Embraer Backlog Hits Record US$35.7B, Up 14% YoY; 9M26 Deliveries 67% of Guidance Midpoint
EMBJ sits 29% above its 52-week low of $53.56.
Summary
Embraer's backlog set a new all-time high of US$35.7 billion in 3Q26, up 14% year-over-year, with Defense & Security up 56%. Deliveries of 175 aircraft through 9M26 are already 67% of the midpoint of full-year guidance, well ahead of the historical pace.
Key Events · Earnings and Guidance · EMBJ
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Backlog Sets New All-Time High
Company-wide backlog reached US$35.7 billion in 3Q26, up 3% qoq from the prior record and up 14% yoy.
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Defense Backlog Jumps 56% YoY
Defense & Security backlog hit US$6.1 billion, supported by Colombia's firm order for 2 KC-390 Millennium aircraft; Embraer now holds 43 firm KC-390 orders.
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Executive and Services Set Records
Executive Aviation backlog reached a record US$8.2 billion (up 12% yoy) and Services & Support a record US$5.6 billion (up 14% yoy), including 69 Executive Care contracts worth about US$53 million in the quarter.
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Deliveries Track Ahead of Guidance
175 aircraft delivered in 9M26, 14% above the 153 in 9M25 and roughly 67% of the 248-aircraft midpoint of 2026 guidance, 8 points ahead of the 59% five-year average.
Analysis · EMBJ · Manufacturing
Embraer's order book reached a new all-time high of US$35.7 billion, up 3% from the prior record set last quarter and 14% year-over-year. The mix matters more than the headline: Defense & Security backlog jumped 56% yoy to US$6.1 billion on the Colombian KC-390 order, while Executive Aviation and Services & Support both set records, supporting the higher-margin, recurring parts of the business. Deliveries of 175 aircraft through 9M26 are already about 67% of the 248-aircraft midpoint of 2026 guidance, 8 percentage points ahead of the 59% five-year average for the period, so the production leveling program is visibly reducing the usual fourth-quarter delivery scramble. That makes the 240-255 aircraft full-year target look achievable rather than back-end loaded, which is the key risk the market has priced into Embraer this year.
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In the 30 days to Oct 23, 2026, 29.6% of the 1590 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, EMBJ was trading at $69.30 on NYSE in the Manufacturing sector, with a market capitalization of approximately $12.5B. The 52-week trading range was $53.56 to $80.75. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.