Embraer Reports Record 2025 Revenue & Backlog, Exceeds Guidance, and Initiates Strong 2026 Outlook

summarizeSummary

Embraer S.A. reported record 2025 revenues and backlog, exceeding guidance, alongside significant share repurchases and a positive outlook for 2026.

check_boxKey Events

• Record 2025 Financial Performance

  Embraer reported its highest annual revenue ever at US$7,578 million in 2025, an 18% year-over-year increase, surpassing the high end of its guidance. Adjusted EBIT reached US$656.8 million with an 8.7% margin, also above guidance.

• All-Time High Backlog and Strong Deliveries

  The company achieved a record firm order backlog of US$31.6 billion in 4Q25, a 20% increase year-over-year. Total aircraft deliveries in 2025 were 244, an 18% increase compared to 2024.

• Significant Share Repurchases

  Embraer repurchased US$172 million in shares during 4Q25, contributing to a total of US$187 million in share repurchases for the full year 2025.

• Positive 2026 Guidance Issued

  For 2026, Embraer projects consolidated revenues between US$8.2 billion and US$8.5 billion, an adjusted EBIT margin of 8.7% to 9.3%, and free cash flow of US$200 million or higher.

auto_awesomeAnalysis

Embraer S.A. delivered a robust financial performance in 2025, surpassing its own guidance for revenue and adjusted EBIT, driven by strong deliveries across all segments. The company achieved its highest annual revenue and an all-time high firm order backlog, indicating strong demand for its aircraft. The significant share repurchases in 2025 demonstrate a commitment to returning capital to shareholders. The positive 2026 guidance, projecting continued revenue growth and healthy EBIT margins, provides a strong outlook for the coming year, reinforcing investor confidence in the company's operational execution and market position.