Embraer’s Order Book Hits a Record as the World Buys Its Jets

Markets · Industry

—The record. Embraer’s order backlog reached about thirty-two billion dollars, its sixth consecutive all-time high.

—The surge. Its commercial-aircraft order book alone jumped by half over the year, to about fifteen billion dollars.

—The customers. Finnair ordered up to forty-six of its newest jets, and a leasing firm pushed the model’s program past five hundred orders.

—The defence side. Its military transport plane was selected by the United Arab Emirates, adding to a growing roster of air forces.

—The scale. Embraer is the world’s third-largest planemaker, behind only Boeing and Airbus.

—The stake. A Brazilian company is profiting directly from a global wave of airline fleet renewal and rising defence spending.

The Embraer backlog has hit a record, a sign that one of Brazil’s most sophisticated exporters is riding two powerful global tailwinds at once: airline renewal and rearmament.

A record order book

Embraer, the Brazilian aerospace group, has reported the largest order backlog in its history, at about thirty-two billion dollars. It was the sixth quarter in a row that the figure set a new record.

A backlog is the value of orders a company has won but not yet delivered, so it is a window into future revenue. A growing one means years of work already booked.

For a foreign reader, the headline is simple. A company from Brazil, a country better known for commodities, is competing at the top of one of the most demanding industries on Earth.

What is filling the Embraer backlog

The commercial side is the standout. The backlog for its passenger jets rose by half over the year, to about fifteen billion dollars, as airlines rush to replace ageing, fuel-hungry fleets.

Embraer’s niche is the smaller end of the market, regional jets carrying roughly one hundred to one hundred and fifty passengers, where it faces little direct competition from the two giants.

Recent wins underline the momentum. Finland’s Finnair ordered up to forty-six of the latest model, and an aircraft-leasing company placed an order that pushed the program past five hundred sales.

Quarterly revenue reflected the demand, hitting its highest-ever first-quarter level and rising about a third from a year earlier as deliveries picked up.

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Embraer SA ADR

EMBJ3 · B3 São PauloIndustrialsAerospace & Defense

Share price · live

$76.27

▼ -2.21% today

Market cap

$12.3 bn

183.4 mn shares

P / E

37.7

EPS 1.71

Dividend yield

0.1%

$0.07 / share

The company

Employees

20,923

Headquarters

São Paulo

Listed since

2000

Website

Embraer S.A., together with its subsidiaries, designs, develops, manufactures, and sells aircraft and systems worldwide. It operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments. The Commercial Aviation segment develops, produces, and sells commercial jets. Its Defense & Security segment…

Financial performance · FY · BRL

RevenueNet income

2022

R$4.5 bn

−R$185.4 mn

2023

R$5.3 bn

R$164.0 mn

2024

R$6.4 bn

R$352.5 mn

Net income rose to R$352.5 mn in 2024, from R$-185.4 mn in 2022.

Valuation & returns

EBITDA margin

10.2%

Net margin

5.4%

Return on equity

11.3%

Price / book

3.24

Enterprise value

$12.3 bn

Revenue growth · YoY

+30.9%

Latest earnings

Q4 2025 — reported EPS 0.00 vs 0.76 expected

Missed −100%

Peers & comparators

EMBRAER ADR

▼ -2.57%

WEGE3

▲ +0.12%

LATAM AIR · LATAM Airlines

▼ -0.45%

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Data: EODHD Fundamentals & live feed · The Rio Times Ticker Intelligence

Brazil — Live Market Board

B3 · São Paulo

Jun 17, 2026 · 06:01

Ibovespa · benchmark

169,648

-0.45%

+21.82% over 12 months

Market breadth · 15 names

53% advancing

8 ▲ advancing7 declining ▼

Currencies, rates & key inputs

USD / BRL

5.09

+0.04%

EUR / BRL

5.91

+0.45%

Selic rate

14.50%

·

Brent crude

79.42

+0.58%

Iron ore

161.91

·

Sector heatmap · average move today

Materials

+0.80%

SUZB3

Industrials

+0.44%

WEGE3, RENT3

Consumer Disc.

+0.06%

AZZA3

Financials

-0.11%

ITUB4, BBDC4, BBAS3, B3SA3

Mining

-0.37%

VALE3, CSNA3, GGBR4

Consumer Staples

-0.78%

ABEV3

Energy

-0.89%

PETR4, PRIO3

Utilities

-2.47%

ENEV3

Latin America scoreboard

IndexLastTodayStrength

IbovespaBrazil

169,648

-0.45%

S&P/BMV IPCMexico

68,483

+0.40%

S&P IPSAChile

10,904

+0.23%

S&P MERVALArgentina

3,254,706

-2.92%

MSCI COLCAPColombia

2,371.18

-0.65%

BVL S&P PerúPeru

56,588.47

+0.20%

Full instrument board

Instrument

Last

Change

YoY

Prev.

