Embraer shares are higher in U.S. trading after the company disclosed that it delivered 44 aircraft in the first quarter of 2026, a 47% increase versus the prior-year period. The update signaled a faster start to the year for unit deliveries across multiple business lines, a key near-term driver for revenue recognition and cash collection.

In its April 2, 2026 release, Embraer said Q1 deliveries totaled 44 aircraft, consisting of 10 commercial jets, 29 executive jets, and 5 aircraft in Defense & Security. The defense tally included 1 KC-390 Millennium and 4 A-29 Super Tucano aircraft, compared with no defense deliveries in the same quarter a year earlier.

Delivery cadence is one of the market’s most closely watched signals for aerospace manufacturers because it affects quarterly revenue timing, working capital, and full-year confidence. A strong first-quarter delivery print can also reduce execution concerns around supply-chain constraints and production ramp plans heading into the middle of the year.

Investors will look for whether Embraer can sustain higher delivery volumes through Q2 and Q3, and whether the mix between commercial, executive, and defense supports profitability and free-cash-flow progress. Any follow-on commentary around 2026 targets and backlog conversion will be the next catalyst for the stock.