[6-K] EMBRAER S.A. Current Report (Foreign Issuer)
Embraer reported a record-high US$31.3 billion backlog in 3Q25, up 38% year over year and 5% sequentially. The company delivered 62 aircraft in the quarter across business units. Year-to-date, Commercial and Executive Aviation deliveries reached 148 aircraft, 16% above the prior year.
Commercial Aviation backlog was US$15.2 billion (up 37% YoY; up 16% QoQ), supported by a 2.7x book-to-bill over the past year, with 3Q25 deliveries of 20 aircraft. Executive Aviation backlog was US$7.3 billion (up 65% YoY), with 41 deliveries and the milestone 2,000th business jet. Services & Support sustained a record US$4.9 billion backlog (up 40% YoY). Defense & Security backlog reached US$3.9 billion (up 8% YoY), including delivery of a KC-390 to Portugal and contracts for 5 A-29 Super Tucano units to Panama and SNC. New commercial wins included firm orders for the E195‑E2 from Avelo (50) with rights for 50 more and from LATAM (24) with rights for 50 more.
Embraer ha registrato un backlog record di US$31,3 miliardi nel 3Q25, in crescita del 38% anno su anno e del 5% sequenziale. L'azienda ha consegnato 62 aeromobili nel trimestre tra le unità di business. Nell'anno in corso, le consegne di Commercial e Executive Aviation hanno raggiunto 148 aeromobili, 16% in più rispetto all'anno precedente.
Il backlog della Commercial Aviation era di US$15,2 miliardi (in aumento del 37% YoY; +16% QoQ), supportato da un 2,7x book-to-bill nell'ultimo anno, con 20 aeromobili consegnati nel 3Q25. Il backlog di Executive Aviation era di US$7,3 miliardi (in aumento del 65% YoY), con 41 consegne e la tappa 2.000ª business jet. Services & Support ha mantenuto un backlog record di US$4,9 miliardi (in crescita del 40% YoY). Il backlog di Defense & Security ha raggiunto US$3,9 miliardi (in crescita del 8% YoY), inclusa la consegna di un KC-390 al Portogallo e contratti per 5 A-29 Super Tucano a Panama e SNC. Le nuove vittorie commerciali includevano ordini fermi per l'E195‑E2 da Avelo (50) con diritti per altri 50 e da LATAM (24) con diritti per altri 50.
Embraer reportó un backlog récord de US$31,3 mil millones en el 3T25, un aumento del 38% interanual y del 5% secuencial. La compañía entregó 62 aeronaves en el trimestre entre sus unidades de negocio. En lo que va del año, las entregas de Commercial y Executive Aviation alcanzaron 148 aeronaves, un 16% más que el año anterior.
El backlog de Commercial Aviation fue de US$15,2 mil millones (creció 37% interanual; 16% QoQ), respaldado por una relación book-to-bill de 2,7x en el último año, con 20 aeronaves entregadas en 3Q25. El backlog de Executive Aviation fue de US$7,3 mil millones (subió 65% interanual), con 41 entregas y la meta de 2.000º business jet. Services & Support mantuvo un backlog récord de US$4,9 mil millones (aumento del 40% interanual). El backlog de Defense & Security alcanzó US$3,9 mil millones (↑8% interanual), incluyendo la entrega de un KC-390 a Portugal y contratos para 5 unidades A-29 Super Tucano para Panamá y SNC. Las nuevas victorias comerciales incluyeron órdenes firmes para el E195‑E2 de Avelo (50) con derechos para 50 más y de LATAM (24) con derechos para 50 más.
엠브라에르는 3Q25에서 미화 313억 달러의 사상 최고 백로그를 기록했고, 전년 대비 38%, 전분기 대비 5% 증가했습니다. 회사는 분기 동안 비즈니스 부문 전반에서 62대의 항공기를 인도했습니다. 연간 누계로 상용 및 임원 항공의 인도는 148대에 이르렀고, 전년 대비 16% 증가했습니다.
