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EQUITY STORY AUG / 26 EMBJ LISTED NYSE EMBJ B3 LISTED NM ← EMBRAER PROFIT HUNTER
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 EMBRAER INVESTOR RELATIONS OUR TEAM STAY IN THE KNOW - Felipe Santana, CFO - Gui Paiva, EAH CFO, Head IR, M&A and CVC - Patrícia Mc Knight, IR manager - Alessandra Rangel, IR senior associate - Rodrigo Diniz, IR analyst - Ana Luiza Muniz, IR analyst - investor.relations@embraer.com.br 2 2Q26 Backlog & Deliveries IR Alerts 2Q26 Earnings Release Youtube LinkedIn X Instagram
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 23% 15% 44% 18% Executive D&S Commercial S&S 59%23% 7% 7% 2%2% North America Europe Brazil Asia Pacific Latin America Others 39% 15%4% 41% EMBRAER AT-A-GLANCE Source: Company | Note: (1) ) 2Q26 LTM – include BU Others; (2) 2Q26 LTM – does not include BU Others and Non-Segmented; (3) 2Q26 World Leading Manufacturer of jets up to 150-seats 2,100+ Executive Jets delivered in more than 70 countries 170+ Airlines Customers in more than 90 countries 60+ Armed Forces as clients in Defense & Security 25,000+ Employees across the globe Ratings BBB Commercial Aviation Executive Aviation Defense & Security Services & Support EVE Embraer’s Business Segments BBB- Baa3 Revenue by Region¹ EBIT by Segment² US$8.3bn US$877m EBIT Margins 5% 10% 15% Firm Backlog by Segment3 US$34.5bn 3 Positive Positive
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SUSTAINABLE AND PROFITABLE GROWTH Driven by Efficiency and Innovation PROVEN RESULTS Remarkable sales & revenue Profitability Improving operational efficiency ON THE HORIZON Substantial midterm growth Ambitious long-term momentum Next-gen product development 4
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2026 MSD-HSD CAGR 8.2 – 8.5 ACCELERATED GROWTH WITH CURRENT PLATFORMS EVE + STRATEGIC PROJECTS DRIVE GROWTH HSD CAGR Double-digit revenue FLIGHT PLAN FOR THE NEXT 10 YEARS EXECUTIVE AVIATION DEFENSE & SECURITY COMMERCIAL AVIATION SERVICES & SUPPORT < 2030 2035 EVE AIR MOBILITY US$bn 5
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 4,000+ Engineering Team 1,400+ Employees have master’s degrees, PhDs or post- graduate qualifications. 800+ Patents registered in 7 different countries WORLD-CLASS ENGINEERING 6
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 ~60% ~50% ~40% ~20% REDUCTION IN LEAD TIME* REDUCTION IN LEAD TIME* REDUCTION IN LEAD TIME* REDUCTION IN LEAD TIME* Baseline: 2021 Baseline: 2019 Baseline: 2019 Baseline: 2020 IPANEMA PRAETOR PHENOM E1 E2 MANAGEMENT BY VALUE STREAMS 0 7 * The gains indicated are based on the evolution in 2025 compared to the baseline of each program. KC-390 ~45% REDUCTION IN LEAD TIME* ~35% REDUCTION IN LEAD TIME* Baseline: 2020 Baseline: 2020
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 Adjusted EBITDA* Adjusted EBIT* 0 100 200 300 400 500 600 700 800 900 PROFITABLE GROWTH Note: Revenue, adjusted EBITDA, adjusted EBIT and FCF do not consider EVE. * Headline margin figures includes US$150 million from Boeing agreement in 3Q24. Net Revenue US$m 8,200 – 8,500 2026E 10.0% - 10.6% Adjusted FCF 2026E >400 8 2021 2022 2023 2024 Adj. EBITDA Margin (ex-BA) Adj. EBITDA (ex-BA) 2021 2022 2023 2024 2026E Adj. EBIT (ex-BA) 292 540 318 676 491 993 2021 2022 2023 2024 4,197 2021 4,540 2022 5,268 2023 6,395 2024 8 8 7,578 2025 2025 2025 2025 Adj. EBIT Margin (ex-BA) 8.7% 8,337 2Q26 LTM 0 200 400 600 800 1000 1200 2Q26 LTM 2Q26 LTM 2Q26 LTM 8.7% 9.5% 6.0% 4.0% 6.6% 11.1% 11.7% 12.4% 10.1% 8.6% 10.7% 12.1% 14.4% Cash Conversion (Adj. EBITDA to Adj. Free Cash Flow) 80% 118% 57% 55% 73% 5-Year Average Adj. Free Cash Flow
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 ALL TIME HIGH AND WELL-BALANCED PORTFOLIO BACKLOG PER SEGMENT US$bn ~56.0 16% 26% 58% Options 2Q26 + Options +15.2% (CAGR) 17.0 17.5 18.7 26.3 31.6 25% 14% 8% 53% 2025 2021 2022 2023 2024 16% 17% 53% 34.5 2Q26 44% 23% 18% 15% 14% 9
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 INVESTMENT ON SUSTAINABLE GROWTH 10 1 0 10 3 main projects 90 Capex Executive Aviation (2024-27) US$m • Increase in production capacity for the business; • Gavião Peixoto SP, Brazil & Melbourne FL, USA; • In-line with backlog growth. Services – OGMA (2021-26) 105 Capex • Brand new P&W engines induction line; • Operation started in April 2024; • Full ramp (US$650m revenues) in 2030. Services – MRO (2025-27) 70 Capex • Fort Worth TX, USA; • +50% increase in North America Commercial Aviation clients in 2027. US$m US$m
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 RETURN ON INVESTED CAPITAL ROIC above WACC supported by improved operational and financial metrics 9.8% 7.0% 4.9% 8.7% 6.8% 3.9% -0.2% -1.5% 2.5% 6.0% 8.8% 10.2% 10.8% 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026E Embraer avg. cost of capital 1 1 11
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 FINANCIAL POSITION US$ million 2.3x 2022 1.4x 2023 0.1x 2024 (0.1)x 2025 922 562 459 889 0.7x 2Q25 0.2x 2Q26 1.038 1.034 Net Debt w/o Eve / Adj EBITDA Adj. EBITDA Adj. EBITDA LTM 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 66 15 25 19 106 7 85 205 672 Embraer Debt DELEVERAGING DEBT PROFILE 5 >2036 1,014 9.2 years 5.1% average cost Excludes Eve
