Embraer (NYSE: ERJ) hits 2025 jet delivery guidance with 244 aircraft

Rhea-AI Filing Summary

Embraer S.A. reported strong operating results, delivering 91 aircraft in the fourth quarter of 2025, above both 3Q25 (62) and 4Q24 (75). Commercial Aviation delivered 32 jets in the quarter, including 15 E195-E2 aircraft, and totaled 78 jets in 2025, in-line with its 77–85 aircraft guidance. Executive Aviation delivered 53 jets in 4Q25 and 155 in 2025, reaching the high end of its 145–155 guidance range. In Defense & Security, Embraer delivered 2 KC-390 Millennium aircraft and 4 A-29 Super Tucano in the quarter. For 2025 overall, the company delivered 244 aircraft across all segments, up from 206 in the previous year.

Positive

• Total deliveries rose to 244 aircraft in 2025, up from 206 in the prior year, showing notable volume growth.
• Commercial Aviation deliveries of 78 jets in 2025 were in-line with guidance of 77–85 aircraft.
• Executive Aviation delivered 155 jets in 2025, achieving the high end of its 145–155 guidance range.

Negative

• None.

Insights

Aerospace equity analyst

Embraer increased 2025 deliveries, meeting or hitting the high end of guidance.

Embraer reports 91 aircraft delivered in 4Q25, ahead of both 3Q25 (62) and 4Q24 (75), indicating a strong year-end production and delivery performance. Total 2025 deliveries reached 244 aircraft across Commercial, Executive, and Defense & Security, compared with 206 in the prior year.

Commercial Aviation delivered 32 jets in 4Q25 and 78 in 2025, in-line with its 77–85 aircraft guidance, suggesting execution consistent with internal targets. Executive Aviation delivered 53 jets in 4Q25 and 155 in 2025, at the high end of its 145–155 guidance, supported by the Phenom 300, which saw 23 units delivered in the quarter.

Defense & Security added 2 KC-390 Millennium aircraft and 4 A-29 Super Tucano in the quarter, contributing to the mix rather than the bulk of volume. The combination of higher total deliveries and performance within or at the top of guidance ranges may support perceptions of operational stability, with future filings needed to show the related revenue and margin effects.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_______________________

FORM 6-K

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Report of Foreign Private Issuer

Pursuant to Rule 13a-16 or 15d-16

under the Securities Exchange Act of 1934

For the month of January 2026

Commission File Number: 001-15102

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Embraer S.A.

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Avenida Dra. Ruth Cardoso, 8501,

30th floor (part), Pinheiros, São Paulo, SP, 05425-070, Brazil

(Address of principal executive offices)

__________________________________

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

Form 20-F x Form 40-F ¨

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ¨

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ¨

 

Embraer reports 91 aircraft delivered in the fourth quarter and

surpasses 4Q24 mark to meet 2025 guidance

São Paulo (SP), Brazil, January 6, 2026 – Embraer (NYSE: EMBJ / B3: EMBJ3), a global leader in the aerospace industry, delivered 91 aircraft in 4Q25. This result represents an improvement compared to 3Q25 and 4Q24, when 62 and 75 jets were delivered, respectively.

During 4Q25, 32 new commercial jets were delivered — 15 of which were E195-E2 models, Embraer’s largest aircraft currently in production in the segment. During the period, the Commercial Aviation business unit outperformed both 3Q25 and 4Q24, which recorded 20 and 31 deliveries, respectively. In 2025, Commercial Aviation delivered 78 jets, in-line with its 77-85 aircraft guidance for the year.

Embraer Executive Jets registered 53 deliveries, compared with 41 jets delivered in 3Q25 and 44 in 4Q24. The highlight of the quarter was the Phenom 300, the fastest light jet in production and market leader for 13 consecutive years, with 23 units delivered. In 2025, Executive Aviation delivered 155 jets, at the high end of its 145-155 guidance for the year.

In Defense & Security, the company delivered 2 units of its multi-mission military transport aircraft, the KC-390 Millennium, and 4 A-29 Super Tucano during the quarter.

In 2025, the company delivered a total of 244 aircraft across Commercial Aviation, Executive Aviation and Defense & Security, surpassing the 206 units delivered in the previous year.

About Embraer

A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive aviation, Defense & 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.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Date: January 6, 2026

Embraer S.A.
By:		/s/ Antonio Carlos Garcia
		Name:		Antonio Carlos Garcia
		Title:		Executive Vice President of Finance and Investor Relations

FAQ

How many aircraft did Embraer (ERJ) deliver in 4Q25?

In 4Q25, Embraer delivered 91 aircraft, an increase compared to 62 in 3Q25 and 75 in 4Q24.

What were Embraer (ERJ) total aircraft deliveries for 2025?

For 2025, Embraer delivered a total of 244 aircraft across Commercial Aviation, Executive Aviation, and Defense & Security, up from 206 in the previous year.

Did Embraer (ERJ) meet its 2025 Commercial Aviation delivery guidance?

Yes. Commercial Aviation delivered 78 jets in 2025, which is in-line with its guidance range of 77–85 aircraft for the year.

How did Embraer Executive Jets perform in 2025?

Embraer Executive Jets delivered 53 aircraft in 4Q25 and 155 in 2025, matching the high end of its 145–155 guidance range.

Which Embraer (ERJ) executive jet model stood out in 4Q25?

The Phenom 300, described as the fastest light jet in production and a market leader for 13 consecutive years, was a highlight with 23 units delivered in 4Q25.

What deliveries did Embraer (ERJ) report in Defense & Security for 4Q25?

In Defense & Security for 4Q25, Embraer delivered 2 KC-390 Millennium multi-mission transport aircraft and 4 A-29 Super Tucano aircraft.