Slide 1: Equity Story
EQUITY STORY AUG/26 1 PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.
Slide 2: Embraer Investor Relations
EMBRAER INVESTOR RELATIONS OUR TEAM STAY IN THE KNOW - Felipe Santana, CFO - Gui Paiva, EAH CFO, Head IR, M&A and CVC LinkedIn X Instagram - Patrícia Mc Knight, IR manager - Alessandra Rangel, IR senior associate - Rodrigo Diniz, IR analyst - Ana Luiza Muniz, IR analyst 2Q26 Backlog 2Q26 Earnings Yo
Slide 3: Embraer At-a-Glance
EMBRAER AT-A-GLANCE Embraer’s Business Segments World Leading Manufacturer of jets up to 150-seats 2,100+ Executive Jets delivered in more than 70 countries Executive Defense & Commercial Services & Aviation Security Aviation EVE Support 170+ Airlines Customers in more than 90 countries Revenue EBIT
Slide 4: Sustainable and Profitable Growth
SUSTAINABLE AND PROFITABLE GROWTH Driven by Efficiency and Innovation PROVEN RESULTS Remarkable sales & revenue Profitability Improving operational efficiency ON THE HORIZON Substantial midterm growth Ambitious long-term momentum Next-gen product development 4
Slide 5: Flight Plan for the Next 10 Years
FLIGHT PLAN FOR THE NEXT 10 YEARS US$bn HSD CAGR Double-digit MSD-HSD revenue CAGR 8.2 – 8.5 ACCELERATED EVE + STRATEGIC GROWTH WITH PROJECTS DRIVE CURRENT GROWTH PLATFORMS 2026 < 2030 2035 EXECUTIVE DEFENSE COMMERCIAL SERVICES EVE AIR AVIATION & SECURITY AVIATION & SUPPORT MOBILITY 5
Slide 6: World-Class Engineering
WORLD-CLASS ENGINEERING 4,000+ Engineering Team 1,400+ Employees have master’s 800+ Patents registered degrees, PhDs or post- in 7 different countries graduate qualifications. 6
Slide 7: Management by Value Streams
0 MANAGEMENT BY VALUE STREAMS IPANEMA PRAETOR PHENOM E1 KC-390 E2 ~60% REDUCTION IN ~50% ~45% LEAD TIME* REDUCTION IN REDUCTION IN ~40% ~35% LEAD TIME* REDUCTION IN LEAD TIME* REDUCTION IN LEAD TIME* LEAD TIME* ~20% REDUCTION IN LEAD TIME* Baseline: 2021 Baseline: 2019 Baseline: 2020 Baseline: 2020
Slide 8: Profitable Growth
8 PROFITABLE GROWTH US$m Net Revenue Adjusted EBITDA* 1200 Adj. EBITDA (ex-BA) 8,200 – 8,500 1000 Adj. EBITDA Margin (ex-BA) 14.4% 12.4% 800 8,337 12.1% 11.7% 7,578 600 6,395 10.7% 5,268 4,540 10.1% 400 4,197 8.6% 200 0 2021 2022 2023 2024 2025 2Q26 LTM 2026E 2021 2022 2023 2024 2025 2Q26 LTM Adjust
Slide 9: All Time High and Well-Balanced Portfolio
ALL TIME HIGH AND WELL-BALANCED PORTFOLIO BACKLOG PER SEGMENT US$bn ~56.0 16% +15.2% (CAGR) 26% Options 58% 34.5 31.6 15% 26.3 18.7 18% 17.0 17.5 14% 23% 16% 14%17% 25% 8% 53% 44% 53% 2021 2022 2023 2024 2025 2Q26 2Q26 + Options 9
Slide 10: Investment on Sustainable Growth
1 0 INVESTMENT ON SUSTAINABLE GROWTH 3 main projects Executive Aviation (2024-27) Services – OGMA (2021-26) Services – MRO (2025-27) US$m US$m US$m 90 • Increase in production 105 • Brand new P&W engines 70 capacity for the business; induction line; • Fort Worth TX, USA; • Gavião Peixoto SP, Brazil
Slide 11: Return on Invested Capital
1 1 RETURN ON INVESTED CAPITAL ROIC above WACC supported by improved operational and financial metrics 10.8% 10.2% 9.8% Embraer avg. cost of capital 8.8% 7.0% 8.7% 6.8% 6.0% 4.9% 3.9% 2.5% -0.2% -1.5% 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026E 11
Slide 12: Financial Position
FINANCIAL POSITION US$ million Excludes Eve DELEVERAGING DEBT PROFILE 9.2 years 2.3x 5.1% 1.4x average cost 1,014 0.7x 0.1x (0.1)x 0.2x 672 1.038 922 889 1.034 205 562 459 66 106 85 15 25 19 7 5 2022 2023 2024 2025 2Q25 2Q26 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 >2036 Adj. EBITDA Adj. EB
Slide 13: Commercial Aviation
COMMERCIAL AVIATION This information is property of Embraer and cannot be used or reproduced without written permission.