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This information is property of Embraer and cannot be used or reproduced without written permission. COMMERCIAL AVIATION
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This information is property of Embraer and cannot be used or reproduced without written permission. 2000 2005 2010 2015 2020 2025 Source: Company; routes made under specific conditions of winds, temperatures and payloads. ¹Total E-Jets Family includes E170, E175, E190-E1, E190-E2, E195-E1, E195-E2. E195-E2 Seats: 120 to 146 Range: 5,556 km / 3,000 nm YYZ – LAX; REC – MVD For specs click here E175 Seats: 76 to 88 Range: 4,074 km / 2,200 nm JFK – IAH; MCO – DEN For specs click here E190-E2 Seats: 97 to 114 Range: 5,463 km / 2,950 nm ATH – LHR; SVO – MAD For specs click here The E2s are the most efficient in the world in the single-aisle segment, shaping the market with their sustainable technologies, superior comfort, excellent economy and the ideal range 465 AIRCRAFT IN BACKLOG E175, E190-E2, E195-E2 14 E-JETS FAMILY: A GLOBAL MARKET SUCCESS 2,438 Total E-Jet Family¹ Orders 1,973 Total E-Jet Family¹ Deliveries
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This information is property of Embraer and cannot be used or reproduced without written permission. A319NEO A220-300 A220-100 SSJ100 E195 E2 E190 E2 C909 E175 E2 E175 A320 NEO 737-8 MAX C 919 80 100 120 140 150 160 180+ 737-7 MAX Regional Small Narrowbody Medium NarrowBody Competitive ScenarioUp To 150-seat Global Market Share (Deliveries since 2004) North America 70 to 90-seat Jets Market Share (Orders since 2013) Others CRJ900 15 89% 11% 30% 21%20% 14% 9% 6% MARKET SHARE & PRODUCT POSITIONING Source: Embraer, Jun 2026.
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This information is property of Embraer and cannot be used or reproduced without written permission. 71 60 84 97 80 71 99 84 114 129 150 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 SMALL NARROWBODY NEW DELIVERIES Source: Cirium, Dec 2025 Demand growth In secondary markets Increased use of mixed fleets to right-size capacity Connectivity in a fragmented world LONG-TERM SEGMENT OVERVIEW Small narrowbody segment is gaining traction 16
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This information is property of Embraer and cannot be used or reproduced without written permission. E2 MARKET ACCEPTANCE Since 2022: 12 new E2 customers: SalamAir, TUI, Royal Jordanian, Scoot, SKS, Luxair, Mexicana, LOT, Virgin, Hunnu Air, ANA, Avelo, LATAM, Finnair 9 new A220 customers: TAAG, Croatia Airlines, Qantas, Bulgaria Air, Cyprus Airways, Air Niugini, Lufthansa, Animawings, LOT 0 5 10 15 20 25 Year 1 Y2 Y3 Y4 Y5 Y6 Y7 Y8 Y9 Y10 Y11 Y12 Y13 Y14 Y15 Y16 Y17 Y18 A220 E2 Trendline NUMBER OF OPERATORS SINCE THE PROGRAM LAUNCH: Strong performance, accelerating post-covid 17
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This information is property of Embraer and cannot be used or reproduced without written permission. 18Assumptions: Generic European Conditions, FH/year: 3,000, FH/FC: 2.0 (800 NM) -10% -5% 5% 10% 15% 20% 25% 0% 5% 10% 15% 20% 25% 30% 35% E195 (120 PAX) COC per Seat E195 (112 PAX) E195-E2 (136 PAX)Similar seat costs 20-25% lower trip cost! NB Current Gen. NB Next Gen. A220-300 (145 PAX) UNBEATABLE COST EFFICIENCY E195-E2 (136 seats) E195 (112 seats) E195 (120 seats) A220-300 (140 seats) NB Current Gen. (180 seats) NB Next Gen. (180 seats) COC per Trip
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This information is property of Embraer and cannot be used or reproduced without written permission. A319neo A319 737-700 737-800 737-900 737-900ER A220-100 A220-300 E190 E195 E190-E2 737 MAX 7 737 MAX 8 737 MAX 9 A320 A320neo E195-E2 0 5 10 15 20 25 0 1 2 3 4 5 6 Δ Cumulative Level (EPNdB) Δ CO2 emission (ton kg) per trip Greener 600 nm Quieter E2 THE MOST ENVIRONMENTALLY- FRIENDLY JET IN SINGLE AISLE 19
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This information is property of Embraer and cannot be used or reproduced without written permission. E2 IS THE PREFERRED CHOICE TO COMPLEMENT NB Selected to complement both Airbus and Boeing larger Narrowbodies Connectivity Opportunity Accelerate 20 67 x E2s 54 x A320neo 26x A321neo 6 x E2s 12 x A320neo 10 x E2s 20 x A320neo 25 x E2s 38 x 737s 9 x E2s 39 x A320neo 8 x E2s 92 x 737s 7 x A320 3 x E2s 19 x 737s 15 x E2s 39 x 737s 17 x A320 45 x E2s 80 x A320 20 x E2s 3 x 737s 25x Owned 42x Lessors 2x Owned 8x Lessors 25x Lessors 9x Lessors 3x Lessors16x Owned 15x Owned 45x Owned 20x Owned4x Owned 4x Lessors 24x Owned 24 x E2s 19 x A321s 16 x A320s 16 x E2s 21 x 737s 4x A320 6x Owned 3 x E2s 22 x 737s 3x Lessors 9 x E2s 10 x 737s 9x Owned 18x Owned 18 x E2s 3 x 737s 24 x A320s
