Geopolitics Alpha

Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.

Published . Updated .

Key takeaways

  • Brazilian jet manufacturer Embraer surged into a buy zone after reporting strong earnings earlier this week.
  • Exposed: ITA, BA, GE, HWM, TDG
  • Market reaction: ITA +0.5% on the day (still updating); BA −0.0% on the day (still updating); HWM +2.0% on the day (still updating)

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Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.

Brazilian jet manufacturer Embraer surged into a buy zone after reporting strong earnings earlier this week.

Directly affected

  • EMBJ Embraer S.A

    Named in this report.

  • BA Boeing-10.1% 30d

    Named in this report.

  • EADSY Airbus (EPA: AIR)

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story.

  • EWZ iShares MSCI Brazil ETF-15.1% 30d

    iShares MSCI Brazil ETF holds stocks listed in Brazil, which this story is about (“brazilian”).

  • GE GE Aerospace+8.2% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • HWM Howmet Aerospace-5.2% 30d

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • TDG TransDigm Group+10.9% 30d

    TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • RTX Rtx+3.6% 16d

    Rtx (aircraft engines and engine parts): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • DAL Delta Air Lines+10.5% 30d

    Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “BA” in this story

  • UAL United Airlines Holdings

    United flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “BA” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
EMBJ-4.76%-10.21%base-0.85%after closeafter closeafter close
BA+2.08%+0.02%base-0.01%after closeafter closeafter close
EADSYNon-US listing (OTC); price checks may stay empty———————
ITA-2.04%-4.68%base+0.51%after closeafter closeafter close
EWZ+0.37%-0.44%base+1.06%after closeafter closeafter close
GE-2.55%-4.37%base+0.81%after closeafter closeafter close
HWM-2.47%-6.00%base+2.03%after closeafter closeafter close
TDG-0.72%-2.34%base+0.01%after closeafter closeafter close
RTX-0.88%-5.33%base-0.49%after closeafter closeafter close
DAL-3.22%-5.44%base-1.04%after closeafter closeafter close
UAL-3.98%-6.48%base-1.76%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare. Investor's Business Daily

Source: Investor's Business Daily

How far IShares U.S. Aerospace & Defense ETF (ITA) has moved since 11 Nov 2026

CompanyWhenMoveStatus
Boeing (BA)that day-0.01%still updating
Boeing (BA)three days earlier+0.02%final price
Boeing (BA)five days earlier+2.08%final price
DALthat day-1.04%still updating
DALthree days earlier-5.44%final price
DALfive days earlier-3.22%final price
EMBJthat day-0.85%still updating
EMBJthree days earlier-10.21%final price
EMBJfive days earlier-4.76%final price
EWZthat day+1.06%still updating
EWZthree days earlier-0.44%final price
EWZfive days earlier+0.37%final price
General Electric (GE)that day+0.81%still updating
General Electric (GE)three days earlier-4.37%final price
General Electric (GE)five days earlier-2.55%final price
Howmet Aerospace (HWM)that day+2.03%still updating
Howmet Aerospace (HWM)three days earlier-6.00%final price
Howmet Aerospace (HWM)five days earlier-2.47%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day+0.51%still updating
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-4.68%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-2.04%final price
RTXthat day-0.49%still updating
RTXthree days earlier-5.33%final price
RTXfive days earlier-0.88%final price
TransDigm Group (TDG)that day+0.01%still updating
TransDigm Group (TDG)three days earlier-2.34%final price
TransDigm Group (TDG)five days earlier-0.72%final price
UALthat day-1.76%still updating
UALthree days earlier-6.48%final price
UALfive days earlier-3.98%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story

  • BA Boeing

    For “Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.,” Boeing (BA) is linked, with no stored direction, medium confidence. Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • GE General Electric

    In “Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • HWM Howmet Aerospace

    Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare..” Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • TDG TransDigm Group

    For “Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

IShares U.S. Aerospace & Defense ETF (ITA)

On 11 Nov 2026, “Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to this story.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story

Also listed, Boeing (BA): The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range

BA traded between 165.01 and 193.27 across 20 sessions. The latest close on file is 176.94. GE traded between 278.37 and 340.45 across 20 sessions. The latest close on file is 338.06. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

40 out of 100Price not final

“Embraer Flies Into Buy Zone After Earnings. Here's How Boeing, Airbus Compare.” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.