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Embraer Reports Strong Performance in 4Q25 and FY25

Embraer S.A. (NYSE: EMBJ; B3: EMBJ3) has announced its earnings results for the fourth quarter of 2025 and the full fiscal year, showcasing impressive growth and a strong outlook for 2026. The company reported total revenues of $2.65 billion for 4Q25 and $7.58 billion for the entire year, marking an 18% year-over-year (YoY) increase, the highest annual revenue achieved to date.

Operational Guidance for 2026

The operational guidance for 2026 indicates significant activity in both Commercial and Executive Aviation sectors. Embraer anticipates delivering between 80 and 85 commercial aircraft and 160 to 170 executive jets. Financially, the company projects revenues in the range of $8.2 to $8.5 billion, along with an adjusted EBIT margin between 8.7% to 9.3%, factoring in a 10% U.S. import tariff. Notably, an adjusted free cash flow of $200 million or more is expected for the year, excluding Eve.

Remarkable Revenue Growth

In terms of segment performance, Embraer’s Defense, Security, and Executive Aviation divisions saw outstanding revenue growth of 36% and 25% respectively, contributing to a robust year-end figure. The adjusted EBIT for 4Q25 reached $230.9 million, with a margin identical to the overall yearly margin of 8.7%, both surpassing company expectations and showing consistency compared to 2024, where the EBIT excluding Boeing was also $558.2 million.

Aircraft Deliveries and Backlog Strength

During the fourth quarter, Embraer successfully delivered 91 aircraft, with a breakdown of 32 commercial jets (including 18 E2s and 14 E1s) and 53 executive jets (28 light and 25 medium), alongside 6 defense-related models (2 KC-390 Millennium and 4 A-29 Super Tucano). Cumulatively, in 2025, the total deliveries stood at 244 aircraft, an 18% increase from 206 in 2024. The firm order backlog hit a new record of $31.6 billion, showcasing a growth of over 20% YoY, with a notable 2.8x book-to-bill ratio across the E175 and E2 platforms.

Vision Ahead

The company’s strategy for liability management has improved the average loan maturity, offering stability as it grew from 3.7 years in 4Q24 to 9.1 years in 4Q25. Such measures indicate Embraer’s proactive approach to financial health and operational sustainability moving forward.

Conclusion

Embraer’s fourth-quarter and full-year results for 2025 are a testament to its capacity for growth and resilience in a competitive market landscape. With solid guidance for 2026 and a record-high backlog, the company is well-positioned to continue its upward trajectory in the aerospace sector.

To further explore Embraer’s financial performance and operational insights, the full report can be accessed via their Investor Relations website. Embraer is set to hold a conference call on March 6, 2026, to discuss these results in detail.