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Dec 31, 2025
Embraer Q4 2025 Earnings Report
Embraer reported higher revenue with strong aircraft deliveries and record backlog, though margins compressed year over year.
Key Takeaways
Embraer delivered solid Q4 2025 results with revenue rising 15% year over year to $2.65B, supported by higher aircraft deliveries and strong demand across business units. Net income reached $83.3M with EPS of $0.4549. The company ended the quarter with a record order backlog of $31.6B and generated strong adjusted free cash flow of $738.3M.
Revenue increased 15% year over year driven by higher aircraft deliveries and strong demand.
Record order backlog reached $31.6B, up more than 20% year over year.
Adjusted free cash flow was strong at $738.3M during the quarter.
Adjusted EBIT margin declined year over year to 8.7% due to cost pressures and mix.
Revenue by Segment
Forward Guidance
For 2026, Embraer guided for continued growth with revenue expected between $8.2B and $8.5B, adjusted EBIT margin between 8.7% and 9.3%, and adjusted free cash flow of at least $200M.
Positive Outlook
- Revenue guidance between $8200000000 and $8500000000 for 2026.
- Expected adjusted EBIT margin between 8.7% and 9.3%.
- Commercial aviation deliveries projected between 80 and 85 aircraft.
- Executive aviation deliveries projected between 160 and 170 aircraft.
- Adjusted free cash flow expected to be at least $200000000.
Challenges Ahead
- Guidance assumes 10% U.S. import tariffs affecting profitability.
- Commercial aviation margins pressured by customer mix and production costs.
- Defense segment margins normalized after prior-year benefits.
- Tariffs impacted EBIT during the quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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