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Sep 30, 2025
Embraer Q3 2025 Earnings Report
Embraer reported record third-quarter revenue driven by strong growth in Commercial Aviation and Defense & Security, while maintaining solid margins and a record order backlog.
Key Takeaways
Embraer delivered record Q3 revenue of $2003500000, up 18% year over year, supported by strong demand in Commercial Aviation and Defense & Security. Adjusted EBIT margin reached 8.6% and the company maintained strong operational performance with 62 aircraft deliveries and a record $31300000000 order backlog.
Revenue reached a record $2003500000 for the third quarter, growing 18% year over year.
Adjusted EBIT margin was 8.6% with adjusted EBIT of $172000000.
Firm order backlog hit a record $31300000000.
Embraer delivered 62 aircraft during the quarter across commercial, executive and defense segments.
Revenue by Segment
Forward Guidance
Embraer reiterated its full-year 2025 guidance expecting continued growth supported by strong backlog and aircraft deliveries.
Positive Outlook
- Full-year revenue expected between $7000000000 and $7500000000.
- Adjusted EBIT margin expected between 7.5% and 8.3%.
- Commercial aviation deliveries projected between 77 and 85 aircraft.
- Executive aviation deliveries projected between 145 and 155 aircraft.
- Adjusted free cash flow expected to be $200000000 or higher.
Challenges Ahead
- U.S. import tariffs impacted costs and margins during the quarter.
- Executive Aviation margins pressured by product mix and logistics costs.
- Services & Support margins impacted by service and materials delays.
- Tariff-related expenses totaled approximately $17000000 during the quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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