Embraer S.A.: Embraer Earnings Results 3rd Quarter 2025

SÃO PAULO, Nov. 4, 2025 /PRNewswire/ -- EMBRAER S.A. (NYSE: EMBJ; B3: EMBJ3) RELEASES ITS THIRD QUARTER 2025 EARNINGS RESULTS.

HIGHLIGHTS

• 2025 Guidance re-iterated. From an operations point of view, the company estimates Commercial Aviation deliveries between 77and 85 aircraft, and Executive Aviation deliveries between 145 and 155 aircraft. From a financial point of view, revenues in the US$7.0 to US$7.5 billionrange, adjusted EBIT marginbetween7.5% and 8.3%, and adjusted free cash flow of US$200 million or higher for the year.
• S&P upgraded our credit rating from "BBB-" to "BBB" (2 notches above IG threshold) and, in addition, Fitch Ratings and Moody's revised their outlook for the company from stable to positive ("BBB-" and "Baa3" ratings or 1 notch above IG threshold).
• Revenues totaled US$2,004 million in 3Q25 - all time high 3^rd quarter - +18% yoy. Highlights for Commercial Aviation and Defense & Security revenues with +31% and +27% yoy growth.
• Adjusted EBIT reached US$172.0 million with an +8.6% margin in 3Q25 (+17.6% in 3Q24; +8.7% ex Boeing agreement). U.S. import tariffs totalled US$17 million during the quarter (85bp); US$ 27 million year-to-date.
• Adjusted free cash flow w/o Eve was US$300.3 million during the period because of higher number of aircraft delivered and lower accounts receivables.
• Embraer delivered 62 aircraft in 3Q25, of which 20 were commercial jets (13 E2s and 7 E1s), 41 were executive jets (23 light and 18 medium) while 1 was defense (KC-390 Millennium); +5% versus 59 aircraft delivered yoy.
• Firm order backlog of US$31.3 billion in 3Q25 - an all-time high. For more information please see our 3Q25 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

INVESTOR RELATIONS
Guilherme Paiva, Patrícia Mc Knight, Alessandra Rangel, Marilia Saback and Rodrigo Diniz.
[email protected]
ri.embraer.com.br

Embraer will host a conference call to present its 3Q25 results on:

Tuesday November 04, 2025

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

To access the webcast click here.

Zoom webinar: 815 2157 6766
We recommend you join 15 minutes in advance.

SOURCE Embraer S.A.