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All-time high - Embraer finished 2Q25 with a US$29.7 billion backlog

1. Embraer announced a record backlog of US$29.7 billion in Q2 2025. 2. Commercial Aviation backlog reached US$13.1 billion, up 31% from Q1. 3. Executive Aviation delivered 38 jets, a 41% increase year-over-year. 4. Defense & Security backlog doubled from last year to US$4.3 billion. 5. Services & Support backlog up 55% year-over-year due to new contracts.

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Why Very Bullish?

The substantial backlog increase demonstrates strong demand and future revenue potential, similar to prior periods of growth which led to stock price spikes.

How important is it?

The substantial growth in the backlog and deliveries indicates a strong operational performance and a healthy pipeline that's likely to positively influence ERJ's stock price.

Why Long Term?

The significant backlog suggests positive revenue streams for multiple quarters ahead, aligning with longer-term growth patterns previously observed in Embraer's business cycles.

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Commercial Aviation reported an 8-year backlog record of US$13.1 billion and the division book-to-bill reached 1.8x over the past 12 months, The E175 celebrated an important milestone – 1,000 units sold since its 2005 launch; Executive Aviation delivered 38 aircraft during the quarter, up 41% year-over-year; The backlog for Defense & Security reached US$4.3 billion, 2x higher than last year; Services & Support registered a new backlog record, up 55% year-over-year. , /PRNewswire/ -- Embraer (NYSE: ERJ / B3: EMBR3), a global leader in the aerospace industry, registered a US$29.7 billion backlog in the second quarter of 2025 (2Q25) – the highest level ever recorded by the company. Backlog by Segment - US$bn 2Q25 1Q25 qoq 2Q24 yoy Commercial Aviation  13.1 10.0 31 % 11.3 16 % Executive Aviation 7.4 7.6 -2 % 4.6 62 % Services & Support 4.9 4.6 5 % 3.1 55 % Defense & Security 4.3 4.2 3 % 2.1 100 % Total 29.7 26.4 13 % 21.1 40 % Embraer delivered 61 aircraft in 2Q25 across all its business units. The result reflects a 30% increase compared to the second quarter of last year (2Q24), when 47 jets were delivered, and more than twice the number of aircraft (30) recorded in the first quarter of 2025 (1Q25). Deliveries by Segment 2Q25 1Q25 2Q24 1H25 1H24 1Q24 2025 Guidance Executive Aviation 38 23 27 61 45 18 145-155 Phenom 100 4 2 2 6 3 1 Phenom 300 17 12 18 29 28 10 Light Jets 21 14 20 35 31 11 Praetor 500 8 3 3 11 6 3 Praetor 600 9 6 4 15 8 4 Midsize Jets 17 9 7 26 14 7 Commercial Aviation 19 7 19 26 26 77-85 E175 9 4 8 13 11 4 E190-E2 1 - 4 1 4 - E195-E2 9 3 7 12 11 4 Total Commercial Av. & Executive Av. 57 30 46 87 71 18 222-240* Defense & Security 4 - 1 4 1 - KC-390 Millennium - - 1 - 1 - A-29 Super Tucano  4 - - 4 - - *Excludes KC-390 Millennium and A-29 Super Tucano deliveries Commercial Aviation reported an 8-year backlog record of US$13.1 billion in 2Q25. (The previous record for the division was US$13.4 billion in 4Q17.) The backlog increased 31% compared to 1Q25 and 16% versus 2Q24. Alongside its strong sales performance, the business unit celebrated an important milestone – 1,000 E175 units sold since its 2005 launch. During the quarter, Embraer received a firm order from SkyWest for 60 E175 aircraft with purchase rights for 50 additional units. Meanwhile, Scandinavian Airlines (SAS) entered into an agreement to acquire 45 E195-E2 aircraft, with purchase rights for 10 additional units – the largest SAS jet order direct from a manufacturer over