重大事件
外國發行人報告
6-K
2026-07-02
巴西航空工業第二季交付65架飛機創16年同期新高 按季增48%
AI 繁中摘要
📄 **申報類型**:6-K(外國私人發行人報告)
📅 **報告日期**:2026年7月2日
**重點摘要**:巴西航空工業公司(Embraer,NYSE: EMBJ / B3: EMBJ3)公佈2026年第二季度(2Q26)交付量,共交付65架飛機,創下16年來最強的第二季度交付紀錄。交付量較上一季度(1Q26)增長48%,按年(yoy)增長7%。上半年(1H26)累計交付109架,較2025年上半年的91架增加約20%,反映公司在生產平衡計劃上持續取得進展。
**各業務表現**:
- **商用航空**:交付20架新飛機(包括6架E195-E2,為目前最大機型),較1Q26的10架翻倍,較2Q25的19架增長5%。
- **行政航空**:交付45架,較1Q26的29架增55%,較2Q25的38架增18%。增長主要由輕型及中型噴射機交付帶動,顯示需求持續強勁。
- **防務與安全**:季度內無交付(對比1Q26交付5架,2Q25交付4架)。
**2026年全年指引**:
- 商用航空:預計交付80至85架(中位數按年增長6%)
- 行政航空:預計交付160至170架(中位數按年增長6%)
**對投資者的潛在影響**:
交付數據強勁,加上產能提升,反映公司營運執行力持續改善。管理層維持全年交付指引不變,顯示對下半年生產進度有信心。行政航空增長尤其顯著,有助提升利潤率。投資者應關注下半年商用航空交付能否達標,以及防務訂單恢復情況。🚀
展開英文正文
6-K 1 embj20260702_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 July 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 reports 65 aircraft delivered in the second quarter, up 48% quarter-over-quarter São Paulo (SP), Brazil, July 2, 2026 – Embraer (NYSE: EMBJ / B3: EMBJ3) delivered 65 aircraft in 2Q26, marking its strongest second-quarter delivery performance over the past 16 years. Deliveries increased 48% quarter-over-quarter (qoq) and 7% year-on-year (yoy). In 1H26, Embraer delivered a total of 109 aircraft, circa 20% more than the 91 aircraft delivered in 1H25, supported by continued progress in the company's production leveling initiatives. Commercial Aviation delivered 20 new aircraft during 2Q26 - 6 of which were E195-E2 models, Embraer's largest aircraft currently in production in the segment. The business unit's volume increased 100% in comparison with 1Q26 when it delivered 10 aircraft, and 5% in comparison with 2Q25 when it delivered 19 aircraft. Executive Aviation delivered 45 aircraft during the quarter, up 55% qoq from 29 aircraft in 1Q26, and up 18% yoy from 38 aircraft in 2Q25. Growth was driven by higher deliveries across both small and medium jet segments, reflecting sustained demand and continued operational execution. There were no deliveries in the Defense & Security segment during the quarter. Embraer continues to expect deliveries between 80 and 85 aircraft in Commercial Aviation (midpoint up 6% yoy) and between 160 and 170 aircraft in Executive Aviation (midpoint up 6% yoy) in 2026. Deliveries by Segment 2Q26 1Q26 2Q25 1H26 1H25 2026 Guidance Executive Aviation 45 29 38 74 61 160-170 Phenom 100 4 1 4 5 6 Phenom 300 20 15 17 35 29 Small Jets 24 16 21 40 35 Praetor 500 9 9 8 18 11 Praetor 600 12 4 9 16 15 Medium Jets 21 13 17 34 26 Commercial Aviation 20 10 19 30 26 80-85 E175 10 6 9 16 13 E190-E2 4 1 1 5 1 E195-E2 6 3 9 9 12 Total Executive Av. & Commercial Av. 65 39 57 104 87 240-255 Defense & Security — 5 4 5 4 KC-390 Millennium — 1 — 1 — A-29 Super Tucano — 4 4 4 4 Total Executive Av & Commercial Av. & Defense 65 44 61 109 91 About Embraer A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive aviation, Defense & Security, and Agricultural Aviation. The company designs, develops, manufactures, and markets aircraft and systems, providing Services and Support to customers after-sales. Since it was founded in 1969, Embraer has delivered more than 9,000 aircraft. On average, about every 10 seconds an aircraft manufactured by Embraer takes off somewhere in the world, transporting over 150 million passengers a year. Embraer is the leading manufacturer of commercial jets with up to 150 seats and the main exporter of high- value-added goods in Brazil. The company maintains industrial units, offices, service, and parts distribution centers, among other activities, across the Americas, Africa, Asia, and Europe. 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: July 2, 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