Embraer S.a. · BMFBOVESPA:EMBJ3

Embraer — Q3 2025 Earnings Presentation

26 slides from Embraer's earnings presentation, Nov 4, 2025

  1. Slide 1: Earnings Results 3rd Quarter 2025

    EARNINGS RESULTS of Quarter 2025

  2. Slide 2: Index

    Index Highlights Main Financial Indicators 2025 Guidance Deliveries And Backlog Revenue, Gross Margin And Adjusted EBIT Adjusted EBIT (Earnings Before Interest & Taxes) Net Income Investments Working Capital Free Cash Flow Cash Position Variance Debt & Liability Management Capital Markets Shareholde

  3. Slide 3: Highlights

    3 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | HIGHLIGHTS 7.2bn BBB 2bn +8,6% 300M 62 31.3bn ne | Highlights 2025 Guidance reiterated. From an operations point of view, the company estimates Commercial Aviation deliveries between 77 and 85 aircraft, and Executive Aviation deliveries betw

  4. Slide 4: Main Financial Indicators & 2025 Guidance

    4 <€ EMBRAER | £//5/AER EARIINGS RESULTS | 3° QUARTER 2025 | MAIN FINANCIAL INDICATORS & 2025 GUIDANCE Main Financial Indicators In millions of U.S dollars, except % and earnings per share data IFRS 3025 2025 3024 9Mi25 M24 Revenue 2,003.5 1819.2 16924 4,9257 4083.2 Adjusted EBITDA 2363 55 9566 5903

  5. Slide 5: Deliveries and Backlog

    5 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | OPERATING RESULTS Deliveries and Backlog Embraer delivered 62 aircraft in 3Q25, of which 20 were commercial jets (13 E2s and 7 E1s), 41 were executive jets (23 light and 18 medium) and 1 was defense related (KC-390 Millennium). The result is

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

    6 -€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | EARNINGS RESULTS Revenue, Gross Margin and Adjusted EBIT Consolidated revenue of US$2,004 million in 3Q25 represented an +18% increase yoy. Commercial Aviation and Defense & Security, whose revenues increased +31% and +27% when compared to l

  7. Slide 7: Services & Support and Others results

    7 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | EARNINGS RESULTS 19% 14% oe Services & Support | a | Revenues totaled US$493 million, +16% yoy driven by higher volumes across all | 2 | segments, particularly in Commercial Aviation, Executive Aviation and the ramp- 3024 3025 up of the OGMA

  8. Slide 8: Adjusted Net Income and Investments

    8 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | EARNINGS RESULTS Adjusted Net Income Adjusted net income was US$54.4 million for US$ Million Adjusted Net Income 3025 the quarter compared to US$221.0 million a year ago if extraordinary items are excluded 150 5 17 such as US$(29.9) million

  9. Slide 9: Growth projects and Working Capital

    9 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 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; Gaviao Peixoto SP, Brazil & Melbourne FL, USA): an increase in the production

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

    ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3% QUARTER 2025 | EARNINGS RESULTS Free Cash Flow Embraer on a stand-alone basis Adjusted free cash flow was US$300.3 million in 3Q25. The net cash generation during the period was supported mainly by operating activities (US$223.9 million EBITDA) and lower wo

  11. Slide 11: Debt & Liability Management

    n ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3% QUARTER 2025 | DEBT & LIABILITY MANAGEMENT Debt & Liability Management in millions of U.S. dollars Embraer’s stand-alone net cash position increased sequentially by US$249.4 a ae am asst Bo) million to US$439.3) million in 3Q25, as__Embraereash a el uae a

  12. Slide 12: Debt profile, Deleveraging and Maturities

    2 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | DEBT & LIABILITY MANAGEMENT In terms of debt profile, the average loan maturity remained practically unchanged at 5.9 years in 3Q25 compared to 6.0 years in the previous quarter. The loan term structure consisted of 96% in long-term contrac

