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Embraer reports strongest first-quarter revenue in company history, with 44 aircraft deliveries and backlog reaching $32 billion

Yahoo Finance AIMay 10, 20262 min read
Embraer reports strongest first-quarter revenue in company history, with 44 aircraft deliveries and backlog reaching $32 billion

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3 Key Points

  1. Embraer delivered 44 aircraft in Q1 2026 (10 commercial jets, 29 executive jets, 5 defense aircraft), with total deliveries up nearly 50% year over year. Commercial aviation deliveries rose 43% and executive aviation deliveries rose 26%.

  2. Consolidated net revenue increased 31% year over year to $1.4 billion. Commercial Aviation revenue rose 45% to $293 million; Executive Aviation revenue increased nearly 30% to $480 million; Defense & Security revenue increased 62% to $227 million; Services & Support revenue reached $490 million.

  3. Backlog reached $32 billion, up 22% year over year and marking a historical record for the sixth consecutive time. Commercial aviation backlog reached $15 billion, up 50% from a year earlier, with a book-to-bill ratio of three over the past 12 months. Embraer also has approximately $20 billion in options.

  4. Tariff impacts totaled $13 million in the first quarter, with another $11 million in inventory impact expected in the second quarter. If tariffs are not implemented on Brazil and Embraer, the company estimates an additional 60 basis points benefit for the year.

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