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All-time high - Embraer finished 2Q25 with a US$29.7 billion backlog

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Embraer (NYSE:ERJ) achieved a historic milestone in Q2 2025 with an all-time high backlog of $29.7 billion, marking a 40% year-over-year increase. The company delivered 61 aircraft across all business units, up 30% from Q2 2024.

Commercial Aviation secured a record $13.1 billion backlog, with significant orders including 60 E175 aircraft from SkyWest and 45 E195-E2 aircraft from SAS. The E175 reached 1,000 units sold since its 2005 launch. Executive Aviation delivered 38 jets, up 41% year-over-year, while Defense & Security's backlog doubled to $4.3 billion. Services & Support achieved a new backlog record of $4.9 billion, representing a 55% increase year-over-year.

[ "Record-breaking total backlog of $29.7 billion, up 40% year-over-year", "Commercial Aviation achieved 8-year high backlog of $13.1 billion with 1.8x book-to-bill ratio", "Executive Aviation deliveries increased 41% year-over-year to 38 aircraft", "Defense & Security backlog doubled to $4.3 billion compared to last year", "Services & Support backlog grew 55% year-over-year to $4.9 billion", "Major orders secured from SkyWest (60 E175s) and SAS (45 E195-E2s)", "E175 program reached milestone of 1,000 units sold since launch" ]

Embraer (NYSE:ERJ) ha raggiunto un traguardo storico nel secondo trimestre del 2025 con un backlog record di 29,7 miliardi di dollari, segnando un aumento del 40% rispetto all'anno precedente. L'azienda ha consegnato 61 aeromobili in tutte le unità di business, con un incremento del 30% rispetto al Q2 2024.

La divisione Aviazione Commerciale ha registrato un backlog record di 13,1 miliardi di dollari, con ordini significativi tra cui 60 aerei E175 da SkyWest e 45 E195-E2 da SAS. L'E175 ha raggiunto il traguardo di 1.000 unità vendute dal lancio nel 2005. La divisione Aviazione Esecutiva ha consegnato 38 jet, con un aumento del 41% anno su anno, mentre il backlog di Difesa e Sicurezza è raddoppiato a 4,3 miliardi di dollari. I Servizi e Supporto hanno raggiunto un nuovo record di backlog di 4,9 miliardi di dollari, con una crescita del 55% rispetto all'anno precedente.

Embraer (NYSE:ERJ) alcanzó un hito histórico en el segundo trimestre de 2025 con un backlog récord de 29,7 mil millones de dólares, lo que representa un aumento del 40% interanual. La compañía entregó 61 aeronaves en todas sus unidades de negocio, un 30% más que en el segundo trimestre de 2024.

La Aviación Comercial aseguró un backlog récord de 13,1 mil millones de dólares, con pedidos importantes como 60 aviones E175 de SkyWest y 45 E195-E2 de SAS. El E175 alcanzó el hito de 1.000 unidades vendidas desde su lanzamiento en 2005. La Aviación Ejecutiva entregó 38 jets, un 41% más que el año anterior, mientras que el backlog de Defensa y Seguridad se duplicó a 4,3 mil millones de dólares. Servicios y Soporte lograron un nuevo récord de backlog de 4,9 mil millones de dólares, un aumento del 55% interanual.

엠브라에�(۳:鴳)� 2025� 2분기� 사상 최대 규모� 297� 달러� 수주 잔고� 기록하며 전년 대� 40% 증가하는 역사적인 이정표를 세웠습니�. 회사� 모든 사업 부문에� 61대� 항공�� 인도하며 2024� 2분기 대� 30% 증가했습니다.

상업 항공 부문은 131� 달러� 사상 최대 수주 잔고� 확보했으�, 주요 주문으로� SkyWest� E175 60대와 SAS� E195-E2 45대가 포함됩니�. E175� 2005� 출시 이후 1,000대 판매� 달성했습니다. 경영� 항공 부문은 전년 대� 41% 증가� 38대� 제트�� 인도했으�, 방위 � 보안 부문의 수주 잔고� 43� 달러� � 배가 되었습니�. 서비� � 지� 부문은 전년 대� 55% 증가� 49� 달러� 새로� 수주 잔고 기록� 세웠습니�.

Embraer (NYSE:ERJ) a atteint un jalon historique au deuxième trimestre 2025 avec un carnet de commandes record de 29,7 milliards de dollars, soit une augmentation de 40 % par rapport à l'année précédente. La société a livré 61 avions dans toutes ses unités commerciales, en hausse de 30 % par rapport au deuxième trimestre 2024.

