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Embraer S.A. (NYSE:EMBJ) shares fell on Tuesday after the company announced record third-quarter 2025 results, highlighted by higher deliveries, a strong backlog, and reaffirmed full-year guidance despite mixed financial performance.
Revenue rose 18% year over year to $2.004 billion, marking an all-time high for the third quarter, while adjusted earnings of 30 cents per share topped the 10-cent estimate.
Sales of $2.004 billion fell short of the $2.190 billion estimate, and adjusted EBIT was $172 million, resulting in an 8.6% margin.
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The company delivered 62 aircraft during the quarter—20 commercial jets, 41 executive jets, and one defense aircraft—up 5% from a year ago.
The firm order backlog reached a record $31.3 billion, up 5% sequentially and 38% year-over-year, with growth across all business units.
Commercial Aviation revenue increased 31% to $618 million on stronger pricing, mix, and volumes. Executive Aviation revenue grew 4% to $583 million, while Defense & Security rose 27% to $278 million, driven by higher KC-390 deliveries and a one-off contract adjustment.
Services & Support revenue advanced 16% to $493 million on broad-based volume growth.
Adjusted free cash flow excluding Eve was $300 million, supported by improved working capital and higher deliveries.
Embraer ended the quarter with $2.082 billion in consolidated cash, $2.109 billion in gross debt, and a stand-alone net cash position of $(439) million.
Outlook:
Embraer reaffirmed its 2025 outlook, guiding for $7.0–$7.5 billion in revenue versus a $7.615 billion estimate, an adjusted EBIT margin of 7.5%–8.3%, and adjusted free cash flow of $200 billion or higher.
It expects 77–85 Commercial Aviation deliveries and 145–155 Executive Aviation deliveries for the year.
Price Action: EMBJ shares were trading lower by 4.16% to $61.98 at last check Tuesday.
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