Embraer Posts Record Backlog, Strong Deliveries in Q125

‍DALLAS — Embraer reported its highest‐ever order backlog of US$26.4 billion at quarter-end, slightly above the prior quarter’s record US$26.3 billion, and up 25% year-over-year from US$21.1 billion in Q1 2024 ​.

Deliveries, Guidance Progress

• ‍Total Deliveries: 30 jets, a 20% increase from 25 in Q1 2024, representing 13% of full-year guidance (231 midpoint) vs. an 11% five-year Q1 average ​.
• ‍Executive Jets: 23 delivered (14 light jets, nine midsize), up 28% YoY and 15% of 2025 guidance (145–155) ​.
• ‍Commercial Aviation: 7 delivered, matching Q1 2024, and 9% of full-year guidance (77–85); slightly below the five-year Q1 average of 12%, due to supply-chain and commercial delays ​.

Backlog by Segment

• Commercial Aviation
  
  • Backlog: US$10.0 bn
  • QoQ Change: –2%
  • YoY Change: –10%
• Executive Jets
  
  • Backlog: US$7.6 bn
  • QoQ Change: +3%
  • YoY Change: +66%
• Services & Support
  
  • Backlog: US$4.6 bn
  • QoQ Change: +1%
  • YoY Change: +49%
• Defense & Security
  
  • Backlog: US$4.2 bn
  • QoQ Change: 0%
  • YoY Change: +73%
• Total
  
  • Backlog: US$26.4 bn
  • QoQ Change: 0%
  • YoY Change: +25%

(All figures US billions; totals may not foot due to rounding.) ​

Commercial Aviation Highlights

• Backlog: US$10.0 billion, down 2% QoQ, reflecting timing of new orders vs. deliveries.
• Notable Pending Order: ANA Holdings agreed to 15 E190-E2s (with options for 5 more), expected to be added in H2 2025 upon contract finalization.
• Model Mix Delivered: E175s (4 to American, Republic, Horizon) and E195-E2s (3 to Porter, Aercap, Azorra) ​.

Services, Support Growth

• Stable Backlog: US$4.6 billion.
  
  
• Key Contract: Airlink (Southern Africa) signed a parts-inventory support agreement under Embraer Collaborative Inventory Planning, its first ECIP customer in Africa.

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