Embraer's Q3 2025 Results: Record Backlog, Steady Growth, and the Road Ahead

Hello there, fellow investor! Let's dive into the world of aviation and take a close look at Embraer (EMBR3), one of Brazil's most technologically advanced companies. The release of the Q3 2025 results brought a mix of strong operational performance and a clear vision for the future.

If you're considering an investment in this aerospace giant, understanding these results is key. We'll break down the numbers, analyze the current momentum, and offer a realistic projection for the coming years, all in a friendly, jargon-free way.

1. The Financial Snapshot: Strong Revenue, Solid Margins

Embraer delivered a robust financial performance in the third quarter of 2025, demonstrating its ability to grow revenue despite global supply chain challenges.

The 18% year-over-year revenue growth is a significant highlight, showing that the company is successfully converting its order book into delivered aircraft 1. The 7.5% Adjusted EBIT Margin is a solid result, indicating that Embraer is managing its costs effectively.

2. The Star of the Show: A Record-Breaking Backlog

The most compelling data point from the Q3 report is the company's Backlog (firm orders). This metric is crucial as it provides excellent visibility into future revenue.

•Historic High : Embraer's backlog reached an all-time high of US$ 31.3 billion, representing a remarkable 38% increase year-over-year 1.

•What This Means : A record backlog means that Embraer has years of work secured, which is a strong indicator of stability and future revenue generation. This growth was seen across all business units: Commercial Aviation, Executive Jets, and Defense & Security.

3. Operational Momentum: Deliveries and Segment Strength

The company's operational performance was also strong, with 62 aircraft delivered in the quarter, a 5% increase from the previous year 1.

•Commercial Aviation: The demand for the E-Jets E2 family remains strong, positioning Embraer well in the regional jet market.

•Executive Aviation: The company continues to show leadership in the business jet segment with its popular Phenom and Praetor jets.

•Defense & Security: The C-390 Millennium multi-mission aircraft program is gaining international traction, with new orders expected to boost the backlog further.

4. Realistic Projection: The Road Ahead

Embraer has maintained its full-year 2025 guidance, which is a sign of confidence in its operational execution.

The Realistic Analysis: The record backlog provides a solid foundation for sustained revenue growth in the coming years. The key challenge for Embraer will be to navigate the global supply chain constraints and convert this backlog into deliveries efficiently while expanding its profit margins. The growth in the Services & Support division is a positive sign, as this segment typically offers higher and more stable margins, which will be crucial for the company's long-term profitability.

Analyst Viewpoints: The market is generally optimistic, with some major banks reinforcing their positive outlook. For instance, JPMorgan recently raised its 2026 price target, while others, like XP Inc., maintain a more neutral stance, suggesting that while the momentum is strong, the current valuation already reflects much of the good news 2 3.

CTA: Want to stay ahead of the curve with in-depth analysis of Brazilian companies? Follow us on social media for real-time updates and expert insights!

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

References

[1] Embraer Investor Relations. Embraer 3Q25 Results Presentation. (Source: Data extracted from the company's official presentation)

[2] Money Times. JP Morgan eleva preço-alvo da Embraer (EMBR3). (Source: Search results from Phase 1)

[3] XP Inc. Embraer (EMBR3): O momentum aumenta... o valuation restringe. (Source: Search results from Phase 1)