EMBRAER EARNINGS RESULTS 2nd QUARTER 2025

Rhea-AI Summary

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%.

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

Aerospace Financial Analyst

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 2^nd 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. 

 

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).