L'aviation commerciale a enregistré un carnet de commandes record de 13,1 milliards de dollars, avec des commandes importantes comprenant 60 appareils E175 de SkyWest et 45 E195-E2 de SAS. Le programme E175 a atteint le cap des 1 000 unités vendues depuis son lancement en 2005. L'aviation d'affaires a livré 38 jets, en hausse de 41 % d'une année sur l'autre, tandis que le carnet de commandes Défense & Sécurité a doublé pour atteindre 4,3 milliards de dollars. Les services et le support ont atteint un nouveau record de carnet de commandes de 4,9 milliards de dollars, soit une augmentation de 55 % par rapport à l'année précédente.

Embraer (NYSE:ERJ) erreichte im zweiten Quartal 2025 einen historischen Meilenstein mit einem Rekordauftragsbestand von 29,7 Milliarden US-Dollar, was einem Anstieg von 40 % gegenüber dem Vorjahr entspricht. Das Unternehmen lieferte 61 Flugzeuge über alle Geschäftsbereiche hinweg aus, was einer Steigerung von 30 % gegenüber dem zweiten Quartal 2024 entspricht.

Die Sparte Commercial Aviation verzeichnete einen Rekordauftragsbestand von 13,1 Milliarden US-Dollar, mit bedeutenden Bestellungen, darunter 60 E175-Flugzeuge von SkyWest und 45 E195-E2-Flugzeuge von SAS. Die E175 erreichte seit ihrer Markteinführung 2005 1.000 verkaufte Einheiten. Executive Aviation lieferte 38 Jets aus, ein Anstieg von 41 % gegenüber dem Vorjahr, während der Auftragsbestand von Defense & Security sich auf 4,3 Milliarden US-Dollar verdoppelte. Services & Support erreichten einen neuen Rekordauftragsbestand von 4,9 Milliarden US-Dollar, was einem Anstieg von 55 % gegenüber dem Vorjahr entspricht.

Positive
  • None.
Negative
  • Commercial Aviation deliveries at 32% of full-year guidance, below 5-year average of 35%
  • Executive Aviation backlog decreased 2% quarter-over-quarter
  • Production leveling improvements delayed until 2H 2025 and 2026

Insights

Embraer's record $29.7B backlog shows robust demand across all segments, with Commercial Aviation leading and significant order momentum.

Embraer's all-time high backlog of $29.7 billion represents a remarkable 40% year-over-year increase, signaling exceptional market confidence in their aircraft portfolio. The Commercial Aviation division has reached its highest backlog level in 8 years at $13.1 billion, with a book-to-bill ratio of 1.8x over the past 12 months - a strong indicator of future revenue stability.

The milestone of 1,000 E175 aircraft sold since 2005 showcases the model's enduring market position, while recent large orders from SkyWest (60 firm E175s with 50 options) and SAS (45 firm E195-E2s with 10 options) represent significant commercial wins. SAS's order is particularly notable as their largest direct manufacturer purchase in three decades.

Total aircraft deliveries increased 30% year-over-year to 61 units, with Executive Aviation showing exceptional growth at 41% more deliveries than Q2 2024. The division's $7.4 billion backlog has grown 62% year-over-year, reflecting strong demand for business jets.

The Defense & Security segment shows remarkable momentum with its backlog doubling year-over-year to $4.3 billion, bolstered by growing international interest in the KC-390 Millennium from European nations. With Lithuania's selection and Portugal's additional order (not yet in backlog figures), the military transport aircraft continues gaining traction in NATO countries.

Services & Support has emerged as a significant growth driver with a $4.9 billion backlog, up 55% year-over-year. The expansion into passenger-to-freight conversions with Regional One and new maintenance contracts highlight Embraer's strategic diversification beyond manufacturing.

While Q2 Commercial Aviation deliveries matched last year's pace, they represent only 32% of annual guidance versus the historical 35% average at mid-year. However, management expects production improvements to accelerate deliveries in the second half of 2025.

  • Commercial Aviation reported an 8-year backlog record of US$13.1 billion and the division book-to-bill reached 1.8x over the past 12 months,
  • The E175 celebrated an important milestone � 1,000 units sold since its 2005 launch;
  • Executive Aviation delivered 38 aircraft during the quarter, up 41% year-over-year;
  • The backlog for Defense & Security reached US$4.3 billion, 2x higher than last year;
  • Services & Support registered a new backlog record, up 55% year-over-year.

SÃO PAULO, July 21, 2025 /PRNewswire/ -- Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, registered a US$29.7 billion backlog in the second quarter of 2025 (2Q25) � the highest level ever recorded by the company.

