Embraer Reaches Historic Record with US$31.3 Billion Order Backlog in 3Q25

The Brazilian manufacturer Embraer closed the third quarter of 2025 (3Q25) with a record order backlog of US$31.3 billion, the highest level in the company’s history.

During the quarter, the company delivered 62 aircraft across all its business units, a 5% increase compared to the 59 delivered in the same period last year (3Q24) and slightly above the 61 delivered in the second quarter (2Q25). Year-to-date, the Commercial Aviation and Executive Aviation divisions have totaled 148 deliveries, a 16% increase over the 128 recorded in the same period of 2024.

Commercial Aviation: Backlog of US$15.2 Billion, Highest Level in Nine Years

The Commercial Aviation division reached a backlog of US$15.2 billion in 3Q25, representing a 37% increase year-over-year and a 16% increase compared to the previous quarter. This growth was driven by a book-to-bill ratio of 2.7x over the last twelve months.

Key milestones for the quarter include the E195-E2, the largest aircraft in the E-Jets family, joining the fleets of Avelo Airlines and LATAM Airlines Group.

Avelo Airlines placed a firm order for 50 aircraft, with purchase rights for 50 more, to support its strategy of offering affordable and convenient travel in the United States.

LATAM Group signed a firm order for 24 units, with purchase rights for another 50, aiming to expand air connectivity in South America.

The quarter saw a net cancellation for the E175 program.

The agreement with TrueNoord for 20 E195-E2s, with purchase rights for another 20 and up to 10 E175s, will be included in the fourth quarter 2025 results.

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In 3Q25, 20 new commercial aircraft were delivered, four more than in the same period last year. In the first nine months of the year, deliveries reached 46 units, equivalent to 57% of the midpoint of the annual guidance (77-85 aircraft), two percentage points above the five-year average.

The delivered models were:

Executive Aviation: US$7.3 Billion Backlog and a Historic Milestone

The Executive Aviation division reported a backlog of US$7.3 billion, a 65% increase year-over-year, though slightly lower (2%) than the previous quarter. 41 aircraft were delivered, in line with the same period last year.

Year-to-date 2025, total deliveries amount to 102 executive jets, 68% of the midpoint of the annual guidance (145-155 aircraft), 11 percentage points above the five-year average.

August marked a historic moment for Embraer with the delivery of the 2,000th executive jet in its history: a Praetor 500, considered the world’s fastest and longest-range midsize jet, delivered to an undisclosed corporate customer.

Defense & Security: New Contracts and 8% Backlog Growth

The Defense & Security area closed the quarter with a backlog of US$3.9 billion, an 8% increase year-over-year. During 3Q25, the third KC-390 Millennium was delivered to the Portuguese Air Force.

The main event of the quarter was the signing of a contract with Panama for the acquisition of four A-29 Super Tucanos, which will be operated by the National Air-Naval Service (SENAN) as part of its new surveillance and protection platform. Additionally, the sale of one A-29 Super Tucano to SNC (USA) was finalized, in preparation for a potential Foreign Military Sales (FMS) contract.

In August 2025, Embraer and the Brazilian Air Force agreed to reduce the total number of KC-390s to be delivered under the current contract from 19 to 18 units, aiming to increase aircraft availability for international customers.

Orders for the KC-390 Millennium from Sweden (4), Slovakia (3), Lithuania (3), an additional one for Portugal (1), and the A-29 Super Tucanos for Panama (4) are not yet included in the backlog, as the contracts are not fully in effect or are under negotiation.

Services & Support: 40% Growth and Consolidated Leadership

The Services & Support segment recorded a backlog of US$4.9 billion, a 40% growth year-over-year, driven by several contracts signed over the past year.

The unit remains one of the pillars of Embraer’s growth, thanks to its combination of operational excellence, outstanding customer experience, and constant innovation.

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