Embraer SEC Filings

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 S.A. filed a Form 6-K announcing a significant aircraft order from TrueNoord. TrueNoord signed a firm order for 20 E195-E2 jets, valued at USD 1.8 billion at list price. The agreement also includes purchase rights for up to 20 additional E195-E2 aircraft and up to 10 E175-E1 aircraft.

Embraer highlighted the deal as TrueNoord’s first direct order with an aircraft manufacturer, underscoring demand for next‑generation, fuel‑efficient regional jets. Embraer noted the E195-E2’s performance and efficiency for lessors and operators, while TrueNoord described the aircraft as well suited to global customers seeking strong economics and environmental benefits.

The announcement reinforces interest in right‑sized narrowbody aircraft within the regional leasing market, with the firm order immediately augmenting Embraer’s commercial pipeline and additional purchase rights providing potential follow‑on volume.

Embraer S.A. furnished a current report that includes a Second Supplemental Indenture dated October 9, 2025 between Embraer Netherlands Finance B.V. (issuer), Embraer S.A. (guarantor) and The Bank of New York Mellon (trustee, paying agent, registrar and transfer agent). The filing includes the form of 5.400% Notes due 2038 as part of that indenture. Legal opinions on Brazilian, New York and Dutch law are provided by Thalita Alfano Soulas Grandis, Milbank LLP and Loyens & Loeff N.V. respectively, and each firm’s consent is included. The report is signed by Antonio Carlos Garcia, Executive Vice President of Finance and Investor Relations.

Embraer S.A. disclosed terms for purchases of two outstanding note series. One series is a 4.250% note due January 15, 2028 with reference amounts shown as $329,254,000, $134,404,000, and $194,850,000, and a per-aggregate price reference of $1,061.18 on a US$50.00 principal unit. The second series is a 3.625% note due August 31, 2030 with reference amounts $750,000,000, $465,741,000, and $284,259,000, and a per-aggregate price reference of $1,102.46 on a US$50.00 principal unit. The filing notes that holders of Notes accepted for purchase will receive Accrued Interest from the last interest payment date up to, but not including, the Settlement Date, and that yield-to-maturity is calculated using the bid-side price of the applicable U.S. Treasury Reference Security as of 10:00 a.m. New York City time on the relevant day.

Embraer S.A. disclosed a contract awarding a Swedish order that is part of a coordinated European procurement involving Sweden, the Netherlands, and Austria. The agreement includes seven purchase options, which could enable follow‑on acquisitions by additional European nations. The disclosure is brief and signed by an executive responsible for finance and investor relations.

Embraer S.A. disclosed results of tender offers for two Regulation S notes. The company invited holders to tender a total of US$1,079,254,000 in principal across two issues and accepted US$134,404,000 of the 4.250% note and US$465,741,000 of the 3.625% note due August 31, 2030. After early settlement, outstanding balances are US$194,850,000 and US$284,259,000, respectively. The offers included an Early Tender Payment of US$50.00 per note and specified fixed spreads of 50 bps and 75 bps over referenced U.S. Treasury securities.

Embraer S.A. amended a Form 4 to report that Embraer Aircraft Holding, Inc. acquired 4,123,711 shares of Eve Holding, Inc. (EVEX) on 09/30/2025 at a price of $4.85 per share under a subscription agreement dated 08/13/2025. Following the transaction, Embraer Aircraft Holding, Inc. beneficially owns 250,523,300 EVEX shares, and Embraer S.A. is disclosed as the controlling stockholder of that holding company. The filing is an amendment that clarifies the ownership is indirect, updates two explanatory footnotes, and removes an inadvertently included signature from the original Form 4.