the past 30 years. The division book-to-bill ratio reached 1.8x over the past 12 months. In 2Q25, the business unit delivered 19 new aircraft, exactly in line with the number of aircraft delivered in 2Q24. Consequently, in the 1H25, deliveries totaled 26 aircraft and 32% of the midpoint of the full year guidance (between 77 and 85 in 2025), 3 percentage points short of the average 35% level for the period recorded over the past 5 years. The models delivered during the period were the E175 to Republic Airlines (5), SkyWest (2) and Horizon Air (2), the E190-E2 to Azorra (1), and the E195-E2 to Aercap (3), Azorra (2), Mexicana (1), Royal Jordania (1), Binter (1) and ICBC (1). Looking forward, we expect our production leveling efforts to produce more tangible results in the 2H of the year, and from the start of 2026. Commercial Aviation Q1 Q2 Q3 Q4 2025 9 % 23 % 5Y average 12 % 23 % 20 % 45 % 2Q25 Backlog - Commercial Aviation  Aircraft Type Firm Orders Deliveries Firm Order Backlog E175 1,000 792 208 E195-E2 330 140 190 E190-E2 67 28 39 Total 1,397 960 437 Customer (Country) Firm Orders Deliveries Firm Order Backlog EMBRAER 175 1,000 792 208 American Airlines (USA) 204 114 90 SkyWest (USA) 288 214 74 Republic Airlines (USA) 187 152 35 Horizon Air / Alaska (USA) 50 47 3 Undisclosed 4 1 3 Air Peace (Nigeria) 2 - 2 Overland Airways (Nigeria) 3 2 1 Air Canada (Canada) 15 15 - Air Lease (USA) 8 8 - Alitalia (Italy) 2 2 - Belavia (Belarus) 1 1 - CIT (USA) 4 4 - ECC Leasing (Ireland)* 1 1 - Flybe (UK) 11 11 - Fuji Dream (Japan) 2 2 - GECAS (USA) 5 5 - KLM (The Netherlands) 17 17 - LOT Polish (Poland) 12 12 - Mauritania Airlines (Mauritania) 2 2 - Mesa (USA) 7 7 - NAC / Aldus (Ireland) 2 2 - NAC / Jetscape (USA) 4 4 - Northwest (USA) 36 36 - Oman Air (Oman) 5 5 - Royal Jordanian (Jordan) 2 2 - Suzuyo (Japan) 11 11 - TRIP (Brazil) 5 5 - United Airlines (USA) 110 110 - * Aircraft delivered by ECC Leasing: one to Air Caraibes Customer (Country) Firm Orders Deliveries Firm Order Backlog Embraer 195-E2 330 140 190 Azul (Brazil) 51 - 51 SAS (Sweden) 45 - 45 Porter (Canada) 75 44 31 Aercap (Ireland) 43 31 12 Azorra (USA) 23 12 11 Air Peace (Nigeria) 16 5 11 Mexicana (Mexico) 10 1 9 Aircastle (USA) 23 16 7 Salam Air (Oman) 6 - 6 Luxair (Luxembourg) 6 - 6 Royal Jordanian (Jordan) 2 1 1 Binter Canarias (Spain) 16 16 - ICBC (China) 10 10 - Helvetic (Switzerland) 4 4 - - - - Customer (Country) Firm Orders Deliveries Firm Order Backlog Embraer 190-E2 67 28 39 ANA (Japan) 15 - 15 Mexicana (Mexico) 10 - 10 Azorra (USA) 16 9 7 Virgin Australia (Australia) 4 - 4 Aircastle (USA) 2 - 2 Air Kiribati (Kiribati) 2 1 1 Aercap (Ireland) 5 5 - Helvetic (Switzerland) 8 8 - Wideroe (Norway) 3 3 - Placar Linhas Aéreas (Brazil) 1 1 - Undisclosed 1 1 - Executive Aviation posted a backlog of US$7.4 billion in 2Q25, up 62% year-over-year (yoy) but down a slight 2% quarter-over-quarter (qoq). Deliveries reached 38 jets during the period, 41% higher than the 27 jets in 2Q24. Consequently, in the 1H25, deliveries totaled 61 aircraft and 41% of the midpoint of the full year guidance (between 145 and 155 in 2025), 8 percentage points higher than the average 32% level for the period recorded over the past 5 years. Executive Aviation Q1 Q2 Q3 Q4 2025 15 % 25 % 5Y average 11 % 21 % 25 % 43 % In Defense & Security, the backlog ended at US$4.3 billion in 2Q25, 3% higher sequentially and 2x higher than a year ago. The business unit delivered four A-29 Super Tucano aircraft to the Paraguayan Air Force during the period. The division highlights include Lithuania's announcement the C-390 Millennium has been selected to enhance the country's military readiness, and Portugal's decision to acquire a sixth KC-390 Millennium aircraft. Furthermore, Embraer and the Portuguese Air Force intend to include ten purchase options in their current contract for potential future acquisitions by European nations or NATO (North Atlantic Treaty Organization) members. The C-390 Millenium selection by Sweden (4) and Slovakia (3), the additional order from Portugal (1), and the A-29 Super Tucano for Panama (4) are not included in the backlog, since the contracts are not yet effective. 