에 대한 최신 뉴스 Embraer (NYSE:ERJ) 주식

Embraer

Embraer SA based in Sao Paulo, Brazil, manufacturer of jets. Its focus is to achieve customer satisfaction with and services addressing the commercial airline, executive jets, and defense and security markets. It has developed a customer-centric technology-driven portfolio of commercial aviation products and services that allows it to build long-term relationships with clients in the commercial aviation, executive jets, and defense and security markets. It operates through the various segments namely Commercial Aviation, Defense and Security, Executive Aviation, Service and Support, and Other Segments. The company generates maximum revenue from the Commercial Aviation segment.

Gulfstream G650ER

BOMBF

European Aeronautic Defence And Space Unsponsored

EADSY

Embraer-Empresa Brasileira De Aeronautica

상업용 항공우주 부문은 승객 여행에 대한 수요 급증, 활발한 화물 활동 그리고 항공기 주문 부활에 힘입어 고도화되고 있다. 골드만삭스의 분석가 노아 포포낙(Noah Poponak) CFA에 따르면 항공 교통 회복은 기대치를 뛰어넘고 있으며 현재 성장률이 GDP를 두 배 이상 앞지르고 있다.

항공우주 도약 준비 완료: 골드만삭스, 해당 분야 최고 추천 기업 11개 공개

Embraer SA

<p>Goldman Sachs  analyst Noah Poponak   maintains Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) with a Buy and raises the price target from $54 to $60.</p>


News

Price Target

Analyst Ratings

Goldman Sachs Maintains Buy on Embraer, Raises Price Target to $60

Guidance

Embraer Affirms FY25 Sales Guidance Of $7.00B-$7.50B vs $7.34B Estimate

<p>Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) reported quarterly losses of $(0.40) per share which missed the analyst consensus estimate of $0.03 by 1433.33 percent. This is a 471.43 percent decrease over losses of $(0.07) per share from the same period last year.  The company reported quarterly sales of $1.10 billion which missed the analyst consensus estimate of $1.18 billion by 6.63 percent.  This is a 23.02 percent increase over sales of $896.60 million the same period last year.</p>


Earnings

Earnings Misses

Embraer Q1 Adj. EPS $(0.40) Misses $0.03 Estimate, Sales $1.10B Miss $1.18B Estimate

