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Embraer (EMBR3) investor relations material

Embraer Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary5 Aug, 2025

Executive summary

  • Achieved record second quarter revenue of $1.8 billion, up 22% year-over-year, with the highest Q2 adjusted EBIT margin in a decade and backlog reaching an all-time high of $29.7 billion, up 40% year-over-year, driven by strong demand across all business units.

  • Deliveries increased 30% year-over-year, with book-to-bill ratio near 2:1, reflecting operational efficiency and production leveling initiatives.

  • Major orders included SAS (45 E195-E2s), SkyWest (60 E175s), and Portugal and Lithuania expanding KC-390 orders, reinforcing defense momentum in Europe.

  • Executive Aviation led growth with revenue up 64% year-over-year and deliveries up 41%.

  • U.S. tariffs remain a concern, but recent reductions and ongoing negotiations may provide upside if resolved; 2Q25 results were not materially impacted.

Financial highlights

  • Q2 revenue reached $1.8 billion, up 22% year-over-year, marking the best second quarter in company history.

  • Adjusted EBIT margin reached 10.5%, the highest Q2 margin in ten years; adjusted EBITDA margin was 13.5%.

  • Adjusted net income was a loss of $5 million (-0.3% margin) due to non-cash impacts and deferred taxes; reported net income was BRL79 million (4.3% margin).

  • Adjusted free cash flow was negative in Q2, mainly due to a $312 million increase in working capital in preparation for higher deliveries in H2.

  • Cash position at quarter-end was $1.36 billion; gross debt reduced to $2.05 billion year-over-year.

Outlook and guidance

  • 2025 guidance reaffirmed: revenue between $7.0–$7.5 billion, adjusted EBIT margin 7.5–8.3%, and adjusted free cash flow of $200–$300 million or higher.

  • Expected deliveries: 77–85 commercial aircraft and 145–155 executive jets for the year.

  • Guidance remains cautious due to anticipated higher tariff impact (80% of annual effect in H2), inflationary pressures, and FX volatility.

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Frequently asked questions

Embraer S.A. is a Brazilian multinational aerospace manufacturer. The company produces civil, commercial, military, executive and agricultural aircraft, and provides aeronautical services. Embraer S.A. was founded in 1969, and is headquartered in São José dos Campos, São Paulo, Brazil.

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