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Embraer Delivers 62 Jets in Q3 as Pace Points to Low End of 2025 Targets

Shares fell 5.8% after analysts signaled the pace likely meets only the bottom of guidance.

An Embraer logo is pictured during the European Business Aviation Convention & Exhibition (EBACE) in Geneva, Switzerland, May 23, 2022. REUTERS/Denis Balibouse

Overview

  • The quarter included 20 commercial jets, 41 executive aircraft, and one KC-390 defense plane.
  • Industry reports indicate 11 of the 20 commercial deliveries were E195-E2s, with additional E175 and E190-E2 jets in the mix.
  • The Phenom 300 accounted for nearly half of executive deliveries, with trade publications counting 20 units in the period.
  • Year to date through the third quarter, Embraer has delivered 46 commercial and 102 executive jets against 2025 targets of 77–85 and 145–155, respectively.
  • Citi said the cadence tracks the bottom of guidance, Embraer’s São Paulo shares fell about 5.8%, and detailed Q3 results are scheduled for November 4.