Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, reported a US$26.4 billion backlog in the first quarter of 2025. The result surpassed the all-time historical high set in the previous quarter.
Embraer delivered 30 aircraft in 1Q25. The result was 20% higher than in the first quarter of last year (1Q24), when 25 aircraft were delivered. More importantly, 1Q25 deliveries corresponded to 13% of the midpoint (231 aircraft) of the company’s full year guidance (between 222 and 240 in 2025) for the combined Executive and Commercial Aviation business units versus an 11% 5-year historical average for the period.
In Commercial Aviation, the backlog totaled US$10.0 billion in 1Q25 – 2% lower quarter over quarter (qoq). ANA Holdings Inc. has placed an order for 15 aircraft E190-E2 with options for 5 additional jets. This order will likely be included in the second half of 2025, when the final contract is signed.
In Executive Aviation, the backlog rose to a new US$7.6 billion record high in 1Q25, 3% higher than the previous all-time high established in 4Q24. The business unit delivered 23 jets in the first quarter of the current year, of which 14 aircraft were in the light category and 9 in the midsize one. The number of deliveries in 1Q25 was 28% higher than the 18 jets in 1Q24, and 15% of the midpoint (150 aircraft) of the company’s full year guidance (between 145 and 155 in 2025) for the division (moderately above the 11% 1Q average for the past 5 years).
In February, the Phenom 300 series was once again recognized as the world’s best-selling and most delivered light jet for the 13th consecutive year, according to the General Aviation Manufacturers Association (GAMA). In the same announcement, the institution confirmed the light jet as the most delivered twin-engine jet for the 5th year in a row in 2024.
In Defense & Security, the backlog stood at US$4.2 billion in 1Q25. The Uruguayan Air Force (FAU) and the Uruguayan Ministry of National Defense (MDN) converted their options for 5 A-29 Super Tucano aircraft into firm orders during the period. This conversion relates to a commitment signed in August 2024, when the FAU announced a firm order for 1 aircraft plus the above-mentioned options. The agreement also includes mission equipment, integrated logistics services and a flight simulator.
The KC-390 Millennium selection by Sweden (4) and Slovakia (3), and the A-29 Super Tucano for Portugal (12) and Panama (4) are not included in the backlog, since the contracts are not yet effective.
In Services & Support, the backlog remained roughly stable at US$4.6 billion in 1Q25. Airlink, Southern Africa’s premier carrier, was the highlight of the period with a spare parts inventory support agreement covering its all-Embraer 68 aircraft fleet. Thus, the airline will become the first African customer for the customized Embraer Collaborative Inventory Planning (ECIP) management system, which will optimize inventory levels and reduce operational costs for its fleet.
