Overview
- Q3 revenue reached $2.0 billion, up 18% year over year, with a firm order backlog at a record $31.3 billion.
- Embraer delivered 62 aircraft in the quarter—20 commercial, 41 executive, and one KC-390—reflecting a 5% increase versus a year ago.
- Adjusted EBIT was $172 million for an 8.6% margin, adjusted net income was about $54 million, and U.S. import tariffs reduced profit by roughly $17 million in the quarter ($27 million year to date).
- Adjusted free cash flow excluding Eve was roughly $300 million; the company issued a $1 billion 12-year bond at 5.40%, repurchased portions of nearer-term debt, and received an S&P upgrade to BBB with Fitch and Moody’s moving to positive outlooks.
- Recent E195-E2 commitments from Avelo and LATAM supported commercial momentum, while the CEO said Embraer is studying potential new products with financial discipline and flagged late-arriving parts that will bunch deliveries in Q4 as Pratt & Whitney engine supply for E2s has stabilized.