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An announcement from Embraer ( (EMBJ) ) is now available.
On January 27, 2026, Embraer reported a record company-wide backlog of US$31.6 billion for the fourth quarter of 2025, up 20% year over year, underpinned by strong demand across commercial, executive, and defense segments. The company delivered 91 aircraft in 4Q25, a 21% increase from 4Q24, and 244 aircraft in full-year 2025, up 18% from 2024, with executive aviation deliveries hitting an all-time high of 155 jets and commercial deliveries reaching 78 aircraft, both within or at the top of guidance ranges. Commercial aviation closed 2025 with a robust US$14.5 billion backlog and a 2.8x book-to-bill ratio, supported by new E-Jet orders from lessor TrueNoord, Switzerland’s Helvetic Airways, and Air Côte d’Ivoire, although Azul’s Chapter 11-led order reduction tempered quarter-on-quarter backlog growth. Executive aviation achieved a record US$7.6 billion backlog and a 1.1x book-to-bill ratio, reflecting sustained demand for Phenom and Praetor jets and the benefits of Embraer’s production leveling program, which reduced year-end delivery concentration and supported more efficient, scalable operations. In defense and security, backlog rose to US$4.6 billion, aided by contracts for five KC-390 aircraft for Sweden and Portugal and four A-29 Super Tucanos for Panama, as well as the first deliveries of A-29N aircraft to Portugal and a Letter of Intent to evaluate an A-29N final assembly line in Portugal, which strengthens Embraer’s positioning in NATO markets and signals growing European demand. Across all segments, the combination of rising deliveries, record backlogs, and deepening international defense partnerships underscores Embraer’s stronger competitive footing, improved revenue visibility, and expanding global footprint heading into 2026.
The most recent analyst rating on (EMBJ) stock is a Hold with a $86.00 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 global aerospace manufacturer based in Brazil, operating across commercial aviation, executive (business) jets, defense and security, and services and support. The company produces regional jets such as the E175 and E2 family, business jets including the Phenom and Praetor lines, and military aircraft like the KC-390 Millennium and A-29 Super Tucano, serving airlines, corporations, governments, and defense customers worldwide.
Average Trading Volume: 866,944
Technical Sentiment Signal: Buy
Current Market Cap: $14.24B
Learn more about EMBJ stock on TipRanks’ Stock Analysis page.