2Q25 Backlog - Defense & Security Aircraft Type Firm Orders Deliveries Firm Order Backlog KC-390 Millennium 42 10 32 A-29 Super Tucano* 34 4 30 *Includes only A-29 Super Tucano ordered since 2024. Meanwhile, a total of 264 aircraft has been delivered until 2023. Customer (Country) Firm Orders  Deliveries Firm Order Backlog KC-390 Millennium 42 10 32 Brazilian Air Force  (Brazil) 19 7 12 Royal Netherlands Air Force (Netherlands) 5 - 5 Austrian Air Force (Austria) 4 - 4 Portuguese Air Force ( Portugal) 5 2 3 Republic of Korea Air Force (South Korea) 3 - 3 Czech Air Force (Czech Republic) 2 - 2 Undisclosed 2 - 2 Hungarian Air Force (Hungary) 2 1 1 - - Customer (Country) Firm Orders  Deliveries Firm Order Backlog A-29 Super Tucano* 34 4 30 Portuguese Air Force ( Portugal) 12 - 12 Uruguayan Air Force 6 - 6 Undisclosed 6 - 6 Undisclosed (Africa) 4 - 4 Paraguayan Air Force (Paraguay) 6 4 2 *Includes only A-29 Super Tucano ordered since 2024. Meanwhile, a total of 264 aircraft has been delivered until 2023. Services & Support increased its backlog to US$4.9 billion – up a significant 55% yoy along with a welcome 5% qoq because of several contracts celebrated during 2Q25.   In the Commercial Aviation sub-segment, the business unit signed a new maintenance contract with CommuteAir for its new facilities at the Perot Field Alliance Airport in Fort Worth, Texas. The division will deploy a new full-flight simulator in Madrid for E2 customers in partnership with CAE. And finally, the partnership with Regional One was extended with the addition of two passenger-to-freight (P2F) conversions, doubling its existing orders to four units – Bridges Air Cargo will be the launch customer of the new product. Meanwhile, Virgin Australia, Amelia, Air Montenegro, and Hunnu Air signed new Pool program contracts. On the connectivity topic, the business unit will offer the Gogo Galileo HDX solution for Phenom 300 aftermarket customers through a Supplemental Type Certificate (STC) generated in partnership with Gogo, while Viasat will install advanced in-flight internet connectivity on Aeromexico's E190 jets, further integrating the airline's fleet with fast Wi-Fi for its customers. About Embraer A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive aviation, Defense and Security, and Agricultural Aviation. The company designs, develops, manufactures, and markets aircraft and systems, providing Services and Support to customers after-sales. Since it was founded in 1969, Embraer has delivered more than 9,000 aircraft. On average, about every 10 seconds an aircraft manufactured by Embraer takes off somewhere in the world, transporting over 150 million passengers a year. Embraer is the leading manufacturer of commercial jets with up to 150 seats and the main exporter of high value-added goods in Brazil. The company maintains industrial units, offices, service, and parts distribution centers, among other activities, across the Americas, Africa, Asia, and Europe. SOURCE Embraer S.A. WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In

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