Business context and reporting period
Embraer S.A.’s Form 6-K, dated October 2, 2026, reports aircraft deliveries for the third quarter and first nine months of 2026 (3Q26 and 9M26). It does not provide financial statements or financial results.
Embraer operates in Commercial Aviation, Executive Aviation, and Defense & Security, among other aerospace activities.
Operating performance and key metrics
| Deliveries | 3Q26 | 3Q25 | 9M26 | 9M25 | 2026 guidance |
|---|---|---|---|---|---|
| Executive Aviation | 41 | 41 | 115 | 102 | 160–170 |
| Commercial Aviation | 22 | 20 | 52 | 46 | 80–85 |
| Defense & Security | 3 | 1 | 8 | 5 | Not stated |
| Total | 66 | 62 | 175 | 153 | 240–255 for Executive and Commercial Aviation combined |
Quarterly deliveries were up 6% year over year and 2% quarter over quarter; the company described 3Q26 as its best third-quarter delivery performance. 9M26 deliveries rose 14% year over year. Commercial Aviation delivered 11 E175s and 11 E2-family aircraft; Defense & Security delivered one KC-390 Millennium and two A-29 Super Tucanos.
The filing does not provide clear values for revenue, profit, cash flow, margins, debt, or liquidity, and gives no financial impact per delivery.
Outlook, management commentary, and risks
Embraer reiterated 2026 delivery guidance of 80–85 Commercial Aviation aircraft and 160–170 Executive Aviation aircraft. The company said production-leveling initiatives supported higher 9M26 deliveries. It also said Executive Aviation’s production-leveling program has gradually reduced the concentration of deliveries in the second half of the year.
No specific financial outlook, risk factors, contingencies, or unusual financial items are provided in the supplied filing text.
Important facts for investors to verify
- Whether Embraer achieves its 2026 delivery guidance and the combined 240–255 Executive and Commercial Aviation target.
- Whether delivery growth translates into revenue, cash flow, and profitability; this filing does not report those measures.
- How production-leveling efforts and delivery timing affect results in subsequent quarters.
- Whether later filings provide financial results, liquidity and debt information, or updates to guidance and risks.