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Embraer to Report Q3 Results: What's in Store for the Stock?

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Key Takeaways

  • Embraer is expected to benefit from strong demand across all business units and a growing order pipeline.
  • Higher aircraft deliveries, E2 orders and KC-390 selections are likely to support revenue growth.
  • Improved production efficiency, cost controls and productivity gains are expected to strengthen margins.

Embraer (EMBJ - Free Report) is slated to report third-quarter fiscal 2026 results on Nov. 10, before market open. The company delivered an earnings surprise of 100% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Factors Likely to Affect EMBJ’s Q3 Results

During the third quarter of 2026, Embraer is expected to have benefited from strong demand across its business units and continued progress in production ramp-up initiatives. The company's growing order pipeline across Commercial Aviation, Defense and Security, Executive Aviation, and Services and Support is likely to have supported growth. Recent E2 aircraft orders and new international selections for the KC-390 are also expected to have strengthened its business prospects.

Healthy demand across Commercial Aviation and Executive Aviation is likely to have supported revenues in the quarter. Commercial Aviation is expected to have benefited from resilient air travel demand and growing interest in smaller, more efficient E2 aircraft. Executive Aviation is likely to have gained from strong market demand and continued improvements in production efficiency.

Defense and Security is expected to have benefited from rising global defense spending, geopolitical uncertainties and growing international interest in the KC-390. New service agreements and higher demand for maintenance and support offerings are also likely to have supported Services and Support.

Overall, higher aircraft deliveries, improved production efficiency and continued cost-control initiatives are expected to have supported profitability. Ongoing production-leveling efforts, operational discipline and productivity improvements are likely to have strengthened margins.

Estimates for EMBJ

The Zacks Consensus Estimate for earnings is pegged at 87 cents per share, indicating a year-over-year increase of 190%.

The consensus estimate for revenues is pegged at $2.30 billion, indicating a year-over-year improvement of 14.8%.

What the Zacks Model Unveils for EMBJ

Our proven model does not conclusively predict an earnings beat for Embraer this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.

EMBJ’s Earnings ESP: EMBJ has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

EMBJ’s Zacks Rank: EMBJ currently sports a Zacks Rank of 1.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to Consider

Below, we have mentioned a few players from the same sector that have the right combination of elements to beat on earnings in the upcoming releases:

Mercury Systems (MRCY - Free Report) is slated to report its first-quarter fiscal 2027 results on Nov. 10, after market close. It has an Earnings ESP of +9.41% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for earnings is pegged at 28 cents per share, which suggests a year-over-year rise of 7.7%. The Zacks Consensus Estimate for sales is pegged at $244.2 million, which suggests a year-over-year rise of 8.4%.

Elbit Systems (ESLT - Free Report) is slated to report its third-quarter 2026 results on Nov. 17, before market open. It has an Earnings ESP of +2.65% and a Zacks Rank of 2 at present.

ESLT’s long-term earnings growth rate is 15.4%. The Zacks Consensus Estimate for earnings is pegged at $3.97 per share, which suggests a year-over-year rise of 18.5%.

Woodward (WWD - Free Report) is set to report fourth-quarter fiscal 2026 earnings on Nov. 18, after market close. It has an Earnings ESP of +0.87% and a Zacks Rank of 2 at present.

WWD’s long-term earnings growth rate is 18.4%. The Zacks Consensus Estimate for earnings is pegged at $2.50 per share, which suggests a year-over-year rise of 19.6%.

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