All-time high - Embraer finished 2Q25 with a US$29.7 billion backlog

Rhea-AI Summary

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" ]

Positive

• None.

Negative

• Commercial Aviation deliveries at 32% of full-year guidance, below 5-year average of 35%
• Executive Aviation backlog decreased 2% quarter-over-quarter
• Production leveling improvements delayed until 2H 2025 and 2026

Insights

Aerospace Industry Analyst

Embraer's record $29.7B backlog shows robust demand across all segments, with Commercial Aviation leading and significant order momentum.

Embraer's all-time high backlog of $29.7 billion represents a remarkable 40% year-over-year increase, signaling exceptional market confidence in their aircraft portfolio. The Commercial Aviation division has reached its highest backlog level in 8 years at $13.1 billion, with a book-to-bill ratio of 1.8x over the past 12 months - a strong indicator of future revenue stability.

The milestone of 1,000 E175 aircraft sold since 2005 showcases the model's enduring market position, while recent large orders from SkyWest (60 firm E175s with 50 options) and SAS (45 firm E195-E2s with 10 options) represent significant commercial wins. SAS's order is particularly notable as their largest direct manufacturer purchase in three decades.

Total aircraft deliveries increased 30% year-over-year to 61 units, with Executive Aviation showing exceptional growth at 41% more deliveries than Q2 2024. The division's $7.4 billion backlog has grown 62% year-over-year, reflecting strong demand for business jets.

The Defense & Security segment shows remarkable momentum with its backlog doubling year-over-year to $4.3 billion, bolstered by growing international interest in the KC-390 Millennium from European nations. With Lithuania's selection and Portugal's additional order (not yet in backlog figures), the military transport aircraft continues gaining traction in NATO countries.

Services & Support has emerged as a significant growth driver with a $4.9 billion backlog, up 55% year-over-year. The expansion into passenger-to-freight conversions with Regional One and new maintenance contracts highlight Embraer's strategic diversification beyond manufacturing.

While Q2 Commercial Aviation deliveries matched last year's pace, they represent only 32% of annual guidance versus the historical 35% average at mid-year. However, management expects production improvements to accelerate deliveries in the second half of 2025.

• Commercial Aviation reported an 8-year backlog record of US$13.1 billion and the division book-to-bill reached 1.8x over the past 12 months,
• The E175 celebrated an important milestone – 1,000 units sold since its 2005 launch;
• Executive Aviation delivered 38 aircraft during the quarter, up 41% year-over-year;
• The backlog for Defense & Security reached US$4.3 billion, 2x higher than last year;
• Services & Support registered a new backlog record, up 55% year-over-year.

SÃO PAULO, July 21, 2025 /PRNewswire/ -- Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, registered a US$29.7 billion backlog in the second quarter of 2025 (2Q25) – the highest level ever recorded by the company.

Backlog by Segment - US$bn	2Q25	1Q25	qoq	2Q24	yoy
Commercial Aviation	13.1	10.0	31 %	11.3	16 %
Executive Aviation	7.4	7.6	-2 %	4.6	62 %
Services & Support	4.9	4.6	5 %	3.1	55 %
Defense & Security	4.3	4.2	3 %	2.1	100 %
Total	29.7	26.4	13 %	21.1	40 %

Embraer delivered 61 aircraft in 2Q25 across all its business units. The result reflects a 30% increase compared to the second quarter of last year (2Q24), when 47 jets were delivered, and more than twice the number of aircraft (30) recorded in the first quarter of 2025 (1Q25).

Deliveries by Segment	2Q25	1Q25	2Q24	1H25	1H24	1Q24	2025 Guidance
Executive Aviation	38	23	27	61	45	18	145-155
Phenom 100	4	2	2	6	3	1
Phenom 300	17	12	18	29	28	10
Light Jets	21	14	20	35	31	11
Praetor 500	8	3	3	11	6	3
Praetor 600	9	6	4	15	8	4
Midsize Jets	17	9	7	26	14	7
Commercial Aviation	19	7	19	26	26		77-85
E175	9	4	8	13	11	4
E190-E2	1	-	4	1	4	-
E195-E2	9	3	7	12	11	4
Total Commercial Av. & Executive Av.	57	30	46	87	71	18	222-240*
Defense & Security	4	-	1	4	1	-
KC-390 Millennium	-	-	1	-	1	-
A-29 Super Tucano	4	-	-	4	-	-

*Excludes KC-390 Millennium and A-29 Super Tucano deliveries

Commercial Aviation reported an 8-year backlog record of US$13.1 billion in 2Q25. (The previous record for the division was US$13.4 billion in 4Q17.) The backlog increased 31% compared to 1Q25 and 16% versus 2Q24. Alongside its strong sales performance, the business unit celebrated an important milestone – 1,000 E175 units sold since its 2005 launch.

