重大事件
外國發行人報告
6-K
2026-08-10
巴西航空工業上調全年盈利及現金流指引 經調整EBIT利潤率升至10.6%
AI 繁中摘要
巴西航空工業公司（Embraer S.A.）於 2026 年 8 月 9 日向美國證交會提交 6-K 表格，並以重大事實公告形式，宣佈修訂 2026 年度業績指引。✈️
是次修訂距離 3 月 6 日公佈原指引僅約五個月，公司指基於當前業務面對的機遇與風險，管理層認為原有預測未能反映最新估算，故作出更新。最新指引重點如下：
📌 交付量維持不變：商用航空維持 80 至 85 架；行政航空維持 160 至 170 架。
📌 綜合收入維持不變：維持 82 億至 85 億美元。
📌 盈利能力顯著上調：經調整 EBIT 利潤率由原來的 8.7% 至 9.3%，上調至 10.0% 至 10.6%，升幅達 130 個基點，反映公司對產品組合、定價能力及營運效率改善更具信心。
📌 自由現金流目標大幅提升：由原來「2 億美元或以上」，大舉上調至「4 億美元或以上」，金額翻倍，顯示管理層對現金生成能力樂觀。
上述指引未計入 Eve 空中交通業務（Eve）的貢獻；自由現金流定義為經營活動產生的淨現金，扣除物業、廠房及設備淨增置及無形資產增置。
管理層強調，新預測僅反映當前看法，實際業績或會因市場、行業及宏觀經濟風險而與預期有重大差異，公司會按監管規定適時檢討及更新。
📊 對投資者的潛在影響：這是繼早前公佈的資本市場日後另一項正面訊號。上調利潤率及現金流指引，反映公司執行力增強及定價環境向好，有望支持市場上調盈利預測。惟交付量及收入目標維持不變，意味增長主要來自利潤結構改善，而非單純「以量取勝」。投資者宜留意巴西航空工業能否在供應鏈及交付節奏壓力下，如期兌現現金流承諾。
展開英文正文
6-K 1 embj20260809_6k.htm 6-K ____________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 6-K __________________________________ Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2026 Commission File Number: 001-15102 __________________________________ Embraer S.A. __________________________________ Avenida Dra. Ruth Cardoso, 8501, 30th floor (part), Pinheiros, São Paulo, SP, 05425-070, Brazil (Address of principal executive offices) __________________________________ Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F: Form 20-F x Form 40-F ¨ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ¨ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ¨ EMBRAER S.A. Publicly Held Company CNPJ/MF: 07.689.002/0001-89 NIRE: 35.300.325.761 MATERIAL FACT Embraer S.A. (the “Company”) in attention to Resolution CVM nº 44/2021, informs its shareholders and the market in general that it has revised its 2026 guidance. Management believes that certain projections disclosed in the Material Fact published on March 6, 2026 no longer reflect the Company's best estimates for the year, considering the current opportunities and risks affecting its businesses. Accordingly, the Company presents the following updated guidance for 2026: 2026 GUIDANCE[1] Previous Updated Commercial Aviation deliveries (aircrafts) 80 - 85 80 - 85 Executive Aviation Deliveries (aircrafts) 160 - 170 160 - 170 Consolidated Revenues (US$ billion) 8.2 – 8.5 8.2 – 8.5 Adjusted EBIT Margin 8.7% - 9.3% 10.0% - 10.6% Free Cash Flow[2] (US$ million) 200 or higher 400 or higher The projections disclosed herein will be reflected in Section 3 of the Company's Reference Form and will be available on the websites of the CVM and the Company within the applicable legal deadlines. The projections disclosed in this Material Fact do not constitute a guarantee of performance and reflect solely the Company's management's current view. Such projections are subject to risks and uncertainties, including factors related to economic, market and industry conditions, many of which are beyond the Company's control. Accordingly, actual results may differ materially from the projections disclosed herein, which may be revised or updated by the Company in accordance with applicable regulations. São José dos Campos, August 10, 2026. Felipe Santana Santiago de Lima Executive Vice President, Financial & Investor Relations [1] Does not consider Eve [2] Free Cash Flow: refers to net cash generated from operating activities, less net additions to property, plant and equipment (PP&E) and additions to intangible assets. 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: August 9, 2026 Embraer S.A. By: /s/ Felipe Santana Santiago de Lima Name: Felipe Santana Santiago de Lima Title: Executive Vice President of Finance and Investor Relations