Slide 14: E-Jets Family: A Global Market Success
E-JETS FAMILY: A GLOBAL MARKET SUCCESS The E2s are the most efficient in the world in the single-aisle segment, shaping the market with their sustainable technologies, superior comfort, excellent economy and the ideal range 2,438 This information is property of Embraer and cannot be used or reproduc
Slide 15: Market Share & Product Positioning
MARKET SHARE & PRODUCT POSITIONING Competitive Scenario This information is property of Embraer and cannot be used or reproduced without written permission. Up To 150-seat Global Market Share (Deliveries since 2004) 180+ NarrowBody Others Medium A320 NEO 737-8 MAX C 919 6% 9% 30% 160 14% 150 A319NEO
Slide 16: Long-Term Segment Overview
LONG-TERM SEGMENT OVERVIEW Small narrowbody segment is gaining traction This information is property of Embraer and cannot be used or reproduced without written permission. SMALL NARROWBODY NEW DELIVERIES Connectivity in a fragmented world Demand growth In 150 secondary markets 129 114 97 99 84 80 8
Slide 17: E2 Market Acceptance
E2 MARKET ACCEPTANCE Strong performance, accelerating post-covid This information is property of Embraer and cannot be used or reproduced without written permission. Trendline NUMBER OF OPERATORS SINCE THE PROGRAM LAUNCH: 25 20 15 10 5 0 Year 1 Y2 Y3 Y4 Y5 Y6 Y7 Y8 Y9 Y10 Y11 Y12 Y13 Y14 Y15 Y16 Y17
Slide 18: Unbeatable Cost Efficiency
UNBEATABLE COST EFFICIENCY 25% E195-E2 (136 seats) This information is property of Embraer and cannot be used or reproduced without written permission. E195 E195 (112 seats) (112 PAX) E195 (120 seats) A220-300 (140 seats) 20% NB Current Gen. (180 seats) NB Next Gen. (180 seats) E195 (120 PAX) 15% CO
Slide 19: E2 the Most Environmentally-Friendly Jet in Single Aisle
E2 THE MOST ENVIRONMENTALLY- FRIENDLY JET IN SINGLE AISLE This information is property of Embraer and cannot be used or reproduced without written permission. 25 737-900ER 737-900 20 737-800 737-700 Δ Cumulative Level (EPNdB) E195 Quieter A320 15 A319 E190 737 MAX 9 10 737 MAX 8 737 MAX 7 A220-300 5
Slide 20: E2 Is the Preferred Choice to Complement NB
E2 IS THE PREFERRED CHOICE TO COMPLEMENT NB Selected to complement both Airbus and Boeing larger Narrowbodies This information is property of Embraer and cannot be used or reproduced without written permission. 67 x E2s 16 x E2s 9 x E2s 8 x E2s 15 x E2s 24 x E2s 18 x E2s 6 x E2s 10 x E2s 25 x E2s 3
Slide 21: E2 Numbers & Facts
E2 NUMBERS & FACTS 1st AIRCRAFT DELIVERED This information is property of Embraer and cannot be used or reproduced without written permission. Wideroe Azul Helvetic Binter Air Air Peace KLM Porter TUI fly Placar Royal Scoot LOT Hunnu Air Mexicana Virgin Airlink Luxair NORWAY SWITZERLAND SPAIN NIGERI
Slide 22: Replacement Opportunities Ahead
REPLACEMENT OPPORTUNITIES AHEAD This information is property of Embraer and cannot be used or reproduced without written permission. Regional Aircraft Replacement (E175 opp.) First Gen SNBs Replacement (E190-E2/E195-E2 opp.) CRJ700/900 & E170/E175 with 20+ years old | US market | E190-E1/E195-E1 & A
Slide 23: Commercial Backlog
