Zacks Research Has Strong Forecast for EMBJ FY2025 Earnings

Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) – Equities research analysts at Zacks Research upped their FY2025 earnings per share estimates for Embraer-Empresa Brasileira de Aeronautica in a research note issued on Monday, February 23rd. Zacks Research analyst Team now anticipates that the aerospace company will post earnings per share of $0.67 for the year, up from their previous forecast of $0.65. The consensus estimate for Embraer-Empresa Brasileira de Aeronautica’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Embraer-Empresa Brasileira de Aeronautica’s Q4 2025 earnings at $0.12 EPS, Q3 2026 earnings at $0.72 EPS, Q4 2026 earnings at $0.74 EPS, FY2026 earnings at $2.74 EPS, Q2 2027 earnings at $0.32 EPS, Q4 2027 earnings at $1.13 EPS and FY2027 earnings at $3.51 EPS.

Separately, JPMorgan Chase & Co. upped their target price on Embraer-Empresa Brasileira de Aeronautica from $79.00 to $80.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Six analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $63.86.

Embraer-Empresa Brasileira de Aeronautica Trading Up 0.8%

Shares of NYSE EMBJ opened at $73.07 on Wednesday. The business’s 50-day simple moving average is $70.91 and its 200-day simple moving average is $64.67. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.43 and a quick ratio of 0.67. Embraer-Empresa Brasileira de Aeronautica has a 52 week low of $38.78 and a 52 week high of $80.75.

Institutional Trading of Embraer-Empresa Brasileira de Aeronautica

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Itau Unibanco Holding S.A. bought a new stake in Embraer-Empresa Brasileira de Aeronautica during the 4th quarter worth about $68,460,000. Lord Abbett & CO. LLC acquired a new stake in shares of Embraer-Empresa Brasileira de Aeronautica during the 4th quarter worth approximately $28,696,000. Russell Investments Group Ltd. bought a new stake in shares of Embraer-Empresa Brasileira de Aeronautica during the fourth quarter worth approximately $21,288,000. Bank of New York Mellon Corp acquired a new position in Embraer-Empresa Brasileira de Aeronautica in the second quarter valued at approximately $11,046,000. Finally, Ameriprise Financial Inc. boosted its stake in Embraer-Empresa Brasileira de Aeronautica by 20.7% in the third quarter. Ameriprise Financial Inc. now owns 970,129 shares of the aerospace company’s stock valued at $58,644,000 after acquiring an additional 166,489 shares during the last quarter. 34.65% of the stock is currently owned by institutional investors and hedge funds.

Embraer-Empresa Brasileira de Aeronautica announced that its Board of Directors has approved a stock repurchase plan on Thursday, November 6th that allows the company to buyback 0 shares. This buyback authorization allows the aerospace company to reacquire shares of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Key Headlines Impacting Embraer-Empresa Brasileira de Aeronautica

Here are the key news stories impacting Embraer-Empresa Brasileira de Aeronautica this week:

• Positive Sentiment: Zacks raised several near‑term and multi‑year EPS forecasts (notably FY2026 to $2.74 and FY2027 to $3.51, and Q4‑2026 to $0.74), signaling an improved earnings trajectory which supports upward pressure on the stock. Zacks estimate changes
• Positive Sentiment: U.S. decision to allow Brazilian aircraft into the U.S. duty‑free (removal of a prior 10% tariff) materially improves Embraer’s competitive position and export economics to its largest market. Brazil hails zero US tariff on aircraft exports
• Positive Sentiment: Product development: Embraer unveiled new variants of its Praetor business jets to capture strong executive aircraft demand, supporting potential revenue upside in the business‑jet segment. Embraer announces new Praetor variants
• Neutral Sentiment: Zacks issued several smaller EPS tweaks (e.g., Q4‑2025 to $0.12, Q2‑2027 to $0.32) and the published consensus full‑year figure remains different from Zacks’ internal view; these are incremental and imply evolving analyst conviction rather than a dramatic swing. Zacks estimate details
• Negative Sentiment: Zacks trimmed several quarterly estimates (Q1‑2026 to $0.66 from $0.68; Q3‑2026 to $0.72 from $0.75; Q3‑2027 to $1.20 from $1.29), which could weigh on near‑term sentiment and introduce earnings‑timing risk. Zacks cuts to some quarters

Embraer-Empresa Brasileira de Aeronautica Company Profile

Embraer SA (NYSE:EMBJ), legally known as Embraer – Empresa Brasileira de Aeronáutica SA, is a global aerospace company headquartered in São José dos Campos, Brazil. The company designs, develops, manufactures and sells commercial, executive, defence and agricultural aircraft. Embraer’s product portfolio includes the popular E-Jets family for regional and short-haul carriers, the advanced E2 series, a range of business jets under the Phenom, Legacy and Praetor brands, the A-29 Super Tucano military trainer and light attack aircraft, the C-390 Millennium multi-mission transport platform, and the Ipanema agricultural aircraft.

Embraer’s commercial aviation segment focuses on regional airlines and air taxi operators, offering aircraft that seat between 70 and 150 passengers.