Commercial Aviation's backlog reached US$10.0 billion Executive Jets set a new US$7.6 billion backlog record Defense & Security held steady with a US$4.2 billion backlog The backlog in Services & Support totaled US$4.6 billionSÃO PAULO, April 22, 2025 /PRNewswire/ -- Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, reported a US$26.4 billion backlog in the first quarter of 2025. The result surpassed the all-time historical high set in the previous quarter. Backlog by Segment - ...

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.In December, I covered Embraer S.A. (NYSE: ERJ ) with a Buy rating and the stock has gained 18% since then while the S&P 500 ( SP500 ) lost 14%. In fact, the company roseDhierin runs the investing group The Aerospace Forum , whose goal is to discov ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of ERJ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any in ...

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Embraer (ERJ) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Embraer is a member of the Aerospace sector. This group includes 53 individual stocks and currently holds a Zacks Sector Rank of #3. The Zacks Sec ...

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Financial Performance - Total revenue for the nine-month period ended September 30, 2024, increased to $4,083.2 million, up 24% from $3,293.4 million in the same period of 2023[7]. - Gross profit for the nine-month period was $723.5 million, representing a 27% increase compared to $570.1 million in the prior year[7]. - Operating income before financial results for the nine-month period rose to $409.2 million, significantly up from $105.5 million in the same period of 2023[7]. - Net income for the nine-month period was $316.6 million, compared to a loss of $34.5 million in the same period of 2023[7]. - The company reported a basic earnings per share of $0.42 for the nine-month period, compared to a loss per share of $0.04 in the same period of 2023[7]. - For the nine months ended September 30, 2024, Embraer reported an income of $316.6 million, a significant recovery from a loss of $34.5 million in the same period of 2023, representing a turnaround of approximately 1017%[13]. - Total comprehensive loss for the period was $298.3 million, compared to a loss of $28.1 million in the previous year, indicating a deterioration in overall financial performance[13]. - The company reported a net foreign exchange loss of $19.6 million for the period, compared to a loss of $1.9 million in the previous year[187]. Cash and Liquidity - Cash and cash equivalents decreased to $831.5 million as of September 30, 2024, down from $1,629.2 million at the end of 2023[3]. - Cash and cash equivalents at the end of the period were $825.0 million, down from $1,023.9 million at the end of September 2023, reflecting a decrease of approximately 19.4%[13]. - The company reported a significant increase in fixed deposits, which decreased from $1,168.8 million to $421.6 million, indicating a shift in liquidity management[32]. - The company has cash equivalents and financial investments totaling $1,771.4 million, with 93.37% indexed to fixed rates[166]. - As of September 30, 2024, cash and cash equivalents held by Banco do Brasil S.A. amounted to $268.1 million, while BNDES financing reached $670.2 million[72]. Assets and Liabilities - Total assets increased to $11,671.3 million as of September 30, 2024, compared to $10,782.5 million at the end of 2023[5]. - Total liabilities rose to $8,255.7 million as of September 30, 2024, up from $7,743.2 million at the end of 2023[5]. - The company’s total shareholders' equity increased to $3,415.6 million as of September 30, 2024, up from $3,039.3 million at the end of 2023[5]. - The company reported a total loans and financing balance of $2,646.0 million as of September 30, 2024, down from $2,886.4 million at December 31, 2023, indicating a decrease of 8.3%[86]. - Total liabilities increased from $4,223.9 million on December 31, 2023, to $4,453.1 million on September 30, 2024, an increase of 5.4%[136]. Inventory and Receivables - Inventories increased to $3,340.4 million as of September 30, 2024, compared to $2,636.0 million at the end of 2023[3]. - The inventory value as of September 30, 2024, was $3,473.0 million, an increase from $2,763.3 million on December 31, 2023, representing a growth of 25.7%[52]. - The company's trade accounts receivable increased to $266.6 million as of September 30, 2024, compared to $230.8 million at the end of 2023, with overdue amounts rising due to a specific customer default[38]. - The allowance for expected credit losses rose to $11.2 million as of September 30, 2024, from $9.8 million at the end of 2023, reflecting adjustments in credit risk management[39]. Investments and Capital Expenditures - The company invested $169.3 million in property, plant, and equipment during the nine months ended September 30, 2024, compared to $148.8 million in the same period of 2023, marking an increase of about 13.4%[13]. - The company’s financial investments totaled $939.9 million as of September 30, 2024, up from $691.7 million at the end of 2023, with significant increases in structured notes and investment funds[34]. - The company’s investments increased to $46.1 million as of September 30, 2024, from $28.2 million on December 31, 2023, marking a growth of 63.8%[59]. Tax and Provisions - The effective tax rate for the period was -18.5%, compared to -26.3% in the same period of the previous year[101]. - The company recognized a provision of $3.2 million related to a tax assessment notice, down from $4.7 million in 2023[104]. - Total provisions increased from $288.2 million on December 31, 2023, to $313.8 million on September 30, 2024, reflecting a net addition of $25.6 million[111]. Management and Governance - The total remuneration for key management personnel increased to $15.3 million for the nine months ending September 30, 2024, compared to $7.9 million in the same period of 2023, reflecting a 93.7% increase[74]. - The company has significant restrictions on accessing cash balances of EVE Holding, which may impact liquidity for settling obligations[65]. Legal and Contingent Liabilities - The arbitration proceedings with Boeing concluded with a payment of $150 million to Embraer on October 3, 2024[121]. - The company is currently involved in a legal dispute with Conviasa, with the amount in dispute yet to be determined[116]. - The company has contingent liabilities related to labor lawsuits totaling $17.9 million as of September 30, 2024[114]. Market and Backlog - The company has a backlog of performance obligations valued at $22.7 billion as of September 30, 2024, up from $18.7 billion in 2023, with $20.8 billion expected to be satisfied within the next five years[180]. - Revenue from the Commercial Aviation segment was $1,227.5 million, up from $1,095.6 million in 2023, indicating strong demand in this area[193]. - The Defense & Security segment generated $487.6 million in revenue, a significant increase from $313.1 million in the prior year[193].

This major milestone follows Sweden's signing of a Memorandum of Understanding with the Netherlands and Austria joining the C-390 Millennium program RIO DE JANEIRO, Brazil, April 1, 2025 /PRNewswire/ -- Sweden officially committed to acquiring from Embraer (NYSE: ERJ/ B3: EMBR3), a global leader in the aerospace industry, four C-390 Millennium multi-mission aircraft, securing the necessary production slots. The official announcement of this commitment took place during LAAD Defence & Security 2025 in the pr ...

Shareholders and the holders of Embraer's American Depositary Shares can obtain a hardcopy of Embraer's Annual Report 20-F, free of charge, by making a request to Embraer's Investor Relations Department. São José dos Campos, March 31, 2025 Antonio Carlos Garcia Executive Vice-President and Investor Relations SÃO JOSÉ DOS CAMPOS, Brazil, March 31, 2025 /PRNewswire/ -- Embraer S.A. (B3: EMBR3; NYSE: ERJ) announces the filing of its Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Embraer (ERJ) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Aerospace sector should help us answer this question.Embraer is a member of the Aerospace sector. This group includes 51 individual stocks and currently ...