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Embraer Posts Record 2025 Revenue and Backlog, Sets Higher 2026 Targets

Story Highlights
  • Embraer achieved record 2025 revenue and backlog, with deliveries up 18% year-on-year.
  • The company guided for higher 2026 deliveries and revenue, while targeting stronger cash generation and stable margins.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Embraer Posts Record 2025 Revenue and Backlog, Sets Higher 2026 Targets

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Embraer ( (EMBJ) ) just unveiled an announcement.

Embraer reported record 2025 annual revenue of US$7.58 billion and its highest-ever firm order backlog of US$31.6 billion, according to results released in São Paulo on March 6, 2026. The company delivered 244 aircraft in 2025, up 18% from 2024, driven by strong growth in Defense & Security, Executive Aviation and Services & Support, while also ending the year with a net cash position of US$109.3 million excluding Eve.

Fourth-quarter 2025 revenue climbed 15% year-over-year to US$2.65 billion, with adjusted EBIT margins of 8.7% for both the quarter and full year, slightly below prior-year margins but above guidance despite U.S. import tariffs. For 2026, Embraer projects further growth with expected deliveries of 80–85 commercial and 160–170 executive jets, consolidated revenue of US$8.2–8.5 billion and adjusted free cash flow of at least US$200 million, signaling continued operational expansion and strengthened financial footing for stakeholders.

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 and defense manufacturer that designs, develops and produces commercial jets, executive aircraft and military platforms, as well as providing related services and support. The company focuses on regional commercial aviation with its E1 and E2 jet families, business jets in light and medium segments, and defense products including the KC-390 Millennium and A-29 Super Tucano, with a growing services and support business.

Average Trading Volume: 882,856

Technical Sentiment Signal: Buy

Current Market Cap: $12.16B

For an in-depth examination of EMBJ stock, go to TipRanks’ Overview page.

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