财务数据和关键指标变化 - 公司第二季度收入同比增长超过15%,主要得益于防务与安全业务增长超过100%,商用航空和服务与支持业务也分别增长约20% [7] - 公司上半年整体收入同比增长19%,其中防务与安全业务增长约50%,执行航空业务增长24%,服务与支持业务增长16%,商用航空业务增长12% [8] - 公司第二季度经营利润率提升1.6个百分点至9.3%,上半年提升2.7个百分点 [9] - 公司第二季度调整后EBITDA为1.9亿美元,同比增长27.5%,上半年达2.37亿美元,同比增长近50% [32][33] - 公司第二季度调整后EBIT为1.39亿美元,同比增长,调整后EBIT率为9.3% [34] - 公司第二季度调整后净利润为8000万美元,同比增长 [38] 各条业务线数据和关键指标变化 商用航空 - 商用航空业务第二季度交付19架飞机,收入达5.54亿美元,同比大幅增长 [14] - 商用航空业务第二季度调整后EBIT率为4.3%,同比下降1个百分点,主要受产品结构影响 [14] - 商用航空业务上半年订单净增33亿美元,达到113亿美元,订单增长40% [14] 执行航空 - 执行航空业务第二季度交付45架飞机,收入达5.75亿美元,创下10年来最好的上半年业绩 [15] - 执行航空业务第二季度调整后EBIT率为11.3%,同比提升2.5个百分点,得益于生产效率提升 [16] - 执行航空业务第二季度订单净增3亿美元,达到46亿美元,同比增长8% [16] 防务与安全 - 防务与安全业务第二季度收入同比增长超过100%,达到1亿美元以上 [17] - 防务与安全业务第二季度调整后EBIT率为-0.5%,同比改善4.6个百分点 [17] - 防务与安全业务第二季度交付1架C-390 Millennium飞机给葡萄牙空军 [17] 服务与支持 - 服务与支持业务第二季度收入同比增长20%,保持了3.1亿美元的历史高位订单 [18][29] - 服务与支持业务第二季度调整后EBIT率提升1.3个百分点 [18] - 服务与支持业务完成E190货机改装首飞,获得巴西民航局(ANAC)认证 [19] 各个市场数据和关键指标变化 - 墨西哥航空公司订购10架E190-E2和10架E195-E2飞机,交付将于2025年第二季度开始 [10] - 荷兰和奥地利签订90架C-390 Millennium飞机合同,巴拉圭订购6架Super Tucano飞机 [11] 公司战略和发展方向及行业竞争 - 公司正在加强供应链管理,通过本地化人员、数字化工具和人工智能等方式应对供应链挑战 [13][45] - 公司对未来保持乐观,认为商用航空、执行航空和防务等业务前景良好,订单充足 [9][40] - 公司正在积极开拓新市场,如正在与美国防务市场进行接触,希望推广C-390 Millennium飞机 [117][118] - 公司认为E2系列飞机在价格、运营成本和维护成本方面具有竞争优势,适合拉美等区域市场 [105][106][107] 管理层对经营环境和未来前景的评论 - 公司管理层对2024年全年业绩目标保持信心,认为公司各业务线前景良好,订单充足 [9][40] - 管理层表示,尽管面临供应链挑战,但有信心实现2024年交付目标,并预计未来两年交付和收入将保持两位数增长 [25] - 管理层认为,公司订单充足,订单兑现率高,为未来发展奠定了良好基础 [40] 其他重要信息 - 公司第二季度总订单净增1亿美元,达到211亿美元,创7年新高 [28] - 公司宣布将公司与EVE的合资公司的股权从75%增加至83% [22] - EVE完成9600万美元新一轮融资,将用于eVTOL的持续研发和制造 [21] 问答环节重要的提问和回答 问题1 **Kristine Liwag 提问** 公司如何确保能够实现2024年交付目标,在供应链挑战持续的情况下 [44] **Francisco Gomes Neto 回答** 公司正在加强供应链管理,包括增加驻厂人员、使用数字化工具和人工智能等,与关键供应商保持密切沟通,有信心实现交付目标 [45] 问题2 **Victor Mizusaki 提问** 公司是否考虑上调2024年全年业绩指引 [48] **Antonio Carlos Garcia 回答** 公司目前更倾向于维持现有指引,但有信心接近或达到指引上限,具体会在第三季度结果公布时进一步评估 [49] 问题3 **Marcelo Motta 提问** 防务业务在下半年的收入前景如何 [52] **Antonio Carlos Garcia 回答** 预计防务业务全年收入将达到6亿美元左右,主要得益于C-390 Millennium和Super Tucano飞机的交付 [53]

