Embraer reports record $31.3 billion backlog in 3rd quarter
October 22, 2025
Embraer closed the third quarter of 2025 with a record order backlog of $31.3 billion, the highest in its 55-year history. In the past year, the Brazilian aircraft manufacturer has posted sequential quarterly growth.
Embraer reports record-high backlog and progress across all divisions
The company reported that the increase was broad-based, spanning all business units, including commercial aviation, executive jets, defence and security, and services and support.
- Commercial Aviation saw a $15.2 billion backlog, a nine-year record, with a 2.7 times book-to-bill ratio.
- The E195-E2 small narrowbody earned large orders from Avelo Airlines (up to 100 aircraft) and LATAM Group (up to 74 aircraft).
- Executive Aviation delivered its 2,000th business jet during the quarter, with 32% of the midpoint of the company’s annual guidance for 4Q remaining.
- Defence & Security delivered one KC-390 Millennium to the Portuguese Air Force, and sold five A-29 Super Tucano units to Panama and SNC.
- Services & Support sustained its record-high $4.9 billion backlog, up 40% year-over-year.
During the quarter, Embraer delivered 62 aircraft, including 26 commercial jets and 36 executive jets, compared with 59 total deliveries during the same period in 2024.
Commercial aviation drives growth for Embraer
Embraer’s commercial aviation division remains its largest business segment, accounting for roughly US$15.2 billion of the total backlog—its highest level in nine years. The E2 family of jets continues to anchor that performance, bolstered by new firm orders and options placed during the quarter.
Recent gains include LATAM Airlines Group’s order of 24 E195-E2 aircraft with options for up to 50 additional jets, Avelo Airlines’ commitment for 50 E195-E2s plus purchase rights for 50 more, and leasing specialist TrueNoord’s firm order for 20 E195-E2s with options for another 20 and up to 10 E175 jets.
Embraer has now achieved a strong book-to-bill ratio of more than 2:1 in its commercial segment, reflecting sustained demand from regional and low-cost carriers seeking efficient mid-sized aircraft to replace their older fleets.
Executive jets and services strengthen Embraer’s position
Executive Jets contributed $7.3 billion to the total backlog, driven by continued demand for the Phenom 300 and Praetor 500/600 series. During the quarter, Embraer delivered its 2,000th business jet, a Praetor 500, to a US customer.
Services & Support reached a backlog of $4.9 billion, an increase of around 40% year-over-year. This segment’s growth is driven by long-term maintenance contracts, retrofits, and digital fleet management tools, all of which are essential to Embraer’s revenue diversification plan.
The Defence & Security division also performed well, with an order backlog of $3.9 billion for the C-390 Millennium multi-mission aircraft and other government programs.
“The challenge now is delivering the aircraft”
Its record backlog gives Embraer solid revenue visibility, but also presents execution challenges. To meet delivery targets, the company is ramping up production and stabilising its supply chain.
Francisco Gomes Neto, Embraer’s CEO, warned that supply chain challenges could limit production. The company last delivered 100 commercial planes in 2017.
“2026 will still be a more challenging year for commercial jet production,” Gomes Neto told Reuters in September. “Starting in 2027, we’ll resume our strong growth plan, and I expect that in 2028 we’ll be hitting 100 commercial aircraft per year.”
Last year, Embraer encountered engine supply delays for its next-generation E2 jets. Gomes Neto said that while the situation has improved, the planemaker still faces challenges with fuselage parts from Europe and engines from GE Aerospace for its E1 first-generation jets.
“The outlook range we’ve been providing the market has allowed us to deliver what we promise, despite all the challenges in the supply chain,” Gomes Neto added. “Embraer will continue to grow. We have orders to deliver, there is a backlog, and our production slots are practically closed for 2026 and 2027, and partially for 2028. The challenge now is delivering the aircraft.”
Featured Image: Embraer