상용 항공 백로그는 미화 152억 달러로 전년 대비 37% 증가했고, QoQ로는 16% 증가했으며, 지난 1년간 2.7x의 북-투-빌(Book-to-Bill) 비율로 뒷받침되었습니다. 3Q25의 인도는 20대였습니다. 임원 항공 백로그는 미화 73억 달러로 전년 대비 65% 증가했고, 41대의 인도와 2,000번째 비즈니스 제트의 이정표가 전해졌습니다. 서비스 및 지원은 미화 49억 달러의 백로그를 기록적으로 유지했고, 전년 대비 40% 증가했습니다. 방위 및 보안 백로그는 미화 39억 달러로 전년 대비 8% 증가했으며, 포르투갈에 KC-390를 인도하고 파나마에 5대 A-29 Super Tucano와 SNC 계약이 체결되었습니다. 신규 상업 수주에는 Avelo의 E195‑E2를 포함한 확정 주문 (50대)와 향후 50대 더에 대한 권리, LATAM의 (24대)와 향후 50대에 대한 권리를 포함한 계약이 포함되었습니다.
Embraer a enregistré un carnet de commandes record de US$31,3 milliards au 3T25, en hausse de 38% en glissement annuel et de 5% en glissement séquentiel. L'entreprise a livré 62 avions au cours du trimestre dans ses unités opérationnelles. À ce jour, les livraisons de l’aviation Commerciale et Executive atteignent 148 avions, soit 16% de plus qu’il y a un an.
Le carnet de l’aviation Commerciale était de US$15,2 milliards (en hausse de 37% YoY; 16% QoQ), soutenu par un livre-immobilier 2,7x au cours de l’année passée, avec 20 avions livrés au 3T25. Le carnet de l’aviation Executive était de US$7,3 milliards (en hausse de 65% YoY), avec 41 livraisons et le milestone 2 000e jet d’affaires. Services & Support a maintenu un carnet record de US$4,9 milliards (en hausse de 40% YoY). Le carnet de défense & sécurité a atteint US$3,9 milliards (en hausse de 8% YoY), incluant la livraison d’un KC-390 au Portugal et des contrats pour 5 A-29 Super Tucano au Panama et à SNC. Les nouvelles victoires commerciales comprenaient des commandes fermes pour le E195‑E2 de Avelo (50) avec droits pour 50 supplémentaires et de LATAM (24) avec droits pour 50 supplémentaires.
Embraer meldete einen Rekord-Backlog von US$31,3 Mrd. im 3Q25, ein Anstieg von 38% gegenüber dem Vorjahr und 5% gegenüber dem Vorquartal. Das Unternehmen lieferte im Quartal 62 Flugzeuge über alle Geschäftsbereiche hinweg aus. Bis heute erreichten die Auslieferungen von Commercial und Executive Aviation 148 Flugzeuge, 16% mehr als im Vorjahr.
Der Backlog der Commercial Aviation betrug US$15,2 Mrd. (Y/Y um 37% gestiegen; QoQ um 16% gestiegen), gestützt durch eine 2,7x Book-to-Bill-Quote im vergangenen Jahr, mit 20 Auslieferungen im 3Q25. Der Backlog von Executive Aviation betrug US$7,3 Mrd. (um 65% YoY gestiegen), mit 41 Auslieferungen und dem Meilenstein 2.000. Geschäftsjet. Services & Support hielten einen Rekord-Backlog von US$4,9 Mrd. (um 40% YoY gestiegen). Defense & Security Backlog erreichte US$3,9 Mrd. (um 8% YoY gestiegen), einschließlich der Auslieferung eines KC-390 nach Portugal und Verträge für 5 A-29 Super Tucano nach Panama und SNC. Neue kommerzielle Aufträge umfassten feste Bestellungen für das E195‑E2 von Avelo (50) mit Optionen für 50 weitere und von LATAM (24) mit Optionen für 50 weitere.
إمبرازير أبلغت عن دفتر طلبات قياسي بلغ US$31.3 مليار في الربع الثالث 25، بارتفاع 38% سنوياً و5% على أساس شبه سنوي. الشركة سلمت 62 طائرة خلال الربع عبر وحدات الأعمال. حتى تاريخه، بلغت تسليمات Commercial وExecutive Aviation 148 طائرة، بارتفاع 16% عن العام السابق.
