AAR (AIR) vs Embraer S.A. (EMBJ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Embraer S.A. (EMBJ) has outperformed AAR (AIR) over the past year, gaining 24.4% versus a gain of 19.9%. Over five years, EMBJ leads with a +281.4% price change compared with +194.4% for AIR. Embraer S.A. is the larger company by market cap ($12.64 billion vs $4.08 billion), about 3.1 times the size, while AAR is growing revenue faster (+19.0% vs +18.5%).
On valuation, AAR trades at a lower forward P/E (15.1x vs 17.8x for Embraer S.A.). Embraer S.A. pays a dividend yielding 1.01%, while AAR does not currently pay one. AAR converts more of its revenue into profit, with a net margin of 5.7% versus 4.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AIR | EMBJ |
|---|---|---|
| Share price | $101.58 | $71.00 |
| Market cap | $4.08B | $12.64B |
| 1-day change | +1.97% | -1.13% |
| YTD return | +20.33% | +11.56% |
| 1-year return | +19.94% | +24.39% |
| 5-year return | +194.39% | +281.36% |
| P/E ratio (TTM) | 20.82 | 28.74 |
| Forward P/E | 15.13 | 17.81 |
| EPS (TTM) | $4.88 | $2.47 |
| Dividend yield | 0.00% | 1.01% |
| Annual dividend | $0.00 | $0.716 |
| Revenue (latest FY) | $3.31B | $7.58B |
| Revenue growth (YoY) | +18.97% | +18.50% |
| Net income (latest FY) | $187.70M | $351.90M |
| Gross margin | 18.80% | 17.53% |
| Operating margin | — | 8.02% |
| Net margin | 5.67% | 4.64% |
| 52-week high | $154.00 | $80.75 |
| 52-week low | $76.10 | $53.56 |
| Distance from 52-week high | -34.04% | -12.07% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +52.10% | +30.89% |
| Average volume | 503.79K | 1.22M |
| Shares outstanding | 40.19M | 177.96M |
| Employees | 7,100 | 21,122 |
| Sector | Industrials | Industrials |
| Industry | Aerospace | Aerospace |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Embraer S.A. is about 3.1 times larger than AAR by market value ($12.64B vs $4.08B).
- Embraer S.A. trades at a higher earnings multiple (28.7x vs 20.8x trailing P/E).
- Embraer S.A. offers a meaningfully higher dividend yield (1.01% vs 0.00%).
About AAR
AIR stock →AAR Corp. provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally.
Industrials · Aerospace · 7,100 employees
About Embraer S.A.
EMBJ stock →Embraer S.A., together with its subsidiaries, engages in the design, development, manufacture, and sale of aircraft and systems worldwide. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments.
Industrials · Aerospace · 21,122 employees
AIR vs EMBJ FAQ
Which is bigger, AAR or Embraer S.A.?
Embraer S.A. (EMBJ) is larger, with a market capitalization of $12.64B compared with $4.08B for AAR (AIR).
Which stock has performed better over the past year, AIR or EMBJ?
EMBJ returned +24.39% over the past 12 months, compared with +19.94% for AIR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIR or EMBJ?
AIR has the lower trailing P/E at 20.8, versus 28.7 for EMBJ. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, AAR or Embraer S.A.?
Embraer S.A. pays a dividend yielding 1.01%, while AAR does not currently pay a regular dividend.
Are AAR and Embraer S.A. in the same industry?
Yes. Both are classified in the Aerospace industry within the Industrials sector.