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EMBRAER EARNINGS RESULTS 2nd QUARTER 2025

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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%.

Embraer (NYSE: ERJ) ha riportato risultati solidi nel secondo trimestre 2025, con ricavi che hanno raggiunto un massimo storico per il Q2 di 1,819 miliardi di dollari, in crescita del 22% rispetto all'anno precedente. L'azienda ha consegnato 61 aeromobili nel Q2, un aumento del 30% rispetto all'anno precedente, comprendendo 19 jet commerciali e 38 jet executive.

Il produttore di aeromobili ha ottenuto un EBIT rettificato di 191,8 milioni di dollari con un margine del 10,5%, migliorando rispetto al 9,3% del Q2 2024. Il portafoglio ordini fermo ha raggiunto un record di 29,7 miliardi di dollari. Il settore Executive Aviation ha mostrato una performance eccezionale con una crescita dei ricavi del 64% su base annua.

Embraer ha confermato le previsioni per il 2025, prevedendo la consegna di 77-85 aeromobili commerciali e 145-155 jet executive, con ricavi totali attesi tra 7,0 e 7,5 miliardi di dollari e un margine EBIT rettificato tra il 7,5% e l'8,3%.

Embraer (NYSE: ERJ) reportó sólidos resultados en el segundo trimestre de 2025, con ingresos que alcanzaron un récord histórico para el Q2 de 1.819 millones de dólares, un aumento del 22% interanual. La compañía entregó 61 aeronaves en el Q2, un incremento del 30% respecto al año anterior, incluyendo 19 jets comerciales y 38 jets ejecutivos.

El fabricante de aeronaves logró un EBIT ajustado de 191,8 millones de dólares con un margen del 10,5%, mejorando desde el 9,3% en el Q2 de 2024. La cartera firme de pedidos alcanzó un récord de 29,7 mil millones de dólares. La Aviación Ejecutiva mostró un desempeño excepcional con un crecimiento de ingresos del 64% interanual.

Embraer reafirmó su guía para 2025, proyectando la entrega de 77-85 aeronaves comerciales y 145-155 jets ejecutivos, con ingresos totales esperados entre 7.0 y 7.5 mil millones de dólares y un margen EBIT ajustado de entre 7.5% y 8.3%.

엠브라에르 (NYSE: ERJ)은 2025년 2분기 실적에서 매출이 전년 대비 22% 증가한 18억 1,900만 달러로 2분기 사상 최고치를 기록했다고 발표했습니다. 회사는 2분기에 61대의 항공기를 인도했으며, 이는 전년 대비 30% 증가한 수치로, 상업용 제트기 19대와 경영용 제트기 38대를 포함합니다.

항공기 제조사는 조정 EBIT가 1억 9,180만 달러에 달하며 10.5%의 마진을 기록해 2024년 2분기의 9.3%에서 개선되었습니다. 확정 주문 잔고는 사상 최대인 297억 달러에 달했습니다. 경영용 항공 부문은 전년 대비 64% 매출 성장으로 뛰어난 성과를 보였습니다.

엠브라에르는 2025년 가이던스를 재확인하며, 77-85대의 상업용 항공기145-155대의 경영용 제트기 인도를 예상하고 있으며, 총 매출은 70억~75억 달러, 조정 EBIT 마진은 7.5~8.3%로 전망하고 있습니다.

Embraer (NYSE : ERJ) a annoncé de solides résultats pour le deuxième trimestre 2025, avec un chiffre d'affaires atteignant un record historique de 1,819 milliard de dollars au T2, en hausse de 22 % par rapport à l'année précédente. La société a livré 61 avions au T2, soit une augmentation de 30 % par rapport à l'année précédente, comprenant 19 jets commerciaux et 38 jets d'affaires.

Le constructeur aéronautique a réalisé un EBIT ajusté de 191,8 millions de dollars avec une marge de 10,5 %, en amélioration par rapport à 9,3 % au T2 2024. Le carnet de commandes ferme a atteint un record de 29,7 milliards de dollars. L'aviation d'affaires a affiché une performance exceptionnelle avec une croissance du chiffre d'affaires de 64 % en glissement annuel.

Embraer a confirmé ses prévisions pour 2025, projetant la livraison de 77 à 85 avions commerciaux et de 145 à 155 jets d'affaires, avec un chiffre d'affaires total attendu entre 7,0 et 7,5 milliards de dollars et une marge EBIT ajustée comprise entre 7,5 % et 8,3 %.

Embraer (NYSE: ERJ) meldete starke Ergebnisse für das zweite Quartal 2025 mit einem Umsatzrekord für das Q2 von 1,819 Milliarden US-Dollar, was einem Anstieg von 22 % gegenüber dem Vorjahr entspricht. Das Unternehmen lieferte im Q2 61 Flugzeuge aus, eine Steigerung von 30 % gegenüber dem Vorjahr, darunter 19 Verkehrsflugzeuge und 38 Executive-Jets.

Der Flugzeughersteller erzielte ein bereinigtes EBIT von 191,8 Millionen US-Dollar mit einer Marge von 10,5 %, eine Verbesserung gegenüber 9,3 % im Q2 2024. Der Auftragsbestand erreichte mit 29,7 Milliarden US-Dollar einen Rekordwert. Die Executive Aviation zeigte eine herausragende Leistung mit einem Umsatzwachstum von 64 % im Jahresvergleich.