كان دفتر طلبات Commercial Aviation US$15.2 مليار (ارتفاع 37% سنوياً؛ 16% ربعي)، مدعوماً من خلال 2.7x book-to-bill خلال العام الماضي، مع 20 طائرة تسلمت في 3Q25. وكان دفتر طلبات Executive Aviation US$7.3 مليار (ارتفاع 65% YoY)، مع 41 تسليم و milestone 2,000th business jet. خدمات الدعم والصيانة حافظت على دفتر طلبات قياسي قدره US$4.9 مليار (ارتفاع 40% YoY). وبلغ دفتر طلبات الدفاع والأمن US$3.9 مليار (ارتفاع 8% YoY)، بما في ذلك تسليم KC-390 للبرتغال وعقود لــ 5 وحدات A-29 Super Tucano إلى بنما وSNC. وشملت الانتصارات التجارية الجديدة طلبات ثابتة لطائرة E195‑E2 من Avelo (50) مع حقوق لـ50 أخرى ومن LATAM (24) مع حقوق لـ50 أخرى.
安博尔达（Embraer） 报告在 3Q25 实现创纪录的 US$313亿 backlog，同比增长 38%、环比增长 5%。公司在该季度跨事业部共交付 62 架飞机。年初至今，商用与执行航空的交付量达到 148 架，较上年同期增长 16%。
商用航空 backlog 为 US$152 亿（同比增长 37%；环比增长 16%），过去一年BOOK-TO-BILL 为 2.7x，3Q25 的交付为 20 架。执行航空 backlog 为 US$73 亿（同比增长 65%），交付 41 架，并实现 2000 架商务喷气机里程碑。服务与支持保持创纪录的 US$49 亿 backlog（同比增长 40%）。防务与安全 backlog 达到 US$39 亿（同比增长 8%），包括向葡萄牙交付 KC-390，以及向巴拿马和 SNC 提供的 5 台 A-29 Super Tucano 的合同。新增商业胜利包括来自 Avelo 的 E195‑E2 固定订单（50 台，另有 50 台的授予权）以及来自 LATAM 的 24 台，另有 50 台的授予权。
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Insights
Record backlog underscores strong demand; execution remains key.
Embraer ended 3Q25 with a
Order momentum included firm commitments for the E195‑E2 from Avelo (50) and LATAM (24), plus purchase rights that could expand fleets. Defense & Security delivered a KC‑390 to Portugal and logged 5 A‑29 sales, with backlog at
3Q25 deliveries totaled 62 aircraft. For 9M25, Commercial delivered 46 (57% of the midpoint of
Embraer ha registrato un backlog record di US$31,3 miliardi nel 3Q25, in crescita del 38% anno su anno e del 5% sequenziale. L'azienda ha consegnato 62 aeromobili nel trimestre tra le unità di business. Nell'anno in corso, le consegne di Commercial e Executive Aviation hanno raggiunto 148 aeromobili, 16% in più rispetto all'anno precedente.
Il backlog della Commercial Aviation era di US$15,2 miliardi (in aumento del 37% YoY; +16% QoQ), supportato da un 2,7x book-to-bill nell'ultimo anno, con 20 aeromobili consegnati nel 3Q25. Il backlog di Executive Aviation era di US$7,3 miliardi (in aumento del 65% YoY), con 41 consegne e la tappa 2.000ª business jet. Services & Support ha mantenuto un backlog record di US$4,9 miliardi (in crescita del 40% YoY). Il backlog di Defense & Security ha raggiunto US$3,9 miliardi (in crescita del 8% YoY), inclusa la consegna di un KC-390 al Portogallo e contratti per 5 A-29 Super Tucano a Panama e SNC. Le nuove vittorie commerciali includevano ordini fermi per l'E195‑E2 da Avelo (50) con diritti per altri 50 e da LATAM (24) con diritti per altri 50.