COMMERCIAL BACKLOG Backlog and Deliveries This information is property of Embraer and cannot be used or reproduced without written permission. 15.8 14.5 15.1 13.8 13.4 12.2 13.5 7.7 9.7 9.0 7.6 9.0 8.6 8.8 10.2 Backlog / Revenue Ratio 5.8 105 106 101 108 101 Avg. 4.6 (𝜎 1.5) 90 92 90 89 78 82 73 57
Slide 24: Executive Aviation
B3 LISTED NM EMBJ Sr ait aia «te > ¥
Slide 25: Executive Aviation | Product Portfolio
EXECUTIVE AVIATION | PRODUCT PORTFOLIO Praetor 600E Super midsize Praetor 500E 8 to 12 passengers Midsize Range 7,441 km / 4,018 nm 7 to 9 passengers LHR – JFK; GRU – MIA Range 6,186 km / 3,340 nm CDG – DEL; SIN – DXB Phenom 300EV JFK – SFO; JFK – CDG Light DXB – NCE; DEL – NRT For specs click here
Slide 26: Penetrating Product Segments
26 PENETRATING PRODUCT SEGMENTS Embraer Honda Embraer Pilatus Phenom 300 (72 units) 25% 25% 29% Phenom 100 (14 units) 36% Citation CJ3 (31 units) Citation M2 (22 units) Citation CJ4 (30 units) 9% Citation A/XLS (18 units) HondaJet (12 units) Textron 46% 15% 15% Textron PC-24 (50 units) Textron Textr
Slide 27: Solid Product Positioning
SOLID PRODUCT POSITIONING Range vs. Price List Most Important Features for Buyers Carbin Size (interior with and length) 8% Carbin Interior 2% Other 6% Operating costs Mission 15% Capability: Engine / Range / Speed Model age/ Production 63% 2% Brand 4% Embraer Value Proposition • Unmatched performan
Slide 28: Strong Customer Backlog
STRONG CUSTOMER BACKLOG Customer demand is strong for Executive Aviation Order Backlog (US$bn) Embraer aircraft (155 units delivered in 2025; +19% yoy) Client Share (L5Y) 460+ aircraft Embraer Executive Aviation selling new delivery slots in 2029 Introduced new Praetor E lineup, Retail Fleet a combi
Slide 29: Executive Backlog
EXECUTIVE BACKLOG Backlog and Deliveries 7.4 7.6 7.8 4.5 4.3 3.3 2.4 2.9 3.9 1.9 2.0 1.3 1.4 1.2 0.8 0.8 155 168 Backlog / Revenue Ratio 130 119 116 120 117 115 109 109 102 99 99 91 93 86 Avg. 2.1 (𝜎 1.2) 4.2 3.9 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 * LTM…
Slide 30: Defense & Security
EMBJ B3 LISTED NM EMBJ ul (’
Slide 31: KC-390 Millennium
DEFENSE & SECURITY KC-390 MILLENNIUM TRUE MULTI-MISSION PLATFORM AERIAL AERIAL SPECIAL AERIAL MEDICAL HUMANITARIAN SEARCH & AIR-TO-AIR RESUPPLY ASSAULT OPERATIONS FIREFIGHTING EVACUATION AID RESCUE REFUELING 22,750 FLIGHT HOURS THROUGH JUNE 2026 99% COMPLETION RATE(1) 15 8 4 2 1 Brazil Portugal Hung
Slide 32: KC-390 Millennium Market Momentum
DEFENSE & SECURITY KC-390 MILLENNIUM RIGHT PRODUCT, RIGHT TIMING MARKET MOMENTUM 18 60+ FIRM ORDERS +29 OPTIONS Brazil & SELECTIONS LAUNCH CUSTOMER 2014 2019 2020 2023 2024 2025 2026 5 2 3 5 4 2 2 +1 4 10 2 Portugal Hungary South Korea The Netherlands Austria Czech Rep. Uzbekistan Portugal Sweden UA
Slide 33: KC-390 Millennium Addressable Market
DEFENSE & SECURITY KC-390 MILLENNIUM RIGHT PRODUCT, RIGHT TIMING | ADDRESSABLE MARKET ADDRESSABLE MARKET ~450 AIRCRAFT DELIVERY YEAR OF C-130’s* 20 years 173 141 17% 63 59 20% 40% 16 10% 13% 1960s 1970s 1980s 1990s 2000s 230+ AIRCRAFT OVER 45 YEARS OLD DUE FOR REPLACEMENT NOW Doesn’t include U.S.A.,
Slide 34: Market Share
DEFENSE & SECURITY MARKET 2019-2026 SHARE INTERNATIONAL SALES KC-390 MARKET LEADER 40 C-130J 33% 22 KC-390 61% 4 KC-390 C-130J A-400M A-400M 5% 34 NOTE: Domestic sales not included.