ACLS

AHCO

ALAB

ALGS

ALGT

AMTM

ANDE

ANET

ANGI

ARDT

ARIS

ARMK

ARQT

ARRY

ATKR

ATOM

ATRO

AUDC

AVNS

AVNT

AVNW

AZEK

BALL

BBNX

BCAB

BLDP

BRLT

BWIN

BWMN

CCCS

CCLD

CDRE

CELH

CGAU

CGBD

CHMI

CHRD

CIFR

CIGI

CLDT

CLOV

COTY

CPAY

CPIX

CPNG

CRCT

CRIS

CRMD

CRSR

CRUS

CURI

CVGI

CXDO

CYTK

DASH

DAWN

DDOG

DOCN

DRCT

DRVN

DVAX

ENLT

EOSE

ESPR

EVGO

Earnings Scheduled For May 6, 2025

<p><strong>Embraer</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) is set to give its latest quarterly earnings report on Tuesday, 2025-05-06. Here's what investors need to know before the announcement.</p>
<p>Analysts estimate that Embraer will report an <strong>earnings per share</strong> (EPS) of $0.10. </p>
<p>Investors in Embraer are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.</p>
<p>It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.</p>
<h3>Earnings Track Record</h3>
<p>During the last quarter, the company reported an EPS beat by $0.60, leading to a 0.32% increase in the share price on the subsequent day.</p>
<p>Here's a look at Embraer's past performance and the resulting price change:</p>
<p>
<table>
<thead>
<tr>
<th><strong>Quarter</strong></th>
<th><strong>Q4 2024</strong></th>
<th><strong>Q3 2024</strong></th>
<th><strong>Q2 2024</strong></th>
<th><strong>Q1 2024</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>EPS Estimate</strong></td>
<td>0.340</td>
<td>0.6</td>
<td>0.220</td>
<td>-0.16</td>
</tr>
<tr>
<td><strong>EPS Actual</strong></td>
<td>0.942</td>
<td>1.2</td>
<td>0.438</td>
<td>-0.07</td>
</tr>
<tr>
<td><strong>Price Change %</strong></td>
<td>0.0%</td>
<td>6.0%</td>
<td>4.0%</td>
<td>-1.0%</td>
</tr>
</tbody>
</table>
</p>
<p><img src="https://www.benzinga.com/files/images/story/2025/1746453774_0.png" alt="eps graph" /></p>
<h3>Stock Performance</h3>
<p>Shares of Embraer were trading at $46.72 as of May 02. Over the last 52-week period, shares are up 74.82%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. </p>
<h3>Analyst Observations about Embraer</h3>
<p>Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Embraer.</p>
<p>A total of 2 analyst ratings have been received for Embraer, with the consensus rating being Buy. The average one-year price target stands at $44.5, suggesting a potential 4.75% downside.</p>
<h3>Understanding Analyst Ratings Among Peers</h3>
<p>The following analysis focuses on the analyst ratings and average 1-year price targets of Huntington Ingalls Indus, StandardAero and ATI, three prominent industry players, providing insights into their relative performance expectations and market positioning.</p>
<ul>
<li>Analysts currently favor an Buy trajectory for Huntington Ingalls Indus, with an average 1-year price target of $215.8, suggesting a potential 361.9% upside.</li>
<li>Analysts currently favor an Neutral trajectory for StandardAero, with an average 1-year price target of $30.0, suggesting a potential 35.79% downside.</li>
<li>Analysts currently favor an Outperform trajectory for ATI, with an average 1-year price target of $73.0, suggesting a potential 56.25% upside.</li>
</ul>
<h3>Analysis Summary for Peers</h3>
<p>The peer analysis summary provides a snapshot of key metrics for Huntington Ingalls Indus, StandardAero and ATI, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.</p>
<p>
<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Loar Holdings</td>
<td>Outperform</td>
<td>27.77%</td>
<td>$53.96M</td>
<td>0.40%</td>
</tr>
<tr>
<td>Huntington Ingalls Indus</td>
<td>Buy</td>
<td>-2.53%</td>
<td>$394M</td>
<td>3.16%</td>
</tr>
<tr>
<td>StandardAero</td>
<td>Neutral</td>
<td>21.75%</td>
<td>$201.91M</td>
<td>-0.79%</td>
</tr>
<tr>
<td>ATI</td>
<td>Outperform</td>
<td>9.73%</td>
<td>$235.80M</td>
<td>5.21%</td>
</tr>
</tbody>
</table>
</p>
<p>Key Takeaway:</p>
<p>Embraer ranks at the top for Revenue Growth and Gross Profit among its peers. It is in the middle for Return on Equity.</p>
<h3>Delving into Embraer's Background</h3>
<p>Embraer SA based in Sao Paulo, Brazil, manufacturer of jets. Its focus is to achieve customer satisfaction with and services addressing the commercial airline, executive jets, and defense and security markets. It has developed a customer-centric technology-driven portfolio of commercial aviation products and services that allows it to build long-term relationships with clients in the commercial aviation, executive jets, and defense and security markets. It operates through the various segments namely Commercial Aviation, Defense and Security, Executive Aviation, Service and Support, and Other Segments. The company generates maximum revenue from the Commercial Aviation segment.</p>
<h3>Financial Insights: Embraer</h3>
<p><strong>Market Capitalization Analysis:</strong> Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.</p>
<p><strong>Revenue Growth:</strong> Over the 3 months period, Embraer showcased positive performance, achieving a revenue growth rate of <strong>17.03%</strong> as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.</p>
<p><strong>Net Margin:</strong> Embraer's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of <strong>1.97%,</strong> the company may face hurdles in effective cost management.</p>
<p><strong>Return on Equity (ROE):</strong> Embraer's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of <strong>1.47%,</strong> the company may face hurdles in achieving optimal financial returns.</p>
<p><strong>Return on Assets (ROA):</strong> Embraer's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of <strong>0.39%,</strong> the company may face hurdles in achieving optimal financial returns.</p>
<p><strong>Debt Management:</strong> Embraer's debt-to-equity ratio surpasses industry norms, standing at <strong>0.85</strong>. This suggests the company carries a substantial amount of debt, posing potential financial challenges.</p>
<p><a href="https://www.benzinga.com/quote/ERJ/earnings"><strong>To track all earnings releases for Embraer visit their earnings calendar on our site.</strong></a></p>
<p><em>This article was generated by Benzinga's automated content engine and reviewed by an editor.</em></p>


