Embraer: Moving Into Harvesting Mode [Seeking Alpha]
Embraer S.A. (ERJ)
Last embraer s.a. earnings: 3/26 06:00 am
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US:NYSE Investor Relations:
ri.embraer.com.br
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Source: Seeking Alpha
The company's leadership has made clear that it is now looking to "harvest" these efforts by monetizing the company's product portfolio. Profitability looks to be at an inflection point leading to a potential rerating of the stock driven by both earnings growth and multiple expansion. Valuing ERJ at 8x 2026E EBITDA results in a target stock price of $44 implying more than 60% upside from its current stock price. Hence, we assign a STRONG BUY rating on the stock. Investment Thesis Following the fallout of the pandemic and a failed combination of its Commercial Aviation business with Boeing, Embraer ( NYSE: ERJ ) has regained its footing driving both top-line growth and profitability in recent years. With a solid balance sheet, a very strong backlog in all of its divisions, and a competitive product portfolio, management is determined to move into harvesting mode in the coming years. The company is poised to take market share in Commercial Aviation from its larger competito
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ERJ
News
- Gear Up for Embraer (ERJ) Q1 Earnings: Wall Street Estimates for Key Metrics [Yahoo! Finance]Yahoo! Finance
- This Brazilian planemaker denied reports it wants to kick Boeing while it's down and build a new jet to compete with the 737 [Business Insider]Business Insider
- Breeze Airways adds another non-stop destination from Jacksonville to its routes [Yahoo! Finance]Yahoo! Finance
- Possible bird strike diverts American Airlines flight, plane lands safely in Baltimore [USA TODAY]USA TODAY
- UPDATE 1-Embraer counters report of new jet, says no major capex plan [Yahoo! Finance]Yahoo! Finance
ERJ
Earnings
- 3/19/24 - Beat
ERJ
Sec Filings
- 5/2/24 - Form 6-K
- 4/29/24 - Form 6-K
- 4/22/24 - Form 6-K
- ERJ's page on the SEC website