Embraer reports record US$35.7 billion backlog in Q3 2026, marking a new all-time high

Embraer reported a record backlog of US$35.7 billion in the third quarter of 2026, surpassing its previous all-time high by 3% quarter-over-quarter and increasing 14% compared with the same period last year. Commercial Aviation ended the quarter with a backlog of US$15.8 billion, up 5% from the previous quarter and 4% year-over-year. The business secured strong commercial momentum during the period, booking 36 firm orders and 30 purchase rights and options for its E2 family of aircraft.

Among the quarter's highlights, Abra Group placed a firm order for 20 E195-E2 aircraft, alongside 10 purchase options and 15 purchase rights, creating the potential for a fleet expansion of up to 45 aircraft. Binter added five E195-E2s to its orderbook and secured four additional purchase rights, while Luxair converted three E190-E2 purchase rights into firm orders and added another purchase right, taking its total commitment to nine aircraft. ANA Holdings expanded its E190-E2 agreement with an order for eight additional aircraft, increasing its total firm orders to 23 jets. Year-to-date, Embraer has secured 72 firm E2 orders, contributing to a strong 1.2x book-to-bill ratio for Commercial Aviation over the past 12 months.

Executive Aviation achieved a new record backlog of US$8.2 billion, representing growth of 5% quarter-over-quarter and 12% year-over-year. The quarter was highlighted by the launch of the Phenom 300EV, the latest evolution of the world's best-selling light jet, which has led its segment for 14 consecutive years. The aircraft introduces advanced safety features, including Garmin Emergency Autoland, enabling automated emergency landings and making the Phenom 300EV the first light jet to receive certification with this technology from ANAC, the FAA, and EASA.

The division also delivered the first Praetor 600E to Flexjet, while both the Praetor 600E and the midsize Praetor 500E achieved triple certification. Executive Aviation closed the quarter with a robust 1.4x book-to-bill ratio over the last 12 months.

In Defense & Security, backlog reached US$6.1 billion, remaining stable quarter-over-quarter while increasing 56% year-over-year. A key milestone was the signing of a contract with the Fuerza Aeroespacial Colombiana (FAC) for the acquisition of two KC-390 Millenniumaircraft. The agreement further strengthens the KC-390's presence across Latin America and underscores its growing international market acceptance.

The division currently holds 43 firm orders for the KC-390 Millennium and 25 firm orders for the A-29 Super Tucano, resulting in a strong 2.9x book-to-bill ratio over the past 12 months.

Services & Support also reached a new record backlog of US$5.6 billion, growing 2% quarter-over-quarter and 14% year-over-year. During the quarter, Embraer announced several new long-term service agreements, including support contracts for Portugalia's fleet of 19 E190s and Alliance Airlines' fleet of 40 E190s. The company also extended its Pool Program agreement covering Western Air's nine ERJ 145 aircraft.

In Executive Aviation, the business signed 69 Executive Care contracts valued at approximately US$53 million. Within Defense & Security, Embraer secured a new support agreement for the FAC's KC-390 fleet, renewed the Integrated Logistics Support agreement for the Fuerza Aérea de Chile's A-29 Super Tucano fleet, and expanded the scope of its Training Means agreement with Sweden.

Services & Support ended the quarter with a healthy 1.3x book-to-bill ratio over the past 12 months, further reinforcing the segment's continued growth and long-term revenue visibility.