EMBJ

During Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% (net of fees) compared to the -10.4% return of the Russell 2500 Growth Index. The top contributors to the Portfolio's relative performance in the quarter were Twist Bioscience, Twilio, and Embraer. The most significant detractors from the Portfolio's relative performance in the quarter were nLight, Terawulf, and BWX Technologies.

Embraer retains a "Strong Buy" rating with a $92.50 price target, reflecting 30% upside and the potential for 46% upside using 2028 estimates. Updated guidance addresses prior tariff and margin concerns, but most margin improvement is due to extraordinary credits and tariff relief, not core operations. Defense and Services segments drive recurring profit growth, while Commercial Aviation margins remain weak and require operational improvement.

Investors with an interest in Aerospace - Defense stocks have likely encountered both Embraer (EMBJ) and RTX (RTX). But which of these two stocks offers value investors a better bang for their buck right now?

Embraer (EMBJ) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

GTN, VICR, EMBJ, WILYY and HEI have been added to the Zacks Rank #1 (Strong Buy) List on October 2, 2026.

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Higher yields and rising defense spending put BDRBF, EADSY and EMBJ in focus as aerospace and defense stocks show resilience.

MSGM, GTN, HLIO, EMBJ and SCL have been added to the Zacks Rank #1 (Strong Buy) List on September 30, 2026.

Embraer is entering its historically strongest seasonal stretch with deliveries, backlog, and guidance all moving in the right direction. The ADR has already outrun recent EPS revisions, so the next leg likely needs stronger 2027 estimates rather than more multiple expansion. Backlog growth looks healthy because new orders are still replenishing what Embraer is converting into revenue.

Here is how Embraer (EMBJ) and Elbit Systems (ESLT) have performed compared to their sector so far this year.