Embraer reports record revenue and details its US shareholder payout

American retail investors holding shares of foreign companies often face a confusing maze of local tax laws, currency conversions, and shifting depositary ratios before any cash actually hits their brokerage accounts. For those holding stock in the world's third-largest civil aircraft manufacturer, a series of corporate updates filed with the U.S. Securities and Exchange Commission (SEC) has finally cleared up how much cash is heading north, and when.

Brazilian aerospace giant Embraer detailed its latest shareholder distributions in a Form 6-K regulatory filing on November 10, 2026. The brazil embraer aircraft manufacturer, based in São José dos Campos, reported that its total declared shareholder remuneration for the second and third quarters of 2026 reached R$354.0 million (Brazilian reais). This payout is structured under Brazilian law as Interest on Equity (IoE), a common local mechanism that provides tax deductions for the distributing corporation.

For U.S. investors, the total payout translates to approximately $0.39 per American Depositary Share (ADS). The distribution consists of two distinct tranches: a second-quarter declaration of R$200.0 million (R$0.28 per share) and a third-quarter declaration of R$154.0 million (R$0.22 per share). According to the company's official earnings report dated November 10, 2026, Embraer will pay out these funds in a single installment on May 24, 2027.

Guidance Lifted on Record Demand

The dividend announcement comes on the heels of an exceptionally strong financial performance for the embraer brazil company. In the same November 10, 2026 SEC filing, Embraer reported a record third-quarter revenue of $2.35 billion, representing a 17% increase compared to the same period in 2025. This surge was driven by robust double-digit growth across all four of its primary business units—commercial aviation, executive jets, defense, and services.

Backed by an all-time high firm order backlog of $35.7 billion, Embraer's management officially raised its full-year 2026 financial guidance. The company now projects consolidated net revenues to land between $8.4 billion and $8.6 billion for 2026, up from its previous estimate of $8.2 billion to $8.5 billion. Even more notable for income-focused investors is the company's revised free cash flow outlook, which was raised to $700 million or higher for the full year, up from the prior minimum target of $400 million.

Shifting Ratios for U.S. Accounts

U.S. retail investors should also note a structural change in how they hold their shares. Alongside the earnings release, Embraer confirmed that it is executing a previously announced adjustment to its U.S. share structure.

Effective November 16, 2026, the company is changing its ADS ratio from four common shares per ADS to a one-to-one ratio. While this operational adjustment does not alter the underlying equity value of an investor's holding, it will change the per-share metrics and dividend calculations displayed on U.S. trading screens going forward. U.S. investors should expect their custodian banks to adjust their holdings automatically to reflect the new ratio.

In your brokerage app

U.S. retail investors can trade Embraer S.A. directly on the New York Stock Exchange under the ticker ERJ. For those seeking diversified exposure to Latin America's largest economy rather than individual aircraft manufacturing risk, the company is also a prominent holding in the iShares MSCI Brazil ETF (EWZ), which tracks large and mid-sized Brazilian equities.