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September 16, 2026

Embraer S.A. (EMBJ)

Embraer's Record Backlog Is Real, But Its Margin Breakout Is Just a Tax Credit

At 16x guided 2026 adjusted operating profit and 34x the guided cash floor, with clean margin lower than a year ago and the 2027 step resting on suppliers, Embraer's equity is fully valued — a franchise worth owning at a price the market is no longer offering.

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