文章核心观点 - 埃布拉尔公司(Embraer S.A.)第二季度业绩超预期,调整后每股收益为0.44美元,超过市场预期的0.24美元[1] - 公司第二季度GAAP每股收益为0.54美元,去年同期为-0.10美元[2] - 公司总收入为14.9亿美元,同比增长15.5%,超过市场预期[3] 业务表现 订单和交付 - 公司在本季度交付47架飞机,其中包括19架商用飞机和27架商务飞机[4] - 截至第二季度末,公司订单总额为211亿美元,与去年同期持平[5] 分部业务 - 商务航空业务收入为3.355亿美元,同比下降11%[6] - 国防与安全业务收入为1.872亿美元,同比大幅增长130%[7] - 商用航空业务收入为5.535亿美元,同比增长17%[7] - 服务与支持业务收入为4.036亿美元,同比增长19%[7] 财务指标 - 公司营业利润为1.279亿美元,去年同期为0.732亿美元[8] - 调整后EBITDA为1.904亿美元,同比增长27.9%[9] - 截至6月30日,公司现金及现金等价物为0.72亿美元,去年底为1.63亿美元[10] - 调整后自由现金流为-2.151亿美元,去年同期为-3.461亿美元[10] 展望 - 公司维持2024年交付72-80架商用飞机和125-135架商务飞机的指引[11] - 公司预计全年收入将在60-64亿美元区间,高于市场预期[12] - 公司预计调整后EBIT利润率将在6.5%-7.5%之间,调整后自由现金流将超过2.2亿美元[13]

SÃO PAULO, Aug. 8, 2024 /PRNewswire/ -- EMBRAER S.A. (NYSE: ERJ; B3: EMBR3) RELEASES ITS SECOND QUARTER 2024 EARNINGS RESULTS. HIGHLIGHTS Embraer delivered 47 jets in 2Q24 of which 27 were executive jets (20 light and 7 medium), 19 were commercial jets and 1 multi-mission C-390 Millennium in Defense – an increase of 88% compared to the 25 aircraft delivered in 1Q24. Firm order backlog of US$21.1 billion in 2Q24 – a 7-year high, up more than 20% annually. For more information please see our 2Q24 Backlog and ...

FARNBOROUGH, England, July 23, 2024 /PRNewswire/ -- Embraer has published Market Outlook 2024, its 20-year forecast for commercial aircraft deliveries in the sub-150-seat category. The report was presented at a press briefing during the Farnborough International Airshow today. The relevance of the small narrowbody category is increasing. Larger aircraft are not always economically or operationally optimal for medium and lower-density markets, particularly when multiple daily frequencies are essential for th ...

FARNBOROUGH, England, July 23, 2024 /PRNewswire/ -- Embraer (B3: EMBR3, NYSE: ERJ) announced today during the Farnborough International Airshow, the most important aerospace industry event of the year, the sale of six A-29 Super Tucano aircraft to the Paraguayan Air Force (FAP). "We are honored by the Paraguayan Air Force (FAP) decision and very pleased to be able to announce more A29 Super Tucano sales, which is a leading aircraft in the international market in its segment. We are confident that the A-29 m ...

More than 7,500 CF34 engines are in service with more than 900 Regional and Business Jet operators globally. The CF34-8E has accumulated more than 40 million flight hours and 29 million cycles since entering service on the Embraer E170/175 in 2004. Today, the CF34 engine line, which includes -3, -8, and -10 models, powers more than 2,500 regional commercial aircraft. GE Aerospace has delivered nearly 11,000 CF34 engines and the line has a track record for outstanding reliability and durability, with a dispa ...

The C-390 will improve operational capacity by offering better performance, greater reliability, and higher transport capacity. Additionally, the choice for the C-390 ensures that the Royal Dutch and Austrian Air Forces are equipped with state-of-the-art technology to meet the mission demands of the future. The C-390 can carry more payload (26 tons) compared to other medium-sized military transport aircraft and flies faster (470 knots) and farther, being capable of performing a wide range of missions such a ...

SÃO PAULO, July 18, 2024 /PRNewswire/ -- Embraer (NYSE: ERJ; B3: EMBR3) delivered 47 jets in 2Q24, an 88% increase compared to the previous quarter (qoq), when 25 jets were delivered. The company's overall backlog ended at US$21.1 billion, more than 20% higher annually (yoy) and a 7-year high. Commercial Aviation was the highlight of the quarter with 19 jets deliveries – or circa 170% more qoq (7 jets in 1Q24). Meanwhile, Executive Jets delivered a solid performance with 27 aircraft (18 in 1Q24) while Defen ...

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. What are the Zacks Style Scores? Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, an ...

Embraer (ERJ) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ERJ crossed above the 20-day moving average, suggesting a short-term bullish trend. A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages. Simi ...