EMBJ · PEAD → 26

Embraer reported Q2 2026 EPS of $1.22 on 2026-08-10, beating the $0.61 consensus by $0.61 (+100%), reported before the market open.

Print-day reaction was +1.1% versus the prior close, a muted gain relative to the magnitude of the EPS beat, as an intraday fade from the gap-up open absorbed much of the initial enthusiasm. The overnight gap to the T+1 open added another +1.1%, suggesting after-hours sentiment held modestly constructive. Over the following two trading days, however, the stock drifted +4.0%, a continuation that outpaced the initial print-day move in absolute terms. Cumulative abnormal return of +1.1% versus SPY.US falls inside the ±3% threshold, placing this in PEAD neutral territory; the holding window runs through 2026-11-05.