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This information is property of Embraer and cannot be used or reproduced without written permission. CHINA 10x E195-E2 UNITED STATES 38x E195-E2 16x E190-E2 213 Delivered aircraft IRELAND 43x E195-E2 5x E190-E2 UNITED STATES 25x E195-E2 532 Total Firm Orders 24 Operators 21 1st AIRCRAFT DELIVERED Salam Air OMAN 6x E195-E2 1st AIRCRAFT TO BE DELIVERED ANA JAPAN 15x E190-E2 Source: Embraer, Jul 2026. SAS SCANDINAVIA 45x E195-E2 QUALIFIED LESSORS 319 To be delivered Avelo UNITED STATES 50x E195-E2 LATAM CHILE 24x E195-E2 NETHERLAND 20x E195-E2 Luxair LUXEMBOURG 6x E195-E2 3x E190-E2 Porter CANADA 75x E195-E2 Wideroe NORWAY 3x E190-E2 Helvetic SWITZERLAND 8x E190-E2 7x E195-E2 Binter SPAIN 21x E195-E2 Air Kiribati KIRIBATI 2x E190-E2 Air Peace NIGERIA 16x E195-E2 KLM NETHERLANDS 25x E195-E2 Scoot SINGAPORE 9x E190-E2 Placar BRAZIL 1x E190-E2 TUI fly BELGIUM 3x E195-E2 LOT POLAND 3x E195-E2 Mexicana MEXICO 10x E190-E2 10x E195-E2 Virgin Australia AUSTRALIA 8x E190-E2 Hunnu Air MONGOLIA 2x E195-E2 Airlink SOUTH AFRICA 10x E195-E2 Royal Jordanian JORDAN 4x E190-E2 4x E195-E2 Azul BRAZIL 25x E195-E2 E2 NUMBERS & FACTS Finnair FINLAND 18x E195-E2 Last Update: 2Q2026 Including 20x E195-E2 from Abra Group Latin America
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This information is property of Embraer and cannot be used or reproduced without written permission. REPLACEMENT OPPORTUNITIES AHEAD Source: Cirium; Embraer analysis (Mar 2026). 251 297 409 467 490 2026 2027 2028 2029 2030 # of aircraft CRJ700/900 & E170/E175 with 20+ years old | US market | Regional Aircraft Replacement (E175 opp.) 13 54 115 172 221 749 880 979 1,073 1,130 2026 2027 2028 2029 2030 # of aircraft E190 | E195 A319 | 737-700 E190-E1/E195-E1 & A319 & 737-700 with 20+ years old | Global Market | First Gen SNBs Replacement (E190-E2/E195-E2 opp.) Low competition environment in the next decade Demand addressable in any scope scenario by either E175 or E175-E2 E1 replacement opportunities getting traction this decade – E2 as the most suitable option Additional 737-700 and A319 replacement opportunities also addressable 22
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This information is property of Embraer and cannot be used or reproduced without written permission. COMMERCIAL BACKLOG Revenue and EBIT Margin Backlog and Deliveries Note: *In 2018 Services & Support reported as a separated business unit. Backlog / Revenue Ratio Avg. 4.6 (𝜎 1.5) * * 23 2.1 1.5 3.7 4.3 4.7 3.9 4.0 4.1 4.0 6.8 6.8 5.6 4.8 4.6 6.1 6.0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM 105 106 90 92 101 108 101 90 89 44 48 57 64 73 78 82 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM Deliveries Backlog (US$bn) 7.7 5.8 12.2 13.5 15.8 13.8 13.4 9.7 9.0 7.6 9.0 8.6 8.8 10.2 14.5 15.1 Backlog (US$bn) 3.7 3.8 3.3 3.2 3.3 3.5 3.4 2.4 2.2 1.1 1.3 1.5 1.8 2.2 2.4 2.5 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM Revenue (US$bn) -0.4% 1.0%1.3% 2.5%2.7% 1.5% EBIT Margin 23
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 EXECUTIVE AVIATION
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 Source: Company; routes made under specific conditions of winds, temperatures and payloads. EXECUTIVE AVIATION | PRODUCT PORTFOLIO Praetor 600E Super midsize 8 to 12 passengers Range 7,441 km / 4,018 nm Praetor 500E Midsize 7 to 9 passengers Range 6,186 km / 3,340 nm Phenom 300EV Light Up to 10 passengers Range 3,806 km / 2,055 nm Phenom 100EX Entry Up to 7 passengers Range 2,182 km / 1,178 nm 2,100+ Jets delivered 70+ Countries US$7.8bn Backlog 25 LHR – JFK; GRU – MIA CDG – DEL; SIN – DXB For specs click here JFK – SFO; JFK – CDG DXB – NCE; DEL – NRT For specs click here JFK – ASE; GRU – MAO LHR –TFN; DXB – DEL For specs click here MCO – JFK; GRU – EZE; LHR – FCO; SIN – BKK For specs click here
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 29% 46% 25% Phenom 100 (14 units) Citation M2 (22 units) HondaJet (12 units) 45% 55% Praetor 500 (39 units) Citation Latitude (47 units) 23% 41% 19% 17% Praetor 600 (30 units) Challenger 3500 (54 units) Citation Longitude (25 units) G280 (22 units) 36% 15%15% 9% 25% Phenom 300 (72 units) Citation CJ3 (31 units) Citation CJ4 (30 units) Citation A/XLS (18 units) PC-24 (50 units) PENETRATING PRODUCT SEGMENTS 26 26 Source: GAMA 2025 and company assessment. (+600bp yoy) (+500bp yoy) (flat yoy) (+200bp yoy) Embraer Textron Honda Pilatus Gulfstream Bombardier Embraer Textron Embraer Textron Textron Textron Embraer Textron
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 SOLID PRODUCT POSITIONING Source: B&CA 2026 Publication of in-production aircraft*. Range at 4 or 8 passengers according to each jet aircraft class. *Global 8000 and G800 soon to enter service. Embraer Value Proposition • Unmatched performance • Disruptive technology • Superior comfort • Top-ranked support Mission Capability: Engine / Range / Speed 63% Brand 4% Model age/ Production 2% Operating costs 15% Other 6% Carbin Interior 2% Carbin Size (interior with and length) 8% Most Important Features for Buyers 27 Range vs. Price List
