MEDIA CENTER

MEDIA CENTER

News - Corporate

Embraer’s backlog reached US$31.3 billion in 3Q25 – an unprecedented high!

Published

October 21, 2025

Share

· Commercial Aviation reported a US$15.2 billion backlog, setting a new 9-year record, supported by a 2.7x book-to-bill ratio over the past year

· The E195-E2 small narrowbody will join Avelo Airlines’ (up to 100 jets) and LATAM Group’s (up to 74 jets) fleets

· Executive Aviation delivered its 2,000th business jet during the quarter, and there is only 32% of the midpoint of the annual guidance left for 4Q

· Defense & Security delivered one KC-390 Millennium to the Portuguese Air Force, and sold 5 A-29 Super Tucano units to Panama and SNC

· Services & Support sustained its record-high US$4.9 billion backlog, up 40% year-over-year

Embraer

São Paulo (SP), Brazil, October 21, 2025 – Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, registered a US$31.3 billion backlog in the third quarter (3Q25) – an unprecedented high for the company.

Embraer delivered 62 aircraft in 3Q25 across all its business units. The result reflects a 5% increase compared to the 59 deliveries in the third quarter of last year (3Q24), and slightly higher than the 61 jets logged in the second quarter of 2025 (2Q25). Year-to-date, Commercial and Executive Aviation deliveries totaled 148 aircraft, 16% higher than the 128 jets registered year-over-year (yoy).

COMMERCIAL AVIATION

Highlights

Commercial Aviation reported a backlog of US$15.2 billion in 3Q25, setting a new 9-year record. The backlog was up 37% compared to 3Q24 and up 16% versus 2Q25 supported by a 2.7x book-to-bill ratio over the past year.

During the quarter, Embraer announced the E195-E2 small narrowbody will join Avelo Airlines’ and LATAM Group’s fleets. Avelo Airlines placed a firm order of 50 jets with purchase rights for 50 more, which should support the airline’s strategy to deliver affordable and convenient travel across the United States. Shortly after, LATAM Group signed a firm order for 24 aircraft with purchase rights for additional 50, which should help the airline expand connectivity across South America.

There was 1 net cancellation for the E175 program during the quarter. More importantly, the recently signed agreement with TrueNoord for 20 E195-E2 jets with purchase rights for another 20 units, and up to 10 E175 jets, should be included in fourth quarter of 2025.

In 3Q25, the business unit delivered 20 new aircraft, 4 more than the 16 delivered in 3Q24. Consequently, during the 9M25, deliveries totaled 46 aircraft or 57% of the midpoint of the full year guidance (between 77 and 85 in 2025), 2 percentage points above the 55% average recorded for the period over the past 5 years. Looking forward, we expect more tangible results from our production leveling initiative in 2026.

The models delivered during the period were the E175 to American Airlines (4) and Republic Airlines (3), the E190-E2 to Azorra (2), and the E195-E2 to Porter (4), Azorra (3), Aircastle (2) and Mexicana (2).

COMMERCIAL AVIATION

Backlog per aircraft model

EXECUTIVE AVIATION

Highlights

Executive Aviation posted a backlog of US$7.3 billion in 3Q25, up 65% year-over-year (yoy) but slightly down 2% quarter-over-quarter (qoq). The business unit recorded 41 deliveries in the period, in line with the number of jets delivered in 3Q24. Consequently, during the 9M25, deliveries totaled 102 aircraft or 68% of the midpoint of the full year guidance (between 145 and 155 in 2025), 11 percentage points above the 57% average recorded for the period over the past 5 years. Looking forward, we expect additional tangible results from our production leveling initiative in 2026.

Embraer achieved a defining moment in the company’s history in August with its 2,000th business jet delivery. The milestone aircraft was a Praetor 500 – the furthest and fastest-flying midsize jet in the world – delivered to an undisclosed corporate flight department client.

DEFENSE & SECURITY

Highlights

In Defense & Security, the backlog reached US$3.9 billion in 3Q25, up 8% yoy. The business unit delivered the third KC-390 Millennium to the Portuguese Air Force.

The highlight of the quarter was the signing of a contract with Panama for the acquisition of 4 A-29 Super Tucano aircraft. The Panamanian National Air and Naval Service (SENAN) will operate the fleet as part of its new surveillance and protection platform. The business unit also announced an agreement for the sale of 1 unit of the A-29 Super Tucano to SNC in the United States, in advance of a potential Foreign Military Sales (FMS) case.

In August 2025, aligned with Embraer's strategic objective of increasing near-term aircraft availability for international customers, Embraer and the Brazilian Air Force entered into a mutual agreement to reduce the total number of KC-390 aircraft to be delivered under the existing contract from 19 to 18 units.

The KC-390 Millennium purchase by Sweden (4), the selection by Slovakia (3), Lithuania (3), the additional order from Portugal (1) and the A-29 Super Tucano order for Panama (4) are not included in the backlog, since these contracts are not yet effective or still under discussion.

*Includes only A-29 Super Tucano ordered since 2024. A total of 264 aircraft has been delivered through 2023.

DEFENSE & SECUTRITY

Backlog per aircraft model

*Includes only A-29 Super Tucano ordered since 2024. A total of 264 aircraft has been delivered through 2023.

SERVICES & SUPPORT

Highlights

Services & Support recorded a backlog of US$4.9 billion at the end of the quarter, up a material 40% yoy driven by several contracts signed over the past year. The business unit has maintained its position as one of the main drivers of Embraer’s growth through a combination of operational excellence, outstanding customer experience, and innovative solutions.

About Embraer

A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive aviation, Defense and Security, and Agricultural Aviation. The company designs, develops, manufactures, and markets aircraft and systems, providing Services and Support to customers after-sales.

Since it was founded in 1969, Embraer has delivered more than 9,000 aircraft. On average, about every 10 seconds an aircraft manufactured by Embraer takes off somewhere in the world, transporting over 150 million passengers a year.

Embraer is the leading manufacturer of commercial jets with up to 150 seats and the main exporter of high value-added goods in Brazil. The company maintains industrial units, offices, service, and parts distribution centers, among other activities, across the Americas, Africa, Asia, and Europe.

EmbraerCLOSE
Embraer
Background
CLOSE
Embraer