Embraer Achieves Record $29.7 Billion Backlog in Q2 2025
Embraer (NYSE: ERJ) has reported a record-breaking backlog of $29.7 billion in the second quarter of 2025 (2Q25).
This milestone marks the highest backlog in the company’s history, reflecting strong demand across its business units.
The company also delivered 61 aircraft in 2Q25, a 30% increase from the 47 jets delivered in 2Q24 and more than double the 30 aircraft delivered in 1Q25.
This performance signals both Embraer’s operational strength and market confidence in its diverse portfolio.
Commercial Division: Record Backlog
Order Book and Backlog
The Commercial Aviation division achieved an eight-year backlog high of $13.1 billion in 2Q25, surpassing the previous record of $13.4 billion set in 4Q17.
This represents a 31% increase from 1Q25 and a 16% rise compared to 2Q24. A key highlight was the sale of the 1,000th E175 aircraft since its launch in 2005. The achievement is a testament to the model’s enduring appeal.
Significant orders boosted the division’s performance. SkyWest placed a firm order for 60 E175 aircraft, with purchase rights for an additional 50 units.
Meanwhile, Scandinavian Airlines (SAS) signed an agreement for 45 E195-E2 aircraft, with options for 10 more, marking SAS’s largest direct jet order from a manufacturer in three decades.
Over the past 12 months, the division’s book-to-bill ratio reached an impressive 1.8x, signaling robust demand.
Aircraft Deliveries
In 2Q25, Commercial Aviation delivered 19 aircraft, matching 2Q24’s delivery numbers. For the first half of 2025 (1H25), the division delivered 26 aircraft. This represents 32% of the midpoint of its full-year guidance (77–85 aircraft).
This figure is slightly below the five-year average of 35% for the period.
Deliveries included:
- E175s to Republic Airlines (5), SkyWest (2), and Horizon Air (2), as well as
- E190-E2s to Azorra (1) and E195-E2s to Aercap (3), Azorra (2), Mexicana (1), Royal Jordanian (1), Binter (1), and ICBC (1).
Embraer anticipates improved production stability in the second half of 2025, with further gains expected in 2026.
Executive Aviation: Strong Delivery Growth
The Executive Aviation unit reported a backlog of $7.4 billion in 2Q25, a 62% increase year-over-year, though slightly down 2% from 1Q25.
Deliveries reached 38 jets, a 41% jump from the 27 jets delivered in 2Q24. For 1H25, the unit delivered 61 aircraft, accounting for 41% of the midpoint of its full-year guidance (145–155 aircraft).
This exceeds the five-year average of 32% for the period, reflecting strong momentum in the business jet market.
Services & Support: Expanding Contracts
The Services & Support division saw its backlog grow to $4.9 billion, up 55% year-over-year and 5% from 1Q25, driven by several new contracts.
In Commercial Aviation, CommuteAir signed a maintenance agreement for its new facilities at Perot Field Alliance Airport in Fort Worth, Texas. Embraer also partnered with CAE to deploy a full-flight simulator in Madrid for E2 customers.
Additionally, the company extended its partnership with Regional One, adding two passenger-to-freight (P2F) conversions, doubling the order to four units, with Bridges Air Cargo as the launch customer.
New Pool program contracts were signed with Virgin Australia, Amelia, Air Montenegro, and Hunnu Air.
On the connectivity front, Embraer collaborated with Gogo to offer the Gogo Galileo HDX solution for Phenom 300 aftermarket customers via a Supplemental Type Certificate.
Viasat will also install advanced in-flight Wi-Fi on Aeromexico’s E190 jets, enhancing passenger experience with fast, reliable connectivity.
Future Outlook
Embraer’s record backlog and strong 2Q25 performance across its Commercial Aviation, Executive Aviation, and Services & Support divisions highlight its ability to meet growing global demand.
With strategic partnerships, innovative connectivity solutions, and a focus on production efficiency, Embraer is well-positioned for continued success in the aerospace industry.
The company expects further progress in the second half of 2025 and into 2026, solidifying its leadership in the market.
