If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Embraer S.A. ( EMBJ ) stock has surged 20.9% since my last report against the S&P 500 ( SP500 ), which was more or less flat. The most recent performance brings the total price return ofDhierin-Perkash Bechai is an aerospace, defense and airline an ...

Brazilian planemaker Embraer's firm order backlog stood at a record $31.6 billion at the end of the fourth quarter, up 20% from a year earlier, according to a securities filing published on Tuesday. ...

India's Adani Group and Brazil's Embraer SA announced on Tuesday a partnership to establish a regional transport aircraft venture in India, with plans covering manufacturing, assembly, and increased l... ...

Core Insights - Brazilian planemaker Embraer aims to restore annual deliveries to pre-pandemic levels of around 100 units within the next two years and then grow further following a recent boom in orders for its regional jets [1] Company Summary - Embraer is focusing on increasing its annual aircraft deliveries to approximately 100 units, which aligns with pre-pandemic levels [1] - The company has experienced a surge in orders for its regional jets, indicating a positive market demand [1] Industry Summary - The aviation industry is witnessing a recovery, with companies like Embraer capitalizing on the increased demand for regional jets [1] - The planemaker's strategy reflects broader trends in the industry as it adapts to post-pandemic market conditions [1]

其中空客A320系列受影响最为严重，2024年初停场率飙升至40%以上，夏季回落后年底反弹，2025年 末再度升至30%以上。业内推测，若此波动态势延续，2026年停场率有望下降，目前发动机维修效率提 升已在一定程度缓解冬季停场峰值。空客A220、巴航工业E2系列停场率约25%；作为行 业基准，CFM56发动机窄体机队2025年12月停场率为21%，其继任者Leap系列表现亮眼，停场率稳定在 12%左右。 针对上述问题，普惠母公司正推进GTF高温部件增强套件启用及2026年升级版发动机推广，以缓解运营 压力。（建勋） 本报讯 近期，普惠GTF发动机因耐久性问题导致搭载机型停场率周期性波动，成为航空业关注焦点。 这一波动受发动机故障及维修周转影响，与竞品发动机的稳健表现形成鲜明对比，行业分化态势显著。 本次分析以飞机月停场天数占比为指标，早在2023年，普惠便披露该发动机高压涡轮叶片缺陷，需检查 600台，因备用机短缺，多家航司被迫停场部分飞机保障运营。 （来源：中国航空报） ...

根据协议，赛峰集团将转让位于墨西哥奇瓦瓦州制造工厂的全部相关权益、相应的售后服务业务，以及在巴西 境内的部分工程与生产活动。 据悉，在交易完成后，赛峰集团在巴西的客舱业务中涉及巴航工业项目的部分将移交至巴航工业，而其余工程 技术服务板块则仍由赛峰集团保留控制权。 （欣闻） （来源：中国航空报） 本报讯 近日，法国赛峰集团宣布，已同意将其持有位于墨西哥的合资企业EZAir的50%股权，全部出售给合 资方巴西航空工业公司，此次交易的具体金额未予披露。 ...

Core Insights - Brazilian planemaker Embraer delivered 91 aircraft in the fourth quarter of 2025, representing a 21% increase compared to the same quarter the previous year [1] Company Performance - Embraer achieved a total of 91 aircraft deliveries in Q4 2025, marking a significant growth of 21% year-over-year [1]

Core Viewpoint - Embraer has secured a loan of 1.09 billion Brazilian Reais from BNDES to support the production of commercial aircraft for international markets [1] Group 1: Financial Support - The loan has been approved by the Brazilian Development Bank (BNDES) and was officially announced on November 25 [1] - The funding will assist Embraer in meeting delivery schedules agreed upon with various Brazilian aircraft importers [1] Group 2: Production and Delivery Expectations - Embraer, a leading manufacturer of regional jets with fewer than 150 seats, expects to deliver between 77 and 85 commercial aircraft in 2025 [1] - In 2022, the company delivered 73 aircraft, while the expected delivery for 2023 is 64 aircraft [1] - When combining commercial and defense/security aircraft, the total expected deliveries for 2024 are projected to be 206 units, up from 181 in 2023 [1]

Group 1 - Embraer has signed cooperation deals in the aviation and defence sectors with five companies owned by Polish Armaments Group (PGZ) [1]

Core Insights - The Brazilian aircraft manufacturer Embraer hosted the 2025 Embraer Aviation Market Seminar in Huizhou on November 13, gathering executives from domestic and international airlines, industry experts, and leaders from aviation associations, consulting firms, and financial institutions [1][2] - The seminar aimed to address the challenges faced by the aviation industry, including intensified competition and the expansion of high-speed rail networks, while providing a platform for strategic transformation and sustainable development in China's civil aviation sector [1][2] Summary by Sections Event Overview - The seminar featured multiple thematic speeches, panel discussions, and informal dialogues focusing on airline business strategies, network expansion, and identifying untapped opportunities in China's rapidly evolving aviation market [1] - Participants discussed how optimized operational models and appropriately sized aircraft can enhance network flexibility, improve operational economics, and effectively meet the growing demand from second- and third-tier cities [1] Industry Commitment - Rodrigo Silva, Vice President of Global Commercial Aviation at Embraer, emphasized the importance of deepening cooperation in the vibrant and strategically significant Chinese market to address structural challenges and build a more profitable and resilient industry ecosystem [2] - The discussions reinforced the potential of modern small narrow-body aircraft in enhancing operational efficiency and network connectivity, enabling airlines to tap into broader emerging market demands and improve profitability [2] Market Report - During the event, Embraer released a new market report titled "Breaking the Deadlock in the Context of Anti-Inflation," which provides data-driven insights to help airlines enhance pricing power, strategically explore "blue ocean" markets, and achieve fleet differentiation through appropriately sized aircraft [2] - This seminar marks the first in a series of meetings planned to occur every two years, successfully establishing a platform for industry collaboration and forward-looking dialogue to drive the long-term development of the civil aviation sector [2]