Has Embraer turned the corner? – Part 1

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UPDATE – Embraer reported a higher pre-tax operating profit and turned a net loss into a net profit for the full year 2022, thanks to a strong fourth quarter. All business units contributed positively to the results, but Commercial Aviation performed best.…

CORRECTED – Lower deliveries of commercial and military aircraft partly compensated by higher revenues from services plus one-off costs associated with Eve Air Mobility resulted in a net loss for Embraer. The Brazilian airframer reported a restated $-146.4 million net…

UPDATE – Embraer expects to increase its commercial aircraft deliveries this year to between 60 and 70, up from 48 in 2021. While higher, its guidance is still well below deliveries in previous years. The Brazilian airframer reduced its losses last…

In summary, Allegiant has timing on its side to make a great deal. It wins no matter which OEM is selected.

If we were Airbus, these would be our resolutions for 2022 to ensure a long-term competitive advantage over Boeing.