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 STRONG CUSTOMER BACKLOG Source: Company. Executive Aviation Order Backlog (US$bn) Embraer Executive Aviation selling new delivery slots in 2029 28 Customer demand is strong for Embraer aircraft (155 units delivered in 2025; +19% yoy) Introduced new Praetor E lineup, a combination of best-in-class performance, groundbreaking technology, and next-gen cabin experience, set to continue driving new sales Seizing market momentum, NetJets continues to firm orders out of a total of 250 to be delivered during 2025-2034 Marquee deal with Flexjet for 182 aircraft and 30 options to be delivered during 2026-2030 460+ aircraft 0.8 1.4 1.2 2.9 3.9 4.3 7.4 7.6 7.8 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 FleetRetail Corporate Flight Department Client Share (L5Y) De-risked production profile until the end of the decade
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 99 99 119 116 120 117 109 91 109 86 93 102 115 130 155 168 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM Deliveries Backlog (US$bn) EXECUTIVE BACKLOG Backlog and Deliveries Note: *In 2018 Services & Support reported as a separated business unit. 29 * Backlog / Revenue Ratio Avg. 2.1 (𝜎 1.2) 3.9 2.5 1.5 1.2 1.2 1.0 0.5 0.7 1.0 1.1 2.6 3.1 3.1 4.2 3.4 3.1 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM 4.5 3.3 2.4 1.9 2.0 1.3 0.8 0.8 1.4 1.2 2.9 3.9 4.3 7.4 7.6 7.8 Backlog (US$bn) Revenue and EBIT Margin * 1.1 1.3 1.7 1.6 1.7 1.3 1.5 1.1 1.4 1.1 1.1 1.2 1.4 1.8 2.2 2.5 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTMRevenue (US$bn) 11.5% 12.0% 9.0% 11.7%12.0% 13.9% EBIT Margin 29
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 DEFENSE & SECURITY
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 DEFENSE & SECURITY KC-390 MILLENNIUM TRUE MULTI-MISSION PLATFORM 22,750 FLIGHT HOURS THROUGH JUNE 2026 4 1ST DELIVERY IN 2023 Portugal 8 1ST DELIVERY IN 2019 Brazil 15 aircraft in service 99% COMPLETION RATE(1) SPECIAL OPERATIONS AERIAL ASSAULT AERIAL FIREFIGHTING HUMANITARIAN AID MEDICAL EVACUATION SEARCH & RESCUE AIR-TO-AIR REFUELING AERIAL RESUPPLY 2 1ST DELIVERY IN 2024 Hungary (1) Rate of successful missions, once launched. (*) Delivered in July of 2026. 1 1ST DELIVERY IN 2026* Czech Rep 31
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 DEFENSE & SECURITY South Korea UzbekistanThe Netherlands Austria Czech Rep. Portugal Sweden Aircraft Selected by Lithuania Slovakia UAE 3 2 Portugal 5 Hungary 2 5 4 2 +1 4 10 18 LAUNCH CUSTOMER Brazil 2014 2019 2020 2023 2024 2025 2026 FIRM ORDERS & SELECTIONS 60+ OPTIONS +29 RIGHT PRODUCT, RIGHT TIMING KC-390 MILLENNIUM MARKET MOMENTUM Options The Netherlands 9 Portugal 10 UAE 10 Colombia 2 32
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 DEFENSE & SECURITY RIGHT PRODUCT, RIGHT TIMING MARKET ~450 AIRCRAFT 20 years ADDRESSABLE Doesn’t include U.S.A., Russia, China, Ukraine, North Korea, Cuba and Japan. KC-390 MILLENNIUM | ADDRESSABLE MARKET 10% 17% 13% 20% 40% 33 63 173 141 59 16 1960s 1970s 1980s 1990s 2000s OVER 45 YEARS OLD DUE FOR REPLACEMENT NOW 230+ AIRCRAFT DELIVERY YEAR OF C-130’s* * Countries/ Operators that are part of the KC-390 Addressable Market.
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 DEFENSE & SECURITY 40 C-130J A-400M 22 4 KC-390 MARKET LEADERINTERNATIONAL SALES KC-390 2019-2026 MARKET SHARE NOTE: Domestic sales not included. KC-390 61% C-130J 33% A-400M 5% 34
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 DEFENSE & SECURITY 35 PAYLOAD (ton) 100 200 40 30 20 10 150 250 PRICE (US$ Millions) KC-390 EIS: 2019 C-130 EIS: 1956; J Model: 1999 Tactical A400M EIS: 2012 Heavy Tactical 300 KC-390 MILLENNIUM | COMPETITION OVERVIEW TRANSPORT AIRCRAFT (1) (1) Showing main competitors only. C-295, C-27J, Y8/Y9 and C2 are still being monitored.
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DEFENSE & SECURITY CONFIDENTIAL INFORMATION / This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. A-29 SUPER TUCANO MULTI-MISSION AIRCRAFT LAA Light Attack ARA Armed Reconnaissance TTA Tactical Trainer A-29 SUPER TUCANO MULTI-MISSION AIRCRAFT C-UAS Counter UAS 3636
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DEFENSE & SECURITY 37 AIR FORCES 22 AIRCRAFT ORDERED 300 FLIGHT HOURS +620,000 COMBAT HOURS +60,000 WORLDWIDE PRESENCE A-29 SUPER TUCANO UNDISCLOSEDBRAZIL BURKINA FASO CHILE COLOMBIA DOMINICAN REPUBLIC ECUADOR INDONESIA LEBANON MALI MAURITANIA NIGERIA PHILIPPINES PARAGUAY PORTUGAL USA URUGUAY UNDISCLOSED PANAMA UNDISCLOSEDANGOLA UNDISCLOSED 37
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DEFENSE & SECURITY NEW ORDERS IN LESS THAN 18 MONTHS 39 TWO DECADES LEADING THE LIGHT ATTACK AIRCRAFT MARKET SEGMENT STEADY FLIGHT A-29 SUPER TUCANO | MARKET MOMENTUM 2024 2025 38 6 Paraguay 1 Uruguay 4 Undisclosed 5 Uruguay Panama 4 Portugal 12 1 6 Philippines
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DEFENSE & SECURITY MARKET ~505 AIRCRAFT20 years ADDRESSABLE Doesn’t include USA, Russia, China, Ukraine, North Korea, Cuba and Japan. RELEVANT MISSION SET, VALUE TO OPERATORS A-29 SUPER TUCANO | ADDRESSABLE MARKET 23% 13% 28% 18% 18% 39
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DEFENSE & SECURITY 40 51 7 8 CONTINUOUS LEADERSHIPINTERNATIONAL SALES 5 A-29 SUPER TUCANO MWARI AT-6 WOLVERINE HURKÜS-C 2019-2025 MARKET SHARE A-29 SUPER TUCANO 72% AT-6 11% HURKÜS-C 7% MWARI 10% NOTE: domestic sales not included.