Embraer reportó un backlog récord de US$31,3 mil millones en el 3T25, un aumento del 38% interanual y del 5% secuencial. La compañía entregó 62 aeronaves en el trimestre entre sus unidades de negocio. En lo que va del año, las entregas de Commercial y Executive Aviation alcanzaron 148 aeronaves, un 16% más que el año anterior.
El backlog de Commercial Aviation fue de US$15,2 mil millones (creció 37% interanual; 16% QoQ), respaldado por una relación book-to-bill de 2,7x en el último año, con 20 aeronaves entregadas en 3Q25. El backlog de Executive Aviation fue de US$7,3 mil millones (subió 65% interanual), con 41 entregas y la meta de 2.000º business jet. Services & Support mantuvo un backlog récord de US$4,9 mil millones (aumento del 40% interanual). El backlog de Defense & Security alcanzó US$3,9 mil millones (↑8% interanual), incluyendo la entrega de un KC-390 a Portugal y contratos para 5 unidades A-29 Super Tucano para Panamá y SNC. Las nuevas victorias comerciales incluyeron órdenes firmes para el E195‑E2 de Avelo (50) con derechos para 50 más y de LATAM (24) con derechos para 50 más.
엠브라에르는 3Q25에서 미화 313억 달러의 사상 최고 백로그를 기록했고, 전년 대비 38%, 전분기 대비 5% 증가했습니다. 회사는 분기 동안 비즈니스 부문 전반에서 62대의 항공기를 인도했습니다. 연간 누계로 상용 및 임원 항공의 인도는 148대에 이르렀고, 전년 대비 16% 증가했습니다.
상용 항공 백로그는 미화 152억 달러로 전년 대비 37% 증가했고, QoQ로는 16% 증가했으며, 지난 1년간 2.7x의 북-투-빌(Book-to-Bill) 비율로 뒷받침되었습니다. 3Q25의 인도는 20대였습니다. 임원 항공 백로그는 미화 73억 달러로 전년 대비 65% 증가했고, 41대의 인도와 2,000번째 비즈니스 제트의 이정표가 전해졌습니다. 서비스 및 지원은 미화 49억 달러의 백로그를 기록적으로 유지했고, 전년 대비 40% 증가했습니다. 방위 및 보안 백로그는 미화 39억 달러로 전년 대비 8% 증가했으며, 포르투갈에 KC-390를 인도하고 파나마에 5대 A-29 Super Tucano와 SNC 계약이 체결되었습니다. 신규 상업 수주에는 Avelo의 E195‑E2를 포함한 확정 주문 (50대)와 향후 50대 더에 대한 권리, LATAM의 (24대)와 향후 50대에 대한 권리를 포함한 계약이 포함되었습니다.
Embraer a enregistré un carnet de commandes record de US$31,3 milliards au 3T25, en hausse de 38% en glissement annuel et de 5% en glissement séquentiel. L'entreprise a livré 62 avions au cours du trimestre dans ses unités opérationnelles. À ce jour, les livraisons de l’aviation Commerciale et Executive atteignent 148 avions, soit 16% de plus qu’il y a un an.
Le carnet de l’aviation Commerciale était de US$15,2 milliards (en hausse de 37% YoY; 16% QoQ), soutenu par un livre-immobilier 2,7x au cours de l’année passée, avec 20 avions livrés au 3T25. Le carnet de l’aviation Executive était de US$7,3 milliards (en hausse de 65% YoY), avec 41 livraisons et le milestone 2 000e jet d’affaires. Services & Support a maintenu un carnet record de US$4,9 milliards (en hausse de 40% YoY). Le carnet de défense & sécurité a atteint US$3,9 milliards (en hausse de 8% YoY), incluant la livraison d’un KC-390 au Portugal et des contrats pour 5 A-29 Super Tucano au Panama et à SNC. Les nouvelles victoires commerciales comprenaient des commandes fermes pour le E195‑E2 de Avelo (50) avec droits pour 50 supplémentaires et de LATAM (24) avec droits pour 50 supplémentaires.
