Investment Thesis Introduction History And Business Model Revenue, EBIT and Backlog (IR Company) Embraer Fundamentals | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------|---------|--------|--------|------------|--------|---------|-------| | | | | | | | | | | Name | Embraer | Boeing | Saab | Bombardier | GD | Textron | RTX | | Market Cap | $5.3B | $116B | $13.7B | $6.3B | $82B | $16.3B | $143B | | Revenue | $5.35B | $76B | $5B | $7.9B | $43B | $13.8B | $71B | | Revenue Growth 3 ...

文章核心观点 - 墨西哥国有航空公司Mexicana de Aviación订购了20架Embraer E2系列飞机,包括10架E190-E2和10架E195-E2 [1] - Mexicana将成为墨西哥首家E2系列飞机运营商,这将有助于提高航空业的可持续性和运营效率 [2][3] - 这一战略决定将帮助Mexicana扩大并更新机队,加强国内和国际航线连通性,提供更加经济实惠和舒适的航空旅行服务 [3] 公司概况 - Mexicana de Aviación是墨西哥国有航空公司,隶属于Olmeca-Maya-Mexica S.A. de C.V.机场集团 [4] - Mexicana于2023年12月26日重新开始运营,目前已开通18条航线,运送了超过11.5万名乘客,累计飞行超过3,280小时 [4] - Mexicana的目标是提高航空服务质量和覆盖范围,促进连通性,成为国家经济增长、发展和竞争力的引擎 [4] 制造商概况 - Embraer是总部位于巴西的全球航空航天公司,业务涉及商用航空、公务航空、国防安全和农业航空 [5] - Embraer自1969年成立以来已交付超过8,000架飞机,平均每10秒就有一架Embraer飞机起飞,每年运送超过1.45亿名乘客 [6] - Embraer是150座及以下商用喷气客机的领先制造商,也是巴西最大的高附加值商品出口商 [7]

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Shares of Embraer S.A. (ERJ) dropped 2.4% to reach $25.92 on May 10, following the company’s latest result release.Embraer reported a first-quarter 2024 adjusted loss of 7 cents per American Depository Share (ADS), which was narrower than the Zacks Consensus Estimate of loss of 12 cents per share. The bottom line was also narrower than the loss of 48 cents per share incurred in the prior-year quarter.The company reported quarterly GAAP earnings of 16 cents per ADS against a loss of 39 cents per share report ...

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财务数据和关键指标变化 - 公司在第一季度实现了收入近9亿美元,同比增长25% [18] - 调整后EBITDA为4700万美元,利润率为5.2% [19] - 调整后EBIT为700万美元,利润率为0.8% [19] - 报告EBIT为-100万美元,利润率为-0.4% [19] - 调整后自由现金流消耗3.46亿美元,较去年同期好530万美元 [20] - 调整后净收入为-1300万美元,利润率为-1.4% [22] - 毛债务减少2.76亿美元,净债务减少3.84亿美元 [23] 各条业务线数据和关键指标变化 - 商务航空交付18架飞机,同比增长125% [12] - 防务航空没有交付C-390飞机 [14] - 服务与支持业务收入增长12%,利润率超10% [7] - EVE业务预计2024年现金消耗1.3-1.7亿美元 [8] 各个市场数据和关键指标变化 - 商务航空订单增加7%,达46亿美元 [17] - 防务航空订单下降4%,至24亿美元 [17] - 服务与支持订单保持在31亿美元 [17] - 商务航空订单超过308架,价值111亿美元 [16] 公司战略和发展方向及行业竞争 - 公司正在实施生产平衡计划,以减少业务波动,提高全年财务业绩的稳定性 [15] - 公司正在加强与主要供应商的合作,以应对供应链挑战 [27] - 公司正专注于现有产品线的销售和交付,暂无新机型开发计划 [52] - 公司面临来自空客和波音的激烈竞争,但保持了商务航空的盈利能力 [77][78] 管理层对经营环境和未来前景的评论 - 管理层对2024年的供应链状况持乐观态度,预计将持续改善 [26][27][49][50] - 管理层对商务航空和防务航空的销售前景表示乐观 [60] - 管理层预计2025年商务航空业务的利润率将恢复到两位数水平 [70] - 管理层对公司未来3-5年的产能扩张和交付能力提升表示信心 [88][89][90] 问答环节重要的提问和回答 问题1 **Gabriel Rezende 提问** 防务业务供应链问题是否会影响商务航空业务 [32] **Francisco Gomes Neto 和 Antonio Carlos Garcia 回答** 防务业务和商务航空业务的供应链问题存在一定重叠,但公司有信心在2024年完成全年交付计划 [33][34][35][36] 问题2 **Myles Walton 提问** 公司是否看到客户因波音和空客产能不足而转向公司的E2机型 [38][41] **Francisco Gomes Neto 回答** 公司看到客户转向E2机型的原因是多方面的,包括公司2026年后即可提供交付的能力 [39][40][41][42] 问题3 **Kristine Liwag 提问** 公司如何看待E2机型的价格竞争环境 [75][76][77][78] **Francisco Gomes Neto 回答** 公司在激烈的市场竞争中保持了商务航空业务的盈利能力,不会以低于成本的价格销售产品 [77][78]

INVESTOR RELATIONS SERVICES & SUPPORT: REVENUE +12% YOY CONCLUSION OF FIRST PROTOTYPE AIRFRAME ASSEMBLY (1H24) AA FIRM ORDER FOR 90 E175 PLUS 43 PURCHASE RIGHTS LATEST PRODUCT DEVELOPMENTS 9 DISCLAIMER | --- | |-----------------------------------------------------------------------------------------------| | | | This conference call may include statements about future events, | | Embraer's expectations and market financial trends. Such statements | | to uncertainties that may cause actual results to differ ...

Embraer (ERJ) reported $896.6 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 25.1%. EPS of -$0.07 for the same period compares to -$0.48 a year ago.The reported revenue represents a surprise of +1.44% over the Zacks Consensus Estimate of $883.92 million. With the consensus EPS estimate being -$0.12, the EPS surprise was +41.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

SÃO PAULO, May 7, 2024 /PRNewswire/ -- EMBRAER S.A. (NYSE: ERJ; B3: EMBR3) releases its first Quarter 2024 Earnings Results. HIGHLIGHTS 2024 Guidance reiterated: Management believes current estimates are still valid and represent evenly balanced risks and opportunities for full year operations. Commercial Aviation deliveries between 72 and 80 aircraft, and Executive Aviation deliveries between 125 and 135. Total company revenues in the US$6.0-6.4 billion range, Adjusted EBIT margin between 6.5% and 7.5%, a ...