Sign in

    Daniel Gasparete • Itaú Corretora de Valores

    Daniel Gasparete's questions to Embraer SA (ERJ) leadership

    Daniel Gasparete's questions to Embraer SA (ERJ) leadership • Q2 2025

    Question

    Daniel Gasparete of Itaú BBA sought confirmation that 20% of the annual tariff impact was realized year-to-date and asked for a specific timetable for the first test flight of the Eve prototype.

    Answer

    CFO Antonio Garcia confirmed that approximately 20% of the year's expected tariff impact was booked in the first half, with the remaining 80% to affect the second half. CEO Francisco Neto stated that the first flight for the Eve prototype is planned for December 2025.

    Ask Fintool Equity Research AI

    Daniel Gasparete's questions to Embraer SA (ERJ) leadership • Q1 2025

    Question

    Daniel Gasparete from Itaú BBA asked if the suspension of Boeing deliveries in China creates new opportunities for Embraer and sought more detail on cost reduction initiatives.

    Answer

    CEO Francisco Gomes Neto stated the situation in China is unchanged, with continued efforts to introduce the E2 jets. CFO Antonio Carlos Garcia added that cost reduction measures are company-wide to offset tariff impacts, as reflected in lower Q1 SG&A, and not confined to a single division.

    Ask Fintool Equity Research AI

    Daniel Gasparete's questions to Embraer SA (ERJ) leadership • Q4 2024

    Question

    Daniel Gasparete from Itaú Corretora de Valores sought confirmation on the 7.6% recurring EBIT margin for 2024 and asked about the pricing evolution within the Commercial Aviation backlog.

    Answer

    CEO Francisco Neto confirmed the 7.6% recurring EBIT margin after adjusting for extraordinary items. CFO Antonio Garcia added that the Commercial Aviation backlog is improving and new orders are being priced to achieve a mid-single-digit margin in the medium term, signaling a positive pricing environment.

    Ask Fintool Equity Research AI