Unprecedented: Embraer Records $31.3 Billion Backlog in 3Q25

Embraer, 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).