Embraer S.A. (EMBJ) Benefits From Record Backlog and Strong Aircraft Deliveries

What happened: Polen Capital's Q3 2026 investor letter named Embraer S.A. (NYSE:EMBJ) a leading relative contributor, citing record second-quarter revenue, its strongest second-quarter deliveries in 16 years, and a record order backlog. Key numbers: Polen strategy returned -12.52% net in Q3 2026 versus -10.35% for the Russell 2500 Growth Index; Why it matters: Management raised full-year margin and free cash flow guidance, which the letter says reinforced investor confidence in growth across commercial, executive, and defense businesses, supported by a sharp increase in defense orders. Market: -2.0% today ($124.70), -31.2% YTD, 0.1x vol — as of 14:33 UTC Coverage: 3 outlets in 24h

Polen Capital's Q3 2026 investor letter named Embraer S.A. (NYSE:EMBJ) a leading relative contributor, citing record second-quarter revenue, its strongest second-quarter deliveries in 16 years, and a record order backlog.

Management raised full-year margin and free cash flow guidance, which the letter says reinforced investor confidence in growth across commercial, executive, and defense businesses, supported by a sharp increase in defense orders. Market: -2.0% today ($124.70), -31.2% YTD, 0.1x vol — as of 14:33 UTC