Backlog by Segment - US$bn

2Q25

1Q25

qoq

2Q24

yoy







Commercial Aviation

13.1

10.0

31%

11.3

16%

Executive Aviation

7.4

7.6

-2%

4.6

62%

Services & Support

4.9

4.6

5%

3.1

55%

Defense & Security

4.3

4.2

3%

2.1

100%







Total

29.7

26.4

13%

21.1

40%

Embraer delivered 61 aircraft in 2Q25 across all its business units. The result reflects a 30% increase compared to the second quarter of last year (2Q24), when 47 jets were delivered, and more than twice the number of aircraft (30) recorded in the first quarter of 2025 (1Q25).

Deliveries by Segment

2Q25

1Q25

2Q24

1H25

1H24

1Q24

2025 Guidance









Executive Aviation

38

23

27

61

45

18

145-155

Phenom 100

4

2

2

6

3

1


Phenom 300

17

12

18

29

28

10


Light Jets

21

14

20

35

31

11


Praetor 500

8

3

3

11

6

3


Praetor 600

9

6

4

15

8

4


Midsize Jets

17

9

7

26

14

7










Commercial Aviation

19

7

19

26

26


77-85

E175

9

4

8

13

11

4


E190-E2

1

-

4

1

4

-


E195-E2

9

3

7

12

11

4










Total Commercial Av. & Executive Av.

57

30

46

87

71

18

222-240*









Defense & Security

4

-

1

4

1

-


KC-390 Millennium

-

-

1

-

1

-


A-29 Super Tucano

4

-

-

4

-

-


*Excludes KC-390 Millennium and A-29 Super Tucano deliveries

Commercial Aviationreported an 8-year backlog record of US$13.1 billion in 2Q25.(The previous record for the division was US$13.4 billion in 4Q17.) The backlog increased 31% compared to 1Q25 and 16% versus 2Q24. Alongside its strong sales performance, the business unit celebrated an important milestone � 1,000 E175 units sold since its 2005 launch.

During the quarter, Embraer received a firm order from SkyWest for 60 E175 aircraft with purchase rights for 50 additional units. Meanwhile, Scandinavian Airlines (SAS) entered into an agreement to acquire 45 E195-E2 aircraft, with purchase rights for 10 additional units � the largest SAS jet order direct from a manufacturer over the past 30 years. The division book-to-bill ratio reached 1.8x over the past 12 months.

In 2Q25, the business unit delivered 19 new aircraft, exactly in line with the number of aircraft delivered in 2Q24. Consequently, in the 1H25, deliveries totaled 26 aircraft and 32% of the midpoint of the full year guidance (between 77 and 85 in 2025), 3 percentage points short of the average 35% level for the period recorded over the past 5 years.

The models delivered during the period were the E175 to Republic Airlines (5), SkyWest (2) and Horizon Air (2), the E190-E2 to Azorra (1), and the E195-E2 to Aercap (3), Azorra (2), Mexicana (1), Royal Jordania (1), Binter (1) and ICBC (1). Looking forward, we expect our production leveling efforts to produce more tangible results in the 2H of the year, and from the start of 2026.

Commercial Aviation

Q1

Q2

Q3

Q4

2025

9%

23%



5Y average

12%

23%

20%

45%

2Q25 Backlog - Commercial Aviation

Aircraft Type

Firm Orders

Deliveries

Firm Order Backlog

E175

1,000

792

208

E195-E2

330

140

190

E190-E2

67

28

39

Total

1,397

960

437

Customer (Country)

Firm Orders

Deliveries

Firm Order Backlog

EMBRAER 175

1,000

792

208

American Airlines (USA)

204

114

90

SkyWest (USA)

288

214

74

Republic Airlines (USA)

187

152

35

Horizon Air / Alaska (USA)

50

47

3

Undisclosed

4

1

3

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 (The 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: one to Air Caraibes








Customer (Country)

Firm Orders

Deliveries

Firm Order Backlog

Embraer 195-E2

330

140

190

Azul (Brazil)

51

-

51

SAS (Sweden)

45

-

45

Porter (Canada)

75

44

31

Aercap (Ireland)

43

31

12

Azorra (USA)

23

12

11

Air Peace (Nigeria)

16

5

11

Mexicana (Mexico)

10

1

9

Aircastle (USA)

23

16

7

Salam Air (Oman)

6

-

6

Luxair (Luxembourg)

6

-

6

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 190-E2

67

28

39

ANA (Japan)

15

-

15

Mexicana (Mexico)

10

-

10

Azorra (USA)

16

9

7

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

-





Executive Aviation posted a backlog of US$7.4 billion in 2Q25, up 62% year-over-year (yoy) but down a slight 2% quarter-over-quarter (qoq). Deliveries reached 38 jets during the period, 41% higher than the 27 jets in 2Q24. Consequently, in the 1H25, deliveries totaled 61 aircraft and 41% of the midpoint of the full year guidance (between 145 and 155 in 2025), 8 percentage points higher than the average 32% level for the period recorded over the past 5 years.

