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Embraer S.a. (EMBJ) Stock Fundamental Analysis & AI Rating 2026

EMBJ NYSE Aircraft CIK: 0001355444
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2026-03-24
Combined AI Rating
HOLD
44% Confidence
NEUTRAL
SELL
15% Conf
BUY
74% Conf

📊 EMBJ Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: N/A
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: SELL with 15% confidence
Embraer S.a. (EMBJ) receives a HOLD rating with 44% confidence from our AI fundamental analysis based on SEC 10-K filings. Below is our complete EMBJ stock analysis for 2026.

Is Embraer S.a. (EMBJ) a Good Investment?

Claude

Unable to provide meaningful fundamental analysis due to complete absence of SEC financial data. The company's inability to report financial metrics indicates severe data reporting issues or potential regulatory concerns that warrant caution.

ChatGPT

Embraer's latest SEC-reported fundamentals show a meaningful earnings recovery, with 2024 revenue up to $6.39 billion from $5.27 billion, operating income more than doubling to $667.5 million, and net income rising to $354.6 million from $164.3 million. Growth quality looks solid because margin expansion and operating cash flow improvement accompanied the top-line gains, while liquidity remains adequate and cash plus financial investments roughly cover total loans and financing. The main limitation is that working capital is still heavy, especially inventories, so execution discipline matters.

Why Buy Embraer S.a. Stock? EMBJ Key Strengths

Claude
  • -No strengths identified
ChatGPT
  • + Profitability improved sharply in 2024, with gross margin near 18.0%, operating margin about 10.4%, and net margin about 5.5%, all well above 2023 levels.
  • + Operating cash flow increased to $871.2 million in 2024 from $617.0 million in 2023, supporting the view that earnings improvement was backed by cash generation.
  • + Balance sheet flexibility is reasonable: cash and financial investments totaled about $2.55 billion versus roughly $2.49 billion of loans and financing, while current ratio was about 1.6x.

EMBJ Stock Risks: Embraer S.a. Investment Risks

Claude
  • ! Complete lack of financial data availability on SEC EDGAR
  • ! Unable to assess profitability, liquidity, or solvency metrics
  • ! No operational cash flow data to evaluate business sustainability
  • ! Impossible to perform trend analysis without historical financial statements
  • ! Zero insider confidence signals with no Form 4 filings in 90 days
  • ! Data freshness unavailable suggests potential filing or reporting gaps
ChatGPT
  • ! Inventories remain very large at $2.94 billion, which raises execution and working-capital risk if deliveries, supply chains, or customer schedules slip.
  • ! Contract liabilities are a major funding source; this helps liquidity today but creates delivery pressure and heightens the risk of cash reversal if programs are delayed.
  • ! The business is still exposed to cyclical aerospace demand, financing conditions, FX swings, and program-specific issues such as regional jet scope-clause constraints.

Key Metrics to Watch

Claude
  • * Latest quarterly/annual 10-Q or 10-K filing availability
  • * Revenue and gross profit reporting
  • * Operating cash flow generation and free cash flow
  • * Debt levels and interest coverage ratios
  • * Return on equity and net profit margins
ChatGPT
  • * Inventory growth relative to revenue and operating cash flow conversion
  • * Operating margin and contract liabilities/backlog conversion into delivered revenue

Embraer S.a. (EMBJ) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
N/A
EPS (Diluted)
$0.00
Free Cash Flow
N/A
Total Assets
N/A
Cash Position
N/A

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

EMBJ Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA N/A
FCF Margin N/A

EMBJ vs Automotive Sector: How Embraer S.a. Compares

How Embraer S.a. compares to Automotive sector averages

Net Margin
EMBJ 0.0%
vs
Sector Avg 6.0%
EMBJ Sector
ROE
EMBJ 0.0%
vs
Sector Avg 12.0%
EMBJ Sector
Current Ratio
EMBJ 0.0x
vs
Sector Avg 1.2x
EMBJ Sector
Debt/Equity
EMBJ 0.0x
vs
Sector Avg 1.0x
EMBJ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Embraer S.a. Stock Overvalued? EMBJ Valuation Analysis 2026

Based on fundamental analysis, Embraer S.a. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
N/A
Sector avg: 12%
Net Profit Margin
N/A
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Embraer S.a. Balance Sheet: EMBJ Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

EMBJ Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

EMBJ SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Embraer S.a. (CIK: 0001355444)

📋 Recent SEC Filings

Date Form Document Action
Oct 1, 2025 4 xslF345X05/ownership.xml View →
Oct 25, 2024 SC 13G brembracnor4_102524.txt View →
Sep 5, 2024 4 xslF345X05/ownership.xml View →
Apr 3, 2024 4 xslF345X05/ownership.xml View →
Jan 10, 2024 SC 13G Embraer.txt View →

Frequently Asked Questions about EMBJ

What is the AI rating for EMBJ?

Embraer S.a. (EMBJ) has a Combined AI Rating of HOLD from Claude (SELL) and ChatGPT (BUY) with 44% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EMBJ's key strengths?

Claude: . ChatGPT: Profitability improved sharply in 2024, with gross margin near 18.0%, operating margin about 10.4%, and net margin about 5.5%, all well above 2023 levels.. Operating cash flow increased to $871.2 million in 2024 from $617.0 million in 2023, supporting the view that earnings improvement was backed by cash generation..

What are the risks of investing in EMBJ?

Claude: Complete lack of financial data availability on SEC EDGAR. Unable to assess profitability, liquidity, or solvency metrics. ChatGPT: Inventories remain very large at $2.94 billion, which raises execution and working-capital risk if deliveries, supply chains, or customer schedules slip.. Contract liabilities are a major funding source; this helps liquidity today but creates delivery pressure and heightens the risk of cash reversal if programs are delayed..

What is EMBJ's revenue and growth?

Embraer S.a. reported revenue of N/A.

Does EMBJ pay dividends?

Embraer S.a. does not currently pay dividends.

Where can I find EMBJ SEC filings?

Official SEC filings for Embraer S.a. (CIK: 0001355444) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EMBJ's EPS?

Embraer S.a. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EMBJ a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Embraer S.a. has a HOLD rating with 44% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EMBJ stock overvalued or undervalued?

Valuation metrics for EMBJ: ROE of N/A (sector avg: 12%), net margin of N/A (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy EMBJ stock in 2026?

Our dual AI analysis gives Embraer S.a. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is EMBJ's free cash flow?

Embraer S.a.'s operating cash flow is N/A, with capital expenditures of N/A.

How does EMBJ compare to other Automotive stocks?

Vs Automotive sector averages: Net margin N/A (avg: 6%), ROE N/A (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2026-03-24 | Powered by Claude AI