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What Does Embraer (EMBJ) Do? - Stock Outlook, Earnings, Market Cap, Related Stocks, and Headquarters at a Glance

Updated June 4, 2026 · First published April 5, 2026

EMBJ (Embraer) is a Brazilian aircraft manufacturer that produces regional passenger jets, business jets, and defense aircraft. With a large order backlog and delivery volume, the stock's earnings and price outlook hinge on the recovery in air travel, fleet replacement, defense demand, supply chains, and currency moves.

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🏢 What kind of company is EMBJ (Embraer)?

EMBJ (Embraer) is a Brazilian global aircraft manufacturer that produces regional passenger jets seating roughly 100 passengers, business jets, and defense transport aircraft. It holds a leading position in the regional aircraft market and is listed on the US stock market as an ADR.

Its business is divided into Commercial Aviation, Business Jets, Defense & Security, and Services. Regional commercial jets and business jets form the core, with defense transport aircraft and aircraft maintenance & parts services added on. Aircraft manufacturing generates revenue on the basis of a large order backlog, and earnings are driven by the recovery in air travel demand as well as orders and deliveries and defense demand.

How does EMBJ (Embraer) make money?
Business SegmentRevenue ShareDescription
Commercial AviationCoreCore segment with a large share from regional commercial passenger jets and other commercial aircraft
Business JetsDiversification PillarBusiness jet production segment
Defense & ServicesDiversification PillarDefense transport aircraft and aircraft maintenance & parts services

EMBJ (Embraer)'s revenue centers on commercial regional passenger jets and business jets, with defense and services added on. Aircraft manufacturing generates revenue based on a large order backlog, so orders and deliveries drive earnings. The recovery in air travel and airline fleet replacement, along with demand for defense transport aircraft, support the business, while maintenance and parts services add stable recurring revenue. That said, supply-chain disruptions, currency moves, and shifts in large-airline orders remain variables.

📐 EMBJ (Embraer) Market Cap and Company Scale

The market capitalization stands at $13.4B, and the employee headcount is not publicly disclosed.

A Brazilian aircraft manufacturer producing regional jets, business jets, and defense aircraft, it has built a leading position in the regional aircraft market. Its strengths include a large order backlog and recurring revenue from maintenance & parts services, but its business structure ties earnings closely to orders, deliveries, supply chains, and currency moves.

📈 EMBJ (Embraer) Outlook and Stock Price Trends

1-Year Price Performance
Analyst Consensus
1.1
Sell Hold Strong Buy
Target Price $91 +21.0% Current $75
52-Week Price Range
$75
Low $54 High $81
vs. low +40.94% vs. high -6.51%

The recovery in air travel, fleet replacement, demand for defense transport aircraft, and the order backlog are the medium- to long-term drivers. As air travel demand recovers and the replacement of aging fleets and demand for new regional jets and business jets grows, orders are expanding. Defense transport aircraft and maintenance & parts services add further growth. That said, delivery delays from supply-chain disruptions, currency swings, shifts in large-airline orders, and competition can act as short-term earnings variables.

  • Air travel recovery and fleet replacement demand
  • Demand for defense transport aircraft and the order backlog
  • Recurring revenue from maintenance & parts services

⚔️ EMBJ (Embraer) Core Competitive Strengths and Risks

Its regional aircraft position, order backlog, and diversification across defense and services are strengths, while supply-chain disruptions, delivery delays, currency moves, and competition are core risks.

💪 Core Competitive Strengths

Regional Aircraft Position
It holds a leading position and technology base in the regional passenger jet market.
Order Backlog
A large order backlog provides revenue visibility.
Recurring Service Revenue
Aircraft maintenance & parts services add stable recurring revenue.

⚠️ Core Risks

Supply Chain & Delivery Delays
Delays in aircraft deliveries caused by supply-chain disruptions can weigh on earnings.
Currency
Currency moves, including the Brazilian real, can affect earnings and the ADR's value.
Orders & Competition
Shifts in large-airline orders and competition can affect earnings.

🔄 EMBJ (Embraer) Competitors and Related (Beneficiary) Stocks

EMBJ (Embraer) is compared alongside other aviation and defense companies within the aviation and defense space. Aircraft maker BA, aviation and defense player TXT, and defense contractor GD are frequently cited as comparable names given the similarity in business profile and exposure to aviation and defense demand.

Competitors
TickerCompanyPriceChangeMarket CapP/EPBRROEDividend Yield
BABoeing Co$210.45+2.8%$166.3B95.827.3173.55%0.02%
TXTTXTTextron Inc$81.00+2.3%$13.9B15.31.712.13%0.1%
GDGeneral Dynamics Corp$355.90+0.5%$96.3B21.73.617.8%1.77%

✅ EMBJ (Embraer) Investor Checkpoints

EMBJ (Embraer) is a Brazilian aircraft manufacturer producing regional jets, business jets, and defense aircraft. Its regional aircraft position and order backlog are attractive, but supply-chain disruptions and currency variables need to be reviewed in tandem, making it a name that requires careful monitoring.

CheckpointWhat to CheckCurrent Status
✈️ Orders & DeliveriesOrder backlog and aircraft delivery volumeEarnings key driver
🛡️ Defense & ServicesDefense transport aircraft and maintenance & parts servicesGrowth & stability
🇧🇷 Supply Chain & CurrencySupply-chain disruptions and currency swingsVolatility factor

Aircraft delivery delays from supply-chain disruptions, currency swings, shifts in large-airline orders, and competition can affect earnings and the ADR's value, so orders and deliveries, defense and services, and supply-chain and currency factors should all be monitored together.

EMBJ (Embraer) is a Brazilian aircraft manufacturer with a strong regional aircraft position, a sizable order backlog, and diversification across defense and services, but given supply-chain disruptions, delivery delays, and currency and competition variables, a medium- to long-term perspective is advisable.

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