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Embraer Posts Record Q3 Revenue as Order Backlog Hits $35.7 Billion

The results show strong sales and rising deliveries but shrinking adjusted profit driven by higher financial costs and taxes.

Overview

  • Embraer reported a record third-quarter revenue of US$2.3 billion and delivered 66 aircraft, led by 41 executive jets.
  • The company’s order backlog reached a record US$35.7 billion and it raised full‑year 2026 revenue guidance to US$8.4–8.6 billion.
  • All business units grew revenue with Services & Support up about 30% and Defense & Security up about 22%, the latter helped by higher KC-390 Millennium deliveries.
  • Adjusted net income fell to US$73.6 million from US$84.3 million a year earlier, a decline the company attributes mainly to higher financial expenses and taxes.
  • Strong top‑line growth and a fatter backlog support future production and supplier activity, but rising finance costs could pressure cash flow and shareholder returns in the near term.