Embraer Stock Price, News & Analysis

Embraer (NYSE: ERJ) announced early results of cash tender offers for its 6.950% notes due 2028 and 7.000% notes due 2030 as of the Early Tender Date of Oct 3, 2025. The Offeror accepted US$134,404,000 of 2028 notes (out of US$329,254,000) and US$465,741,000 of 2030 notes (out of US$750,000,000), totaling US$600,145,000 accepted for purchase, with expected Early Settlement on Oct 7, 2025. The press release states the Offeror extended the Total Consideration (including the US$50 early tender payment per US$1,000) to all notes validly tendered by the Expiration Date of Oct 21, 2025. Embraer Finance priced US$1,000,000,000 of new 5.400% notes due 2038 on Sept 22, 2025, which the Offeror intends to use in an exchange settlement on or about Oct 9, 2025.

Embraer S.A. (NYSE: ERJ) has announced an increase in the Maximum Tender Amount for its cash tender offers of outstanding notes. The company has raised the aggregate purchase price limit from US$750 million to US$1 billion, following its successful pricing of US$1 billion in new 5.400% senior notes due 2038.

The tender offers target two series of notes: 6.950% senior notes due 2028 and 7.000% senior notes due 2030. Holders who tender their notes by the Early Tender Date of October 3, 2025, will be eligible for the Total Consideration, while those tendering after this date but before the October 21, 2025 expiration will receive only the Tender Consideration.

Embraer (NYSE: ERJ) announced that Morgan Stanley & Co. LLC has initiated cash tender offers for two series of outstanding senior notes: 6.950% notes due 2028 and 7.000% notes due 2030. The aggregate purchase price will not exceed $750 million, subject to adjustment.

Holders who tender by the Early Tender Date of October 3, 2025 will receive the Total Consideration, including an Early Tender Payment of $50.00 per $1,000 principal amount. The offers expire on October 21, 2025. The tender offers are conditional upon Embraer Finance completing a new debt financing and other conditions.

Notably, Embraer Finance intends to redeem any remaining 2028 Notes via make-whole call following the offers' completion, though this is not guaranteed.

Embraer (NYSE: ERJ) has secured a significant order from Avelo Airlines for 50 E195-E2 aircraft with purchase rights for an additional 50 planes. The firm order, valued at US$4.4 billion at list price, marks a milestone as Avelo becomes the first U.S. carrier to operate Embraer's largest commercial aircraft.

Deliveries are scheduled to begin in the first half of 2027. The E195-E2s will complement Avelo's existing Boeing 737NGs fleet, featuring enhanced short-field takeoff capabilities through Embraer's proprietary E2TS technology. The aircraft offers improved fuel efficiency, reduced noise footprint, and passenger amenities including 2x2 seating, in-seat power ports, and large overhead bins.

Embraer (NYSE: ERJ) reported strong second quarter 2025 results with revenues reaching an all-time Q2 high of $1.819 billion, up 22% year-over-year. The company delivered 61 aircraft in Q2, a 30% increase from the previous year, including 19 commercial jets and 38 executive jets.

The aircraft manufacturer achieved an adjusted EBIT of $191.8 million with a 10.5% margin, improving from 9.3% in Q2 2024. The firm order backlog reached a record $29.7 billion. Executive Aviation showed exceptional performance with 64% year-over-year revenue growth.

Embraer reaffirmed its 2025 guidance, projecting 77-85 commercial aircraft and 145-155 executive jet deliveries, with total revenue expected between $7.0-7.5 billion and adjusted EBIT margin of 7.5-8.3%.

Embraer (NYSE:ERJ) achieved a historic milestone in Q2 2025 with an all-time high backlog of $29.7 billion, marking a 40% year-over-year increase. The company delivered 61 aircraft across all business units, up 30% from Q2 2024.

Commercial Aviation secured a record $13.1 billion backlog, with significant orders including 60 E175 aircraft from SkyWest and 45 E195-E2 aircraft from SAS. The E175 reached 1,000 units sold since its 2005 launch. Executive Aviation delivered 38 jets, up 41% year-over-year, while Defense & Security's backlog doubled to $4.3 billion. Services & Support achieved a new backlog record of $4.9 billion, representing a 55% increase year-over-year.

[ "Record-breaking total backlog of $29.7 billion, up 40% year-over-year", "Commercial Aviation achieved 8-year high backlog of $13.1 billion with 1.8x book-to-bill ratio", "Executive Aviation deliveries increased 41% year-over-year to 38 aircraft", "Defense & Security backlog doubled to $4.3 billion compared to last year", "Services & Support backlog grew 55% year-over-year to $4.9 billion", "Major orders secured from SkyWest (60 E175s) and SAS (45 E195-E2s)", "E175 program reached milestone of 1,000 units sold since launch" ]

Embraer (NYSE: ERJ) has secured a landmark order from Scandinavian Airlines (SAS) for 45 E195-E2 aircraft, with purchase rights for an additional 10 aircraft, valued at approximately $4 billion excluding purchase rights. This represents SAS's largest direct manufacturer jet order since 1996.

The deliveries are scheduled to begin in late 2027 and will extend over approximately four years. The E195-E2 aircraft, powered by Pratt & Whitney's PW1900G GTF engines, delivers significant environmental benefits including 29% better fuel efficiency and a 62% reduction in noise footprint compared to previous-generation aircraft. The aircraft is also compatible with sustainable aviation fuel (SAF), currently capable of using 50% SAF blends, with certification for 100% SAF usage in development.

This fleet acquisition aligns with SAS's strategy for operational efficiency, emissions reduction, and network expansion from its Copenhagen hub across Scandinavian and international routes. The airline, recently ranked as the world's most punctual among 660 carriers according to Cirium, will utilize these aircraft to enhance route frequency and network flexibility while reducing operational costs.

Embraer (NYSE: ERJ) reported strong Q1 2025 financial results with revenues of $1.103 billion, up 23% year-over-year, marking the best first quarter since 2016. The company delivered 30 aircraft (7 commercial and 23 executive jets), a 20% increase from Q1 2024. Adjusted EBIT reached $62 million with a 5.6% margin, improving from 0.8% in Q1 2024. The firm order backlog hit a record high of $26.4 billion. Defense & Security segment showed remarkable growth of 72% YoY. Embraer reaffirmed its 2025 guidance, expecting commercial aviation deliveries of 77-85 aircraft and executive aviation deliveries of 145-155 aircraft, with total revenues projected between $7.0-7.5 billion. The company improved its debt profile by issuing a $650 million 10-year bond and reduced its net debt-to-EBITDA ratio to 0.5x from 1.8x YoY.

Embraer (ERJ) reported a record US$26.4 billion backlog in Q1 2025, with notable performance across all segments. Commercial Aviation reached US$10.0 billion, Executive Jets hit a new record of US$7.6 billion, Defense & Security maintained US$4.2 billion, and Services & Support totaled US$4.6 billion.

The company delivered 30 aircraft in Q1 2025, a 20% increase from Q1 2024, representing 13% of their 2025 guidance midpoint. Executive Aviation delivered 23 jets (14 light and 9 midsize), while Commercial Aviation delivered 7 aircraft. Notable orders include ANA Holdings' commitment for 15 E190-E2 aircraft with 5 options, and the Uruguayan Air Force's conversion of options for 5 A-29 Super Tucano aircraft into firm orders.