Research analysts covering EMBRAER.
Recent press releases and 8-K filings for EMBJ.
Embraer S.A. Reports Record-Setting Backlog and Increased Deliveries in Q4 2025
EMBJ
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Embraer S.A. achieved a record-setting total backlog of US$31.6 billion in the fourth quarter of 2025 (4Q25), marking a 20% year-over-year increase.
- The company delivered 91 aircraft in 4Q25, a 21% increase compared to 4Q24, and a total of 244 aircraft in 2025, an 18% increase over 2024, with Commercial Aviation and Executive Aviation deliveries meeting or exceeding guidance.
- Commercial Aviation reported a US$14.5 billion backlog in 4Q25, up 42% year-over-year, though it was 5% lower quarter-over-quarter due to the renegotiation of Azul's E195-E2 order.
- Executive Aviation reached a new all-time high backlog of US$7.6 billion in 4Q25, increasing 4% quarter-over-quarter and 3% year-over-year.
- Services & Support maintained its record-high US$4.9 billion backlog, up 7% year-over-year in 4Q25, and the company began construction of a new MRO facility in Fort Worth, Texas.
Jan 27, 2026, 9:38 PM
Embraer reports strong Q4 2025 aircraft deliveries and meets full-year 2025 guidance
EMBJ
Guidance Update
Revenue Acceleration/Inflection
- Embraer delivered a total of 91 aircraft in Q4 2025, an improvement compared to 62 jets in Q3 2025 and 75 jets in Q4 2024.
- For the full year 2025, the company delivered a total of 244 aircraft across Commercial Aviation, Executive Aviation, and Defense & Security, surpassing the 206 units delivered in the previous year.
- Commercial Aviation delivered 32 new jets in Q4 2025, bringing its 2025 total to 78 jets, which is in-line with its 77-85 aircraft guidance for the year.
- Executive Aviation registered 53 deliveries in Q4 2025, including 23 Phenom 300 units, and achieved 155 deliveries for 2025, reaching the high end of its 145-155 guidance.
Jan 6, 2026, 9:59 PM
Embraer renegotiates aircraft order with Azul
EMBJ
Demand Weakening
Legal Proceedings
- Embraer S.A. and Azul Linhas Aéreas Brasileiras S.A. (Azul) renegotiated their firm order for E195-E2 aircraft on November 26, 2025.
- The renegotiation amended the firm order from 51 to 25 aircraft.
- This agreement was made amid Azul's restructuring plan under a Chapter 11 process and was ratified by the U.S. Bankruptcy Court on December 18, 2025.
Dec 23, 2025, 9:34 PM
Quarterly earnings call transcripts for EMBRAER.
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