Embraer Posts Record Third-Quarter Deliveries as Airbus Keeps September Pace

Overview

• Embraer reported on Friday that it delivered 66 aircraft in the third quarter of 2026, its best-ever Q3 and a 6% increase from the same period in 2025.
• The Brazilian manufacturer has delivered 175 planes through September, up 14% year-on-year, and kept 2026 guidance of 80–85 commercial and 160–170 executive jets.
• Embraer's Q3 mix included 22 commercial jets (11 E175 and 11 E2), 41 business jets, and three defense aircraft (two A-29s and one KC-390), showing stronger commercial output and a dip from the prior quarter in the executive segment.
• Sector sources say Airbus delivered about 72 aircraft in September, a figure higher than some visible tracker estimates and cited by the company’s commercial chief as consistent with an informal ~870-aircraft annual target.
• Industry analysts warn that persistent component problems — notably a recent failure affecting A321neo parts and a shortage of engines — are the main operational risks and will be checked by Airbus’s official industrial bulletin on Oct. 8.