Embraer (ERJ, Financial) disclosed a substantial increase in its backlog, reaching $26.4 billion during the first quarter of 2025. This period saw the company deliver a total of 30 aircraft. Compared to the same timeframe last year, when 25 aircraft were delivered, this marks a 20% increase in deliveries.
The first quarter's aircraft deliveries represent 13% of the midpoint of Embraer's annual delivery target for both its Executive and Commercial Aviation segments. This achievement surpasses the company's five-year historical average for the first quarter, which stands at 11%.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 11 analysts, the average target price for Embraer SA (ERJ, Financial) is $51.27 with a high estimate of $65.00 and a low estimate of $35.00. The average target implies an upside of 20.05% from the current price of $42.71. More detailed estimate data can be found on the Embraer SA (ERJ) Forecast page.
Based on the consensus recommendation from 13 brokerage firms, Embraer SA's (ERJ, Financial) average brokerage recommendation is currently 2.3, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Embraer SA (ERJ, Financial) in one year is $22.62, suggesting a downside of 47.04% from the current price of $42.71. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Embraer SA (ERJ) Summary page.