Slide 35: Transport Aircraft Competition Overview
DEFENSE & SECURITY KC-390 MILLENNIUM TRANSPORT AIRCRAFT | (1) COMPETITION OVERVIEW 40 Heavy Tactical A400M EIS: 2012 30 KC-390 PAYLOAD (ton) EIS: 2019 20 C-130 EIS: 1956; J Model: 1999 Tactical 10 100 150 200 250 300 PRICE (US$ Millions) 35 (1) Showing main competitors only. C-295, C-27J, Y8/Y9 and
Slide 36: A-29 Super Tucano
DEFENSE & SECURITY A-29 A-29 SUPER SUPER TUCANO TUCANO / This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. MULTI-MISSION AIRCRAFT MULTI-MISSION AIRCRAFT LAA ARA TTA C-UAS CONFIDENTIAL INFORMATION Light Attack Armed Reconnaissance Tactic
Slide 37: A-29 Super Tucano Worldwide Presence
DEFENSE & SECURITY A-29 SUPER WORLDWIDE PRESENCE TUCANO 22 300 AIR FORCES AIRCRAFT ORDERED +620,000 FLIGHT HOURS +60,000 COMBAT HOURS ANGOLA BRAZIL BURKINA CHILE COLOMBIA DOMINICAN ECUADOR INDONESIA LEBANON MALI MAURITANIA NIGERIA PANAMA PARAGUAY PHILIPPINES PORTUGAL URUGUAY USA UNDISCLOSED UNDISCLO
Slide 38: A-29 Super Tucano Market Momentum
DEFENSE & SECURITY A-29 SUPER STEADY FLIGHT TUCANO | MARKET MOMENTUM 39 TWO DECADES LEADING THE LIGHT ATTACK NEW ORDERS AIRCRAFT MARKET IN LESS THAN 18 MONTHS SEGMENT 2024 2025 6 4 12 1 6 5 4 1 Paraguay Undisclosed Portugal Uruguay Philippines Uruguay Panama 38
Slide 39: A-29 Super Tucano Addressable Market
DEFENSE & SECURITY A-29 SUPER TUCANO | ADDRESSABLE MARKET RELEVANT MISSION SET, VALUE TO OPERATORS ADDRESSABLE MARKET 20 years ~505 AIRCRAFT 13% 18% 18% 23% 28% Doesn’t include USA, Russia, China, Ukraine, North Korea, Cuba and Japan. 39
Slide 40: Market Share
DEFENSE & SECURITY MARKET 2019-2025 SHARE INTERNATIONAL SALES CONTINUOUS LEADERSHIP HURKÜS-C 7% 51 AT-6 11% A-29 SUPER 7 8 5 TUCANO 72% MWARI 10% A-29 MWARI AT-6 HURKÜS-C SUPER WOLVERINE TUCANO NOTE: domestic sales not included. 40
Slide 41: A-29 Super Tucano Competition Overview
DEFENSE & SECURITY A-29 SUPER TUCANO | COMPETITION OVERVIEW A-29 AT-6 HURKÜS-C SKY WARDEN MWARI Manufacturer Units Ordered 303 11 5 62 7 Number of Operators 23 2 2 1 2 Clean Sheet Modified Modified Modified Clean Sheet Platform Design Design Basic Trainer Basic Trainer Crop Duster Design Combat Matu
Slide 42: Defense & Security Backlog
DEFENSE & SECURITY BACKLOG Backlog and Deliveries 7.4 7.6 7.8 4.5 3.9 4.3 3.3 2.4 1.9 2.0 2.9 Backlog / Revenue Ratio 1.3 0.8 0.8 1.4 1.2 19 18 17 16 2 Avg. 4.8 (𝜎 1.1) 2 13 3 12 11 9 8 7 3 4 14 2 16 14 3 9 2 3 6 1 8 8 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26…
Slide 43: Services & Support
SERVICES & SUPPORT
Slide 44: Global Distribution Centers, Owned MROs, Authorized MROs
7 Global Distribution Centers 14 Owned MROs 78 Authorized MROs 8 Training Centers 44
Slide 45: One Site, a World of Capabilities
ONE SITE, A WORLD OF CAPABILITIES AEROSTRUCTURES CIVIL AVIATION 3.000m RUNWAY PAINTING HANGAR P&W GTF MRO DEFENSE AVIATION • Over 105 years of experience • Located in a strategic location in Alverca, Portugal ENGINE MRO 45
Slide 46: Services Offering Portfolio
Training Engineering Material Solutions Services Aircraft Engines and Enhancements Components MRO Technical Support Airframe MRO 46