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DEFENSE & SECURITY A-29 AT-6 HURKÜS-C SKY WARDEN MWARI Manufacturer Units Ordered 303 11 5 62 7 Number of Operators 23 2 2 1 2 Platform Design Clean Sheet Design Modified Basic Trainer Modified Basic Trainer Modified Crop Duster Clean Sheet Design Combat Maturity Level Very High None Very Low None Very Low A-29 SUPER TUCANO | COMPETITION OVERVIEW Market Leader! Analysis: Embraer Defense and Security Market Intelligence. Source for orders / operators: Cirium database.41
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DEFENSE & SECURITY BACKLOG Backlog and Deliveries Note: *In 2018 Services & Support reported as a separated business unit. BU financials mainly by POC accounting method. 42 Revenue and EBIT Margin Backlog / Revenue Ratio Avg. 4.8 (𝜎 1.1) 3.7 3.3 3.1 3.8 5.8 3.3 4.4 6.3 6.7 5.5 4.6 5.3 4.8 5.8 5.0 5.3 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM * 4.5 3.3 2.4 1.9 2.0 1.3 0.8 0.8 1.4 1.2 2.9 3.9 4.3 7.4 7.6 7.8 Backlog (US$bn) * 0.9 1.0 1.2 1.5 0.8 1.4 1.0 0.6 0.6 0.7 0.6 0.4 0.5 0.7 1.0 1.2 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM Revenue (US$bn) 2.8% 2.1% 5.5% 6.2% 7.9% 11.6% EBIT Margin 14 9 6 16 14 8 8 2 2 2 3 3 4 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM A-29 Super Tucano KC-390 16 7 19 13 3 9 8 18 17 1 2 3 11 12 42
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 SERVICES & SUPPORT
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7 14 78 8 Global Distribution Centers Owned MROs Authorized MROs Training Centers 44
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3.000m RUNWAY PAINTING HANGAR CIVIL AVIATION DEFENSE AVIATION ENGINE MRO AEROSTRUCTURES P&W GTF MRO • Over 105 years of experience • Located in a strategic location in Alverca, Portugal ONE SITE, A WORLD OF CAPABILITIES 45
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Engines and Components MRO Material SolutionsTraining Aircraft Enhancements Engineering Services Technical Support Airframe MRO 46
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Operations Technical Support Engineering Services Training Material Solutions Entry Into Service Training Engineering Services Spare Parts Maintenance Airframe MRO Engine & Component MRO Spare Parts & Repair Aircraft Enhancements Aircraft Enhancements Cabin Interior Systems Upgrades Performance Enhancements Ownership Transition Remarketing Services Aircraft Enhancements Engineering Services Training Alternative Solutions Part-Out Services E-Freighter Phenom 300 MED 47
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Operations Customer Care Center Engineering Services Training Entry Into Service Training Engineering Services Spare Parts Maintenance Airframe MRO Engine & Component MRO Spare Parts & Repair Aircraft Enhancements Aircraft Enhancements Cabin Interior Systems Upgrades Performance Enhancements Ownership Transition Remarketing Services Aircraft Enhancements Engineering Services Training Alternative Solutions Part-Out Cargo conversion Medevac Special mission 48
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 2025 AEROSPACE & DEFENSE AFTERMARKET BUSINESS 270 Defense/Civil: 50/50 2025 Aerospace Industry Aftermarket Size (US$ Bn) 5.5 Embraer S&S Total Market ~2% of total aviation aftermarket 1.5 2.0 Embraer S&S Addressable Market Embraer S&S Actual Revenue (without OGMA*) ~75% of Embraer’s addressable market share *With OGMA: US$ 1.9 Bn Addressable market = Total Market minus: ▪ Engine MRO; ▪ Regions with no owned footprint (airframe man-hour; modification implementation); ▪ IP protected / Not capable component repair; ▪ Contractual limitations (partnership with third parties); ▪ Self-sustaining operators. Embraer Total Market ▪ All operators’ expenses to keep Embraer aircraft flying throughout its lifecycle. 49
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US$1.4bn US$0.2bn ~2x 2024 (> $3bn) Non-Embraer Fleet (including GTF) Embraer Fleet 2024 < 2030 Revenue 50
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• Market size ~ US$ 5bn • Market share increase • Fleet size • New businesses ▪ US$ 15Bi contract in 30y ▪ PW 1100 engine (2024) ▪ PW 1900 engine (2027) ▪ Potential market ~ US$ 50bn ▪ Component Repair Embraer Fleet (Net Rev. US$bn) Non-Embraer Fleet * (Net Rev. US$mi) MSD* 1.6 1.3 1.2 202520242023 < 2030 GTF (Net Rev. US$mi) 340 314 250 202520242023 < 2030 LSD* 650 70 25 202820252024 < 2030 HDD* CAGR: MSD: Middle Single Digit LSD: Low Single Digit HDD: High Double Digit * Non-Embraer Fleet information includes revenues derived from the GTF contract. 51
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SERVICES & SUPPORT BACKLOG 1.9 2.2 2.0 2.4 2.6 3.1 4.6 4.9 5.5 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM Revenue and EBIT Margins Backlog Note: In 2018 Services & Support started reporting as a stand -alone business unit. 52 Backlog / Revenue Ratio Avg. 2.2 (𝜎 0.3) 2.0 1.9 2.2 2.1 2.1 2.2 2.8 2.4 2.6 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM 1.0 1.2 0.9 1.1 1.3 1.4 1.6 1.9 2.1 2018 2019 2020 2021 2022 2023 2024 2025 2Q26 LTM Revenue (US$bn) 14.3% 11.9% 15.2% 16.5% 15.5% 17.2% EBIT Margin
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Smarter, safer and greener. 53
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Atualizar com videozao evtol 54
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WORLD-CLASS DEVELOPMENT PROGRAM PARTNERS External Lights Seats Rotors & Propeller Flight Control Computers Control Surfaces Thermal Management Avionics Pylons Fuselage Components Fuselage Components Windows Sensors Pilot Control Interior Power Distribution Systems Motors Battery Wing Actuators Doors & 55