Earnings Preview: Embraer

WIIM

EVTL

HAYW

JBHT

LDOS

MATX

ODFL

PCAR

SAIA

TREX

UHAL

Shares of companies in the broader industrial sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

<ul>
<li>Commercial Aviation's backlog reached US$10.0 billion</li>
<li>Executive Jets set a new US$7.6 billion backlog record</li>
<li>Defense &amp; Security held steady with a US$4.2 billion backlog</li>
<li>The backlog in Services &amp; Support totaled US$4.6 billion</li>
</ul>


Reported Earlier, Embraer Sets New Backlog Record In Q1 At $26.4B, Executive Jets Lead With 66% YoY Growth

AIRT

CARR

HLGN

NRGV

SHLS

Shares of companies in the broader industrial sector are trading higher following US Treasury Secretary Scott Bessent's reported remarks about trade de-escalation with China.

AVAV

AXON

BWXT

BYRN

ESLT

EVEX

MRCY

SARO

SATL

SPAI

SPCE

Shares of aerospace and defense companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Contracts

Intelsat Inked An Agreement With Embraer To Soon Launch High-speed, Reliable Multi-orbit Connectivity Service On Embraer E2 Aircraft From The Day The Plane Is Delivered

FTAI

GEHC

NDSN

RKLB

Shares of industrial stocks are trading lower amid macroeconomic concerns due to rising global trade tensions.

Embraer shares are trading lower after Wolfe Research downgraded the stock from Outperform to Peer Perform.

<p>Wolfe Research  analyst Myles Walton   downgrades Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) from Outperform to Peer Perform.</p>


Downgrades

Wolfe Research Downgrades Embraer to Peer Perform

Buybacks

Reported Earlier, Embraer Announces Share Buyback Program For Up To 1.07M Shares Through March 2026

Embraer shares are trading higher after Goldman Sachs raised its price target on the stock from $44 to $50.

<p>Goldman Sachs  analyst Noah Poponak   maintains Embraer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) with a Buy and raises the price target from $44 to $50.</p>


Goldman Sachs Maintains Buy on Embraer, Raises Price Target to $50

Embraer shares are trading higher after the company reported better-than-expected Q4 financial results.

Embraer Sees FY25 Revenue $7B-$7.5B Vs $7.274B Estimate; Sees Adj. EBIT Margin 7.5%-8.3%

Embraer Sees FY25 Commercial Aviation Deliveries 77-85; Sees Executive Aviation Deliveries 145-155

Earnings Beats

Embraer Q4 2024 Adj. EPS $0.94 Beats $0.34 Estimate, Sales $2.312B Beat $2.308B Estimate

Press Releases

MATERIAL FACT: Guidance 2025

EMBRAER EARNINGS RESULTS 4th QUARTER AND FISCAL YEAR 2024

EMBRAER S.A.: Share Buyback Program

Embraer files Form 20-F report for the 2024 fiscal year

Sweden confirms acquisition of four C-390 Millennium and secures production slots

Intelsat, Embraer to Factory Install Multi-Orbit Service

Embraer ended 1Q25 with a US$26.4 billion backlog, surpassing the previous quarter record level

NUBURU (BURU) Secures $3.4M Debt Resolution, Targets Revenue with Defense Sector Expansion

NUBURU (BURU) Revitalizes Blue Laser Business Unit with Strategic Defense Industry Focus

