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Embraer Posts Record Q2 Results and Flags U.S. Tariff Challenge

The company highlighted its supply-chain adaptations to absorb the 10% U.S. tariff following an unprecedented second-quarter performance.

Overview

  • Embraer’s Q2 revenue rose 22% year-over-year to $1.819 billion and its firm order backlog reached a record $29.7 billion, underpinning strong delivery visibility.
  • The manufacturer delivered 61 aircraft in the quarter, comprising 19 commercial jets, 38 executive jets and four defense planes.
  • Executive aviation revenue jumped 64% compared with Q2 2024, driven by disciplined pricing, higher volumes and a favorable product mix.
  • CEO Francisco Gomes Neto called the 10% tariff on the E175 a “matter of concern,” noted its effective rate is lower due to high U.S. component content and pressed for a return to zero duties.
  • Embraer expanded business jet assembly in Melbourne, Florida and retained its E-Jets line in São José dos Campos, Brazil, reaffirming its 2025 targets for deliveries, revenues and EBIT margins.