Embraer (EMBR3) accumulates 40% high in the year; See what to do with the actions, according to 3 analysts

The actions of Embraer (EMBR3) are among the highest highs of IBOVESPA (IBOV) In the trading session this Thursday (3), reacting to the pre-operational preview released by the manufacturer the day before.

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Around 3:30 pm (Brasília time), the company’s shares jumped 3.92%, to R $ 82.74. In the year, the accumulated high exceeds 40%. Follow the real time.

The company delivered 61 aircraft in the second quarter, 19 commercial jets, 38 executives and 4 of defense. The total is 30% higher than the same period of the previous year, when 47 planes were delivered.

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The Brazilian aircraft manufacturer foresees the delivery of 77 to 85 commercial aircraft and between 145 and 155 executive planes in 2025.

By the end of June, the company delivered 26 commercial jets and 61 executives, in addition to the four A-29 Super Toucan delivered in the second quarter of the Defense & Security segment.

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What to do with Embraer?

In the view of BTG Covenantthe quarter performance positively surprised, given the previous caution related to bottlenecks in the supply chain.

Good performance should be positively reflected in profit and free cash generation, especially considering that deliveries came from the largest margin segment.

“We maintain recommendation for buyconsidering the growth of business diversification and the greater predictability in cash generation. We believe investors will remain aware of ongoing commercial campaigns, with marginal requests influencing the performance of actions, ”analysts say.

THE Itaú BBA It points out that Embraer reported total deliveries above our forecast, supported by a positive surprise in the executive segment (increased 41% year to year), which compensated for smaller commercial units than anticipated (stable year by year).

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“To deliver the midpoint of their projection to the year, commercial deliveries are expected to grow 17% year by year at 2s25, which we believe the company should be able to reach. For executive division, deliveries should grow only 5% year by year at 2s25, suggesting a risk of rise for current projection,” analysts place.

BBA expects positive news for the results of the second quarter of 2025, especially taking into account the expansion of the backlog (order card) with the order of 60 Skywest aircraft. The house also recommends buy.

THE BRADESCO BBI endorse the positive news choir for Embraer, maintaining recommendation of buy For EMBR3, while raising the target price to 2025 to $ 97, from $ 90.

Analysts state that update as a result of incorporating the results of the first quarter of 2025 (1T25), 2T25 deliveries and increased projection delivery of executive jets to 150 by 2025, from 145 previously, and to 160 in the long run of 155 previously.