Embraer Management Meeting Takeaways

Goldman Sachs reiterates its Buy rating and $82 price target for Embraer following a meeting with management that highlighted strong demand and transitory nature of 1Q26 margin pressures.

Key Takeaways

• 1.Goldman Sachs maintains a Buy rating on Embraer with an $82 price target, citing optimism from management regarding long-term EBITDA growth.
• 2.Transitory factors such as legacy pricing and tariffs impacted 1Q26 margins, but are expected to resolve in the second half of 2026.
• 3.Embraer is targeting $10 billion in annual revenue by 2028 with mid-teens EBITDA margins.

Table of Contents

• Meeting takeaways
• Price target methodology and risks
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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