Recent Updates — ERJ
Embraer S.A. has filed a manual and management proposal calling an Extraordinary General Shareholders’ Meeting on October 30, 2026, to vote on the merger of its wholly-owned subsidiary, Embraer GPX Ltda., into the parent company. The transaction involves absorbing GPX’s net equity at book value, appraised by Forvis Mazars at R$10,584,362.50 as of June 30, 2026. Because Embraer holds 100% of GPX’s capital stock, the merger will not result in an increase in capital stock or the issuance of new shares. The merger is expected to become effective on October 31, 2026, subject to shareholder approval. Embraer S.A. designs, builds and markets aircraft, equipment, materials, systems, software, accessories and components for the aerospace, defense, security, energy and other industries.
Embraer S.A. announced that Mr. Maurício Augusto Silveira de Medeiros resigned from its Board of Directors, effective September 1, 2026. Appointed by the Brazilian Federal Government as the holder of the Golden Share, his departure triggers an automatic succession clause in the Company's Bylaws. Alternate board member Walcyr Josué de Castilho Araújo will assume the vacant position until the next Annual Shareholders' Meeting. This governance change reflects routine administrative adjustments to board composition rather than a strategic shift or executive leadership transition at the operational level. Embraer S.A. is a Brazilian aerospace company that manufactures commercial, military, executive and agricultural aircraft.
Embraer's Board declared an Interest on Equity (IoE) for the third quarter of fiscal year 2026 totaling R$154,000,000. This equates to R$0.21634283532 per ordinary share and is imputed against mandatory dividends for the current fiscal year. The record date is September 21, 2026, with shares trading ex-IoE on B3 starting September 22, 2026, and on NYSE starting September 23, 2026. Payment is scheduled for May 24, 2027. Embraer S.A. operates in the aerospace industry, designing, manufacturing, and selling commercial, executive, and defense aircraft.
Embraer reported second-quarter 2026 results with record revenue of US$2.2 billion, a 32% year-over-year increase, driven by strong performance across all business units. The company delivered 65 aircraft, the highest Q2 volume in 16 years, including 45 commercial jets and 20 executive jets. Consolidated adjusted EBIT reached $170 million with an 8.3% margin, while backlog rose to US$34.5 billion. Management updated full-year guidance, raising the adjusted EBIT margin target to 10.0%-10.6% and free cash flow expectations to over US$400 million. The company also announced a special dividend of R$0.28 per share (US$0.22 per ADS) for Q2 2026, totaling R$200 million. Embraer operates in the aerospace industry, designing, manufacturing, and selling commercial, executive, and defense aircraft.