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

Dow Jones
2025/07/22
   -- 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 Aviation reported 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 $(USA.UK)$                              288         214                  74 
Republic Airlines $(USA.NZ)$                    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 

(MORE TO FOLLOW) Dow Jones Newswires

July 21, 2025 19:23 ET (23:23 GMT)

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