Embraer’s Record Backlog Signals Demand Strength, And A Tough Delivery Test

2026-01-28 - 10:20

Key Points Embraer ended 2025 with a record $31.6 billion firm-order backlog, up 20% from a year earlier. Commercial aviation led the surge, even as Azul renegotiations trimmed the quarter-to-quarter tally. The next story is execution: higher output, stable suppliers, and margins that match the promise. Embraer closed 2025 with the largest pipeline of signed