Embraer meldete einen Rekord-Backlog von US$31,3 Mrd. im 3Q25, ein Anstieg von 38% gegenüber dem Vorjahr und 5% gegenüber dem Vorquartal. Das Unternehmen lieferte im Quartal 62 Flugzeuge über alle Geschäftsbereiche hinweg aus. Bis heute erreichten die Auslieferungen von Commercial und Executive Aviation 148 Flugzeuge, 16% mehr als im Vorjahr.
Der Backlog der Commercial Aviation betrug US$15,2 Mrd. (Y/Y um 37% gestiegen; QoQ um 16% gestiegen), gestützt durch eine 2,7x Book-to-Bill-Quote im vergangenen Jahr, mit 20 Auslieferungen im 3Q25. Der Backlog von Executive Aviation betrug US$7,3 Mrd. (um 65% YoY gestiegen), mit 41 Auslieferungen und dem Meilenstein 2.000. Geschäftsjet. Services & Support hielten einen Rekord-Backlog von US$4,9 Mrd. (um 40% YoY gestiegen). Defense & Security Backlog erreichte US$3,9 Mrd. (um 8% YoY gestiegen), einschließlich der Auslieferung eines KC-390 nach Portugal und Verträge für 5 A-29 Super Tucano nach Panama und SNC. Neue kommerzielle Aufträge umfassten feste Bestellungen für das E195‑E2 von Avelo (50) mit Optionen für 50 weitere und von LATAM (24) mit Optionen für 50 weitere.
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
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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 October 2025
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)
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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): ¨
BACKLOG & DELIVERIES 3Q25 Embraer’s backlog reached US$31.3 billion in 3Q25 - an unprecedented high! Commercial Aviation reported a US$15.2 billion backlog, setting a new 9-year record, supported by a 2.7x book-to-bill ratio over the past year 2.7x Executive Aviation delivered its 2,000th business jet during the quarter, and there is only 32% of the midpoint of the annual guidance left for 4Q 2,000th Defense & Security delivered one KC-390 Millennium to the Portuguese Air Force, and sold 5 A-29 Super Tucano units to Panama and SNC 5 A-29 The E195-E2 small narrowbody will join Avelo Airlines’ (up to 100 jets) and LATAM Group’s (up to 74 jets) fleets E195-E2 Services & Support sustained its record-high US$4.9 billion backlog, up 40% year-over-year 4.9 bn 3 São Paulo (SP), Brazil, October 21, 2025 Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, registered a US$31.3 billion backlog in the third quarter (3Q25) – an unprecedented high for the company. Embraer delivered 62 aircraft in 3Q25 across all its business units. The result reflects a 5% increase compared to the 59 deliveries in the third quarter of last year (3Q24), and slightly higher than the 61 jets logged in the second quarter of 2025 (2Q25). Year-to-date, Commercial and Executive Aviation deliveries totaled 148 aircraft, 16% higher than the 128 jets registered year-over-year (yoy). Business Unit 3Q25 2Q25 3Q24 9M25 9M24 2025 Guidance Executive Aviation 41 38 41 102 86 145-155 Phenom 100 3 4 4 9 7 Phenom 300 20 17 18 49 46 Light Jets 23 21 22 58 53 Praetor 500 11 8 9 22 15 Praetor 600 7 9 10 22 18 Midsize Jets 18 17 19 44 33 Commercial Aviation 20 19 16 46 42 77-85 E175 7 9 4 20 15 E190-E2 2 1 2 3 6 E195-E2 11 9 10 23 21 Total Commercial Av. & Executive Av. 61 57 57 148 128 222-240* Defense & Security 1 4 2 5 3 KC-390 Millennium 1 - 2 1 3 A-29 Super Tucano - 4 - 4 - Business Unit 3Q25 2Q25 qoq 3Q24 yoy Commercial Aviation 15.2 13.1 16% 11.1 37% Executive Aviation 7.3 7.4 -2% 4.4 65% Services & Support 4.9 4.9 1% 3.5 40% Defense & Security 3.9 4.3 -9% 3.6 8% Total 31.3 29.7 5% 22.7 38% Backlog by Segment - US$ bn *Excludes KC-390 Millennium and A-29 Super Tucano deliveries. Deliveries by Segment 4 Commercial Aviation Highlights Commercial