Overview

• Embraer reported Q2 revenue of $1.82 billion, a 22% increase year-on-year, and achieved a 10.5% adjusted EBIT margin while delivering 61 aircraft.
• The firm order backlog surged to $29.7 billion, up 40% year-on-year, underpinning its reaffirmed 2025 targets of 77–85 E-Jets and 145–155 business jets.
• A newly imposed 10% U.S. tariff on its E175 regional jet is projected to shave 90 basis points off full-year EBIT, prompting intensified lobbying efforts.
• Advanced discussions in Brasília and Washington aim to restore zero-tariff status, and Embraer is renegotiating delivery terms with Azul over undelivered E-Jets.
• The company plans a $500 million U.S. investment program, including expanding its Florida plant and exploring local assembly of the KC-390 transport to offset trade headwinds.