4/A: Embraer Amends Eve Holding Ownership Details

Embraer S.A. filed an amended Form 4 to clarify its indirect beneficial ownership of Eve Holding, Inc. common stock and correct previous filing errors.

Summary

• Embraer S.A. filed a Form 4/A to amend its original Form 4, which was filed on October 1, 2025.
• The amendment clarifies the indirect ownership form and the nature of beneficial ownership in Table I of the filing.
• Footnote 1 was amended to specify that 4,123,711 shares of Common Stock were acquired by Embraer Aircraft Holding, Inc. from Eve Holding, Inc. at a price of $4.85 per share.
• This acquisition was executed pursuant to a subscription agreement dated August 13, 2025.
• Footnote 2 was amended to explain that Embraer S.A. is the controlling stockholder of Embraer Aircraft Holding, Inc.
• The amendment also removed the signature of Embraer Aircraft Holding, Inc., which was inadvertently included in the original Form 4.
• Following the reported transaction, 250,523,300 shares are beneficially owned indirectly by Embraer Aircraft Holding Inc.

Sentiment

Score: 6

Explanation: The sentiment is slightly positive due to the clarification of ownership details and the underlying investment by Embraer, indicating continued commitment to Eve Holding. The initial error is a minor negative, but the correction is a positive for transparency.

Positives

• The filing corrects previous errors, enhancing transparency and accuracy of ownership disclosures for investors.
• Embraer Aircraft Holding, Inc.'s acquisition of 4,123,711 shares at $4.85 indicates continued investment and confidence in Eve Holding, Inc.

Negatives

• The necessity for an amendment indicates initial errors in the original Form 4 filing, which could suggest administrative oversight.

Future Outlook

The filing is an amendment to an ownership report and does not contain specific forward-looking statements or guidance regarding future operations or financial performance.

Industry Context

This filing primarily concerns an ownership disclosure amendment for a specific company, Embraer S.A.'s stake in Eve Holding, Inc., rather than broader industry trends. However, Embraer's continued investment in Eve Holding, a developer of electric vertical take-off and landing (eVTOL) aircraft, underscores ongoing strategic interest in the advanced air mobility sector.

Related Party Transactions

• Embraer Aircraft Holding, Inc., a subsidiary controlled by Embraer S.A. (a 10% owner and director of Eve Holding, Inc.), acquired 4,123,711 shares of Eve Holding, Inc. common stock via a subscription agreement. This transaction is between related parties.

Stakeholder Impact

• Shareholders of Eve Holding, Inc. benefit from the capital raised through the share subscription, which can support the company's operations and development.
• Embraer S.A. reinforces its strategic investment and control in Eve Holding, Inc., aligning interests for long-term development.

Key Dates

Keywords

Embraer S.A., Eve Holding Inc., EVEX, Form 4/A, Beneficial Ownership, SEC Filing, Equity Acquisition, Subscription Agreement, Aircraft Holding