Embraer Achieves Record $31.6B Backlog in Q4 2025 Amid Strong Aircraft Deliveries
EMBJ has more than doubled off its 52-week low of $38.778.
Summary
Embraer reported a record-setting $31.6 billion backlog in Q4 2025, driven by robust aircraft deliveries and new orders across its commercial, executive, and defense segments.
Key Events · Earnings and Guidance · EMBJ
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Record Backlog Achieved
Total backlog reached US$31.6 billion in 4Q25, a new company record and a 20% increase year-over-year.
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Strong Delivery Performance
The company delivered 91 aircraft in 4Q25 (up 21% YoY) and 244 aircraft in FY2025 (up 18% YoY), meeting or exceeding guidance for key segments.
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Key New Orders Secured
Significant new firm orders and purchase rights were announced for E-Jets, KC-390s, and A-29 Super Tucanos from various international customers.
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Executive Aviation Backlog High
Executive Aviation achieved a new all-time high backlog of US$7.6 billion, reflecting strong demand.
Analysis · EMBJ · Manufacturing
This 6-K filing provides a highly positive operational update for Embraer, highlighting a record-setting backlog that significantly enhances future revenue visibility. The strong performance in aircraft deliveries, particularly in Executive Aviation, underscores robust demand and effective production. While the Commercial Aviation backlog saw a slight quarter-over-quarter dip due to a previously disclosed renegotiation, the overall year-over-year growth and new orders across all segments demonstrate strong business momentum. The company's ability to secure substantial new contracts, including for its E-Jets and military aircraft, reinforces its competitive position in the global aerospace market. Investors should view this as a strong indicator of continued growth and operational strength.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 35.8% of the 1045 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, EMBJ was trading at $79.89 on NYSE in the Manufacturing sector, with a market capitalization of approximately $14.2B. The 52-week trading range was $38.78 to $80.75. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.