Embraer S.a. · BMFBOVESPA:EMBJ3

Embraer — Q1 2026 Earnings Presentation

26 slides from Embraer's earnings presentation, May 8, 2026

  1. Slide 1: EMBJ NYSE listed

    EMBJ DISTED ~ NYSE. 22LisTeD Nw EMBJ

  2. Slide 2: Index

    -E EMBRAER | Fl AER EARIINGS RESULTS | 1 QUARTER 2028 | INDEX Index Highlights Main Financial Indicators 2026 Guidance Deliveries And Backlog Revenue, Gross Margin And Adjusted EBIT Adjusted EBIT (Earnings Before Interest & Taxes) Adjusted Net Income Investments Working Capital Free Cash Flow Cash P

  3. Slide 3: Highlights

    3 EMBRAER | ERAER EARNINGS RESULTS | 1 QUARTER 2028 | HIGHLIGHTS EMBJ 8.3 bn 31% 6.5% (447.1) m 44 jets 32.1 bn osteo —_EMBJ_ NYSE = ®21STeD Nm Highlights 2026 Guidance reiterated. From an operational point of view, Commercial Aviation deliveries between 80 and 86 aircraft and Executive Aviation del

  4. Slide 4: Main Financial Indicators & 2026 Guidance

    4 EMBRAER | £0452 H4RWINGS RESULTS | 1% QUARTER 2025 | MAIN FINANCIALINDIGATORS & 2026 GUIDANCE Main Financial Indicators In millions of U.S dollars, except % and earnings per share data IFRS Revenue Adjusted EBITDA Adjusted EBITDA margin & Adjusted EBIT Adjusted EBIT margin % Adjusted netincome’ Ea

  5. Slide 5: Deliveries and Backlog

    5 EMBRAER | F5RAER EARWINGS RESULTS | 1 QUARTER 2028 | OPERATING RESULTS Deliveries and Backlog Commercial Aviation Hi ff Embraer delivered 44 aircraft in 1Q26, of which 10 were | Be commercial jets (4 E2s and 6 Els), 29 were executive +43% : jets (16 small and 13 medium) and 5 were defense | relate

  6. Slide 6: Revenue, Gross Margin and Adjusted EBIT

    6 <CEMBRAER | FRAER EARNINGS RESULTS | 1% QUARTER 2028 | EARNINGS RESULTS Revenue, Gross Margin and Adjusted EBIT Consolidated revenue of US$1,447 million in 1Q26 represented a +31% increase yoy. All business units performed well throughout the quarter. For instance, Defense & Security revenues incr

  7. Slide 7: Services & Support, Others and Adjusted EBIT

    1 EMBRAER | E/iRAER EARNINGS RESULTS | 1% QUARTER 2028 | EARNINGS RESULTS 10% 14% e— Services & Support Revenues totaled US$490 million in the quarter, +15% higher yoy, driven by higher volumes across all segments, particularly in Defense & Security. The gross margin increased from +20.5% to +26.3%

  8. Slide 8: Adjusted Net Income and Investments

    8 EMBRAER | EMDRAER EARWINGS RESULTS | 1% QUARTER 2028 | EARNINGS RESULTS Adjusted Net Income Adjusted net income was US$277 million for the quarter if we exclude US$(67) million from extraordinary items (le. Eve's results), compared to US$50.0 million a year ago. Net income attributable to Embraer

  9. Slide 9: Investments and Working Capital

    9 EMBRAER | F/iRAER EARNINGS RESULTS | 1 QUARTER 2025 | EARNINGS RESULTS Currently, Embraer on a stand-alone basis has three main sustainable growth projects: Executive Aviation (US$90 million capex during 2024-2027; Gavido Peixoto SP, Brazil & Melbourne FL, USA): an increase in the production capac

  10. Slide 10: Adjusted Free Cash Flow and Cash Position Variance

    10 <CEMBRAER | F/RAER EARNINGS RESULTS | 1 QUARTER 2025 | EARNINGS RESULTS Adjusted Free Cash Flow Embraer on a stand-alone basis Adjusted free cash flow was US$(447:1) million in 1Q26. The net cash consumption during the period was mainly because of higher working capital (je US$399.5 million in in

  11. Slide 11: Debt & Liability Management

    1 EMBRAER | FiRRAER EARWINGS RESULTS | 1% QUARTER 2025 | DEBT& LIABILITY MANAGEMENT Debt & Liability Management Embraer’s stand-alone net cash position decreased sequentially by US$(639.4) million to US$(630.1) million in 1926, driven by a US$(664.6) million decrease in its cash position to fund the

  12. Slide 12: Capital Markets

    12 EMBRAER | EMBRAER EARWINGS RESULTS | 1% QUARTER 2025 | CAPITAL MARKETS Capital Markets EMBI3 x IBOV AEs EMBJ xS&P500 — EB aoe BO 80% 80% 00% 40% 0% O% 20% Apts 525 p28 a8 a a a) } Bonds Yield to Maturity — 7030 Bonds Spread Over U.S. Treasury — 2030 60 2085 02085 em 2038, a) &% 300 % * 6% 5% % a

