Andre Mazini's questions to Embraer SA (ERJ) leadership • Q2 2025
Question
Andre Mazini of Citigroup asked if the expansion of the Melbourne, Florida facility would include commercial jet production, drawing a parallel to Airbus's A220 assembly line in the U.S., given the stated focus on executive aviation investment.
Answer
CFO Antonio Garcia confirmed current U.S. investments are for Executive Aviation in Melbourne and Services in Texas. CEO Francisco Neto added that the commercial jet line in Brazil is highly efficient and that Embraer's existing business model, with 40% U.S. content and a significant trade surplus for the U.S., already presents a strong value proposition.