High

Low

Volume

IBOV

169,648

-0.45%

+21.82%

170,415

—

—

—

USD/BRL

5.09

+0.04%

-7.28%

5.09

5.09

5.08

—

SELIC

14.50%

—

—

—

—

—

PETR4

38.54

-1.33%

+19.65%

39.06

38.78

38.20

36,141,300

VALE3

81.44

+0.35%

+51.29%

81.16

82.19

80.60

19,680,400

ITUB4

40.45

+0.12%

+13.12%

40.40

40.63

40.13

19,998,500

BBDC4

17.66

+0.06%

+6.13%

17.65

17.69

17.47

18,268,800

BBAS3

19.40

+0.05%

-11.74%

19.39

19.42

19.21

25,360,200

B3SA3

15.04

-0.66%

+11.66%

15.14

15.18

14.86

26,311,700

ABEV3

16.44

-0.78%

+20.18%

16.57

16.56

16.35

13,480,900

WEGE3

42.83

+0.12%

+0.68%

42.78

43.07

42.18

5,233,000

PRIO3

56.85

-0.44%

+31.66%

57.10

57.00

55.36

11,322,400

SUZB3

42.93

+0.80%

-20.87%

42.59

43.04

42.36

5,504,900

RENT3

40.96

+0.76%

-8.96%

40.65

41.09

40.08

11,965,600

AZZA3

17.45

+0.06%

-58.20%

17.44

17.58

17.18

1,647,200

CSNA3

6.02

-1.15%

-28.50%

6.09

6.29

6.02

15,463,300

GGBR4

23.29

-0.30%

+38.30%

23.36

23.72

23.12

6,770,400

ENEV3

24.44

-2.47%

+76.72%

25.06

24.95

24.34

7,075,500

Largest moves today

ENEV3

24.44

-2.47%

PETR4

38.54

-1.33%

CSNA3

6.02

-1.15%

SUZB3

42.93

+0.80%

ABEV3

16.44

-0.78%

RENT3

40.96

+0.76%

B3SA3

15.04

-0.66%

IBOV

169,648

-0.45%

The session read

The Ibovespa eased 0.45%, with breadth positive — 8 of 15 names higher. Materials led, while Utilities lagged.

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Planes, defence and air taxis

The defence business is booming too. Embraer’s military transport aircraft, already flying for several European forces, was selected by the United Arab Emirates, while its light attack plane went to customers including Uruguay and Portugal.

Rising global defence budgets, driven by conflict and insecurity, are turning the company’s military line into a reliable growth engine alongside the commercial jets.

Then there is the future bet. Through its Eve subsidiary, Embraer is developing an electric air taxi, a small aircraft meant to ferry passengers across congested cities, a market that does not yet exist commercially.

That project is years from paying off and burns cash today, but it positions the company for a potentially large new industry rather than leaving it dependent on conventional aviation.

Why it matters

Embraer is a rare thing in Latin America, a high-technology manufacturer that exports complex engineered products to the richest markets in the world. Its order book is a vote of confidence from global buyers.

Risks remain. United States import tariffs nibble at margins, supply chains for engines and parts are tight, and a global downturn would cool airline orders quickly.

Even so, a record backlog gives Embraer years of visibility and makes it one of the clearest industrial success stories in the region.

A niche the giants leave alone

Embraer thrives by avoiding a head-on fight with Boeing and Airbus. The two giants concentrate on larger jets, leaving the smaller end of the market, where Embraer leads, far less crowded.

Those smaller jets suit a clear need. Airlines use them to open thinner routes and connect smaller cities, filling planes that would be uneconomic with bigger aircraft.

The company’s latest generation pairs that right-sizing with modern engines that burn less fuel, a strong selling point as carriers chase lower costs and tighter emissions rules.

Decades of engineering have also built a reputation for reliability that is hard for newcomers to match, reassuring airlines making multi-year fleet commitments.

The spread across commercial, executive and defence aircraft adds resilience. When one market softens, the others can keep factories busy and revenue flowing.

That balance, more than any single contract, is what turns a record order book into a durable business rather than a fleeting boom.

Frequently Asked Questions

What does the record Embraer backlog mean?

The backlog is the value of orders Embraer has won but not yet delivered, at about thirty-two billion dollars, its sixth straight record. It signals years of booked future revenue, driven by strong demand for the company’s regional jets and military transport planes.

What does Embraer make?

Embraer is the world’s third-largest planemaker, behind Boeing and Airbus. It builds regional passenger jets, executive jets, and military transport and attack aircraft, and through its Eve subsidiary is developing an electric air taxi.

What are the risks?

United States import tariffs pressure margins, supply chains for engines and components are tight, and a global economic downturn would slow airline orders. The Eve air-taxi project also consumes cash well before it can generate revenue.

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