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Embraer ( (EMBJ) ) has issued an update.
Embraer reported record revenue, backlog and deliveries for 2025, highlighting double‑digit growth across core segments and achieving its 2025 guidance. The company’s consolidated backlog rose to about $31.6 billion by the end of 2025, with potential to approach $50 billion when options are included, underscoring sustained demand across commercial, executive, defense and services lines.
In commercial aviation, 2025 revenue grew 25% year on year with EBIT of $265 million and margin of 12.0%, supported by 157 new E2 orders and 64 E1 orders plus additional options across continents. Executive aviation posted 7% revenue growth, record fourth‑quarter revenue of roughly $750 million and record quarterly deliveries of 53 business jets, while the Phenom 300 remained the world’s best‑selling light jet for the 14th consecutive year.
Defense and security revenue increased 18% in 2025 with EBIT of $298 million, driven by sales of five KC‑390 aircraft to two NATO countries with 19 extra options and 10 A‑29 aircraft to Uruguay, Panama and Sierra Nevada, reinforcing Embraer’s positioning in military transport and light attack segments. Services and support revenue climbed 36% with a higher 7.9% EBIT margin as Pool program coverage expanded by about 75 aircraft and Executive Care signed 37 contracts, strengthening the recurring revenue base.
The company emphasized operational efficiency, supply‑chain improvements and a “safety first, quality always” culture as drivers of its sustainable growth strategy. Embraer also reported adjusted EBITDA of $881 million and adjusted EBIT of $708 million in 2025, with adjusted net income of approximately $363 million, while continuing to deleverage, reducing net leverage to near zero by 2024 and supporting future investment capacity.
The release also noted ongoing progress in strategic partnerships in commercial and defense businesses and a marquee year for global E2 program sales, which further solidify Embraer’s competitive position in regional jets against larger rivals. A prototype flight campaign by Eve, Embraer’s eVTOL affiliate, logged 28 flights between December 19, 2025, and February 17, 2026, reflecting continued development in advanced air mobility, though its financial impact is not yet material at group level.
The most recent analyst rating on (EMBJ) stock is a Buy with a $80.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.
Spark’s Take on EMBJ Stock
According to Spark, TipRanks’ AI Analyst, EMBJ is a Neutral.
Embraer’s overall stock score reflects its stable financial performance and strong earnings call results, which are tempered by technical indicators suggesting weak momentum and a high valuation. The company’s robust backlog and revenue growth are significant positives, but operational challenges and a high P/E ratio present risks.
To see Spark’s full report on EMBJ stock, click here.
More about Embraer
Embraer S.A. is a Brazilian aerospace manufacturer active in commercial aviation, executive jets, defense and security, and services and support. The company designs and produces regional jets, business aircraft such as the Phenom 300, and military platforms including the KC-390 and A-29, with a global customer base spanning airlines, governments, and corporate operators.
Average Trading Volume: 882,856
Technical Sentiment Signal: Buy
Current Market Cap: $12.16B
For a thorough assessment of EMBJ stock, go to TipRanks’ Stock Analysis page.