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Embraer’s Order Backlog Reaches $31.3 Billion in Third Quarter

Embraer’s Order Backlog Reaches $31.3 Billion in Third Quarter
Embraer has announced a record order backlog of $31.3 billion for the third quarter of 2025, marking the highest level in the company’s history. The São Paulo-based aircraft manufacturer delivered 62 aircraft across all business units during the quarter, representing a 5% increase compared to the same period last year. For the first nine months of 2025, total deliveries reached 148 aircraft, up 16% year on year, underscoring Embraer’s strong operational performance despite ongoing challenges in the aviation sector.
Growth Amid Industry Challenges
The substantial increase in Embraer’s backlog comes against a backdrop of persistent supply chain disruptions affecting the global aviation industry. The International Air Transport Association (IATA) has warned that such disruptions could cost airlines more than $11 billion in 2025. Embraer’s backlog growth reflects robust demand for its products, even as production pressures mount. This trend is consistent with the broader market, where the global commercial aircraft backlog exceeded 17,000 units in 2024, highlighting the strain on manufacturers worldwide.
Commercial Aviation and Executive Aviation Performance
Within its Commercial Aviation division, Embraer’s backlog rose to $15.2 billion, the highest in nine years. This increase was driven by significant orders from new customers, including Avelo Airlines and LATAM Group. Avelo placed a firm order for 50 E195-E2 jets, with purchase rights for an additional 50, while LATAM committed to 24 aircraft with options for 50 more. The division delivered 20 jets during the quarter, four more than in the same period last year, supplying carriers such as American Airlines, Republic Airways, Azorra, Porter, Aircastle, and Mexicana.
The Executive Aviation segment also demonstrated strong growth, closing the quarter with a backlog of $7.3 billion, a 65% increase from the previous year. The division celebrated the delivery of its 2,000th business jet, a Praetor 500, to an undisclosed customer. In total, Embraer delivered 41 business aircraft in the third quarter, reinforcing its competitive standing in the business jet market.
Defense, Security, and Services Backlogs
Embraer’s Defense & Security unit reported a backlog of $3.9 billion, supported by recent deliveries such as the KC-390 Millennium to the Portuguese Air Force and contracts for five A-29 Super Tucano aircraft to Panama and the U.S.-based Sierra Nevada Corporation. Meanwhile, the Services & Support division maintained a record backlog of $4.9 billion, reflecting a 40% increase year over year.
Embraer’s strong delivery figures and historic backlog underscore the company’s resilience amid a challenging industry environment. As competitors adjust delivery schedules and fleet plans to manage unprecedented demand, Embraer’s capacity to sustain growth despite supply chain constraints will remain a key focus in the coming quarters.

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