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Embraer
Embraer (EMBR3) investor relations material
Embraer Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Mar, 2026
Executive summary
Achieved record revenue and backlog in 2025, with all business units performing strongly and double-digit growth across segments, supporting sustainable long-term expansion.
Delivered 244 aircraft in 2025, an 18% increase from 2024, with strong growth in Defense & Security and Executive Aviation.
Strategic partnerships in India and the U.S. reinforce growth potential, especially in commercial and defense aviation.
Focused on sales, efficiency, and investing in digitalization, AI, and new technologies for future production stability.
Ended 2025 with a record order backlog of $31.6B, up 20% year-over-year.
Financial highlights
Full-year 2025 revenue reached $7.6B (+18% YoY), with Q4 revenue nearly $3B (+15% YoY), both above guidance.
Adjusted EBITDA for 2025 was $922M (14.4% margin); adjusted EBIT $708M (11.1% margin); adjusted net income $253M (3.3% margin).
Adjusted Free Cash Flow for 2025 was $491M, exceeding guidance.
Net cash position of $109M at year-end, with leverage improving to net cash/EBITDA.
Dividend yield for 2025 was 0.88%.
Outlook and guidance
2026 guidance: commercial aviation deliveries of 80–85 jets, executive aviation 160–170 jets.
Revenue forecast: $8.2B–$8.5B (+10% YoY at midpoint); adjusted EBIT margin 8.7%–9.3%.
Adjusted Free Cash Flow guidance: $200M or higher.
Guidance includes conservative assumptions on U.S. tariffs and will be updated quarterly.
2026 margin sensitivity to US import tariffs
Drivers of Commercial Aviation production costs
Revenue ramp-up for new PW engine lines
India MTA RFP status and Mahindra partnership
EBIT margin impact from U.S. tariff exemptions
Path to 100 commercial jet deliveries by 2027
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Latest events from Embraer
- Record backlog and robust growth across aviation, defense, and urban air mobility segments.EMBR3
Investor presentation6 Mar 2026 - Record revenue and $31.3B backlog in 3Q25, with 2025 guidance reaffirmed.EMBR3Q3 20253 Feb 2026
- Q2 revenue up 15%+, backlog at $21.1B, margins improved, guidance reiterated, strong segment growth.EMBR3Q2 20242 Feb 2026
- Record backlog and 32% revenue growth drive higher margins and upgraded 2024 guidance.EMBR3Q3 202415 Jan 2026
- Backlog hit $22.7B, with strong growth, margin expansion, and innovation driving 2024 outlook.EMBR3Investor Day 202413 Jan 2026
- Record Q1 revenue, backlog, and margins drive strong 2025 outlook despite tariff risks.EMBR3Q1 202524 Nov 2025
- Record Q2 revenue, backlog, and margins achieved, with guidance maintained despite risks.EMBR3Q2 202523 Nov 2025
- Record revenue, backlog, and double-digit growth outlook highlight strong momentum.EMBR3Q4 20245 Jun 2025
Next Embraer earnings date
Q1 20265 May, 2026
Embraer
Next Embraer earnings date
Q1 20265 May, 2026
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