EMBRAER EARNINGS RESULTS 1st QUARTER 2025

BURU

Archer Aviation Inc. Class A Common Stock

Archer Aviation

AeroVironment

Axon Enterprise

Boeing

BWX Technologies

Curtiss-Wright

Leonardo DRS

General Dynamics Corporation Common Stock

General Dynamics

GE Aerospace

Heico

Heico Corporation Common Stock

Huntington Ingalls Industries, Inc. Common Stock

Huntington Ingalls Indus

Howmet Aerospace

L3Harris Technologies

Lockheed Martin

Loar Holdings

Moog Inc. Class A Common Stock

Northrop Grumman Corporation Common Stock

Northrop Grumman

Rocket Lab USA

StandardAero

Transdigm Group Incorporated Common Stock

TransDigm Gr

Textron

Woodward

Goldman Sachs

B of A Securities

TD Cowen

JP Morgan

Screenshot 2024-06-05 at 5.40.58 PM

Emerging Markets

Movers & Shakers

Markets

HOVR

On The Horizon: How One Company Plans To Use Its Innovative Aircraft Design To Revolutionize Regional Air Travel

<p>상업용 항공우주 부문은 승객 여행에 대한 수요 급증, 활발한 화물 활동 그리고 <a href="https://www.benzinga.com/topic/expert-ideas" target="_blank" rel="noreferrer noopener">항공기 주문 부활</a>에 힘입어 고도화되고 있다.</p>



<p>골드만삭스의 분석가 <strong>노아 포포낙</strong>(Noah Poponak) CFA에 따르면 항공 교통 회복은 기대치를 뛰어넘고 있으며 현재 성장률이 GDP를 두 배 이상 앞지르고 있다.</p>



<p>타이트한 공급망과 애프터마켓 매출 증가에 힘입어 이 부문의 탄탄한 펀더멘털은 주요 항공우주 관련 주식을 상당한 도약의 기회로 삼고 있다.</p>



<p>당신이 알아야 할 사항은 다음과 같다. 최고의 주식 분석가들은 당신이 주의 깊게 관찰해야 한다고 말하고 있다.</p>



<h3 class="wp-block-heading">팬데믹 이전 수준을 넘어선 항공 교통량</h3>



<p>포포낙은 목요일 메모에서 &#8220;전반적인 상업용 항공우주 시장은 근본적으로 강하다&#8221;고 말했다.</p>



<p>국제항공운송협회(IATA)에 따르면 국제항공운송량이 8월 전년동기대비 11% 증가한 데 이어 9월에도 전년동기대비 9% 증가하면서 전 세계 여객수송량이 괄목할 만한 증가세를 이어가고 있다. 승객 수용능력은 전년동기대비 각각 9%, 10% 증가해 같은 비율로 증가했다.</p>



<p>골드만삭스는 항공사 보고서를 기반으로 10월에 전년 대비 9%의 추가 상승을 예상했다.</p>



<p>전방 항공사 일정에 따르면 전 세계 승객 수용 능력은 11월, 12월, 1월까지 전년 대비 6~7% 증가할 것으로 나타났다. 이는 여행 수요가 여전히 강세를 유지함에 따라 지속적인 수요를 반영하는 것이다.</p>



<h3 class="wp-block-heading">화물 시장, 두 자릿수 성장 달성</h3>



<p>이러한 회복은 승객에게만 국한되지 않는다. 국제 화물 운송량은 8월에 전년 동기 대비 12% 증가한 데 이어 9월에도 전년 동기 대비 11% 증가했으며, 화물 용량은 두 달 모두 전년 동기 대비 8% 증가했다.</p>



<p>주요 화물 업체인 <strong>페덱스</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)와 <strong>UPS</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)는 UPS가 전년 대비 11% 성장을 보고하고 페덱스가 ​​전 세계 항공 화물 운송량에서 전년 대비 3% 증가를 기록했다.</p>