  13. Slide 13: Shareholder Remuneration

    18) EMBRAER | FIMliRMER EARWINGS RESULTS | 1* QUARTER 2025 | SHAREHOLDER REMUNERATION Shareholder Remuneration On April 29, 2025, the company declared R$142.8 million (R$0.20 per share) in Interest on Equity (loE) related to the 2 quarter. On August 07%, 2025, the company declared R$66.9 million (R$

  14. Slide 14: Financial Statements

    FINANCIAL STATEMENTS

  15. Slide 15: Consolidated Income Statement

    18 EMBRAER | FHMBRMEREARWINGS RESULTS | 1* QUARTER 2026 | FINANCIALSTATEMENTS Embraer S.A. Consolidated Income Statement (in millions of US. dollars, except earnings per share and number of shares) 1026 4925 Revenue 14487 2,851.8 1103.0 Cost of sales and services, (1188.5) (2,208.6) (13.9) Gross pro

  16. Slide 16: Consolidated Cash Flow Statement

    168 <CEMBRAER | FibiRAER EARWINGS RESULTS | 1% QUARTER 2026 | FINANCIALSTATEMENTS Embraer S.A. Consolidated Cash Flow Statement (in millions of US. dollars) Operating Activities Income for the period Adjustment to net income foritems not affecting cash Depreciation and amortization expenses Realizat

  17. Slide 17: Consolidated Cash Flow Statement (continued)

    -<EEMBRAER | FERAER EARNINGS RESULTS | 1% QUARTER 2028 | FINANCIALSTATEMENTS 2. NET CASH USED IN INVESTING ACTIVITIES Financing activities Proceeds from loans and financing Repayment of loans and financing Dividends payments Resources derived from the sale of receivables Repurchases of common shares

  18. Slide 18: Consolidated Balance Sheet (Assets)

    18 EMBRAER | EMBRAER CARVINGS RESULTS | 1* QUARTER 2026 | FINANGIALSTATEMENTS Embraer S.A. Consolidated Balance Sheet (in millions of U.S. dollars) ts 026 4025 1025 Current Cash and cash equivalents 13187 19498 8120 Financial investments 994 761 54A8 Trade accounts receivable 358 2894 2523 Derivativ

  19. Slide 19: Consolidated Balance Sheet (Liabilities)

    19. <CEMBRAER | FiihAER EARWINGS RESULTS | 1% QUARTER 2026 | FINANCIALSTATEMENTS Embraer S.A. Consolidated Balance Sheet (in millions of U.S. dollars) Liabilities 1926 4025 1025 Current Trade accounts payable 1252 11168 sa Trade accounts payable - supplier finance arrangements 23 629 #39 Lease liabi

  20. Slide 20: Reconciliation of IFRS and Non-GAAP information

    2 EMBRAER | HiiiRAER EARNINGS RESULTS | 1 QUARTER 2025 | FINANCIALSTATEMENTS Reconciliation of IFRS and “NON-GAAP” information EBITDALTM Represents earnings before interest, taxation, depreciation, and amortization accumulated over a period of the last 12 months. It is not a financial measure of the

  21. Slide 21: Adjusted EBIT and Adjusted EBITDA Reconciliation

    2 EMBRAER | FERAER EARNINGS RESULTS | 1™ QUARTER 2026 | FINANCIALSTATEMENTS Adjusted EBIT and Adjusted EBITDA are non-GAAP measures, and both exclude the impact of several non- recurring items, as described in the tables below. ADJUSTED EBIT RECONCILIATION Operating profit before financial income (E

  22. Slide 22: Working capital without Eve

    2 EMBRAER | FilAE EARNINGS RESULTS | 1% QUARTER 2028 | FINANCIALSTATEMENTS Working capital without Eve Is a non-GAAP measure calculated by starting at selected Embraer's consolidated balance sheet figures and subtracting Eve's related working capital values. For working capital calculations, in the

  23. Slide 23: Ratios based on Non-GAAP information

    2 <EMBRAER | FMiAER EARWINGS RESULTS | 1 QUARTER 2026 | FINANCIALSTATEMENTS Ratios based on “NON-GAAP” information SELECTED FINANCIALRATIOS. 1028 4025 1005 Total debt to EBITDA () au 31 22 ‘Net debt to EBITDA Gi) 04 (04) 03 Net debt w/o Eve to Adjusted EBITDA (i) 06 (01) 05 Total debtto capitalizati

  24. Slide 24: Conference Call Information

    4 ~<EMBRAER | ABRAER EARWINGS RESULTS | 1" QUARTER 2028 | CONFERENCE GALLINFO Investor Relations CONFERENCE CALLINFORMATION Embraer will host a conference call to present its 1Q26 results on: Friday May 8, 2026 ENGLISH: 8:00 AM (NYTime) / 9:00 AM (SPTime) Translation to Portuguese. Zoom webinar: 818

  25. Slide 25: About Embraer

    2% -<EEMBRAER | £Wll/4ER EARIINGS RESULTS | 1 QUARTER 2025 | ABOUT EMBRAER About Embraer A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive Aviation, Defense & Security and Agricultural Aviation. The company designs, develops, manufactures and mark

  26. Slide 26: Signatures

    SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. Date: May 8, 2026 Embraer S.A. By: /s/ Felipe Santana Santiago de Lima Name: Felipe Santana Santiago de

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