Business description: Embraer S.A.

Embraer SA is a Brazil-based jets manufacturer. The Company produces aircraft for commercial and executive aviation, as well as for defense and security purposes and related 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 segment, which provides fuel systems, structural parts, and mechanical and hydraulic systems to Sikorsky Aircraft Corporation for its production of helicopters.

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

7.13B 7.98B 9.14B 12.38B 13.03B

Executive Aviation

6.13B 6.43B 6.94B 9.83B 12.17B

Services & Support

6.1B 6.53B 7.07B 8.85B 10.73B

Defense and Security

3.18B 2.31B 2.57B 3.99B 5.44B

Other

131M 195M 398M 369M 514M

Geographical breakdown of sales: Embraer S.A.

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

North America

11.69B 14.79B 16.25B 21.07B 24.55B

Europe

6.06B 4.54B 5.61B 7.97B 10.21B

Brazil

2.6B 2.6B 2.26B 2.91B 3.5B

Asia-Pacific

1.11B 519M 1.01B 1.39B 2.25B

Latin America, Except Brazil

206M 275M 491M 1.43B 784M

Others

1B 725M 493M 661M 584M

Executive Committee: Embraer S.A.

Manager TitleAgeSince
Chief Executive Officer 67 30/04/2019
Chief Operating Officer - 28/07/2020
Chief Tech/Sci/R&D Officer 65 28/06/2020
Chief Tech/Sci/R&D Officer 50 21/04/2019
Compliance Officer 54 31/05/2016

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

Director TitleAgeSince
Chairman 80 31/12/2011
Director/Board Member 73 31/12/2014
Director/Board Member 73 31/03/2017
Director/Board Member 64 31/03/2019
Director/Board Member 60 30/04/2020
Director/Board Member 63 31/08/2021
Director/Board Member - 31/08/2021
Director/Board Member 51 31/12/2020
Director/Board Member - -
Director/Board Member - 31/12/2022

Shareholders: Embraer S.A.

NameEquities%Valuation
BNDES Participações SA
5.37 %
39,762,489 5.37 % 717 M R$
2.39 %
17,698,905 2.39 % 319 M R$
Brandes Investment Partners LP
1.933 %
14,314,337 1.933 % 258 M R$
LarrainVial Asset Management AGF SA
0.9397 %
6,957,825 0.9397 % 125 M R$
BB Gestão de Recursos DTVM SA
0.5215 %
3,861,384 0.5215 % 70 M R$
NameEquities%Valuation
GQG Partners LLC
4.324 %
8,004,535 4.324 % 578 M R$
Jennison Associates LLC
3.095 %
5,729,568 3.095 % 414 M R$
Brandes Investment Partners LP
2.785 %
5,155,739 2.785 % 372 M R$
Morgan Stanley Latam LLC
2.736 %
5,064,419 2.736 % 366 M R$
UBS Asset Management (UK) Ltd.
2.238 %
4,142,571 2.238 % 299 M R$

Holdings: Embraer S.A.

NameEquities%Valuation
250,523,300 71.93% 752 M $
17,698,905 2.39% 319 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.($)
+5.07%-4.96%+23.22%+291.60% 11.85B
+1.04%+5.69%+36.84%+4.11% 173B
+0.42%+5.50%+23.02%+36.16% 157B
-0.74%+0.17%+34.97%+27.28% 144B
-1.96%+0.12%+13.56%+77.04% 30.53B
+0.04%+3.82%+36.88%+35.00% 15.91B
-4.06%-2.59%+32.27%+97.61% 8.11B
-1.91%-0.51%-8.53%-22.03% 4.01B
-0.18%+6.80% - - 3.79B
-0.63%-0.82%+27.10% - 1.94B
Average +0.17%+2.83%+24.37%+68.35% 55.02B
Weighted average by Cap. +0.04%+3.40%+30.34%+31.94%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
16.81USD
Average target price
17.86USD
Spread / Average Target
+6.26%

Quarterly revenue - Rate of surprise