During the quarter, Embraer received a firm order from SkyWest for 60 E175 aircraft with purchase rights for 50 additional units. Meanwhile, Scandinavian Airlines (SAS) entered into an agreement to acquire 45 E195-E2 aircraft, with purchase rights for 10 additional units – the largest SAS jet order direct from a manufacturer over the past 30 years. The division book-to-bill ratio reached 1.8x over the past 12 months.

In 2Q25, the business unit delivered 19 new aircraft, exactly in line with the number of aircraft delivered in 2Q24. Consequently, in the 1H25, deliveries totaled 26 aircraft and 32% of the midpoint of the full year guidance (between 77 and 85 in 2025), 3 percentage points short of the average 35% level for the period recorded over the past 5 years.

The models delivered during the period were the E175 to Republic Airlines (5), SkyWest (2) and Horizon Air (2), the E190-E2 to Azorra (1), and the E195-E2 to Aercap (3), Azorra (2), Mexicana (1), Royal Jordania (1), Binter (1) and ICBC (1). Looking forward, we expect our production leveling efforts to produce more tangible results in the 2H of the year, and from the start of 2026.

Commercial Aviation	Q1	Q2	Q3	Q4
2025	9 %	23 %
5Y average	12 %	23 %	20 %	45 %

 

2Q25 Backlog - Commercial Aviation
Aircraft Type	Firm Orders	Deliveries	Firm Order Backlog
E175	1,000	792	208
E195-E2	330	140	190
E190-E2	67	28	39
Total	1,397	960	437

 

Customer (Country)	Firm Orders	Deliveries	Firm Order Backlog
EMBRAER 175	1,000	792	208
American Airlines (USA)	204	114	90
SkyWest (USA)	288	214	74
Republic Airlines (USA)	187	152	35
Horizon Air / Alaska (USA)	50	47	3
Undisclosed	4	1	3
Air Peace (Nigeria)	2	-	2
Overland Airways (Nigeria)	3	2	1
Air Canada (Canada)	15	15	-
Air Lease (USA)	8	8	-
Alitalia (Italy)	2	2	-
Belavia (Belarus)	1	1	-
CIT (USA)	4	4	-
ECC Leasing (Ireland)*	1	1	-
Flybe (UK)	11	11	-
Fuji Dream (Japan)	2	2	-
GECAS (USA)	5	5	-
KLM (The Netherlands)	17	17	-
LOT Polish (Poland)	12	12	-
Mauritania Airlines (Mauritania)	2	2	-
Mesa (USA)	7	7	-
NAC / Aldus (Ireland)	2	2	-
NAC / Jetscape (USA)	4	4	-
Northwest (USA)	36	36	-
Oman Air (Oman)	5	5	-
Royal Jordanian (Jordan)	2	2	-
Suzuyo (Japan)	11	11	-
TRIP (Brazil)	5	5	-
United Airlines (USA)	110	110	-
* Aircraft delivered by ECC Leasing: one to Air Caraibes
Customer (Country)	Firm Orders	Deliveries	Firm Order Backlog
Embraer 195-E2	330	140	190
Azul (Brazil)	51	-	51
SAS (Sweden)	45	-	45
Porter (Canada)	75	44	31
Aercap (Ireland)	43	31	12
Azorra (USA)	23	12	11
Air Peace (Nigeria)	16	5	11
Mexicana (Mexico)	10	1	9
Aircastle (USA)	23	16	7
Salam Air (Oman)	6	-	6
Luxair (Luxembourg)	6	-	6
Royal Jordanian (Jordan)	2	1	1
Binter Canarias (Spain)	16	16	-
ICBC (China)	10	10	-
Helvetic (Switzerland)	4	4	-
	-	-	-
Customer (Country)	Firm Orders	Deliveries	Firm Order Backlog
Embraer 190-E2	67	28	39
ANA (Japan)	15	-	15
Mexicana (Mexico)	10	-	10
Azorra (USA)	16	9	7
Virgin Australia (Australia)	4	-	4
Aircastle (USA)	2	-	2
Air Kiribati (Kiribati)	2	1	1
Aercap (Ireland)	5	5	-
Helvetic (Switzerland)	8	8	-
Wideroe (Norway)	3	3	-
Placar Linhas Aéreas (Brazil)	1	1	-
Undisclosed	1	1	-

Executive Aviation posted a backlog of US$7.4 billion in 2Q25, up 62% year-over-year (yoy) but down a slight 2% quarter-over-quarter (qoq). Deliveries reached 38 jets during the period, 41% higher than the 27 jets in 2Q24. Consequently, in the 1H25, deliveries totaled 61 aircraft and 41% of the midpoint of the full year guidance (between 145 and 155 in 2025), 8 percentage points higher than the average 32% level for the period recorded over the past 5 years.