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This information belongs to Eve and cannot be used or reproduced without written permission from the Company. This information belongs to Eve and cannot be used or reproduced without written permission from the Company. 56 EVE BACKLOG 2 Binding 48 Options 1stFirm Order in Japan 1stBinding Order in Industry 10 Binding 40 Options ~2.7K Pre-ordered eVTOLs (Firm + LOIs) Under Binding Agreement100 *Based on current List Price ~$13.5B Pre-order Book Value* ~$500M Under Binding Agreement* New LOIs (aircraft) signed in 2Q26 30 16
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Informação confidencial da Eve. Reprodução proibida sem autorização. 57This information belongs to Eve and cannot be used or reproduced without written permission from the Company.As of August 3, 2026, timeline not to scale PROTOTYPE FLIGHT CAMPAIGN 66 TOTAL FLIGHTS 2h 46min TOTAL FLIGHT TIME HOVER PHASE TRANSITION PHASE 1 2 3 4 5 6 8 9101113151617181920222426282931323335363739414244454647484951525456575859 61636566 0:00 0:21 0:43 1:04 1:26 1:48 2:09 2:31 2:52 3:14 3:36 0 10 20 30 40 50 60 70 80 Total flights Total time (hours:minutes), right axis Denotes two flights / day Ground tests Jun-26Apr-26Mar-26Dez-25 Jan-26 Fev-26 May-26 Jul-26
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Informação confidencial da Eve. Reprodução proibida sem autorização. HOVER FLIGHTS •Hover Flights Completed (~60 flights) •Campaign in-line with Schedule •Pusher & Actuators Final Ground Tests for Transition •Load of Flight Control Computer Software Update for Transition Ongoing and next steps Dec. 2025 – 2Q2026 1st Flight TRANSITION FLIGHTS • Flights Above 30 knots • Pusher, Actuators & Lifters Engaged • Initial Transition Flights 3Q2026 FINAL TESTS • Full Transition Flights • Failure Simulation • Response & Procedures • Pilot in the Loop to Test Protocols 4Q2026 CERTIFICATION PROTOTYPES 2027 EVE FLIGHT CAMPAIGN 58 Suppliers’ Final Design Review of Conforming Prototype 2028 TYPE CERTIFICATION This information belongs to Eve and cannot be used or reproduced without written permission from the Company.
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This information belongs to Eve and cannot be used or reproduced without written permission from the Company. PATH TO REVENUE & PROFITABILITY 1ST DELIVERY eVTOL ARCHITECTURE DEFINITION BNDES CREDIT LINE CERTIFICATION CAMPAIGN 1ST PROTOTYPE ROLL OUT BRAZIL PRODUCTION FACILITY SUPPLIERS SELECTION ASSEMBLY OF 5 PROTOTYPES CAPITAL RAISE $ IPO PROTOTYPE GROUND TESTS TYPE CERTIFICATION LOIs–FIRM ORDER CONVERSION 1ST PROTOTYPE FLIGHT TESTS Note: Timeline in graph not to scale. 2022 2023 2024 2025 20282026 This information belongs to Eve and cannot be used or reproduced without written permission from the Company. 59 CAPITAL RAISE B3 LISTING
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This information belongs to Eve and cannot be used or reproduced without written permission from the Company. CASH & LIQUIDITY 60 • 1H26 cash consumption of $118 million • Total liquidity of $531 million in 2Q26 • Starting to capture synergies with Embraer and suppliers plus cost savings • Eve funded through 2028 This information belongs to Eve and cannot be used or reproduced without written permission from the Company. 2026 Expected Cash Consumption ~$225 to 275 million TOTAL LIQUIDITY 331 403 371 316 245 429 376 541 2Q22 4Q22 2Q23 4Q23 2Q24 4Q24 2Q25 4Q25 2Q26 $531M
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~$1.2 BILLION RAISED SINCE 2022 NYSE | 2022 De-SPAC Combination with PIPE Investments ~$390 million NEW EQUITY | 2025 ~$230 million + FINANCIAL INVESTORS ~$1.2 Billion raised in total NEW DEBT | 2025, 2026 ~$165 million DEBT | 2023, 2024 ~$290 million EQUITY | 2024 ~$96 million + FINANCIAL INVESTORS 61
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 ENVIRONMENTAL SOCIAL GOVERNANCE
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 • Carbon neutrality by 2040: o Increased SAF use, reaching ~3% of our total fuel consumption. o Biomethane implementation at BOT, making it the 2nd site to operate with 100% biofuel. o Solar array installation at MLB. USA generating energy with the goal of supplying most of the electricity demand for the entire hangar of the unit’s service center. ESG ACHIEVEMENTS IN 2025 • 60% of diverse hires in all entry level programs (target 50% by 2025). • 14% of women in senior leadership positions (target 20% by 2025). • 29% of women participation in Engineering Specialization Program (target 25% by 2025). • 1,762 people qualified on “Social Tech” Program (target 1,500 people). The 5th edition focused on People with Disabilities and Women. • Embraer High School in SJK ranked TOP 10 best school in the state and TOP 70 in the country. • Preparation for IFRS S1/S2 withing regulatory timeframe. • ANEFAC 2025 Transparency Award Environmental Social Governance 63 6 3
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 Scope 1 + 2 (Direct emissions from operations + indirect emissionsfrom purchased energy) • Carbon neutrality by 2040: o SAF usage: 25% by 2040. o 100% energy from renewable sources by 2030. o Efficiency projects to reduce fossil fuel and energy demand in operations. • Cap on net carbon emissions from 2021 (“carbon- neutral growth”). Scope 3 (Use of the product) • Support the achievement of net zero emissions in aviation by 2050 through the development of products, services, and technologies. ESG COMMITMENTS 2026 ONWARDS • Maintain the highest international standards of governance. Environmental Social Governance 64 6 4 • 55% of diverse hires (women, black employees) in all entry level programs by 2030. • 20% of women in senior leadership positions by 2030. • 30% of women participation in Engineering Specialization Program by 2030.