Aviation reported a backlog of US$15.2 billion in 3Q25, setting a new 9-year record. The backlog was up 37% compared to 3Q24 and up 16% versus 2Q25, supported by a 2.7x book-to-bill ratio over the past year. During the quarter, Embraer announced the E195-E2 small narrowbody will join Avelo Airlines’ and LATAM Group’s fleets. Avelo Airlines placed a firm order of 50 jets with purchase rights for 50 more, which should support the airline’s strategy to deliver affordable and convenient travel across the United States. Shortly after, LATAM Group signed a firm order for 24 aircraft with purchase rights for additional 50, which should help the airline expand connectivity across South America. There was 1 net cancellation for the E175 program during the quarter. More importantly, the recently signed agreement with TrueNoord for 20 E195-E2 jets with purchase rights for another 20 units, and up to 10 E175 jets, should be included in fourth quarter of 2025. In 3Q25, the business unit delivered 20 new aircraft, 4 more than the 16 delivered in 3Q24. Consequently, during the 9M25, deliveries totaled 46 aircraft or 57% of the midpoint of the full year guidance (between 77 and 85 in 2025), 2 percentage points above the 55% average recorded for the period over the past 5 years. Looking forward, we expect more tangible results from our production leveling initiative in 2026. The models delivered during the period were the E175 to American Airlines (4) and Republic Airlines (3), the E190-E2 to Azorra (2), and the E195-E2 to Porter (4), Azorra (3), Aircastle (2) and Mexicana (2). E195-E2 5 Commercial Aviation Backlog per aircraft model Customer (Country) Firm Orders Deliveries Firm Order Backlog Embraer 190-E2 67 30 37 ANA (Japan) 15 - 15 Mexicana (Mexico) 10 - 10 Azorra (USA) 16 11 5 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 - Customer (Country) Firm Orders Deliveries Firm Order Backlog Embraer 195-E2 404 151 253 Azul (Brazil) 51 - 51 Avelo (USA) 50 - 50 SAS (Sweden) 45 - 45 Porter (Canada) 75 48 27 LATAM (Chile) 24 - 24 Aercap (Ireland) 43 31 12 Air Peace (Nigeria) 16 5 11 Azorra (USA) 23 15 8 Mexicana (Mexico) 10 3 7 Salam Air (Oman) 6 - 6 Luxair (Luxembourg) 6 - 6 Aircastle (USA) 23 18 5 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 175 999 799 200 American Airlines (USA) 204 118 86 SkyWest (USA) 288 214 74 Republic Airlines (USA) 187 155 32 Horizon Air / Alaska (USA) 50 47 3 Undisclosed 3 1 2 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 (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 (Air Caraibes). 3Q25 Backlog - Commercial Aviation Aircraft Type Firm Orders Deliveries Firm Order Backlog E195-E2 404 151 253 E190-E2 67 30 37 E175 999 799 200 Total 1,470 980 490 6 Executive Aviation Highlights Executive Aviation posted a backlog of US$7.3 billion in 3Q25, up 65% yoy, but slightly down 2% quarter-over-quarter (qoq). The business unit recorded 41 deliveries in the period, in line with the number of jets delivered in 3Q24. Consequently, during the 9M25, deliveries totaled 102 aircraft or 68% of the midpoint of the full year guidance (between 145 and 155 in 2025), 11 percentage points above the 57% average recorded for the period over the past 5 years. Looking forward, we expect additional tangible results from our production leveling initiative in 2026. Embraer achieved a defining moment in the company’s history in August with its 2,000th business jet delivery. The milestone aircraft was a Praetor 500 – the furthest and fastest-flying midsize jet in the world – delivered to an undisclosed corporate flight department client. Praetor 600 15% 11% 25% 21% 27% 25% 43% 7 Defense & Security Highlights In Defense & Security, the