Embraer(US:ERJ) Huan Qiu Shi Bao·2025-07-21 22:47Group 1 - Brazilian aircraft manufacturer Embraer stated that increased tariffs on Brazilian imports by the U.S. would raise the cost of each aircraft purchased by U.S. airlines by $9 million [1] - The CEO of Embraer, Francisco Neto, indicated that price changes could lead to order cancellations, delivery delays, production plan modifications, cash flow declines, and reduced investments [1] - Approximately 60% of Embraer's revenue is dependent on the U.S. market, with 45% of commercial aircraft production and 70% of executive jet production being exported to U.S. customers [1] Group 2 - U.S. airlines may face challenges in acquiring new aircraft due to the lack of alternative manufacturers for regional jets [2] - Flexjet reaffirmed its agreement to purchase 182 aircraft from Embraer for up to $7 billion, with potential additional purchases of 30 aircraft [2] - The aviation industry is urgently responding to the impact of U.S. tariff policies, with rising costs affecting the highly integrated supply chain [2] Group 3 - Brazilian Vice President Alckmin held discussions with industry representatives, including Embraer, to seek an extension of at least 90 days for negotiations with the U.S. [3] - The Brazilian government is prioritizing dialogue and negotiation with the U.S. government to address the tariff issue [3]