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Embraer Stock Price, News & Analysis

ERJ NYSE

Welcome to our dedicated page for Embraer news (Ticker: ERJ), a resource for investors and traders seeking the latest updates and insights on Embraer stock.

Embraer S.A. (ERJ) generates frequent news across commercial, executive and defense aviation, as well as capital markets activity. As a global aerospace company headquartered in Brazil, Embraer regularly publishes updates on aircraft orders, deliveries, backlogs and financial performance through press releases and Form 6-K filings.

Investors following Embraer news can expect recurring coverage of quarterly earnings results, where the company reports revenues, adjusted EBIT, free cash flow, aircraft deliveries by segment and total firm order backlog. These releases often highlight records such as all-time high second or third quarter revenues and backlog levels, along with guidance for commercial and executive jet deliveries.

Another key category of news involves aircraft orders and backlog developments. Recent announcements include firm orders for E175 and E195-E2 jets by airlines in North America, Europe and Africa, as well as a large E195-E2 order from Avelo Airlines with additional purchase rights. Embraer also reports on selections of its KC-390 Millennium and A-29 Super Tucano in the Defense & Security segment and on growth in its Services & Support backlog.

Embraer’s news flow also covers financing and liability management, such as cash tender offers for outstanding notes, new bond issuances by its financing subsidiary and related updates on maximum tender amounts and early tender results. In addition, the company discloses shareholder-related decisions, including interest on equity, interim dividends, share buyback programs and the engagement of a market maker to foster liquidity in its Brazilian-listed shares.

For anyone tracking ERJ, this news page provides a centralized view of Embraer’s operational milestones, major commercial wins, defense contracts and capital structure actions, based on the company’s own announcements and regulatory filings.

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Embraer (NYSE: ERJ) announced that its Board approved execution of equity swap derivative agreements with Banco Itaú Unibanco, effective Nov 7, 2025.

The swaps are cash-settled within 12 months, reference the company’s common shares and have a maximum exposure of 10,932,998 common shares under the limit set by CVM Resolution No. 77/22. Under the contracts the company will receive the price variation of its shares plus dividends and will pay CDI plus a spread. The stated purpose is to hedge share-price fluctuations

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Embraer (NYSE: ERJ) announced a share buyback program approved by its Board on November 6, 2025, effective November 7, 2025 through November 6, 2026.

The program authorizes acquisition of up to 10,800,000 ordinary shares (about 1.5% of 733,566,139 outstanding common shares) via B3 at market prices, intermediated by BTG Pactual. Purchases will use available resources consistent with CVM Resolution 77, tied to the Company's Investment and Working Capital Reserve valued at R$ 2,511,611,561.56 as of September 30, 2025.

The Board stated the buyback is for treasury, cancellation, resale, and to meet share-based compensation obligations and that it believes the program will not impair creditor obligations or alter shareholder composition materially.

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Embraer (NYSE:ERJ) reported 3Q25 results and reiterated 2025 guidance on Nov 4, 2025. 3Q25 revenue was US$2,004 million, +18% YoY (all‑time high 3rd quarter). Adjusted EBIT was US$172.0 million with an 8.6% margin. Adjusted free cash flow (w/o Eve) was US$300.3 million in the quarter. Deliveries in 3Q25 totaled 62 aircraft; firm backlog reached US$31.3 billion (all‑time high).

2025 guidance reiterated: Commercial deliveries 77–85, Executive deliveries 145–155, revenues US$7.0–7.5 billion, adjusted EBIT margin 7.5%–8.3%, and adjusted free cash flow ≥ US$200 million. S&P upgraded the credit rating to BBB; Fitch and Moody's revised outlooks to positive.

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Embraer (NYSE: ERJ) announced updated details for cash tender offers for its outstanding 6.950% notes due 2028 and 7.000% notes due 2030. As of 10:00 a.m. New York time on October 6, 2025, US$134.404M of 2028 Notes and US$465.741M of 2030 Notes were accepted for early settlement, leaving US$194.85M and US$284.259M outstanding, respectively.

The Offers include an Early Tender Payment of US$50 per US$1,000 and Total Consideration of US$1,061.18 (2028) and US$1,102.46 (2030) per US$1,000. Early settlement is expected October 7, 2025; Offers expire October 21, 2025. Embraer Finance priced US$1.0B 5.400% notes due 2038 to be exchanged for purchased Notes.

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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.

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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.

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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.

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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.

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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%.

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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" ]
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FAQ

What is the current stock price of Embraer (ERJ)?

The current stock price of Embraer (ERJ) is $64.48 as of November 3, 2025.

What is the market cap of Embraer (ERJ)?

The market cap of Embraer (ERJ) is approximately 11.8B.

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ERJ Stock Data

11.83B
183.39M
Aerospace & Defense
Industrials
Link
Brazil
São Paulo

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