What Embraer's new SEC filing means for your next dividend payment
Brazilian planemaker Embraer reported record revenues and detailed its latest shareholder payouts in a Form 6-K filed with the SEC on November 10, 2026.
US retail investors holding shares of Brazilian aerospace giant Embraer S.A. have a clearer picture of their upcoming cash distributions. In a Form 6-K filed with the US Securities and Exchange Commission (SEC) on November 10, 2026, the company detailed its latest financial performance alongside specific details regarding its shareholder payouts.
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 more than doubling its adjusted free cash flow expectations to $700 million or higher.
For US 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, US 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. Management confirmed in the November 10, 2026, earnings call that this ratio adjustment is purely administrative and carries no impact on the underlying equity value of the company.
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Embraer S.A. is listed on the New York Stock Exchange under the ticker ERJ. Investors holding ERJ in their US brokerage accounts will see the upcoming distributions processed automatically through their custodian banks, with the final dollar amounts adjusted for the prevailing foreign exchange rates and local withholding taxes at the time of the May 24, 2027, payment.
