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Embraer Sets Record $31.3 Billion Backlog in Q3 on Broad-Based Demand

New E195‑E2 commitments alongside expanding aftermarket work sharpen Embraer’s revenue visibility.

Overview

  • The total backlog reached $31.3 billion, up 38% year over year and 5% from the prior quarter, according to Embraer’s filing with Brazil’s CVM.
  • Commercial aviation backlog rose to $15.2 billion, the highest in nine years, supported by agreements for E195‑E2 jets with Avelo (up to 100) and the Latam Group (up to 74).
  • Executive aviation backlog climbed 65% to $7.3 billion, and the company marked the delivery of its 2,000th business jet.
  • Services & Support backlog grew 40% to $4.9 billion, while Defence & Security stood at $3.9 billion after a KC‑390 delivery to Portugal and A‑29 deals covering four aircraft for Panama plus one for U.S.-based SNC, which Embraer says could precede an FMS order.
  • Embraer delivered 62 aircraft in the quarter and 148 year to date across Commercial and Executive units, tracking toward 2025 guidance with commercial deliveries at 57% and executive at 68% of their respective midpoint targets.