Slide 47: Entry Into Service and Maintenance Operations
Entry Into Service Maintenance Training Airframe MRO Engineering Services Engine & Component MRO Spare Parts Spare Parts & Repair Aircraft Enhancements Operations Aircraft Enhancements Technical Support Cabin Interior Engineering Services Systems Upgrades Training Performance Enhancements Material S
Slide 48: Ownership Transition and Alternative Solutions
Ownership Transition Remarketing Services Aircraft Enhancements Engineering Services Training Alternative Solutions Part-Out Cargo conversion Medevac Special mission 48
Slide 49: 2025 Aerospace & Defense Aftermarket Business
2025 AEROSPACE & DEFENSE AFTERMARKET BUSINESS 2025 Aerospace Industry Aftermarket Size (US$ Bn) Embraer Total Market 270 ▪ All operators’ expenses to keep Embraer aircraft flying throughout its lifecycle. Defense/Civil: 50/50 Addressable market = Total Market minus: 5.5 Embraer S&S Total Market ~2%
Slide 50: Services Revenue Growth by 2030
~2x 2024 (> $3bn) Revenue Embraer Fleet Non-Embraer Fleet (including GTF) US$0.2bn US$1.4bn 2024 < 2030 50
Slide 51: Embraer Fleet, Non-Embraer Fleet, GTF
Embraer Fleet Non-Embraer Fleet * GTF (Net Rev. US$bn) (Net Rev. US$mi) (Net Rev. US$mi) MSD* LSD* HDD* 650 1.6 340 1.3 314 1.2 250 70 25 2023 2024 2025 < 2030 2023 2024 2025 < 2030 2024 2025 2028 < 2030 • Market size ~ US$ 5bn ▪ Potential market ~ US$ 50bn ▪ US$ 15Bi contract in 30y • Market share
Slide 52: Services & Support Backlog
SERVICES & SUPPORT BACKLOG Backlog 5.5 4.9 4.6 Backlog / Revenue Ratio 2.4 2.6 3.1 2.2 2.0 1.9 Avg. 2.2 (𝜎 0.3) 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM 2.8 2.6 2.4 2.2 2.1 2.2 2.1 Revenue and EBIT Margins 2.0 1.9 2.1 1.9 1.6 1.4 1.2 1.3 1.1 1.0 0.9 16.5% 17.2% 15.2% 15.5% 14.3% 2018 2019…
Slide 53: Smarter, safer and greener.
Smarter, safer and greener. 53
Slide 54: Eve eVTOL video placeholder
Atualizar com videozao evtol 54
Slide 55: World-Class Development Program Partners
WORLD-CLASS DEVELOPMENT PROGRAM PARTNERS Motors Battery External Lights Thermal Management Avionics & Flight Control Actuators Seats Rotors & Propeller Control Surfaces Computers Fuselage Fuselage Doors Pylons Windows Components Components Wing Sensors Pilot Control Interior Power Distribution Syste
Slide 56: Eve Backlog
EVE BACKLOG New LOIs 30 1st Binding Order (aircraft) signed in 2Q26 16 in Industry 10 Binding 40 Options 1st Firm Order in Japan ~ 2.7K Pre-ordered eVTOLs (Firm + LOIs) 2 Binding 48 Options 100 Under Binding Agreement ~$ 13.5B Pre-order Book Value* ~$500M Under Binding Agreement* *Based on current L
Slide 57: Prototype Flight Campaign
PROTOTYPE FLIGHT CAMPAIGN TRANSITION PHASE 80 3:36 3:14 6566 70 63 61 2:52 HOVER PHASE 5859 60 5657 54 5152 2:31 49 464748 4445 50 2:09 42 66 41 39 37 1:48 3536 40 33 3132 2829 1:26 TOTAL FLIGHTS 30 24 26 2h 46min 22 20 1:04 171819 Ground 1516 20 13 tests 0:43 TOTAL FLIGHT TIME 910 11 8 6 45 10 3 0:
Slide 58: Eve Flight Campaign
EVE FLIGHT CAMPAIGN Ongoing and next steps 1st Flight Dec. 2025 – 2Q2026 3Q2026 4Q2026 2027 2028 HOVER FLIGHTS TRANSITION FLIGHTS FINAL TESTS CERTIFICATION TYPE •Hover Flights Completed • Flights Above 30 knots • Full Transition PROTOTYPES CERTIFICATION (~60 flights) Flights • Pusher, Actuators & •C
