Embraer profit more than doubles as jet demand lifts second quarter

Brazilian aircraft manufacturer Embraer posted a sharp rise in second-quarter earnings, with profit attributable to shareholders of the parent company reaching R$ 1.08 billion between April and June, up 141.5% from the same period of 2025.

The result reflected a busier production and delivery cycle, supported by demand for the company's commercial and executive jets as well as its services business. On an adjusted basis, excluding non-recurring effects, net income came to R$ 1.11 billion, a 25% increase from a year earlier.

Revenue also moved higher. Embraer reported R$ 11.3 billion in sales for the quarter, 10.3% above the level recorded in the second quarter of 2025.

Profitability improves as deliveries rise

The company's adjusted Ebitda, earnings before interest, taxes, depreciation and amortisation, reached R$ 1.81 billion in the quarter. That compares with R$ 1.39 billion in the same period last year.

Margins improved as well. Embraer's adjusted Ebitda margin rose to 16%, from 13.5% a year earlier, indicating that the increase in deliveries and revenue translated into stronger operating profitability.

Aircraft deliveries were a central part of the quarter's performance. Embraer delivered 65 aircraft from April through June, up 7% from 61 aircraft in the same quarter of 2025.

The total included 20 commercial jets, split evenly between 10 E2 aircraft and 10 E1 aircraft. The company also delivered 45 executive jets, comprising 24 light jets and 21 midsize aircraft.

Commercial aviation deliveries were 5% higher than a year earlier. Executive aviation deliveries rose 18% on the same comparison, a notable gain for a business line that has become increasingly important to Embraer's revenue mix.

Record backlog gives Embraer more visibility

The quarter also brought a new high for Embraer's order book. The company's backlog reached US$ 34.5 billion, the largest level in its history and 16% higher than in the same period last year.

Growth was particularly strong in defence, where the backlog rose 42%. The commercial aviation backlog increased 15% year over year.

A record backlog matters in aerospace because aircraft production is planned over long cycles. It gives manufacturers greater visibility on future revenue, although execution still depends on supply chains, production rates, certification schedules and customer delivery timing.

Alongside the results, Embraer revised some of its full-year expectations. The company now expects its adjusted Ebit margin, earnings before interest and taxes as a share of revenue, to finish the year between 10% and 10.6%. Its previous forecast range had been 8.7% to 9.3%.

Embraer also lifted its adjusted free cash flow target to US$ 400 million or more. The earlier estimate had been US$ 200 million or more.

"Management believes that the previous estimates no longer represent balanced opportunities and risks for the current year's operations," the company said.

Other elements of the annual guidance were left unchanged. Embraer continues to expect deliveries of 80 to 85 commercial aircraft and 160 to 170 executive aircraft for the year. Its revenue outlook also remains the same, in a range of US$ 8.2 billion to US$ 8.5 billion.

Why this matters for Brazil business

Embraer's numbers reinforce the role of advanced manufacturing in Brazil's investment story. The company is one of the country's most internationally exposed industrial groups, competing in aviation markets where technology, export financing, skilled labour and supply chain reliability all matter.

For investors and companies watching Brazil, the latest quarter points to a business with stronger profitability, a historic backlog and an improved cash flow outlook, while still operating in a sector where delivery discipline is critical.

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