Brazil · Delayed Price · Currency is BRL Embraer Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 revenue and deliveries were driven by strong demand across all segments, with a historic backlog and robust order activity. Margins were pressured by tariffs and logistics costs, but guidance remains intact, and supply chain improvements support future growth.
Fiscal Year 2025
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Record revenue and backlog in 2025, with double-digit growth across all segments and strong order momentum. 2026 guidance targets further revenue and EBIT growth, with upside potential if U.S. tariff exemptions persist. Strategic partnerships and new product milestones support long-term expansion.
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Record-high backlog of $31.3B and strong order intake drove 18% revenue growth and improved margins. Guidance for 2025 is reaffirmed, with supply chain risks largely mitigated and U.S. tariffs still impacting margins. Robust performance across all segments and continued investment in innovation.
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Record Q2 revenue and margins were achieved, with a 40% increase in backlog and strong order activity across all segments. Guidance for 2025 is reaffirmed despite tariff, FX, and inflation risks, with most tariff impact expected in H2.
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Record Q1 revenue and backlog were achieved, with strong growth in Executive and Defense segments and improved margins. U.S. tariffs are expected to have limited impact, and 2025 guidance is reaffirmed. Production leveling and cost control initiatives are supporting operational efficiency.
Fiscal Year 2024
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Embraer posted record 2024 revenue and backlog, with strong growth across all segments and a near-zero net debt position. 2025 guidance targets double-digit revenue growth, higher deliveries, and continued margin expansion, despite ongoing supply chain challenges.
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Backlog and profitability are at multi-year highs, with a $10B revenue target by 2030 and margin expansion underway. Efficiency, innovation, and ESG drive growth across all business units, while new products and services—like E2TS and Eve eVTOL—position the company for global leadership.
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Q3 saw revenues surge 32% year-over-year, led by Executive Aviation and Defense, with a record $22.7 billion backlog and improved margins. 2024 guidance was raised for EBIT margin and free cash flow, despite ongoing supply chain challenges impacting Commercial Aviation deliveries.
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Q2 2024 saw revenues rise 16% year-over-year, with strong growth in defense, executive, and service segments, and a record $21.1 billion backlog. Margins improved, guidance was reiterated at the high end, and supply chain challenges are being actively managed.