Embraer Second Quarter Backlog Hits Record US$34.5 Billion

Brazil · Companies

Embraer second quarter results for 2026 pushed the Brazilian aerospace champion to a record firm order backlog of US$34.5 billion, the company reported on July 24. The performance marked the seventh consecutive record quarter for the São José dos Campos-based manufacturer, driven by a sharp rise in defense revenue and solid executive jet deliveries.

Embraer Second Quarter in Numbers

For foreign investors and expats following Latin America, Embraer (Empresa Brasileira de Aeronáutica) is Brazil’s leading aerospace company and the world’s third-largest commercial aircraft maker, behind only Boeing and Airbus. It designs and builds jets for commercial airlines, executive clients, and military forces, while also running a large services and support network.

The company is a publicly traded entity listed on Brazil’s B3 stock exchange and on the New York Stock Exchange. Its performance is often seen as a barometer for Brazilian industrial exports and high-tech manufacturing.

Financial Performance and Profitability

Embraer posted quarterly revenue of US$1.82 billion in the second quarter. Adjusted earnings before interest and taxes (EBIT) reached US$198.8 million, yielding an adjusted EBIT margin of 10.9%.

Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) came in at US$273.4 million, with an adjusted EBITDA margin of 15.0%. Net income attributable to shareholders was US$79.4 million.

The company generated US$172.0 million in adjusted free cash flow. Reported free cash flow, after working-capital and other effects, was a near-breakeven US$-0.2 million.

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What Embraer does.Embraer S.A., together with its subsidiaries, designs, develops, manufactures, and sells aircraft and systems worldwide. It operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments. The Commercial Aviation segment develops, produces, and sells commercial jets. Its Defense & Security segment develops and produces military aircraft and…

Deliveries and Operational Momentum

Embraer delivered 65 aircraft during the period, comprising 20 commercial jets and 45 executive jets. This was the strongest second-quarter delivery performance in 16 years.

The delivery mix underscores the company’s dual focus. The commercial division ships E-Jets to regional airlines worldwide, while the executive aviation unit produces Phenom and Praetor business jets for corporate and private clients.

It is important to separate these operational deliveries from the order announcements made at the Farnborough International Airshow. Those new sales bookings will feed the backlog but are not recognized as revenue until aircraft are delivered.

Segment Mix and Backlog Breakdown

The record US$34.5 billion firm order backlog was distributed across four segments. Commercial Aviation accounted for US$15.1 billion, reflecting sustained demand for narrow-body regional jets.

Executive Aviation held a backlog of US$7.4 billion. Defense & Security followed with US$6.1 billion, while Services & Support contributed US$5.5 billion.

The Defense & Security unit stood out operationally, with revenue rising approximately 42% year-on-year. This jump aligns with the segment’s backlog growth and includes sales of the C-390 Millennium military transport aircraft to international air forces.

2026 Guidance Reaffirmed

Embraer’s management reaffirmed its full-year 2026 guidance in the earnings release. The company expects to deliver between 77 and 85 commercial aircraft and between 145 and 155 executive jets.

Total revenue for the year is projected in a range of US$7.0 billion to US$7.5 billion. The adjusted EBIT margin is forecast between 7.5% and 8.3%.

Adjusted free cash flow is expected to be US$200 million or higher for the full year. The reaffirmed outlook signals confidence that supply-chain and production rates will support the record backlog conversion.

What This Means for Foreign Observers

For international investors, the results reinforce Embraer’s position as a resilient Latin American industrial exporter. The company’s ability to grow its defense revenue while maintaining a record commercial backlog diversifies its risk profile.

The seventh straight record quarter also highlights disciplined execution in a global aerospace market still navigating supply-chain bottlenecks. With a US$34.5 billion backlog, Embraer has strong revenue visibility stretching across several years.

Connected Coverage

Related reporting from The Rio Times: Embraer Farnborough Orders Span Spain, Luxembourg, Japan.

Frequently Asked Questions

What was Embraer’s net income in the second quarter of 2026?

Embraer reported a net income of US$79.4 million in the second quarter of 2026.

How many aircraft did Embraer deliver in Q2 2026?

Embraer delivered 65 total aircraft in Q2 2026, consisting of 20 commercial jets and 45 executive jets.

What is Embraer’s total firm order backlog?

Embraer’s total firm order backlog reached a record US$34.5 billion at the end of the second quarter of 2026.

Sources & Further Reading

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