Core Insights - Embraer S.A. has provided its guidance for the year 2025, outlining expectations for various segments of its business [1][2]. Group 1: 2025 Guidance - The company projects commercial aviation deliveries to be between 77 and 85 units [2]. - Executive aviation deliveries are expected to range from 145 to 155 units [2]. - Consolidated revenues are anticipated to be between 7.0 billion and 7.5 billion US dollars [2]. - The adjusted EBIT margin is projected to be between 7.5% and 8.3% [2]. - Free cash flow is expected to be 200 million US dollars or higher [2]. Group 2: Management Commentary - The company clarifies that the provided projections do not constitute a promise of performance but reflect the management's perception, subject to risks and uncertainties [3]. - Projections take into account various factors, including general economic, market, and industry conditions, which are beyond the company's control [3].

Core Viewpoint - Embraer S.A. has secured a contract with ANA Holdings for 15 E190-E2 aircraft, with an option for five more, expected to start deliveries in 2028, which is anticipated to enhance the company's revenue and profitability [1] Group 1: Embraer's E190-E2 Jets - The E190-E2 is a fuel-efficient aircraft that can reduce emissions by approximately 25% and is certified to operate with up to 50% sustainable aviation fuel (SAF), making it attractive for airlines focused on low carbon emissions [2] - The aircraft also offers lower noise levels, improving passenger comfort [2] - The recent order from ANA Holdings reflects a steady demand for the E190-E2 model [3] Group 2: Market Opportunities - Global air travel demand is on the rise, with the International Air Transport Association (IATA) projecting a 6.7% increase in passenger numbers, reaching 5.2 billion by 2025 [4] - This growth in passenger traffic is expected to drive demand for fuel-efficient jets like those produced by Embraer [4] Group 3: Commercial Aviation Backlog - Embraer's Commercial Aviation segment backlog was $10.2 billion at the end of Q4 2024, representing a 15% year-over-year increase, indicating strong demand for its aircraft [5] Group 4: Prospects for Other Aerospace Stocks - Other aerospace companies such as Airbus, Boeing, and Textron are also positioned to benefit from the increasing passenger traffic [6] - Airbus had a backlog of 8,658 commercial aircraft and delivered 766 jets in 2024, with a long-term earnings growth rate of 7.6% [7] - Boeing's backlog stood at $435 billion at the end of 2024, with a long-term earnings growth rate of 17.4% [8] - Textron's backlog totaled $7.8 billion, with a long-term earnings growth rate of 10% [9] Group 5: Stock Performance - Over the past three months, Embraer's stock has increased by 5.4%, contrasting with a 2.4% decline in the industry [10]

EMBRAER S.A.Publicly Held CompanyCNPJ/MF: 07.689.002/0001-89NIRE: 353.003.257-67 SÃO JOSÉ DOS CAMPOS, Brazil, Feb. 25, 2025 /PRNewswire/ -- EMBRAER S.A. (B3: EMBR3, NYSE: ERJ) ("Embraer"), in attention to Resolution CVM nº 44/2021 and in addition to the Material Fact disclosed on February 18, 2022, informs its shareholders and the market in general that today the Board of Directors approved an additional four-year pause in its E175-E2 jet development program. The re-programing of activities remains associat ...

Deal includes options for an additional five E190-E2s Deliveries to commence in 2028 First E2 order from Japan TOKYO, Feb. 25, 2025 /PRNewswire/ -- ANA Holdings Inc., has ordered 15 E190-E2s aircraft from Embraer (NYSE: ERJ / B3: EMBR3) with options for an additional five aircraft. The selection of the E190-E2 is part of ANA's fleet renewal plan. The economics and efficiency of the aircraft will enable the airline to enhance nationwide connectivity while providing improved space and comfort for passengers ...

SÃO PAULO, Feb. 20, 2025 /PRNewswire/ -- Embraer S.A. ("Embraer") (NYSE: ERJ) announces the consideration payable in connection with the previously announced offer to purchase for cash (the "Tender Offer") up to US$150,000,000 (the "Maximum Principal Amount") in aggregate principal amount of the outstanding 6.950% senior unsecured guaranteed notes due 2028 (the "2028 Notes") issued by Embraer Netherlands Finance B.V., fully, unconditionally and irrevocably guaranteed by Embraer. The Tender Offer is being ma ...

SÃO PAULO, Feb. 20, 2025 /PRNewswire/ -- Embraer S.A. ("Embraer") (NYSE: ERJ) announces the early results of its previously announced offer to purchase for cash up to US$150,000,000 in aggregate principal amount (the "Maximum Principal Amount") of the outstanding 6.950% senior unsecured guaranteed notes due 2028 (the "2028 Notes"), issued by Embraer Netherlands Finance B.V. ("Embraer Finance") and unconditionally and irrevocably guaranteed by Embraer (the "Tender Offer"). The Tender Offer was made upon the ...

SÃO PAULO, Feb. 12, 2025 /PRNewswire/ -- Embraer S.A. ("Embraer") (NYSE: ERJ) announces the expiration of its previously announced offer to purchase for cash any and all outstanding 5.400% senior unsecured guaranteed notes due 2027 (the "2027 Notes") issued by Embraer Netherlands Finance B.V. ("Embraer Finance"), fully, unconditionally and irrevocably guaranteed by Embraer (the "Tender Offer").The Tender Offer was made upon the terms and subject to the conditions set forth in the offer to purchase dated Feb ...

SÃO PAULO, Feb. 11, 2025 /PRNewswire/ -- Embraer S.A. ("Embraer") (NYSE: ERJ) announces the consideration to purchase for cash any and all of the outstanding 5.400% senior unsecured guaranteed notes due 2027 (the "2027 Notes") issued by Embraer Netherlands Finance B.V. ("Embraer Finance"), fully, unconditionally and irrevocably guaranteed by Embraer (the "Tender Offer").The Tender Offer is being made pursuant to the terms and subject to the conditions set forth in the offer to purchase dated February 5, 202 ...

For Immediate ReleasesChicago, IL – February 11, 2025 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include including Rocket Lab USA, Inc. (RKLB) , Embraer (ERJ) , RTX Corp. (RTX) and, Leidos Holdings (LDOS) .Here are highlights from Tuesday’s Analyst Blog:Rocket Lab Deploys 5 Satellites for French IoT Operator: Buy the ...

I reiterate my recommendation to buy Embraer S.A. (NYSE: ERJ ) shares. The company's shares rose 152% in one year, representing the best performance of a Brazilian ADR on the NYSE and outperforming its sector competitors.More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no p ...