Target Information
Embraer (NYSE: ERJ / B3: EMBR3) is a leading global aerospace company based in São Paulo, Brazil. It specializes in commercial and executive aviation, defense and security solutions, and agricultural aviation. As of the third quarter of 2025, Embraer has achieved unprecedented success, reporting a backlog of US$31.3 billion, the highest in the company’s history.
In 3Q25, Embraer delivered 62 aircraft across all business units, reflecting a 5% increase compared to the same period last year. With a total of 148 deliveries year-to-date, the company has experienced significant growth compared to the previous year's metrics.
Industry Overview in Brazil
Brazil’s aerospace industry has undergone remarkable changes in recent years, with significant contributions from both commercial and military aviation sectors. With a robust and diverse manufacturing base, the country stands out as one of the leading exporters of aircraft, particularly regional jets. The increasing demand for air travel, both domestically and internationally, drives the growth of commercial aviation, while a growing focus on defense initiatives ensures the military aviation sector remains competitive.
The global aerospace market is expected to experience steady growth, and Brazil is positioned to gain substantial benefits from this trend. Investment in infrastructure and technological advancements will further enhance the capabilities of Brazilian aerospace companies, enabling them to capture more market share globally.
Furthermore, the Brazilian government’s support for the aerospace sector through favorable policies and investments in research and development has paved the way for innovation. This environment fosters collaboration between the government and private enterprises, effectively boosting the country’s capabilities in designing and manufacturing aircraft that meet international standards.
Amidst these developments, Embraer continues to lead the market with innovative aircraft like the E195-E2 and KC-390 Mi…