Slide 59: Path to Revenue & Profitability
PATH TO REVENUE & PROFITABILITY eVTOL LOIs–FIRM BRAZIL BNDES 1ST PROTOTYPE CAPITAL RAISE CERTIFICATION ST ARCHITECTURE ORDER PRODUCTION 1 DELIVERY CREDIT LINE ROLL OUT B3 LISTING CAMPAIGN DEFINITION CONVERSION FACILITY 2022 2023 2024 2025 2026 2028 SUPPLIERS CAPITAL PROTOTYPE 1ST PROTOTYPE ASSEMBLY
Slide 60: Cash & Liquidity
CASH & LIQUIDITY • 1H26 cash consumption of $118 million TOTAL LIQUIDITY $531M • Total liquidity of $531 million in 2Q26 • Starting to capture synergies with Embraer and suppliers plus cost savings 541 • Eve funded through 2028 403 371 429 376 331 316 245 2026 Expected Cash Consumption 2Q22 4Q22 2Q2
Slide 61: ~$1.2 Billion Raised Since 2022
~$1.2 BILLION RAISED SINCE 2022 NYSE | 2022 DEBT | 2023, 2024 De-SPAC Combination with PIPE Investments ~$290 million EQUITY | 2024 ~$1.2 Billion raised in total ~$390 million + FINANCIAL INVESTORS NEW DEBT | 2025, 2026 ~$96 million NEW EQUITY | 2025 + FINANCIAL INVESTORS ~$165 million ~$230 million
Slide 62: Environmental Social Governance
ENVIRONMENTAL SOCIAL GOVERNANCE
Slide 63: ESG Achievements in 2025
6 3 ESG ACHIEVEMENTS IN 2025 Environmental Social • Carbon neutrality by 2040: • 60% of diverse hires in all entry level programs (target o Increased SAF use, reaching ~3% of our total fuel 50% by 2025). consumption. • 14% of women in senior leadership positions (target o Biomethane implementation a
Slide 64: ESG Commitments 2026 Onwards
6 4 ESG COMMITMENTS 2026 ONWARDS Environmental Social Scope 1 + 2 (Direct emissions from operations + indirect emissionsfrom purchased energy) • 55% of diverse hires (women, black employees) in all entry level programs by 2030. • Carbon neutrality by 2040: • 20% of women in senior leadership positio
Slide 65: Sustainability – Technology Applicability
6 5 SUSTAINABILITY – TECHNOLOGY APPLICABILITY The mission defines the architecture Wide- 1-9 Pax 10-19 Pax 20-49 Pax 50-99 Pax 100-149 Pax 150+ Pax bodies Fully electric Hybrid-electric H2 fuel cell Dual fuel (LH2 + SAF) combustion 100% SAF 65
Slide 66: Embraer High School
Institute 720 +5,000 +86% Students in São José Students graduated Approval at public dos Campos and since 2002 universities Botucatu EMBRAER HIGH SCHOOL 66
Slide 67: Appendix 1: Historical Financial Information
APPENDIX 1 HISTORICAL FINANCIAL INFORMATION 67 67
Slide 68: Income Statement
INCOME STATEMENT (In millions of U.S. dollars, except weighted shares and earnings per share) CONSOLIDATED STATEMENTS OF INCOME 2022 2023 2024 2025 2Q26LTM REVENUE 4,540 5,269 6,395 7,578 8,337 Costs of sales and services (3,628) (4,359) (5,242) (6,249) (6,846) GROSS PROFIT 912 910 1,153 1,329 1,492
Slide 69: Cash Flow
CASH FLOW (In millions of U.S. dollars) CONSOLIDATED STATEMENTS OF CASH FLOWS 2022 2023 2024 2025 2Q26LTM OPERATING ACTIVITIES Net income (204) 164 355 359 461 Depreciation and amortization expenses 210 242 244 260 268 EVEX Transaction 239 - - - - Accrued interest 201 190 175 111 140 Others (54) (12
Slide 70: Balance Sheet