  13. Slide 13: Capital Markets

    B ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | CAPITAL MARKETS Capital Markets EMBI3 x IBOV — eB EMBI xS&P500 - ENB! om 0% = - om om =. 40% m% ™ 10% 1% % % -* a Oct/24 Jan/25 ‘Apr/5 Jul/25 Sep/25 Oot /24 Jan/25 ‘Apr/25 Jul/25 Sep/25 Bonds Yield to Maturity = 2028 Bonds Spread Over U.S. T

  14. Slide 14: Shareholder Remuneration

    4 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | SHAREHOLDER REMUNERATION Shareholder Remuneration For fiscal year 2024, the company approved on April 29, 2025, the payment of R$51.4 million in dividends (R$0.07 per share) for the EMBJ3 shareholders base on May 12", 2025, to be settled on

  15. Slide 15: Financial Statements

    FINANCIAL STATEMENTS rig = bea ate +

  16. Slide 16: Consolidated Income Statement

    16 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3* QUARTER 2025 | FINANCIAL STATEMENTS Embraer S.A. Consolidated Income Statement (in millions of U.S. dollars, except earnings per share and number of shares) 3025 2025 3024 9M25 974 Revenue 2,003.5 1,819.2 1.892,4 49257 4,083.2 Cost of sales and services

  17. Slide 17: Consolidated Cash Flow Statement

    w ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | FINANCIAL STATEMENTS Embraer S.A. Consolidated Cash Flow Statement (in millions of U.S. dollars) 3025 2025 3024 9M25 9M24 Operating activities Net income forthe perlod 1289 3 187 ms 06 Adjustment to net Income for items not affecting cash D

  18. Slide 18: Consolidated Balance Sheet - Assets

    8 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3% QUARTER 2025 | FINANCIAL STATEMENTS Embraer S.A. Consolidated Balance Sheet (in millions of U.S. dollars) ASSETS 3025 2025 3924 Current Cash and cash equivalents 10654 6540 8315 Financial investments 6995 6036 6835 Trade accounts receivable 245 356.9 2538

  19. Slide 19: Consolidated Balance Sheet - Liabilities

    19 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | FINANCIAL STATEMENTS Embraer S.A. Consolidated Balance Sheet (in millions of U.S. dollars) LIABILITIES 3025 2025 3024 Current Trade accounts payable 14970 14605 1986 Trade accounts payable - Supplier finance arrangements 510 50.6 484 Lease

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

    20 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | FINANCIAL STATEMENTS Reconciliation of IFRS and “NON-GAAP” information Free Cash Flow We define free cash flow as operating cash flow less additions to property, plant and equipment, additions to intangible assets, financial investments an

  21. Slide 21: EBIT and EBITDA Reconciliation

    a ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | FINANCIAL STATEMENTS EBIT and EBITDA Are presented because they are used internally as measures to evaluate certain aspects of the business. The company also believes some investors find them to be useful tools for measuring a company's fin

  22. Slide 22: Adjusted Net Income Reconciliation

    2 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | FINANCIAL STATEMENTS Adjusted net income Is anon-GAAPmeasure calculated by adding Net Income attributable to Embraer Shareholders plus Deferred Income tax and social contribution for the period, as well as removing the impact of non-recurrin

  23. Slide 23: Adjusted Free Cash Flow and Non-GAAP Ratios

    23 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3° QUARTER 2025 | FINANCIAL STATEMENTS in millions of U.S. dollars ADJUSTED FREE CASH FLOW 3025 2025 3024 Adjusted net cash generated (used) in operating activities (*) 381.3 (113.6) 3320 Net additions to property, plant and equipment (55.9) (82.2) (68.5) A

  24. Slide 24: Conference Call Information

    4 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | GONFERENCE CALLINFO Investor Relations CONFERENCE CALLINFORMATION Embraer will host a conference call to present its 3Q25 results on: Tuesday November 04, 2025 ENGLISH: 7:00 AM (NYTime) / 9:00 AM (SPTime). Translation to Portuguese. To acces

  25. Slide 25: About Embraer

    6 ~€ EMBRAER | EMBRAER EARNINGS RESULTS | 3 QUARTER 2025 | ABOUTEMBRAER 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 markets

  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: November 4, 2025 Embraer S.A. By: /s/ Antonio Carlos Garcia Name: Antonio Carlos Garcia Title: Ex

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