backlog reached US$3.9 billion in 3Q25, up 8% yoy. The business unit delivered the third KC-390 Millennium to the Portuguese Air Force. The highlight of the quarter was the signing of a contract with Panama for the acquisition of 4 A-29 Super Tucano aircraft. The Panamanian National Air and Naval Service (SENAN) will operate the fleet as part of its new surveillance and protection platform. The business unit also announced an agreement for the sale of 1 unit of the A-29 Super Tucano to SNC in the United States, in advance of a potential Foreign Military Sales (FMS) case. In August 2025, aligned with Embraer’s strategic objective of increasing near-term aircraft availability for international customers, Embraer and the Brazilian Air Force entered into a mutual agreement to reduce the total number of KC-390 aircraft to be delivered under the existing contract from 19 to 18 units. The KC-390 Millennium purchase by Sweden (4), the selection by Slovakia (3), Lithuania (3), the additional order from Portugal (1) and the A-29 Super Tucano order for Panama (4) are not included in the backlog, since these contracts are not yet effective or still under discussion. 3Q25 Backlog - Defense & Security Aircraft Type Firm Orders Deliveries Firm Order Backlog KC-390 Millennium 41 11 30 A-29 Super Tucano* 35 4 31 *Includes only A-29 Super Tucano ordered since 2024. A total of 264 aircraft has been delivered through 2023. A-29 Super Tucano 8 Defense & Security Backlog per aircraft model Customer (Country) Firm Orders Deliveries Firm Order Backlog KC-390 Millennium 41 11 30 Brazilian Air Force (Brazil) 18 7 11 Royal Netherlands Air Force (Netherlands) 5 - 5 Austrian Air Force (Austria) 4 - 4 Republic of Korea Air Force (South Korea) 3 - 3 Czech Air Force (Czech Republic) 2 - 2 Portuguese Air Force (Portugal) 5 3 2 Undisclosed 2 - 2 Hungarian Air Force (Hungary) 2 1 1 Customer (Country) Firm Orders Deliveries Firm Order Backlog A-29 Super Tucano* 35 4 31 Portuguese Air Force (Portugal) 12 - 12 Uruguayan Air Force (Uruguay) 6 - 6 Undisclosed 6 - 6 Undisclosed (Africa) 4 - 4 Paraguayan Air Force (Paraguay) 6 4 2 Sierra Nevada Corporation (USA) 1 - 1 KC-390 Millennium *Includes only A-29 Super Tucano ordered since 2024. A total of 264 aircraft has been delivered through 2023. 9 Services & Support Highlights Services & Support recorded a backlog of US$4.9 billion at the end of the quarter, up a material 40% yoy driven by several contracts signed over the past year. The business unit has maintained its position as one of the main drivers of Embraer’s growth through a combination of operational excellence, outstanding customer experience, and innovative solutions. Services & Support ri.embraer.com.br/en CONTACT investor.relations@embraer.com.br GUI PAIVA EAH CFO; ERJ Head of IR, M&A, CVC gpaiva@embraer.com PATRICIA MC KNIGHT IR Manager patricia.mcknight@embraer.com.br ALESSANDRA REZENDE IR Specialist alessandra.vianna@embraer.com.br MARILIA SABACK SGOBBI IR Specialist marilia.saback@embraer.com.br RODRIGO DINIZ IR Analyst rodrigo.dmendes@embraer.com.br
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: October 21, 2025
| Embraer S.A. | ||||
| By: |
/s/ Antonio Carlos Garcia | |||
|
Name: |
Antonio Carlos Garcia | |||
| Title: | Executive Vice President of Finance and Investor Relations | |||
FAQ
What was Embraer (ERJ) backlog in 3Q25?
How many aircraft did Embraer (ERJ) deliver in 3Q25?
What is the Commercial Aviation backlog and book-to-bill for ERJ?
What Executive Aviation milestones did Embraer achieve?
What is Services & Support backlog for ERJ?
What Defense & Security actions occurred in 3Q25?
Which airlines placed new E195-E2 orders with Embraer?
