Sign in

    Lucas Marquiori • BTG Pactual

    Lucas Marquiori's questions to Embraer SA (ERJ) leadership

    Lucas Marquiori's questions to Embraer SA (ERJ) leadership • Q1 2025

    Question

    Lucas Marquiori of BTG Pactual requested more details on the company's initiatives to mitigate the financial impact of U.S. tariffs.

    Answer

    CFO Antonio Carlos Garcia explained that mitigation strategies involve internal cost reduction measures across the entire company, not just relocating production. He also noted that the tariff's impact is lessened by deducting the value of U.S. content in the aircraft, and the company remains confident in its 2025 guidance.

    Ask Fintool Equity Research AI

    Lucas Marquiori's questions to Embraer SA (ERJ) leadership • Q4 2024

    Question

    Lucas Marquiori of BTG Pactual requested more detail on the 2025 margin guidance, asking for an outlook by business segment and suggesting Commercial Aviation could dilute overall margins.

    Answer

    CFO Antonio Garcia stated that the margin profile for 2025 is expected to be broadly in line with 2024's recurring levels. He indicated that Services & Support might see some normalization, while Defense would see more growth and Executive would remain at a similar level. He emphasized the guidance is based on the recurring margin and accounts for market volatility.

    Ask Fintool Equity Research AI