BALANCE SHEET (In millions of U.S. dollars) (In millions of U.S. dollars) ASSETS 2021 2022 2023 2024 2025 2Q26 LIABILITIES & SHAREHOLDERS' EQUITY 2022 2023 2024 2025 2Q26 CURRENT CURRENT Cash and cash equivalents Trade accounts payable 740 787 966 1,117 1,297 1,818 1,817 1,629 1,563 1,950 1,392 Trad
Slide 71: Appendix 2: Market Estimates, Valuation & Bond Yields
APPENDIX 2 MARKET ESTIMATES, VALUATION & BOND YIELDS 71 71
Slide 72: Consensus Estimates (US$m)
CONSENSUS ESTIMATES (US$m) NET REVENUES ADJ. EBITDA +10% +18% +12% This information is property of Embraer and cannot be used or reproduced without written permission. +12% -7% +2% 1,364 10,473 1,217 9,540 1,110 1,032 8,350 8,548 13.3% 12.8% 13.0% 12.1% 2026g 2026c 2027c 2028c 2026g1 2026c 2027c 202
Slide 73: Revenue & EBIT Consensus
REVENUE & EBIT CONSENSUS (US$m) 11,000 1,150 1,086 10,473 1,050 10,000 950 955 9,540 850 9,000 791 8,548 750 8,000 650 Jul/25 Oct/25 Jan/26 Apr/26 Jul/26 Jul/25 Oct/25 Jan/26 Apr/26 Jul/26 Revenue(e) 2026 Revenue(e) 2027 Revenue(e) 2028 EBIT(e) 2026 EBIT(e) 2027 EBIT(e) 2028 Source: Capital IQ; July
Slide 74: Valuation - Forward EV/EBITDA
VALUATION - FORWARD EV/EBITDA 16 15.0x 14 12.6x 12 10 10.3x 8 7.6x 6 4 3.9x 2 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 EV / EBITDA +1.0 Standard deviation (-1.0) Standard deviation Average Source: Capital IQ; August 04, 2026. 74
Slide 75: Bonds Yield to Maturity & Spread over UST
BONDS YIELD TO MATURITY & SPREAD OVER UST 7% 175 6.0% 5.6% 6% 125 118 bp 96 bp 5% 75 2025 2026 2025 2026 YLD_YTM_2035 YLD_YTM_2038 GSPREAD_2035 GSPREAD_2038 Source: Bloomberg; July 31, 2026. 75
Slide 76: Appendix 3: Company Information
APPENDIX 3 COMPANY INFORMATION 76 76
Slide 77: Embraer's History
EMBRAER’S HISTORY 60’s 70’s 80’s 1994 1999 2000 2009 2013 Embraer is Development of Great Privatization E-Jet Family Beginning of KC-390 E-Jet E2 Founded EMB 312 Tucano Technological ERJ Family Executive Aviation MILLENNIUM Family Production of Leap Launch Start of Exports Bandeirante 2017 2018 2018
Slide 78: Where We Are
WHERE WE ARE © Brazil ® United States @® Mexico ® Portugal ® United Kingdom @ Ireland @ Switzerland @ Singapore ®& Australia ‘Sto osé dos compos hiushus Averoa Burges Dublin Zarien Singapore Mttouine Belo Horzorts tion Fardborough Botucatu: ‘Subsidiaries: tamdon ‘Subsidisries: Seeaoaren tr zzae Subs
Slide 79: Ownership Structure and Trading
OWNERSHIP STRUCTURE AND TRADING 3-month ADTV (US$m) EMBJ: 70 EMBJ3: 85 Total: 155 LOCAL SHAREHOLDERS EMBJ3 20% 47% 53% EMBJ 80% INTERNACIONAL SHAREHOLDERS Note: 2Q26. 79
Slide 80: Corporate Governance Structure
CORPORATE GOVERNANCE STRUCTURE Shareholders Fiscal Council Board of Directors Board of Strategy and Executive Innovation Officers Committee Financial People and Management ESG Committee Environmental Risk Committee Audit, Risk and Ethics Committee Sustainability Committee Risk and Internal Internal
Slide 81: Thank You! Disclaimer
THANK YOU! DISCLAIMER This presentation includes forward-looking statements or statements about events or circumstances which have not occurred, We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends affecting our b