Embraer S.a. · BMFBOVESPA:EMBJ3

Embraer — Q1 2026 Earnings Presentation

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

  1. Slide 1: 1Q26 Results

    1Q26 RESULTS 1 PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.

  2. Slide 2: Disclaimer

    This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. DISCLAIMER This conference call may include statements about future events, based on Embraer's expectations and market financial trends. Such statements are subject to uncertainties that

  3. Slide 3: Sustainable and Profitable Growth

    SUSTAINABLE AND PROFITABLE GROWTH Driven by Efficiency and Innovation This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. ➤ Highest 1Q deliveries in the ➤ Production leveling improvement last 10 years (44 aircraft) across all operations ➤

  4. Slide 4: 1Q26 Highlights

    1Q26 HIGHLIGHTS Finnair orders 18 E195-E2 plus 16 options and 12 purchase rights This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. COMMERCIAL AVIATION 10 aircraft delivered in the quarter - highest level this decade EXECUTIVE All-time h

  5. Slide 5: Deliveries

    DELIVERIES DELIVERIES COMMERCIAL EXECUTIVE This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. AVIATION AVIATION +26% +43% 29 23 10 7 16 6 14 3 4 4 E1 9 13 Small Jets E2 Medium Jets 1Q25 1Q26 1Q25 1Q26 GUIDANCE 2026: GUIDANCE 2026: 80 to

  6. Slide 6: Backlog US$ billion

    BACKLOG US$ billion ~52.0 11% 26% This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. Options +22% 63% 32.1 5.1 26.4 +11% 4.6 4.4 +5% 4.2 7.6 0% 7.6 Services & Support +50% Defense & Security 15.0 Executive Aviation 10.0 Commercial Aviati

  7. Slide 7: Prototype Flight Campaign

    PROTOTYPE FLIGHT CAMPAIGN 70 2:31 5859 57 60 56 2:09 54 52 51 49 48 46 47 1:48 50 45 44 41 42 39 37 1:26 35 36 40 33 32 31 59 28 29 30 26 1:04 24 22 1920 TOTAL FLIGHTS 20 17 16 18 0:43 15 13 10 11 2h 27min 10 Christmas / New Year's break 34 5 6 89 Software upload & 0:21 TOTAL FLIGHT TIME 1 2 tests f

  8. Slide 8: 1Q26 Business Results

    1Q26 BUSINESS RESULTS 8 PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.

  9. Slide 9: Commercial Aviation and Executive Aviation

    COMMERCIAL EXECUTIVE This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. AVIATION AVIATION • Revenue +45% yoy • Revenue +30% yoy • EBIT -$28m; -5% • EBIT $25m; 11% margin -9.7% (-490bp) -10% margin +6.0% (-630bp)¹ 6% 293 418 202 323 Reven

  10. Slide 10: Defense & Security and Services & Support

    DEFENSE SERVICES This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. & SECURITY & SUPPORT • Revenue +63% yoy • Revenue +15% yoy • EBIT $38m (+$40m yoy); • EBIT $70m (+$28m yoy); margin +17.0% (+1,860bp)¹ margin +14.3% (+440bp)¹ 14% 10% 17

  11. Slide 11: 1Q26 Results Consolidated

    1Q26 RESULTS CONSOLIDATED PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 11

  12. Slide 12: Net Revenues US$ million

    NET REVENUES US$ million This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. +31% 16% 34% BREAKDOWN BY BUSINESS 1Q261 21% 21% 1,447 1,103 Services & Support Defense & Security 1Q25 1Q26 Executive Aviation GUIDANCE 2026: Commercial Aviatio

  13. Slide 13: Adjusted EBITDA and Adjusted EBIT

    ADJUSTED EBITDA ADJUSTED EBIT US$ million US$ million 9.9% This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 9.8% BREAKDOWN BY BUSINESS 1Q26 5.6% 6.5% 70 39 109 144 25 62 94 1Q25 1Q26 1Q25 1Q26 (11) (29) Reported EBITDA¹ 98 131 Reported

  14. Slide 14: Adjusted FCF and Investments

    ADJUSTED FCF US$ million INVESTMENTS US$ million Excludes Eve This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 99 88 38 (386) 37 (447) 14 13 27 36 11 11 1Q25 1Q26 1Q25 1Q26 GUIDANCE 2026: US$200 million or higher Capex Net add Pool Pro

  15. Slide 15: Adj. Net Income and Earnings per Share

    ADJ. NET INCOME US$ million EARNINGS PER SHARE US$ ADS basics This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 4.5% 1.91 1.9 1.7 1.9% 0.9 1.4 50 28 1Q25 1Q26 (-1.0) 2022 2023 2024 2025 2026 LTM PUBLIC INFORMATION Adj. Net Income Adj. N

  16. Slide 16: Financial Position US$ million

    FINANCIAL POSITION US$ million Excludes Eve This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. DELEVERAGING DEBT PROFILE 8.7 years 2.3x 5.6% 1.4x average cost 1,016 0.5x 0.6x 0.1x (0.1)x 679 983 922 889 924 367 562 203 459 64 83 15 25 25

  17. Slide 17: Shareholder Remuneration

    SHAREHOLDER REMUNERATION Gross Amount Gross Value Gross Value This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. Period Declared Income Declared per Share per ADS (R$ million) (R$) (US$)¹ 2025 IoE 437.3 0,60 0.43 2025 Interim Dividends 8

  18. Slide 18: Closing Remarks

    Francisco Gomes Neto - CEO CLOSING REMARKS PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 18

  19. Slide 19: Continuous focus on sales and efficiency to maximize midterm results

    Continuous focus on sales and efficiency to maximize midterm results while investing in new technologies for a more ambitious long-term expansion This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. Market success and Continued Positive mo

  20. Slide 20: Thank You!

    THANK YOU! PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 20

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