<h3 class="wp-block-heading">보잉·에어버스, 주문 급증</h3>



<p>대형 상업용 제트기 제조업체들은 수요의 물결을 타고 있다. 10월에만 <strong>보잉</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)는 63개의 신규 주문을 확보했고 <strong>에어버스</strong>(OTCPK:<a href="https://www.benzinga.com/quote/eadsy" target="_blank" rel="noreferrer noopener">EADSY</a>)는 82대의 항공기 주문을 예약했는데 둘 다 취소가 전혀 없었다.</p>



<p>포포낙은 "새로운 항공기 주문 캠페인 활동은 성장과 교체 모두에서 여전히 활발한 것으로 보인다"고 썼다.</p>



<p>현재 전 세계 전체 항공기의 11.8%를 차지하는 주차된 항공기는 전월 대비 변동이 없는 수준을 유지했으며, 이는 항공사가 승객 및 화물 운송 회복을 활용함에 따라 높은 활용도 수준을 더욱 반영한다.</p>



<h3 class="wp-block-heading">골드만삭스의 최고 주식 추천</h3>



<p>골드만삭스의 포포낙은 업계 부활로 이익을 얻을 수 있는 매수 등급 주식 11개를 강조했다. 여기에는 대형 항공기 제조업체들, 부품 공급업체들, 비즈니스 제트기 생산업체들이 포함된다.</p>



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><thead><tr><th><strong>기업</strong></th><th><strong>범주</strong></th></tr></thead><tbody><tr><td><strong>우드워드</strong>&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td><td>항공우주 시스템</td></tr><tr><td><strong>보잉</strong></td><td>대형 항공기</td></tr><tr><td><strong>트랜스다임 그룹&nbsp;</strong>(NYSE:<strong><a href="https://www.benzinga.com/quote/tdg" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/tdg" target="_blank" rel="noreferrer noopener"></a></strong><a href="https://www.benzinga.com/quote/tdg" target="_blank" rel="noreferrer noopener">TDG</a>)</td><td>항공기 부품</td></tr><tr><td><strong>GE 에어로스페이스</strong>&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/ge" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/ge" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/ge" target="_blank" rel="noreferrer noopener">GE</a>)</td><td>엔진 제조</td></tr><tr><td><strong>하이코</strong>&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/hei" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hei" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hei" target="_blank" rel="noreferrer noopener">HEI</a>)</td><td>항공기 부품</td></tr><tr><td><strong>하우멧 에어로스페이스</strong>&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/hwm" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hwm" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hwm" target="_blank" rel="noreferrer noopener">HWM</a>)</td><td>항공우주재료</td></tr><tr><td><strong>듀코문</strong>&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/dco" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/dco" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/dco" target="_blank" rel="noreferrer noopener">DCO</a>)</td><td>항공우주전자</td></tr><tr><td><strong>CAE </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>)</td><td>시뮬레이션 및 교육</td></tr><tr><td><strong>봄바디어</strong>&nbsp;(OTCPK:<a href="https://www.benzinga.com/quote/bombf" target="_blank" rel="noreferrer noopener">BOMBF</a>)</td><td>비즈니스 제트기</td></tr><tr><td><strong>엠브라에르 S.A.</strong>&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/erj" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/erj" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/erj" target="_blank" rel="noreferrer noopener">ERJ</a>)</td><td>지역 항공기</td></tr><tr><td><strong>텍스트론&nbsp;</strong>(NYSE:<a href="https://www.benzinga.com/quote/txt" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/txt" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/txt" target="_blank" rel="noreferrer noopener">TXT</a>)</td><td>비즈니스 제트기 및 헬리콥터</td></tr></tbody></table></figure>



<p>이 중 우드워드(WWD)는 골드만이 강력 매수를 추천하는 &#8220;컨빅션 리스트(Conviction List)&#8221;에 포함된 기업으로 선정되었으며, 보잉은 대형 상업용 제트기 분야의 선두주자로 남아 있다.</p>



<p></p>



<p><strong>Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요</strong><br>독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요.<br><a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener"><strong>여기를 클릭</strong></a>하여 14일 무료 체험을 시작하세요.</p>



<p></p>

Comments

Embraer

뉴스

에 대한 최신 뉴스 Embraer (NYSE:ERJ) 주식

금요일, 11월 29, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