Published Friday, 23 October, 7:54 a.m. ET · Source: Embraer filing with the US Securities and Exchange Commission
Key Facts
—The number. Embraer’s order backlog reached a record US$35.7 billion, up 3% on the quarter and 14% on the year.
—The mix. Airliners US$15.8 billion, business jets US$8.2 billion, military US$6.1 billion, services US$5.6 billion.
—US link. American, SkyWest and Republic still await 155 E175 regional jets; Avelo has 50 E195-E2 jets on order.
—Deliveries. Embraer handed over 66 aircraft in the quarter and 175 in nine months, up 14%.
—Still unknown. How investors react when New York trading opens, and what the new orders add to profit.
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Embraer, the Brazilian aircraft maker, said on Friday that its order backlog hit a record US$35.7 billion at the end of September. That is up 3% from the previous record of US$34.5 billion in June and up 14% from US$31.3 billion a year earlier, according to its filing with the US Securities and Exchange Commission.
The figure matters beyond Embraer, because it is one of the biggest names in Brazil’s economy. It trades in New York as EMBJ and on the São Paulo stock exchange as EMBJ3.
In Plain English
Backlog: firm orders not yet delivered. E175 and E195-E2: Embraer’s regional airliners.
KC-390: a military transport jet. Phenom 300EV: a light business jet.
Where the Orders Came From
Embraer received 36 firm orders and 30 purchase rights or options for its E2-family airliners in the quarter. Over nine months it has booked 72 firm E2 orders.
- Airliners, US$15.8 billion (up 4% on the year): Abra Group, the parent of Brazil’s Gol and Colombia’s Avianca, ordered 20 larger E195-E2 jets, and Binter, a Canary Islands airline, ordered five. Luxair turned three purchase rights for smaller E190-E2 jets into firm orders, and Japan’s ANA Holdings added eight E190-E2s.
- Business jets, US$8.2 billion (record, up 12%): The new Phenom 300EV won approval from regulators in Brazil, the United States and Europe.
- Military, US$6.1 billion (up 56%): The Colombian Air Force placed a firm order for two KC-390 Millennium transport aircraft.
- Services and support, US$5.6 billion (record, up 14%): New long-term service contracts came from all three businesses.
Deliveries Are Ahead of Plan
Embraer delivered 66 aircraft in the third quarter, against 65 in the second and 62 a year earlier. That was 22 airliners, 41 business jets and three military aircraft.
In nine months it has delivered 175 aircraft, compared with 153 a year ago. Airliners and business jets together stand at 167, about 67% of the midpoint of its 240 to 255 aircraft target for 2026, against a five-year average of 59% at this point.
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What It Means for US Readers
US airlines hold a large share of the order book. American Airlines, SkyWest and Republic Airways still await 66, 63 and 26 E175 regional jets, and Avelo Airlines is due 50 E195-E2 jets.
For shareholders, a record backlog points to years of sales, but it is not profit, and orders can slip or be cancelled. Embraer’s financial results will show how much of it turns into earnings.
Our earlier report on the two Embraer rating upgrades covers the credit upgrades that came before this update.
What Is Not Known
The release does not say what margin the new orders carry, or how soon the backlog will turn into cash. Our earlier report on the C-390 programme covers a first delivery in Central Asia.
Sources
Embraer, Backlog & Deliveries 3Q26 (Form 6-K, 23 October 2026)
This article was produced by The Rio Times’ automated newsroom system. How we use AI · Report an error · Editorial responsibility: Matthias Camenzind, Editor-in-Chief
Frequently Asked Questions
How big is Embraer’s order backlog?
Embraer’s backlog was US$35.7 billion at the end of the third quarter of 2026, a record. It is up 3% from US$34.5 billion in the previous quarter and 14% from US$31.3 billion a year earlier.
What is a backlog?
A backlog is the value of firm orders that a company has not yet delivered. It shows future sales, but it is not revenue or profit.
Which US airlines are waiting for Embraer jets?
American Airlines, SkyWest and Republic Airways still await 66, 63 and 26 E175 regional jets. Avelo Airlines has 50 larger E195-E2 jets on firm order.
Where does Embraer stock trade?
Embraer shares trade in New York on the NYSE as EMBJ and in São Paulo on the B3 exchange as EMBJ3.