Executive Aviation

Q1

Q2

Q3

Q4

2025

15%

25%



5Y average

11%

21%

25%

43%

In Defense & Security,the backlog ended at US$4.3 billion in 2Q25, 3% higher sequentially and 2x higher than a year ago.The business unit delivered four A-29 Super Tucano aircraft to the Paraguayan Air Force during the period.

The division highlights include Lithuania's announcement the C-390 Millennium has been selected to enhance the country's military readiness, and Portugal's decision to acquire a sixth KC-390 Millennium aircraft. Furthermore, Embraer and the Portuguese Air Force intend to include ten purchase options in their current contract for potential future acquisitions by European nations or NATO (North Atlantic Treaty Organization) members.

The C-390 Millenium selection by Sweden (4) and Slovakia (3), the additional order from Portugal (1), and the A-29 Super Tucano for Panama (4) are not included in the backlog, since the contracts are not yet effective.

2Q25 Backlog - Defense & Security

Aircraft Type

Firm Orders

Deliveries

Firm Order Backlog

KC-390 Millennium

42

10

32

A-29 Super Tucano*

34

4

30

*Includes only A-29 Super Tucano ordered since 2024. Meanwhile, a total of 264 aircraft hasbeen delivered until 2023.

Customer (Country)

Firm Orders

Deliveries

Firm Order Backlog

KC-390 Millennium

42

10

32

Brazilian Air Force (Brazil)

19

7

12

Royal Netherlands Air Force (Netherlands)

5

-

5

Austrian Air Force (Austria)

4

-

4

Portuguese Air Force ( Portugal)

5

2

3

Republic of Korea Air Force (South Korea)

3

-

3

Czech Air Force (Czech Republic)

2

-

2

Undisclosed

2

-

2

Hungarian Air Force (Hungary)

2

1

1






-

-


Customer (Country)

Firm Orders

Deliveries

Firm Order Backlog

A-29 Super Tucano*

34

4

30

Portuguese Air Force ( Portugal)

12

-

12

Uruguayan Air Force

6

-

6

Undisclosed

6

-

6

Undisclosed (Africa)

4

-

4

Paraguayan Air Force (Paraguay)

6

4

2

*Includes only A-29 Super Tucano ordered since 2024. Meanwhile, a total of 264 aircraft has been delivered until 2023.

Services & Support increased its backlog to US$4.9 billion � up a significant 55% yoy along with a welcome 5% qoq because of several contracts celebrated during 2Q25.

In the Commercial Aviation sub-segment, the business unit signed a new maintenance contract with CommuteAir for its new facilities at the Perot Field Alliance Airport in Fort Worth, Texas. The division will deploy a new full-flight simulator in Madrid for E2 customers in partnership with CAE. And finally, the partnership with Regional One was extended with the addition of two passenger-to-freight (P2F) conversions, doubling its existing orders to four units � Bridges Air Cargo will be the launch customer of the new product. Meanwhile, Virgin Australia, Amelia, Air Montenegro, and Hunnu Air signed new Pool program contracts.

On the connectivity topic, the business unit will offer the Gogo Galileo HDX solution for Phenom 300 aftermarket customers through a Supplemental Type Certificate (STC) generated in partnership with Gogo, while Viasat will install advanced in-flight internet connectivity on Aeromexico's E190 jets, further integrating the airline's fleet with fast Wi-Fi for its customers.

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

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SOURCE Embraer S.A.

FAQ

What was Embraer's (ERJ) total backlog in Q2 2025?

Embraer achieved an all-time high backlog of $29.7 billion in Q2 2025, representing a 40% increase year-over-year and a 13% increase quarter-over-quarter.

How many aircraft did Embraer (ERJ) deliver in Q2 2025?

Embraer delivered 61 aircraft in Q2 2025, including 38 Executive Aviation jets and 19 Commercial Aviation aircraft, showing a 30% increase from Q2 2024.

What major orders did Embraer (ERJ) receive in Q2 2025?

Embraer secured two major orders: SkyWest ordered 60 E175 aircraft with 50 additional purchase rights, and SAS ordered 45 E195-E2 aircraft with 10 additional purchase rights.

How many E175 aircraft has Embraer (ERJ) sold since its launch?

The E175 reached a milestone of 1,000 units sold since its 2005 launch, with 792 aircraft delivered and 208 in the firm order backlog.

What was Embraer's (ERJ) Commercial Aviation backlog in Q2 2025?

Commercial Aviation achieved an 8-year high backlog of $13.1 billion, representing a 31% increase from Q1 2025 and a 16% increase year-over-year.
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