Embraer ended the first quarter with a record backlog of $32.1 billion, up 22% from a year earlier and marking the Brazilian planemaker’s sixth consecutive quarterly record.
The biggest increase came from commercial aviation, where backlog rose 50% year-over-year to $15 billion. The gain was largely tied to 18 firm orders for the Embraer E195-E2 from Finnair, part of a broader agreement covering up to 46 aircraft, including options and purchase rights. Embraer also added three E195-E2s sold to an undisclosed customer.
Services and support continued to expand, with backlog rising 11% to $5.1 billion as Embraer signed long-term agreements with Airnorth, the Hungarian Air Force and Virgin Australia.
Executive aviation showed little growth. Backlog remained flat at $7.6 billion compared with both the previous quarter and the same period last year, even as deliveries rose to 29 aircraft from 23 a year earlier.
The segment has drawn closer attention after trade tensions triggered by the Trump administration’s tariff policies raised concerns across the business jet market, which remains heavily dependent on U.S. buyers. The United States is Embraer’s largest market for executive aircraft, particularly the Embraer Phenom 300 family.
In defense, backlog reached $4.4 billion, up 5% year-over-year but down 4% from the previous quarter. Embraer delivered one Embraer C-390 Millennium to Portugal and four Embraer A-29 Super Tucano aircraft to Portugal, Uruguay and an undisclosed customer in Africa.
The company delivered 44 aircraft across all business units in the quarter, up 47% from 30 aircraft a year earlier.
