Embraer Delivers 91 Aircraft in Q4 2025 Meeting Full-Year Targets

This article is based on an official press release from Embraer.

Embraer Reports 91 Aircraft Delivered in Q4 2025, Meeting Full-Year Guidance

Embraer has officially released its delivery figures for the fourth quarter of 2025, reporting a strong finish to the fiscal year with 91 aircraft delivered across all segments. According to the company’s data released on January 6, 2026, this performance represents a 21% increase compared to the same period in 2024.

For the full fiscal year of 2025, the Brazilian aerospace manufacturer delivered a total of 244 aircraft, marking an 18% increase over the 206 units delivered in the previous year. The company confirmed that these figures allowed it to meet its 2025 guidance for both Commercial and Executive Aviation, notably hitting the upper end of its target range for executive jets.

Commercial Aviation Growth

In the Commercial Aviation segment, Embraer reported delivering 32 jets in the fourth quarter of 2025. This surge in deliveries contributed to a full-year total of 78 commercial jets, which falls squarely within the company’s guidance range of 77 to 85 aircraft.

The E2 program continues to be a primary driver for the manufacturer. Data from the report highlights the E195-E2 as a key model, with 15 units delivered in the fourth quarter alone. This volume suggests that the E2 family is solidifying its position in Embraer’s commercial mix as airlines move to modernize their fleets with more efficient aircraft.

Executive Aviation Hits High End of Guidance

Embraer’s Executive Aviation unit posted its strongest quarter of the year, delivering 53 jets in Q4 2025. This performance pushed the full-year total to 155 executive jets, reaching the very top of the company’s projected guidance range of 145 to 155 units.

The segment showed robust year-over-year growth of 35%. The Phenom 300 series remains a standout performer for the manufacturer. According to the delivery data:

The Phenom 300 series continues to be the segment leader, with 23 units delivered in Q4. It remains the world’s best-selling light jet for over a decade.

Defense Deliveries and Backlog Context

While lower in volume compared to civil aviation, Embraer’s Defense & Security segment delivered six aircraft in the fourth quarter. This included two KC-390 Millennium multi-mission transport aircraft and four A-29 Super Tucano light attack and training aircraft. For the full year, the defense segment delivered 11 aircraft.

Regarding future revenue visibility, Embraer highlighted a record backlog. As of the end of the third quarter of 2025, the company reported a firm order backlog valued at US$31.3 billion, the highest level in its history. Updated backlog figures for Q4 are expected to be finalized in the upcoming financial earnings report scheduled for March 6, 2026.

AirPro News Analysis

Supply Chain Resilience: The ability of Embraer to meet its guidance,specifically hitting the high end for executive jets,indicates that the manufacturer has effectively navigated the supply chain constraints that have challenged the broader aerospace sector throughout 2024 and 2025. While competitors have faced significant delays, Embraer’s delivery consistency suggests operational stability.

Market Positioning: The consistent delivery rate of the E195-E2 signals program maturity. We believe Embraer is successfully capitalizing on the sub-150 seat market gap. With the Airbus A220 facing backlog pressures and Boeing navigating its own challenges, Embraer’s ability to deliver aircraft on schedule strengthens its competitive advantage in regional and crossover jet markets.

Sources

• Embraer Investor Relations