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Embraer ended 1Q25 with a US$26.4 billion backlog, surpassing the previous quarter record level

In This Article:

  • Commercial Aviation's backlog reached US$10.0 billion

  • Executive Jets set a new US$7.6 billion backlog record

  • Defense & Security held steady with a US$4.2 billion backlog

  • The backlog in Services & Support totaled US$4.6 billion

SÃO PAULO, April 22, 2025 /PRNewswire/ -- Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, reported a US$26.4 billion backlog in the first quarter of 2025. The result surpassed the all-time historical high set in the previous quarter.

Backlog by Segment - US$bn

1Q25

4Q24

qoq

1Q24

yoy







Commercial Aviation 

10.0

10.2

-2 %

11.1

-10 %

Executive Jets

7.6

7.4

3 %

4.6

66 %

Defense & Security

4.2

4.2

0 %

2.4

73 %

Services & Support

4.6

4.6

1 %

3.1

49 %







Total

26.4

26.3

0 %

21.1

25 %

Embraer delivered 30 aircraft in 1Q25. The result was 20% higher than in the first quarter of last year (1Q24), when 25 aircraft were delivered. More importantly, 1Q25 deliveries corresponded to 13% of the midpoint (231 aircraft) of the company's full year guidance (between 222 and 240 in 2025) for the combined Executive and Commercial Aviation business units versus an 11% 5-year historical average for the period.

Deliveries by Segment

1Q25

4Q24

1Q24

2025 Guidance






Executive Aviation

23

44

18

145-155

Phenom 100

2

3

1


Phenom 300

12

19

10


Light Jets

14

22

11


Praetor 500

3

13

3


Praetor 600

6

9

4


Midsize Jets

9

22

7







Commercial Aviation

7

31

7

77-85

E175

4

11

3


E190-E2

-

2

-


E195-E2

3

18

4







Total Commercial Av. & Executive Av.

30

75

25

222-240*






Defense & Security

-

-

-


KC-390 Millennium

-

-



A-29 Super Tucano 

-

-

-


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





In Commercial Aviation, the backlog totaled US$10.0 billion in 1Q25 – 2% lower quarter over quarter (qoq). ANA Holdings Inc. has placed an order for 15 aircraft E190-E2 with options for 5 additional jets. This order will likely be included in the second half of 2025, when the final contract is signed.

In 1Q25, the business unit delivered 7 new aircraft and 9% of the midpoint (81 aircraft) of the company's full year guidance (between 77 and 85). The performance of the division was slightly below the 12% 1Q average for the past 5 years, and it reflected ongoing supply chain challenges. We should highlight we were unable to deliver 2 additional aircraft during the quarter because of commercial issues. The models delivered during the period were the E175, to American Airlines (2), Republic Airlines (1) and Horizon Air (1), and the E195-E2, to Porter (1), Aercap (1) and Azorra (1). Looking forward, we expect our production leveling efforts to produce more tangible results in 2Q25, the 2H of the year, and from the start of 2026.