Core Insights - Embraer reported a record backlog of US$29.7 billion in Q2 2025, marking the highest level in the company's history [1] Backlog by Segment - Commercial Aviation backlog reached US$13.1 billion, up 31% quarter-over-quarter (qoq) and 16% year-over-year (yoy) [2][5] - Executive Aviation backlog was US$7.4 billion, reflecting a 62% increase yoy but a slight decrease of 2% qoq [9] - Services & Support backlog increased to US$4.9 billion, up 55% yoy and 5% qoq [15] - Defense & Security backlog reached US$4.3 billion, doubling from the previous year and up 3% qoq [10][11] Deliveries - Embraer delivered 61 aircraft in Q2 2025, a 30% increase from 47 jets delivered in Q2 2024 and more than double the 30 aircraft delivered in Q1 2025 [2] - Executive Aviation delivered 38 jets, a 41% increase from 27 jets in Q2 2024 [9] - Commercial Aviation delivered 19 aircraft, consistent with Q2 2024 deliveries [6] Notable Orders - SkyWest placed a firm order for 60 E175 aircraft with rights for 50 additional units [4] - Scandinavian Airlines (SAS) ordered 45 E195-E2 aircraft, marking the largest jet order from a manufacturer in 30 years [4] Performance Metrics - The book-to-bill ratio for Commercial Aviation was 1.8x over the past 12 months [4][5] - The E175 model achieved a milestone of 1,000 units sold since its launch in 2005 [5] Future Outlook - The company anticipates improved production levels in the second half of 2025 and into 2026 [7]

Core Insights - The report provides a comprehensive analysis of Embraer S.A.'s strategies and plans for 2025, focusing on the company's response to a challenging global macroeconomic environment characterized by geopolitical tensions and potential trade wars [2][3] - Embraer is enhancing its product portfolio in the mid to super mid-size segments, with the Praetor 500 and 600 positioned as key offerings in the business jets market [3] - The report includes a SWOT analysis, market trends, and a demand forecast for the Global Business Jet market through 2033 [3][12] Company Strategy and Focus - Embraer is concentrating on expanding its global MRO network for business jets and pursuing sustainability initiatives while entering adjacent high-growth market segments [3] - The C-390 Millennium program has strengthened Embraer's position in the defense market, securing orders from new customers across Europe [3] - The company is making progress in the Urban Air Mobility (UAM) and Advanced Air Mobility (AAM) markets through partnerships, such as with Eve Air Mobility [3] Financial Performance and Market Outlook - The report includes a detailed financial performance analysis based on the latest available financial results, incorporating charts and comprehensive analysis [8] - A force field analysis identifies driving and restraining forces affecting the industry, assessing their potential impact on the market dynamics [10] - The demand forecast for the Global Business Jet market is projected through 2033, with insights into market evolution and growth trends [13] Key Trends and Challenges - The report covers key industry and technology trends, as well as challenges that may impact the business aviation sector in the near to medium term [12] - It highlights the importance of strategic planning and competitive assessment for decision-makers across the industry value chain [6][12] - The analysis includes emerging market scenarios and demand projections for various aircraft sizes, including light, medium, and heavy jets [13]