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 SUSTAINABILITY – TECHNOLOGY APPLICABILITY The mission defines the architecture Fully electric 1-9 Pax 10-19 Pax 20-49 Pax 50-99 Pax 100-149 Pax 150+ Pax Wide- bodies 65 Hybrid-electric H2 fuel cell Dual fuel (LH2 + SAF) combustion 100% SAF 6 5 65
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 EMBRAER 720 +5,000 +86% Approval at public universities Institute HIGH SCHOOL Students graduated since 2002 Students in São José dos Campos and Botucatu 66
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 APPENDIX 1 HISTORICAL FINANCIAL INFORMATION 67 67
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 INCOME STATEMENT 68 (In millions of U.S. dollars, except weighted shares and earnings per share) CONSOLIDATED STATEMENTS OF INCOME 2022 2023 2024 2025 2Q26LTM REVENUE 4,540 5,269 6,395 7,578 8,337 Costs of sales and services (3,628) (4,359) (5,242) (6,249) (6,846) GROSS PROFIT 912 910 1,153 1,329 1,492 Administrative (185) (205) (199) (214) (221) Selling (274) (315) (310) (339) (354) Expected credit losses over financial assets and contract assets (17) 10 (21) (4) (1) Research (110) (90) (55) (74) (103) Other operating income - - 266 101 140 Other operating expense (445) (6) (163) (185) (203) Equity in income (losses) of associates 9 10 (4) (7) (6) EBIT (111) 315 668 608 744 Financial income (expense), net (124) (193) (104) (299) (165) Foreign exchange gain (loss), net 28 (1) (6) (41) (19) PROFIT BEFORE TAX ON INCOME (206) 121 557 268 560 Income tax (expense) income 2 44 (202) 91 (99) NET INCOME (204) 164 355 359 461 Aircraft deliveries 159 181 206 244 262 Depreciation and Amortization 189 212 213 232 268 EBITDA 78 526 881 840 1,013
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 CASH FLOW 69 (In millions of U.S. dollars) CONSOLIDATED STATEMENTS OF CASH FLOWS 2022 2023 2024 2025 2Q26LTM OPERATING ACTIVITIES Net income (204) 164 355 359 461 Depreciation and amortization expenses 210 242 244 260 268 EVEX Transaction 239 - - - - Accrued interest 201 190 175 111 140 Others (54) (125) 281 (27) 136 Changes in assets: Financial investments 181 23 (118) 87 (80) Derivative financial instruments (6) 21 (42) (19) (45) Accounts receivable (1) (5) (159) 26 (22) Others 183 106 136 74 198 1.NET CASH GENERATED BY (USED IN) OPERATING ACTIVIES 751 617 871 870 1,056 INVESTING ACTIVITIES Acquisition of property, plant and equipment (136) (239) (200) (187) (244) Additions to intangible assets (120) (192) (266) (297) (294) Others 147 (17) (134) (128) (12) 2.NET CASH GENERATED BY (USED IN) INVESTING ACTIVIES (110) (448) (600) (612) (550) FINANCING ACTIVITIES Proceeds from loans and financing 145 2,001 775 2,957 2,151 Repayment of loans and financing (962) (2,332) (1,155) (2,814) (1,853) Receipt in the offering of subsidiary shares - - - - 210 Others 147 (18) 44 3 (443) 3.NET CASH GENERATED BY (USED IN) FINANCING ACTIVITIES (669) (349) (336) 146 65 CASH AND CASH EQUIVALENTS AT THE BEGINNING OF THE PERIOD 1,839 1,816 1,626 1,563 1,950 Increase (decrease) in cash and cash equivalents in the year (27) (179) (64) 404 (572) Effects of exchange rate changes on cash and cash equivalents in the year 4 (10) 1 (18) 9 CASH AND CASH EQUIVALENTS AT THE END OF THE PERIOD 1,816 1,626 1,563 1,950 1,387
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BALANCE SHEET 70 (In millions of U.S. dollars) LIABILITIES & SHAREHOLDERS' EQUITY 2022 2023 2024 2025 2Q26 CURRENT Trade accounts payable 740 787 966 1,117 1,297 Trade accounts payable - Supplier finance 28 38 43 63 54 Loans and financing 309 127 114 105 124 Lease liabilities 12 14 19 21 25 Other payables 320 332 360 610 550 Contract Liabilities 1,469 1,919 2,563 2,563 2,740 Derivative financial instruments 57 86 72 38 22 Taxes and payroll charges and Income tax and social contribution 154 243 172 71 143 Others 129 137 144 254 167 3,217 3,666 4,416 4,762 5,122 NON-CURRENT Loans and financing 2,895 2,759 2,377 2,489 2,340 Lease liabilities 59 82 93 97 96 Other payables 51 55 161 348 320 Contract Liabilities 495 622 721 872 1,001 Derivative financial instruments 40 40 32 26 26 Taxes and payroll charges and Income tax and social contribution 17 18 16 17 17 Deferred income tax and social contribution 371 305 450 273 239 Others 173 168 163 367 246 4,101 4,078 4,063 4,347 4,285 SHAREHOLDERS' EQUITY Capital 1,552 1,552 1,552 1,552 1,552 Treasury shares (28) (28) (28) (215) (399) Revenue reserves 1,116 1,280 1,624 1,879 1,879 Share-based remuneration 40 45 49 328 330 Retained earnings - - - - 207 Other comprehensive loss (190) (153) (257) (99) (110) Result in transactions with non controlling interest 77 91 136 - - EQUITY ATTRIBUTABLE TO OWNERS OF THE COMPANY 2,568 2,787 3,076 3,445 3,459 Non-controlling interests 257 253 269 367 372 TOTAL EQUITY 2,824 3,039 3,345 3,812 3,831 TOTAL LIABILITIES AND SHAREHOLDRES' EQUITY 10,142 10,783 11,824 12,920 13,237 (In millions of U.S. dollars) ASSETS 2021 2022 2023 2024 2025 2Q26 CURRENT Cash and cash equivalents 1,818 1,817 1,629 1,563 1,950 1,392 Financial investments 751 494 522 640 676 766 Trade accounts receivable 189 203 218 321 289 