Executive Aviation	Q1	Q2	Q3	Q4
2025	15 %	25 %
5Y average	11 %	21 %	25 %	43 %

In Defense & Security, the backlog ended at US$4.3 billion in 2Q25, 3% higher sequentially and 2x higher than a year ago. The business unit delivered four A-29 Super Tucano aircraft to the Paraguayan Air Force during the period.

The division highlights include Lithuania's announcement the C-390 Millennium has been selected to enhance the country's military readiness, and Portugal's decision to acquire a sixth KC-390 Millennium aircraft. Furthermore, Embraer and the Portuguese Air Force intend to include ten purchase options in their current contract for potential future acquisitions by European nations or NATO (North Atlantic Treaty Organization) members.

The C-390 Millenium selection by Sweden (4) and Slovakia (3), the additional order from Portugal (1), and the A-29 Super Tucano for Panama (4) are not included in the backlog, since the contracts are not yet effective.

2Q25 Backlog - Defense & Security
Aircraft Type	Firm Orders	Deliveries	Firm Order Backlog
KC-390 Millennium	42	10	32
A-29 Super Tucano*	34	4	30

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

Customer (Country)	Firm Orders	Deliveries	Firm Order Backlog
KC-390 Millennium	42	10	32
Brazilian Air Force  (Brazil)	19	7	12
Royal Netherlands Air Force (Netherlands)	5	-	5
Austrian Air Force (Austria)	4	-	4
Portuguese Air Force ( Portugal)	5	2	3
Republic of Korea Air Force (South Korea)	3	-	3
Czech Air Force (Czech Republic)	2	-	2
Undisclosed	2	-	2
Hungarian Air Force (Hungary)	2	1	1
	-	-
Customer (Country)	Firm Orders	Deliveries	Firm Order Backlog
A-29 Super Tucano*	34	4	30
Portuguese Air Force ( Portugal)	12	-	12
Uruguayan Air Force	6	-	6
Undisclosed	6	-	6
Undisclosed (Africa)	4	-	4
Paraguayan Air Force (Paraguay)	6	4	2

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

Services & Support increased its backlog to US$4.9 billion – up a significant 55% yoy along with a welcome 5% qoq because of several contracts celebrated during 2Q25.  

In the Commercial Aviation sub-segment, the business unit signed a new maintenance contract with CommuteAir for its new facilities at the Perot Field Alliance Airport in Fort Worth, Texas. The division will deploy a new full-flight simulator in Madrid for E2 customers in partnership with CAE. And finally, the partnership with Regional One was extended with the addition of two passenger-to-freight (P2F) conversions, doubling its existing orders to four units – Bridges Air Cargo will be the launch customer of the new product. Meanwhile, Virgin Australia, Amelia, Air Montenegro, and Hunnu Air signed new Pool program contracts.

On the connectivity topic, the business unit will offer the Gogo Galileo HDX solution for Phenom 300 aftermarket customers through a Supplemental Type Certificate (STC) generated in partnership with Gogo, while Viasat will install advanced in-flight internet connectivity on Aeromexico's E190 jets, further integrating the airline's fleet with fast Wi-Fi for its customers.

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.

View original content:https://www.prnewswire.com/news-releases/all-time-high--embraer-finished-2q25-with-a-us29-7-billion-backlog-302510060.html

SOURCE Embraer S.A.

FAQ

What was Embraer's (ERJ) total backlog in Q2 2025?

Embraer achieved an all-time high backlog of $29.7 billion in Q2 2025, representing a 40% increase year-over-year and a 13% increase quarter-over-quarter.

How many aircraft did Embraer (ERJ) deliver in Q2 2025?

Embraer delivered 61 aircraft in Q2 2025, including 38 Executive Aviation jets and 19 Commercial Aviation aircraft, showing a 30% increase from Q2 2024.

What major orders did Embraer (ERJ) receive in Q2 2025?

Embraer secured two major orders: SkyWest ordered 60 E175 aircraft with 50 additional purchase rights, and SAS ordered 45 E195-E2 aircraft with 10 additional purchase rights.

How many E175 aircraft has Embraer (ERJ) sold since its launch?

The E175 reached a milestone of 1,000 units sold since its 2005 launch, with 792 aircraft delivered and 208 in the firm order backlog.

What was Embraer's (ERJ) Commercial Aviation backlog in Q2 2025?

Commercial Aviation achieved an 8-year high backlog of $13.1 billion, representing a 31% increase from Q1 2025 and a 16% increase year-over-year.