Embraer bestätigte seine Prognose für 2025 und erwartet 77-85 Verkehrsflugzeuge sowie 145-155 Executive-Jets auszuliefern, mit einem Gesamtumsatz zwischen 7,0 und 7,5 Milliarden US-Dollar und einer bereinigten EBIT-Marge von 7,5-8,3 %.

Positive
  • Record Q2 revenue of $1.819 billion, up 22% year-over-year
  • Executive Aviation revenue growth of 64% year-over-year
  • All-time high order backlog of $29.7 billion
  • Improved adjusted EBIT margin of 10.5%, up from 9.3% in Q2 2024
  • Aircraft deliveries increased 30% to 61 units
  • No material impact from U.S. tariffs on Q2 results
Negative
  • Negative adjusted free cash flow of $161.6 million in Q2

Insights

Embraer posts strong Q2 with 22% revenue growth, record backlog, and improved margins despite preparing for increased future deliveries.

Embraer delivered an impressive second quarter performance with $1.82 billion in revenue, marking a 22% year-over-year increase and an all-time high for Q2. The adjusted EBIT margin improved to 10.5% from 9.3% in the comparable period, demonstrating enhanced operational efficiency.

The executive aviation segment emerged as the standout performer, with revenues surging 64% year-over-year. This reflects the continued robust demand in the business jet market and Embraer's strengthening position in this high-margin segment. The company delivered 38 executive jets in the quarter – 21 light and 17 medium aircraft – compared to the 19 commercial aircraft delivered.

Despite posting a negative adjusted free cash flow of $161.6 million (excluding Eve), this was strategic as the company builds inventory for increased deliveries in upcoming quarters. This investment in future growth is supported by Embraer's record $29.7 billion backlog, which provides exceptional revenue visibility.

Importantly, management confirmed that recent U.S. tariffs have not materially impacted Q2 results and reiterated their full-year guidance, including commercial aviation deliveries between 77-85 aircraft, executive aviation deliveries of 145-155 aircraft, total revenue of $7.0-7.5 billion, adjusted EBIT margin of 7.5-8.3%, and adjusted free cash flow of $200 million or higher. The maintained guidance despite macroeconomic challenges signals management's confidence in the company's operational execution for the remainder of 2025.

SÃO PAULO, Aug. 5, 2025 /PRNewswire/ -- EMBRAER S.A. (NYSE: ERJ; B3: EMBR3) RELEASES ITS SECOND QUARTER 2025 EARNINGS RESULTS.

HIGHLIGHTS

  • 2025 Guidance reiterated: Commercial Aviation deliveries between 77 and 85 aircraft, and Executive Aviation deliveries between 145 and 155 aircraft. Total company revenues in the US$7.0 to US$7.5 billion range, adjusted EBIT margin between 7.5% and 8.3%, and adjusted free cash flow of US$200 million or higher for the year. The company highlights 2Q25 results were not materially impacted by U.S. tariffs.
  • Revenues totaled US$1,819 million in 2Q25 – all time high 2nd quarter – +22% year over year (yoy). Highlight for Executive Aviation revenues with +64% yoy growth.
  • Adjusted EBIT reached US$191.8 million with a +10.5% margin in 2Q25 (+9.3% in 2Q24).
  • Adjusted free cash flow w/o Eve was US$(161.6) million during the period in preparation for a higher number of aircraft deliveries in the coming quarters.
  • Embraer delivered 61 aircraft in 2Q25, of which 19 were commercial jets (10 E2s and 9 E1s), 38 were executive jets (21 light and 17 medium) while 4 were defense related; +30% versus the 47 aircraft delivered yoy.
  • Firm order backlog of US$29.7 billion in 2Q25 – all-time high. For more information please see our 2Q25 Backlog and Deliveries release.
  • To access the spreadsheet containing the data available in our Investor Relations website click here.

For additional information, please check the full document on our website ri.embraer.com.br

Investor Relations
Guilherme Paiva, Patrícia Mc Knight, Viviane Pinheiro, Alessandra Rangel, Marilia Saback and Rodrigo Diniz.  
investor.relations@embraer.com.br
ri.embraer.com.br

Embraer will host a conference call to present its 2Q25 results on:

Tuesday August 05, 2025
ENGLISH: 8:00 AM (NY Time) / 9:00 AM (SP Time).
Translation to Portuguese.

To access the webcast click here.

Zoom webinar: 85415381843

We recommend you join 15 minutes in advance. 

 

Cision View original content:https://www.prnewswire.com/news-releases/embraer-earnings-results-2nd-quarter-2025-302521947.html

SOURCE Embraer S.A.

FAQ

What were Embraer's (ERJ) Q2 2025 earnings results?

Embraer reported Q2 2025 revenues of $1.819 billion (up 22% YoY) with an adjusted EBIT of $191.8 million and a 10.5% margin.

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

Embraer delivered 61 aircraft in Q2 2025, including 19 commercial jets, 38 executive jets, and 4 defense-related aircraft, representing a 30% increase year-over-year.

What is Embraer's (ERJ) current order backlog?

Embraer's firm order backlog reached an all-time high of $29.7 billion in Q2 2025.

What is Embraer's (ERJ) guidance for 2025?

Embraer expects to deliver 77-85 commercial aircraft and 145-155 executive jets in 2025, with total revenue of $7.0-7.5 billion and adjusted EBIT margin between 7.5-8.3%.

How did Embraer's (ERJ) Executive Aviation segment perform in Q2 2025?

Embraer's Executive Aviation segment showed strong performance with 64% year-over-year revenue growth and delivered 38 jets (21 light and 17 medium).
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