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 all segments showing strong growth and execution. 2026 guidance targets double-digit revenue growth, improved margins, and continued cash generation, while tariff exemptions and strategic partnerships 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. Despite supply chain and tariff challenges, guidance for double-digit growth in deliveries and revenue is reaffirmed, supported by operational improvements and cost controls.
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 over 15% year-over-year, with strong growth in defense, commercial, and executive aviation. Backlog hit a seven-year high at $21.1 billion, and margins improved, supported by efficiency gains and one-time tax credits. Guidance for 2024 is reiterated at the high end.