Embraer told the SEC about a dividend. Here is what reaches a US account.

American retail investors holding shares of global aerospace companies have a new cash payout to track in their portfolios. In a Form 6-K filed with the U.S. Securities and Exchange Commission (SEC) on November 10, 2026, Brazilian planemaker Embraer S.A. detailed the exact amounts, record dates, and payment schedules for its latest round of shareholder distributions.

The São José dos Campos-based manufacturer, known globally for its commercial, executive, and defense aircraft, reported a record third-quarter revenue of $2.35 billion, representing a 17% increase year-over-year. This strong operational performance prompted management to raise its full-year 2026 revenue guidance to a range of $8.4 billion to $8.6 billion, while lifting its adjusted free cash flow expectations to $700 million or higher.

For U.S. brokerage account holders, the most immediate takeaway from the November 10, 2026, SEC filing is the structure of the company's shareholder remuneration. During the third quarter, Embraer declared 154 million Brazilian reais ($0.22 per share) in "Interest on Equity"—a specific type of corporate distribution under Brazilian tax law that is treated similarly to a dividend. This translates to approximately $0.17 per American Depositary Share (ADS) under the 4:1 share-to-ADS ratio in place during the quarter.

According to the official SEC filing, the record date for this third-quarter payout was September 23, 2026, for NYSE-listed holders, following an approval date of August 13, 2026. The company has scheduled the actual payment date for May 24, 2027. Combined with the second-quarter distribution of 200 million reais, Embraer has declared a total of 354 million reais in shareholder distributions for 2026, representing a dividend yield of approximately 0.52% based on the share price at the end of the third quarter.

Furthermore, U.S. investors should note a structural change to their holdings. Embraer announced that in November 2026, it will alter its ADS ratio from four common shares per ADS to one common share per ADS. While this change will increase the number of ADSs held by investors, it has no effect on the underlying equity value of their investment.

In your brokerage app

If you hold Embraer S.A. (listed in New York as ERJ) in your brokerage account, or if you own a broad emerging markets fund like the iShares MSCI Brazil ETF (EWZ) which holds it, these cash distributions will be processed through your broker. The cash from the third-quarter "Interest on Equity" distribution is scheduled to land in eligible accounts on May 24, 2027, subject to standard foreign tax withholding.