KC-390 Program Grows: Sixth Aircraft Sold and Ten Options Added for Partner Nations
Rhea-AI Filing Summary
Embraer announced an amendment to its KC-390 Millennium program documenting the acquisition of the sixth KC-390 aircraft and the addition of ten new purchase options. The Portuguese Air Force, which began operating KC-390s in 2023, is identified as the first operator to exercise an additional purchase. The ten options are described as intended for potential acquisitions by future partner nations, indicating expanded order flexibility for other defense customers. The report is signed by Antonio Carlos Garcia, Executive Vice President of Finance and Investor Relations.
Positive
- Additional firm sale: Acquisition of the sixth KC-390 demonstrates concrete demand from an existing operator.
- Expanded option capacity: Ten new purchase options broaden potential future orders from partner nations, increasing program flexibility.
Negative
- None.
Insights
TL;DR: Portuguese Air Force ordered a sixth KC-390; Embraer added ten purchase options to attract partner-nation buyers.
The amendment signals continued program momentum with an additional firm unit and a material extension of option capacity. The Portuguese Air Force acting as the first operator to make an additional purchase underscores existing customer commitment rather than initial procurement risk. The ten new options increase the program's addressable near-term demand pipeline and provide contractual flexibility to pursue multi-nation sales without immediate firm orders. No pricing, delivery schedule, or financing details are disclosed in the content provided.
TL;DR: Incremental firm sale plus ten options likely supports future revenue visibility, though no financial terms were disclosed.
From a finance perspective, a sixth aircraft sale contributes directly to backlog and future revenue when firm terms are fulfilled; the ten options are contingent instruments that can convert to revenue if exercised. The filing does not include unit prices, expected delivery dates, or how these changes alter backlog or cash flow projections, so the near-term financial impact cannot be quantified from the text alone. The signature by the EVP of Finance and Investor Relations confirms company-level acknowledgement of the amendment.
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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 September 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)
__________________________________
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): ¨
Portugal signs an amendment to the existing
contract for the
acquisition of the sixth KC-390 Millennium aircraft and the
inclusion of ten new purchase options
| · | The Portuguese Air Force, which has been operating the aircraft since 2023, is the first operator to make an additional purchase |
| · | Amendment includes ten new purchase options aimed at potential acquisitions by future partner nations |
Lisbon, Portugal, September 17, 2025 - Embraer (NYSE: ERJ/ B3: EMBR3), one of the global leaders in the aerospace industry, and the Portuguese State today signed the amendment to the current contract for the acquisition of the sixth KC-390 Millennium aircraft and the inclusion of ten new purchase options for potential acquisitions by future partner nations. The agreement is part of the process of modernizing the capabilities of the Portuguese Air Force (PRT AF), with the aim of supporting the operations of the Armed Forces and increasing readiness in missions of public interest.
“The acquisition of the sixth KC-390 significantly enhances the strategic and operational capabilities of the Portuguese Air Force by substantially increasing the availability of tactical and logistical transport. This fleet expansion equips Portugal with a robust and flexible platform, enabling rapid and effective response to a broad spectrum of missions, encompassing both military operations and civilian emergency support, at national and international levels. Furthermore, the contract addendum, that includes ten purchase options, will strengthen Air Base No. 11 as a specialized training center, consolidating it as a center of excellence for the training of KC-390 pilots and operators. Notably, as the first NATO member to operate this aircraft, Portugal benefits from the advanced expertise of its Air Force personnel, which is essential for knowledge sharing and cooperation with other allied operators,” said General João Cartaxo Alves, Chief of Staff of the Portuguese Air Force.
"The signing of this contract, the first of its kind by an operator, demonstrates the recognition of the quality, operational efficiency and multi-mission capability of our aircraft," said Bosco da Costa Júnior, president and CEO of Embraer Defense & Security. "Portugal becomes a benchmark for European nations and NATO members looking for a state-of-the-art aircraft to equip and modernize their fleets."
Since entering operation with the Brazilian Air Force in 2019, with the Portuguese Air Force in 2023 and with the Hungarian Air Force in 2024, the KC-390 Millennium has proven its capability, reliability and performance. The current fleet in operation demonstrates exceptional productivity in its category. To date, this 21st-century aircraft has been chosen by 11 Air Forces around the world, including eight European countries and seven NATO members.
The KC-390 Millennium can carry more payload (26 tons) compared to other medium-sized military transport aircraft and flies faster (470 knots) and farther, being able to perform a wide range of missions, such as transporting and dropping cargo and troops, medical evacuation, search and rescue (SAR), firefighting and humanitarian missions, operating on temporary or unpaved runways, such as packed earth, soil and gravel. The aircraft can also be configured with air-to-air refueling equipment (AAR), both as a tanker and as a receiver, in this case by receiving fuel from another KC-390, using pods installed under the wings.
About Embraer
A global aerospace company headquartered in Brazil, Embraer operates in the Commercial Aviation, Executive Aviation, Defense & Security and Agricultural Aviation segments. The Company designs, develops, manufactures and markets aircraft and systems, and provides after-sales Services & Support to customers.
Since its foundation in 1969, Embraer has delivered more than 9,000 aircraft. On average, every 10 seconds, an aircraft manufactured by Embraer takes off from somewhere in the world, transporting more than 150 million passengers annually.
Embraer is a leading manufacturer of commercial jets up to 150 seats and the main exporter of high value-added goods in Brazil. The company maintains industrial units, offices, service centers and parts distribution, among other activities, in 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: September 17, 2025
| Embraer S.A. | ||||
| By: |
/s/ Antonio Carlos Garcia | |||
|
Name: |
Antonio Carlos Garcia | |||
| Title: | Executive Vice President of Finance and Investor Relations | |||
FAQ
What did Embraer's 6-K report about the KC-390 program (ERJ)?
Who exercised the additional purchase for the KC-390?
How many new purchase options were added to the KC-390 amendment?
Does the filing disclose price or delivery dates for the sixth KC-390?
Who signed the disclosure on behalf of Embraer?
