This article summarizes reporting by Reuters and Tim Hepher.

Embraer Targets Return to 100 Annual Deliveries Following Major Order Surge

Brazilian aerospace manufacturer Embraer is setting its sights on a significant production ramp-up, aiming to restore commercial jet deliveries to pre-pandemic levels within the next two years. According to reporting by Reuters, the company’s top commercial executive, Arjan Meijer, has outlined a strategy to reach approximately 100 units annually by 2027 or 2028, capitalizing on a recent wave of new contracts.

The push for higher output follows a robust performance in 2025, where the manufacturer delivered 78 commercial aircraft. As reported by Reuters, this growth trajectory is a direct response to a “boom in orders” for Embraer’s regional jets, positioning the company to fill a critical gap in the global aviation market.

Production Recovery and 2026 Outlook

Embraer’s roadmap involves a steady increase from its current delivery rates. Data indicates that the company met its 2025 guidance with 78 deliveries, up from 73 in 2024 and 64 in 2023. The target of 100 jets would mark a return to triple-digit figures not seen since 2017.

According to industry data, 2026 is viewed internally as a “transition year.” The focus will be on stabilizing the supply chain to support the targeted 28% increase in output required to hit the 100-jet mark. Executives have noted that while supply chain pressures, particularly regarding engines and aerostructures, are easing, the industrial ramp-up requires precise execution.

Supply Chain Constraints

While demand is strong, the ability to deliver remains tied to external factors. In interviews cited by Reuters, leadership has expressed caution regarding the fragility of the aerospace supply chain. However, operational stability appears to be returning, with the number of aircraft grounded due to engine issues dropping significantly over the last year.

The “Order Spree”: Driving Demand

The confidence to increase production stems from a series of high-profile wins secured throughout 2024 and 2025. Embraer’s backlog reached a record $31.3 billion by the third quarter of 2025, driven by net orders for 131 E2 jets in 2025 alone.

Key deals that have solidified the E2 program’s future include:

• Avelo Airlines: A breakthrough in the U.S. market with 50 firm orders for the E195-E2.
• Scandinavian Airlines (SAS): A major European win involving 45 firm E195-E2 jets to replace older fleets.
• American Airlines: A massive commitment to the previous generation E175, with 90 firm orders placed in early 2024.
• LATAM Airlines: A strategic victory in South America with 24 firm E195-E2s, replacing Airbus A319s.

“The E2 is finally coming into its own.”

, Arjan Meijer, CEO of Embraer Commercial Aviation (via Reuters)

Strategic Market Positioning

Embraer has successfully carved out a niche in the sub-150 seat segment, a market largely vacated by the duopoly of Airbus and Boeing as they focus on larger narrowbody aircraft like the A321neo and 737 MAX 8. By offering the E190-E2 and E195-E2 as efficient replacements for aging A319s and 737-700s, Embraer has secured its status as the world’s third-largest planemaker.

AirPro News Analysis

The decision to target 100 deliveries by 2027 reflects a maturing of the E2 program. For years, the E2 struggled to gain momentum against the Airbus A220. However, the recent string of victories, particularly with Avelo and SAS, suggests the market has accepted the E2 as a reliable, fuel-efficient workhorse. The challenge now shifts from selling the aircraft to building them. With the backlog secure, Embraer’s primary risk is no longer demand, but the execution of its industrial ramp-up in a supply-constrained environment.

Sources

Sources: Reuters