Embraer Stock Price, News & Analysis

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.

Intelsat and Embraer (NYSE: ERJ) have announced a groundbreaking line-fit agreement that will enable factory installation of Intelsat's multi-orbit satellite connectivity system on Embraer E2 aircraft. This marks Intelsat as the first provider to offer a multi-orbit satellite inflight connectivity system with an electronically steered array (ESA) antenna installed directly at the Embraer factory.

The Buyer-Furnished Equipment agreement allows airline customers to receive their E2 aircraft with the Intelsat ESA system pre-installed and immediately operational. The system promises to deliver high-speed, reliable internet access with wide coverage and low latency, comparable to home connectivity experiences for passengers.

Embraer (NYSE: ERJ) has secured a significant commitment from Sweden to acquire four C-390 Millennium multi-mission aircraft. The announcement follows Sweden's joining of the C-390 program alongside the Netherlands and Austria. The C-390 Millennium, which has been acquired by eight countries, demonstrates impressive operational metrics with a 93% mission capability rate and over 99% mission completion rates.

The aircraft's capabilities include carrying 26 tons of payload, flying at 470 knots, and performing various missions including troop transport, medical evacuation, search and rescue, and firefighting. It can operate on temporary or unpaved runways and features air-to-air refueling capabilities. The C-390 is currently in operation with the Brazilian Air Force (since 2019), Portuguese Air Force (2023), and Hungarian Air Force (2024).

Embraer (NYSE: ERJ) has announced the filing of its Form 20-F for the fiscal year ended December 31, 2024, with the U.S. Securities and Exchange Commission (SEC). The annual report is now accessible on multiple platforms including the SEC website, Brazilian Securities and Exchange Commission (CVM), and Embraer's Investor Relations website.

Shareholders and holders of Embraer's American Depositary Shares can request a free hardcopy of the Annual Report 20-F through the company's Investor Relations Department.

Embraer (NYSE: ERJ) has announced a new share buyback program approved by its Board of Directors on March 17, 2025. The program authorizes the acquisition of up to 1,066,667 common shares, representing approximately 0.15% of the company's 734,631,601 outstanding shares.

The buyback program will run from March 18, 2025, to March 17, 2026. Acquisitions will be conducted through BTG Pactual at market prices on the B3 stock exchange. The company will utilize R$154,288,574.28 from its Investment and Working Capital Reserve for the program.

The acquired shares may be held in treasury, cancelled, or sold in the market. They can also be used to fulfill obligations under share-based compensation plans. Currently, Embraer holds 5,832,238 shares in treasury. The company's management affirms that the buyback program is compatible with its financial situation and will not affect its ability to meet creditor obligations.

Embraer (NYSE: ERJ) reported strong financial results for Q4 and FY2024, with record-breaking annual revenues of $6.395 billion, up 21% year-over-year. The company delivered 206 aircraft in 2024, a 14% increase from 2023, meeting guidance targets for both Commercial and Executive Aviation.

Q4 revenues reached $2.311 billion, with adjusted EBIT of $265.1 million and an 11.5% margin. The Defense & Security segment showed remarkable growth of 40% YoY. The firm order backlog reached a historic high of $26.3 billion, representing a 40% YoY increase.

For 2025, Embraer projects Commercial Aviation deliveries of 77-85 aircraft and Executive Aviation deliveries of 145-155 aircraft. Revenue guidance is set at $7.0-7.5 billion, with adjusted EBIT margin of 7.5-8.3% and adjusted free cash flow of $200 million or higher.