Embraer closes 2025 with executive jets on the rise and reinforces the continuity of the division in results

Embraer released on March 6, 2026 a balance sheet for 2025 that objectively reinforces the weight of its executive division. In the fourth quarter, the company delivered 53 executive jets, 28 light and 25 medium. In the year to date, there were 155 aircraft, exactly at the top of the range projected by the manufacturer, a result that confirms consistency of execution in a unit that remains important for revenue, reputation and backlog generation.

The financial portrait helps support this reading. The company reported revenue of US$7.578 billion in 2025, the highest annual level in its history, highlighting the 25% growth in business aviation revenue compared to the previous year. This is not peripheral data: it shows that the area did not just function as a portfolio complement, but as a concrete lever within a year in which Embraer also advanced in defense and operational support.

Delivery, backlog and continuity

In January, the company had already reported that the total order backlog had reached US$31.6 billion in the fourth quarter, an all-time record. Within this number, business aviation closed the period with a backlog of US$7.6 billion, also a record for the unit and 4% above the previous quarter. For a manufacturer, this type of data is worth almost as much as the delivery already made, because it works as a thermometer of future demand and industrial continuity.

The annual performance also shows a more robust base than in 2024. business aviation went from 130 deliveries to 155 in one year, with progress in both light and midsize models. The light ones went from 75 to 86 units, while the medium ones went from 55 to 69. In practical terms, this indicates an operation capable of growing without depending on a single product or a specific market peak.

More than a good quarterly photo

The fourth quarter numbers gain even more relevance because they were accompanied by an improvement in cash flow and maintenance of the company's adjusted margin at 8.7% for the year, in addition to guidance for 2026 predicting between 160 and 170 deliveries in business aviation. The message to the market is clear: Embraer did not treat the good moment of 2025 as an exception, but as a basis for a new round of growth.I'm moderate.

For the executive division, this has a direct impact on the perception of value. Strong delivery improves fleet presence; record backlog gives visibility; Rising revenue supports commercial quality reading; and consistent guidance helps reduce the feeling of volatility that often weighs on manufacturers exposed to more sensitive demand cycles.

The result, therefore, goes beyond a quarterly headline. Embraer left 2025 with concrete signs that its business aviation remains strong where it matters most: production, portfolio, revenue and continuity. In a sector where confidence is measured by the ability to repeat performance, this is perhaps the most relevant message of 4Q25.