Company Announcements

EMBRAER EARNINGS RELEASE: 4Q25 & FY25

SÃO PAULO, March 6, 2026 /PRNewswire/ -- EMBRAER S.A. (NYSE: EMBJ; B3: EMBJ3) RELEASES ITS 4Q25 & FY25 EARNINGS.

HIGHLIGHTS

  • Guidance for 2026: From an operational point of view, Commercial Aviation deliveries between 80 and 85 aircraft and Executive Aviation deliveries between 160 and 170 aircraft. From a financial point of view, revenues in the US$8.2 to US$8.5 billion range, adjusted EBIT margin between 8.7% and 9.3% (with 10% U.S. import tariffs), and adjusted free cash flow w/o Eve of US$200 million or higher for the year.
  • Revenues totaled US$2,652 millionin 4Q25 andUS$7,578 million in 2025 – highest annual level ever +18%year over year (yoy) and above the high end of guidance. Highlights for Defense & Security and Executive Aviation revenues with +36% and +25% yoy growth.
  • Adjusted EBIT reachedUS$230.9 millionwith an +8.7% margin in 4Q25. For the full year, the company reported adjusted EBIT ofUS$656.8 million with an +8.7% margin - both above guidance. In 2024, the company's adjusted EBIT ex Boeing reached US$558.2 million for an +8.7% margin. U.S. import tariffs totaled US$27 million during the quarter (102bp); and US$54 million for the full year.
  • Adjusted free cash flow w/o Eve was US$738.3 million during the quarter and US$491.2 million in 2025, supported by higher number of aircraft delivered. Consequently, the company finished 2025 with US$109.3 million net cash position (w/o Eve).
  • The liability management strategy implemented materially increased the company's (ex Eve) average loan maturity to 9.1 years in 4Q25 from 3.7 years in 4Q24.
  • Embraer delivered 91 aircraft in 4Q25, of which 32 were commercial jets (18 E2s and 14 E1s), 53 were executive jets (28 light and 25 medium) while 6 were defense related (2 KC-390 Millennium and 4 A-29 Super Tucano). In 2025, the company delivered a total of 244 aircraft, of which 78 were commercial jets (44 E2s and 34 E1s), 155 were executive jets (86 light and 69 medium), 3 were multi-mission KC-390 Millennium and 8 were A-29 Super Tucano in Defense & Security; +18% versus the 206 aircraft delivered in 2024.
  • Firm order backlog of US$31.6 billion in 4Q25 – an all-time high and more than 20% higher yoy. Highlight for Commercial Aviation 2.8x book-to-bill across the E175 and E2 platforms, which supported a +42% yoy increase in backlog. For more information please see our 4Q25 Backlog and Deliveries release.
  • To access the spreadsheet containing the data available in our Investor Relations website click here.

For additional information, please check the full document on our website ri.embraer.com.br

Embraer will host a conference call to present its 4Q25 & FY25 results on:

Friday, March 6, 2026

ENGLISH: 7:00 AM (NY Time) / 9:00 AM (SP Time).

Translation to Portuguese.

To access the webcast click here.

Zoom webinar: 811 2881 8474
We recommend you join 15 minutes in advance. 

Cision View original content:https://www.prnewswire.com/news-releases/embraer-earnings-release-4q25--fy25-302706637.html

SOURCE Embraer S.A.