ERJ Company Report

Air Côté d'Ivoire has placed a firm order for four Embraer E175 aircraft, with an option for eight additional purchase rights, as part of its fleet modernization and regional expansion strategy.
The first delivery of the E175 jets is scheduled for the first half of 2027, and this deal will be added to Embraer's Q4 2025 backlog.
The E175s will be configured with 76 seats in a two-class layout (12 in Business Class and 64 in Economy) and will be deployed on domestic and regional routes.
Embraer currently has 250 aircraft in operation across 56 different African operators and holds a 31% market share in Africa for aircraft with up to 150 seats.

Nov 17, 2025, 11:25 AM

6-K

Embraer Announces New E195-E2 Order from Helvetic Airways

ERJ

New Projects/Investments

Product Launch

Helvetic Airways has placed a new firm order for three Embraer E195-E2 aircraft, with five additional purchase rights, reinforcing its commitment to modern and sustainable aviation.
The first aircraft is scheduled for delivery at the end of 2026, and this order will enable Helvetic Airways to grow its E2 fleet from 12 to up to 20 aircraft.
Helvetic Airways cited the E195-E2's exceptional fuel efficiency, low noise emissions, and high-quality passenger experience as key factors for the expansion.

Nov 17, 2025, 11:25 AM

6-K

Embraer announces share buyback program

ERJ

Share Buyback

Embraer S.A.'s Board of Directors approved a share buyback program on November 6, 2025.
The program authorizes the acquisition of up to 10,800,000 ordinary shares, which represents approximately 1.5% of the company's outstanding common shares.
The share buyback program will be effective for 12 months, commencing on November 7, 2025, and concluding on November 6, 2026.
Acquisitions will be executed on the stock exchange at market prices, utilizing funds from the Company's Investment and Working Capital Reserve, which was valued at R$ 2,511,611,561.56 as of September 30, 2025.

Nov 7, 2025, 1:12 AM

Press Release

Embraer S.A. announces share buyback program

ERJ

Share Buyback

Embraer S.A. approved a share buyback program on November 6, 2025.
The program authorizes the repurchase of up to 10,800,000 ordinary shares, representing approximately 1.5% of the outstanding common shares.
The buyback program will be effective for 12 months, commencing on November 7, 2025, and concluding on November 6, 2026.
Acquisitions will be made on the stock exchange at market prices, funded by R$ 2,511,611,561.56 from the Company's Investment and Working Capital Reserve.

Nov 6, 2025, 10:18 PM

6-K

Embraer Reports Strong Q3 2025 Results with Record Backlog and Reaffirms 2025 Guidance

ERJ

Earnings

Guidance Update

Revenue Acceleration/Inflection

Embraer's company-wide backlog reached a record $31.3 billion in Q3 2025, marking a 38% increase year-over-year.
Revenues for Q3 2025 were close to $2 billion, an 18% increase compared to the previous year, with an adjusted EBIT of $172 million and an 8.6% margin.
The company delivered a total of 62 aircraft in Q3 2025, including 20 commercial jets and 41 executive jets, representing a 5% increase year-over-year.
Embraer reiterated its 2025 guidance, projecting revenues between $7 billion and $7.5 billion and an adjusted EBIT margin of 7.5% to 8.3%, while anticipating a relevant impact from U.S. import tariffs in Q4.
The turboprop project has been canceled, and the E175-E2 program remains on hold due to the U.S. scope clause.

Nov 4, 2025, 12:00 PM

Transcript

Embraer Reports Strong Q3 2025 Results with Record Backlog and Reaffirms Full-Year Guidance

ERJ

Earnings

Guidance Update

New Projects/Investments

Embraer reported Q3 2025 revenues close to $2 billion, an 18% increase year-over-year, and generated $172 million in adjusted EBIT with an 8.6% margin, compared to 8.7% in Q3 2024 excluding a one-time Boeing agreement impact.
The company's total backlog reached a record $31.3 billion, up 38%, driven by strong orders across all divisions, with an additional $20 billion in purchase options providing substantial upside potential.
Embraer reiterated its 2025 guidance, expecting revenues between $7 billion and $7.5 billion, an adjusted EBIT margin of 7.5%-8.3%, and over $200 million in adjusted free cash flow, despite anticipated Q4 impacts from U.S. import tariffs and supply chain risks.
The company significantly reduced its standalone net debt by $646 million to $439 million in Q3 2025, achieving a net debt/EBIT ratio of 0.5 times, and expects to finish the year in a net cash position.
Operational improvements include a 16% increase in aircraft deliveries year-to-date, and significant reductions in production lead times for Praetors (40%), KC-390 Millennium (33%), and E-Jets (27%) compared to 2021 levels.

