Embraer (EMBJ) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Embraer (EMBJ) reported $1.45 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 31.2%. EPS of $0.16 for the same period compares to $0.40 a year ago.

The reported revenue represents a surprise of +8.65% over the Zacks Consensus Estimate of $1.33 billion. With the consensus EPS estimate being $0.29, the EPS surprise was -45.45%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Embraer performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Commercial Aviation: $293 million versus the three-analyst average estimate of $260.55 million. The reported number represents a year-over-year change of +45.1%.
  • Revenue- Services & Support: $490 million versus $495.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.3% change.
  • Revenue- Defense & Security: $227 million versus the three-analyst average estimate of $165.02 million. The reported number represents a year-over-year change of +63.3%.
  • Revenue- Executive Aviation: $418 million versus $391.36 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.4% change.

View all Key Company Metrics for Embraer here>>>

Shares of Embraer have returned +0.3% over the past month versus the Zacks S&P 500 composite's +11% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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