Business description: Embraer S.A.

Embraer SA is a Brazil-based aircraft manufacturer. The Company focuses on designing, developing, manufacturing, and marketing aircrafts and systems, in addition to providing after-sales support and services. Its segments include Commercial aviation business, which involves the development, production and sale of commercial jets, and rendering of support services, particularly in the regional aviation segment and aircraft leases; Executive Jet business, which markets its executive jets to companies, including fractional ownership companies, charter and air-taxi companies, high-net-worth individuals and to flight academies; Defense and Security Business segment, which conceives, designs, develops, manufactures and supports a range of integrated solutions for the defense and security market; and Other Related Businesses segments, including Agricultural Aviation business.

Number of employees: 21,122

Sales by Activity: Embraer S.A.

Fiscal Period: December 2021 (BRL) 2022 (BRL) 2023 (BRL) 2024 (BRL) 2025 (BRL)

Commercial Aviation

713.26Cr 797.64Cr 913.54Cr 1.24TCr 1.3TCr

Executive Aviation

612.55Cr 643.4Cr 693.72Cr 982.81Cr 1.22TCr

Services & Support

610.46Cr 653.29Cr 707.3Cr 885.42Cr 1.07TCr

Defense and Security

317.61Cr 231.01Cr 256.73Cr 398.97Cr 544.38Cr

Other

13Cr 20Cr 40Cr 37Cr 51Cr

Geographical breakdown of sales: Embraer S.A.

Fiscal Period: December 2021 (BRL) 2022 (BRL) 2023 (BRL) 2024 (BRL) 2025 (BRL)

North America

1.17TCr 1.48TCr 1.63TCr 2.11TCr 2.46TCr

Europe

606.38Cr 454.18Cr 560.85Cr 796.98Cr 1.02TCr

Brazil

260.12Cr 260.27Cr 225.52Cr 290.66Cr 350.33Cr

Asia-Pacific

111.19Cr 52Cr 101.19Cr 138.56Cr 225.07Cr

Latin America, Except Brazil

21Cr 27Cr 49Cr 143.01Cr 78Cr

Others

100.09Cr 72Cr 49Cr 66Cr 58Cr

Executive Committee: Embraer S.A.

Manager TitleAgeSince
Chief Executive Officer 67 01/05/2019
Chief Operating Officer - 29/07/2020
Chief Tech/Sci/R&D Officer 65 29/06/2020
Chief Tech/Sci/R&D Officer 50 22/04/2019
Compliance Officer 54 01/06/2016

Composition of the Board of Directors: Embraer S.A.

Director TitleAgeSince
Chairman 80 01/01/2012
Director/Board Member 73 01/01/2015
Director/Board Member 73 01/04/2017
Director/Board Member 64 01/04/2019
Director/Board Member 60 01/05/2020
Director/Board Member 63 01/09/2021
Director/Board Member - 01/09/2021
Director/Board Member 51 01/01/2021
Director/Board Member - -
Director/Board Member - 01/01/2023

Shareholders: Embraer S.A.

NameEquities%Valuation
BNDES Participações SA
5.37 %
3,97,62,489 5.37 % 615 M R$
2.39 %
1,76,98,905 2.39 % 274 M R$
Brandes Investment Partners LP
1.933 %
1,43,14,337 1.933 % 221 M R$
LarrainVial Asset Management AGF SA
0.9397 %
69,57,825 0.9397 % 108 M R$
Tempo Capital Gestão de Recursos Ltda.
0.6898 %
51,07,604 0.6898 % 79 M R$
NameEquities%Valuation
GQG Partners LLC
3.281 %
60,73,854 3.281 % 381 M R$
Brandes Investment Partners LP
3.081 %
57,03,945 3.081 % 358 M R$
Jennison Associates LLC
2.908 %
53,83,720 2.908 % 338 M R$
Morgan Stanley Latam LLC
2.76 %
51,09,064 2.76 % 320 M R$
JPMorgan Investment Management, Inc.
2.299 %
42,55,329 2.299 % 267 M R$

Holdings: Embraer S.A.

NameEquities%Valuation
25,05,23,300 71.93% 722 M $
1,76,98,905 2.39% 274 M $
41,39,215 8.84% 69 M $

Company details: Embraer S.A.

Embraer SA

Avenida Dra. Ruth Cardoso, 8,501

05425-070, São Paulo

+55 11 3040 6874

http://www.embraer.com
address Embraer S.A.(EMBJ3)

Group companies: Embraer S.A.

NameCategory and Sector
Yaborã Indústria Aeronáutica SA
Yaborã Indústria Aeronáutica SA
Aerospace & Defense
Embraer Aviation Netherlands BV
Embraer Aviation Netherlands BV

Commercial Aircraft Manufacturing

Change 5d. change 1-year change 3-years change Capi.($)
-1.76%-4.20%+3.64%+294.08% 1TCr
-2.54%-9.74%+4.47%+3.75% 17TCr
-0.75%-3.64%+5.53%+31.29% 16TCr
-0.32%+2.81%+12.45%+15.55% 12TCr
+1.60%-2.58%-9.63%+58.77% 2.48TCr
-2.66%-3.80%+15.00%+35.08% 1.58TCr
-3.38%-6.89%+35.32%+80.83% 1.02TCr
+0.07%-5.35%-21.50%-27.46% 359.5Cr
-1.68%-21.46% - - 342.67Cr
-0.75%-13.24%+2.61% - 150.02Cr
Average -0.58%-5.41%+5.32%+61.49% 5.21TCr
Weighted average by Cap. -0.26%-3.32%+6.71%+25.40%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
6
Last Close Price
14.06USD
Average target price
18.34USD
Spread / Average Target
+30.45%

Quarterly revenue - Rate of surprise