Nov 4, 2025, 12:00 PM

Transcript

Embraer Reports Strong Q3 2025 Results with Significant Backlog Growth and Debt Reduction

ERJ

Earnings

Guidance Update

Debt Issuance

Embraer reported a 38% increase in its company-wide backlog to $31.3 billion in Q3 2025, driven by new orders including 50 E195-E2s for Avelo and 24 E195-E2s for LATAM, contributing to nearly $2 billion in revenue and $300 million in adjusted free cash flow for the quarter.
The company reaffirmed its 2025 guidance, projecting revenues between $7 billion and $7.5 billion and an adjusted EBIT margin of 7.5%-8.3%, while acknowledging potential impacts from supply chain risks and U.S. import tariffs in Q4.
Embraer significantly reduced its standalone net debt by $646 million to $439 million in Q3 2025, achieving a net debt/EBIT ratio of 0.5x (excluding Eve), and completed a liability management initiative by issuing a $1 billion bond and repurchasing $809 million of existing bonds.
Operational efficiency improvements resulted in a 16% increase in aircraft deliveries year-to-date and substantial reductions in production lead times across its product lines, such as 40% for Praetors and 33% for KC-390s compared to 2021.

Nov 4, 2025, 12:00 PM

Transcript

Embraer Reports Strong Third Quarter 2025 Results and Reaffirms 2025 Guidance

ERJ

Earnings

Guidance Update

Revenue Acceleration/Inflection

Embraer reported record third-quarter 2025 revenues of US$2,004 million, an 18% year-over-year increase, and achieved an all-time high firm order backlog of US$31.3 billion.
The company's adjusted EBIT was US$172.0 million with an 8.6% margin, and adjusted free cash flow (excluding Eve) reached US$300.3 million in 3Q25.
2025 guidance was re-iterated, projecting revenues between US$7.0 and US$7.5 billion and adjusted free cash flow of US$200 million or higher for the year.
S&P upgraded Embraer's credit rating from "BBB-" to "BBB", and Fitch Ratings and Moody's revised their outlook to positive.

Nov 4, 2025, 11:14 AM

Press Release

Embraer Reports Record Q3 2025 Revenue and All-Time High Backlog

ERJ

Earnings

Guidance Update

Debt Issuance

Embraer reported record Q3 2025 revenue of US$2,004 million, an 18% year-over-year increase.
The company achieved an Adjusted EBIT of US$172.0 million with an 8.6% margin and Adjusted free cash flow without Eve of US$300.3 million in Q3 2025.
Embraer's firm order backlog reached an all-time high of US$31.3 billion in Q3 2025, and the company reiterated its 2025 guidance for revenues, adjusted EBIT margin, and adjusted free cash flow.
S&P upgraded Embraer's credit rating from "BBB-" to "BBB", and the company issued a US$1 billion long 12-year bond while repurchasing existing bonds as part of its debt management strategy.

Nov 4, 2025, 11:08 AM

6-K

Embraer S.A. Reports Strong Q3 2025 Results with Increased Revenues and Backlog

ERJ

Earnings

Guidance Update

New Projects/Investments

Embraer S.A. reported net revenues of $2,004 million for Q3 2025, marking an 18% increase year-over-year, and a total backlog of $22.7 billion (excluding options).
The company achieved Adjusted EBIT of $298 million in Q3 2025, a 17.6% increase year-over-year, and an Adjusted Net Income of $54 million.
For fiscal year 2025, Embraer provided guidance for net revenues between $7.0 billion and $7.5 billion and an Adjusted EBIT margin between 7.5% and 8.3%.
The company demonstrated significant deleveraging, with its net debt to Adjusted EBITDA ratio (LTM) improving to 0.5x in Q3 2025 from 1.3x in Q3 2024.
Key new orders in Commercial Aviation include Avelo's acquisition of 50 E195-E2 jets with 50 purchase rights and LATAM's order for 24 E195-E2 jets with 50 options.