EMBRAER EARNINGS RESULTS 2nd QUARTER 2025

Core Insights - Embraer S.A. reported its second quarter 2025 earnings results, achieving record revenues and significant growth in various segments [1]. Financial Performance - Total revenues for 2Q25 reached US$1,819 million, marking a 22% year-over-year increase, the highest ever for a second quarter [4]. - Adjusted EBIT for the quarter was US$191.8 million, with a margin of 10.5%, up from 9.3% in 2Q24 [4]. - Adjusted free cash flow, excluding Eve, was negative at US$(161.6) million, as the company prepared for increased aircraft deliveries in upcoming quarters [4]. Aircraft Deliveries - Embraer delivered a total of 61 aircraft in 2Q25, which included 19 commercial jets (10 E2s and 9 E1s), 38 executive jets (21 light and 17 medium), and 4 defense-related aircraft, representing a 30% increase compared to the 47 aircraft delivered in the same quarter last year [4]. Order Backlog and Guidance - The firm order backlog reached an all-time high of US$29.7 billion in 2Q25 [4]. - The company reiterated its 2025 guidance, expecting commercial aviation deliveries between 77 and 85 aircraft and executive aviation deliveries between 145 and 155 aircraft, with total revenues projected in the US$7.0 to US$7.5 billion range [4].