Embraer Posts Record First-quarter Results

Embraer has logged its most successful first quarter in company history, the Brazilian airframer announced this morning during an earnings call. Overall, the manufacturer saw 31% year-over-year growth, posting revenues of $1.4 billion.

Revenues for the executive jet division—which accounts for approximately 20% of the company’s overall revenues—increased by 30% year over year, to $418 million, for the quarter. That momentumwas evidenced by a 26% increase over its first-quarter 2025 deliveries.

The OEM’s 29 executive jet deliveries, which included 16 light jets (one Phenom 100 and 15 Phenom 300s) and 13 mid- and super-midsize jets (nine Praetor 500s and four Praetor 600s), represented an increase of six aircraft over its first-quarter 2025 total.

Embraer’s private jet backlog remained unchanged from last year, with the division maintaining $7.6 billion in firm orders. The manufacturer has forecast between 160 and 170 business jet deliveries for this year, with its first-quarter deliveries totaling 18% of the midpoint of that prediction.

The record first-quarter deliveries represent a 12% increase over its first-quarter delivery average for the past five years, proof that the company’s production leveling strategy is taking hold. “We continue to see tangible progress in production, leveling, and greater stability across our assembly lines,” said company president and CEO Francisco Gomes Neto. “We don’t see any risk for us for our guidance this year in terms of production and deliveries.”

Next year, Embraer expects to level its deliveries between the first and second halves of the year, according to Neto. “We have been investing in expanding our sites in Brazil, Portugal, and the United States over the past two years, and also optimizing the utilization of our assets, producing more aircraft in the same area,” he explained. “In parallel, we have been working very closely with our key suppliers to make sure that they supply the parts we need to support our growth.” As a result of its increasing production tempo, Embraer expects to reach the plateau of 200 executive jets delivered by the end of the decade.

When asked about the impact of tariffs imposed by the U.S., Felipe Santana, the company’s recently promoted executive v-p of finance and investor relations, stated, “It has impacted our costs, but we do think that we have a superior product in the industry versus our competition, and even with the price adjustments that we have taken, it remains very competitive, and I think the book to build sales that we posted last year above 1.0 is very solid.” He added, “We continue to have the longest queue of customers in the industry, and [based on current backlog] we’ll be selling our products now into 2029.”