Equities Analysts Offer Predictions for Embraer Q3 Earnings

Embraer S.A. (NYSE:ERJ) – Research analysts at Zacks Research dropped their Q3 2025 earnings estimates for Embraer in a report issued on Tuesday, December 17th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings per share of $0.10 for the quarter, down from their prior forecast of $0.13. The consensus estimate for Embraer’s current full-year earnings is $2.05 per share. Zacks Research also issued estimates for Embraer’s Q4 2025 earnings at $0.11 EPS, FY2025 earnings at $2.10 EPS, Q2 2026 earnings at $1.02 EPS and Q3 2026 earnings at $0.58 EPS.

Several other research analysts have also issued reports on ERJ. TD Cowen upgraded Embraer to a “strong-buy” rating in a research note on Thursday. UBS Group downgraded shares of Embraer from a “neutral” rating to a “sell” rating and lifted their price target for the company from $29.00 to $32.00 in a report on Tuesday, November 19th. Finally, Bank of America upped their price objective on shares of Embraer from $40.00 to $55.00 and gave the stock a “buy” rating in a research note on Thursday, November 21st. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating, four have given a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $37.43.

Embraer Trading Down 1.3 %

Shares of ERJ opened at $36.10 on Friday. The company has a current ratio of 1.56, a quick ratio of 0.76 and a debt-to-equity ratio of 0.74. The stock has a market cap of $6.63 billion, a PE ratio of 13.27 and a beta of 1.72. Embraer has a 1 year low of $16.88 and a 1 year high of $40.34. The stock has a 50 day simple moving average of $36.34 and a 200-day simple moving average of $32.89.

Institutional Trading of Embraer

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ERJ. Artemis Investment Management LLP acquired a new stake in shares of Embraer during the 3rd quarter worth approximately $30,358,000. Driehaus Capital Management LLC lifted its stake in shares of Embraer by 102.5% in the 2nd quarter. Driehaus Capital Management LLC now owns 1,439,579 shares of the aerospace company’s stock valued at $37,141,000 after purchasing an additional 728,592 shares during the period. Jennison Associates LLC boosted its position in shares of Embraer by 102.1% in the 3rd quarter. Jennison Associates LLC now owns 1,331,631 shares of the aerospace company’s stock worth $47,100,000 after purchasing an additional 672,644 shares during the last quarter. Nicholas Investment Partners LP increased its holdings in Embraer by 424.7% in the second quarter. Nicholas Investment Partners LP now owns 526,494 shares of the aerospace company’s stock valued at $13,584,000 after purchasing an additional 426,153 shares during the last quarter. Finally, Itau Unibanco Holding S.A. raised its position in shares of Embraer by 54.8% in the 3rd quarter. Itau Unibanco Holding S.A. now owns 1,112,314 shares of the aerospace company’s stock valued at $39,343,000 after acquiring an additional 393,696 shares during the period. 34.65% of the stock is currently owned by institutional investors and hedge funds.

Embraer Company Profile

Embraer SA designs, develops, manufactures, and sells aircraft and systems in North America, Latin America, the Asia Pacific, Brazil, Europe, and internationally. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments. The Commercial Aviation segment designs, develops, manufactures, and sells commercial jets, as well as leases aircraft.