387 Derivative financial instruments 0 5 18 13 9 23 Customer and commercial financing 10 51 8 12 - 32 Contract assets 582 505 509 623 510 557 Inventories 1,986 2,329 2,636 2,936 3,267 3,702 Income tax and Social Contribution 115 106 203 142 79 125 Other assets 425 246 313 263 370 384 TOTAL CURRENT ASSETS 5,876 5,757 6,055 6,512 7,150 7,369 NON-CURRENT Financial investments 66 170 170 348 289 182 Contract assets - 1 2 1 52 44 Trade accounts receivable - 2 3 2 2 3 Derivative financial instruments - 6 - - - 4 Customer and commercial financing 22 50 54 20 8 11 Deferred income tax and social contribution 98 48 138 174 118 124 Other assets 126 135 141 173 313 339 Investments 4 12 28 44 30 48 Property, plant and equipment 1,688 1,649 1,771 1,941 2,131 2,190 Intangible assets 2,213 2,247 2,331 2,503 2,721 2,817 Right of use assets 60 65 88 105 106 107 TOTAL NON-CURRENT ASSETS 4,279 4,386 4,727 5,312 5,770 5,868 TOTAL ASSETS 10,155 10,142 10,783 11,824 12,920 13,237
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 APPENDIX 2 MARKET ESTIMATES, VALUATION & BOND YIELDS 71 71
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This information is property of Embraer and cannot be used or reproduced without written permission. CONSENSUS ESTIMATES (US$m) 72 2026g 2026c 8,350 2027c 2028c 8,548 9,540 10,473+2% +12% +10% 2026c 2027c 2028c 1,032 1,217 1,364 2026g 2026c 860 2027c 2028c 791 955 1,086-9% +21% 2026g 2026c >400 2027c 2028c 337 446 578-19% NET REVENUES ADJ. EBITDA +18% +12% ADJ. EBIT FCF +14% +32% +30% -7% 2026g1 1,110 Mid-Point companys’s guidance Consensus market2 Yoy change ¹ Implied by the EBIT guidance; 2 Consensus market: analysts' average estimate 10.3% 9.3% 10.0% 10.3% 13.3% 12.1% 12.8% 13.0%
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 REVENUE & EBIT CONSENSUS (US$m) 955 1,086 791 10,473 9,540 8,548 73Source: Capital IQ; July 31, 2026. 8,000 9,000 10,000 11,000 Jul/25 Oct/25 Jan/26 Apr/26 Jul/26 Revenue(e) 2026 Revenue(e) 2027 Revenue(e) 2028 650 750 850 950 1,050 1,150 Jul/25 Oct/25 Jan/26 Apr/26 Jul/26 EBIT(e) 2026 EBIT(e) 2027 EBIT(e) 2028
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 VALUATION - FORWARD EV/EBITDA 74 10.3x 12.6x 7.6x 3.9x Source: Capital IQ; August 04, 2026. 2 4 6 8 10 12 14 16 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 EV / EBITDA +1.0 Standard deviation (-1.0) Standard deviation Average 15.0x
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 BONDS YIELD TO MATURITY & SPREAD OVER UST 6.0% 5.6% 118 bp 96 bp 75Source: Bloomberg; July 31, 2026. 75 125 175 2025 2026 GSPREAD_2035 GSPREAD_2038 5% 6% 7% 2025 2026 YLD_YTM_2035 YLD_YTM_2038
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 APPENDIX 3 COMPANY INFORMATION 76 76
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 EMBRAER’S HISTORY Development of EMB 312 Tucano 70’s Embraer is Founded 60’s Start of Exports Great Technological Leap 80’s ERJ Family Launch Privatization 1994 E-Jet Family 1999 Beginning of Executive Aviation 2000 KC-390 MILLENNIUM 2009 Services & Support Unit Creation 2017 2013 E-Jet E2 Family Praetors’ Launch 2018 Beginning of the eVTOL Project 2018 EVE’S IPO 2022 ESG Targets 2021 Energia Family 2021 Production of Bandeirante 77 OGMA P&W Engine Overhaul 2024 2025 1st E-VTOL flight
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 WHERE WE ARE 78
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 47% 53% EMBJ3 EMBJ80% 20% LOCAL SHAREHOLDERS INTERNACIONAL SHAREHOLDERS OWNERSHIP STRUCTURE AND TRADING Note: 2Q26. 79 3-month ADTV (US$m) EMBJ: 70 EMBJ3: 85 Total: 155
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Shareholders Fiscal Council Board of Directors Internal Audit Strategy and Innovation Committee Board of Executive Officers Risk and Internal Controls Compliance 80 CORPORATE GOVERNANCE STRUCTURE Financial Management Environmental Risk Committee Sustainability Committee Securities Trading Committee Audit, Risk and Ethics Committee People and ESG Committee
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10 57 91 0 177 210 223 241 239 255 210 90 231 149 48 221 68 49 10 26 92 0 74 232 209 223 231 100 120 131 0 191 169 0 114 188 THANK YOU! This presentation includes forward-looking statements or statements about events or circumstances which have not occurred, We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends affecting our business and our future financial performance, These forward-looking statements are subject to risks, uncertainties and assumptions, including, among other things: general economic, political and business conditions, both in Brazil and in our market, The words “believes,” “may,” “will,” “estimates,” “continues,” “anticipates,” “intends,” “expects” and similar words are intended to identify forward-looking statements, We undertake no obligations to update publicly or revise any forward-looking statements because of new information, future events or other factors, In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this presentation might not occur, Our actual results could differ substantially from those anticipated in our forward-looking statements, DISCLAIMER