Zacks Research Comments on Embraer’s Q3 Earnings (NYSE:ERJ)

Embraer S.A. (NYSE:ERJ) – Investment analysts at Zacks Research dropped their Q3 2025 earnings per share estimates for shares of Embraer in a research note issued to investors on Tuesday, December 17th. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings of $0.10 per share for the quarter, down from their previous 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 commented on the company. Bank of America lifted their target price on Embraer from $40.00 to $55.00 and gave the stock a “buy” rating in a research report on Thursday, November 21st. UBS Group cut shares of Embraer from a “neutral” rating to a “sell” rating and increased their target price for the stock from $29.00 to $32.00 in a report on Tuesday, November 19th. Finally, TD Cowen raised shares of Embraer to a “strong-buy” rating in a report on Thursday. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating, four have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $37.43.

Embraer Stock Performance

Shares of ERJ opened at $36.10 on Friday. The company has a 50-day moving average of $36.42 and a two-hundred day moving average of $32.95. Embraer has a 12-month low of $16.88 and a 12-month high of $40.34. The stock has a market cap of $6.63 billion, a P/E ratio of 13.27 and a beta of 1.72. The company has a current ratio of 1.56, a quick ratio of 0.76 and a debt-to-equity ratio of 0.74.

Institutional Trading of Embraer

Several hedge funds have recently bought and sold shares of the company. Calamos Advisors LLC increased its holdings in shares of Embraer by 118.6% during the second quarter. Calamos Advisors LLC now owns 71,189 shares of the aerospace company’s stock valued at $1,837,000 after purchasing an additional 38,622 shares during the period. Bank of New York Mellon Corp bought a new position in shares of Embraer in the second quarter valued at approximately $349,000. Legato Capital Management LLC increased its stake in shares of Embraer by 269.6% during the second quarter. Legato Capital Management LLC now owns 48,365 shares of the aerospace company’s stock valued at $1,248,000 after acquiring an additional 35,278 shares during the period. Ameritas Advisory Services LLC increased its stake in shares of Embraer by 11.3% during the second quarter. Ameritas Advisory Services LLC now owns 40,120 shares of the aerospace company’s stock valued at $1,035,000 after acquiring an additional 4,081 shares during the period. Finally, Principal Financial Group Inc. raised its holdings in Embraer by 17.3% during the second quarter. Principal Financial Group Inc. now owns 249,562 shares of the aerospace company’s stock worth $6,439,000 after purchasing an additional 36,803 shares in the last quarter. 34.65% of the stock is currently owned by institutional investors.

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.