-government agreement to acquire three Embraer KC-390 Millennium multi-mission aircraft, with an option for up to three additional units. The first aircraft is expected to be delivered in 2027. This deal makes Greece the seventh European nation to select the platform, enhancing interoperability with NATO allies through shared training and logistics support with Portugal. Embraer S.A. is a global aerospace company that designs, develops, manufactures, and markets commercial, executive, defense, and agricultural aircraft.
Shareholders approved the merger of Embraer GPX Ltda. (GPX) into Embraer S.A., with an effective date of October 31, 2026. The transaction consolidates GPX's net equity, valued at R$10.58 million as of June 30, 2026, into the parent company without issuing new shares or altering capital stock. Embraer S.A. designs and markets aircraft and aerospace systems.
Embraer S.A. is seeking shareholder approval at an Extraordinary Shareholders’ Meeting on November 30, 2026, to adopt a new Stock-Based Long-Term Incentive Plan (LTI Plan). The proposal replaces the existing cash-settled phantom share model with a multimodal structure allowing the Board of Directors to grant equity-based instruments such as stock options, restricted stock units, and performance share units. The plan caps total dilution at 5% of fully diluted capital stock over a ten-year term and excludes board members from participation. Embraer S.A. is a global aerospace company that manufactures commercial, executive, and defense aircraft.
Embraer S.A. has issued a call notice for an Extraordinary General Shareholders’ Meeting scheduled for November 30, 2026. The sole agenda item is to review and vote on the approval of the Company’s Stock-Based Long-Term Incentive Plan (LTI Plan). The meeting will be held exclusively by digital means via Microsoft Teams. This filing does not announce a specific dividend, equity issuance, or debt transaction.
Embraer S.A. announced a forward split of its American Depositary Shares (ADSs), changing the ratio from one ADS representing four common shares to one ADS representing one common share. Holders of record as of November 9, 2026, will receive three additional ADSs for every ADS held after the close of trading on November 13, 2026. Trading is expected to begin on a split-adjusted basis at market open on November 16, 2026. The change does not affect underlying common shares or result in new issuances. Embraer is a global aerospace company that designs, develops, and manufactures commercial, executive, defense, and agricultural aircraft.
Embraer delivered 66 aircraft in the third quarter of 2026, marking its best Q3 performance in history with a 6% year-over-year increase. Total deliveries for the first nine months reached 175 units, up 14% from the prior year period. Commercial Aviation delivered 22 aircraft, while Executive Aviation delivered 41 business jets. The company reaffirmed its full-year guidance of 80 to 85 commercial aircraft and 160 to 170 executive jets for 2026. Embraer is a global aerospace manufacturer specializing in commercial jets, executive aviation, defense systems, and agricultural aircraft.