Embraer Reports Record $31.6 Billion Backlog
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy EMBJ?
Source: seekingalpha
Embraer SA's stock fell 5.06% as it crossed below the 5-day SMA amid positive market conditions.
Despite the decline, Embraer reported a record backlog of $31.6 billion at the end of Q4, a 20% increase year-over-year, indicating strong demand and growth potential in the aerospace market. The company also delivered 91 aircraft in Q4, a 21% rise from the previous year, which boosts market share and strengthens its position in the competitive aerospace manufacturing sector. Future targets aim to restore jet deliveries to pre-pandemic levels, positioning the company for further growth.
The implications of this backlog and delivery increase suggest that Embraer is well-positioned to capitalize on the recovering aerospace market, despite the recent stock decline.
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Analyst Views on EMBJ
Wall Street analysts forecast EMBJ stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 71.880
Low
67.00
Averages
72.20
High
80.00
Current: 71.880
Low
67.00
Averages
72.20
High
80.00
About EMBJ
Embraer SA is a Brazil-based jets manufacturer. The Company produces aircraft for commercial and executive aviation, as well as for defense and security purposes and related services. Its segments include Commercial aviation business, which involves the development, production and sale of commercial jets, and rendering of support services, particularly in the regional aviation segment and aircraft leases; Executive Jet business, which markets its executive jets to companies, including fractional ownership companies, charter and air-taxi companies, high-net-worth individuals and to flight academies; Defense and Security Business segment, which conceives, designs, develops, manufactures and supports a range of integrated solutions for the defense and security market; and Other Related Businesses segment, which provides fuel systems, structural parts, and mechanical and hydraulic systems to Sikorsky Aircraft Corporation for its production of helicopters.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Expansion Opportunity: The U.S. removal of the temporary 10% import tariff on commercial airplanes and aircraft engines creates more favorable conditions for Embraer's expansion and order activity in the key U.S. market, further narrowing the pricing gap with competitors.
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- Policy Advantage: Embraer's CEO Francisco Gomes Neto stated that Washington's reinstatement of a zero-tariff framework will significantly accelerate the company's growth, with expectations of stimulating additional demand in the coming years while strengthening existing investment strategies.
- Market Expansion Opportunity: The U.S. removal of the temporary 10% import tariff on commercial airplanes and aircraft engines creates more favorable conditions for Embraer's expansion and order activity in the key U.S. market, further narrowing the pricing gap with competitors.
- Enhanced Competitive Edge: This policy change effectively eliminates competitive hurdles for Embraer, positioning it more favorably against Canadian rival Bombardier and France's Dassault, whose private jets have already entered the U.S. market duty-free.
- Historical Context: The Trump administration had imposed tariffs of up to 50% on Brazilian exports last year to counter legal actions against former President Bolsonaro, and the removal of tariffs now signifies broader support for the aerospace sector, potentially boosting Embraer's market share.
See More
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- Company Growth Expectations: Embraer's CEO anticipates substantial growth in the coming years.
- Impact of Tariffs: This growth is expected to be boosted by the return to zero tariffs in the U.S. market.
See More
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- New Order Value: CPI Aerostructures announced additional orders totaling $4.2 million from Brazil's Embraer S.A., further solidifying their partnership in manufacturing engine inlet assemblies for the Phenom 300 business jets.
- Delivery Timeline: Deliveries for these new orders are set to continue through mid-2026, with ongoing funding anticipated to support this life-of-program contract, ensuring production stability and sustainability.
- Historical Delivery Achievements: Since 2012, CPI Aero has delivered over 940 shipsets for the Phenom 300 business jet, showcasing its strength in structural assembly, supply chain management, and quality assurance.
- Strategic Customer Trust: CPI Aero's CEO Dorith Hakim expressed pride in the continued trust from Embraer, indicating readiness to increase capacity to meet the demands of this strategic customer.
See More
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- New Model Launch: Embraer introduced the upgraded Praetor 500E and 600E business jets on Tuesday, aiming to capture ongoing strong demand in the global executive aircraft market, although it did not unveil an entirely new aircraft.
- Interior Enhancements: The upgraded models feature a revamped cabin management system, improved lighting and entertainment options, and redesigned seating, which increases storage space and enhances passenger comfort and convenience.
- Strong Market Demand: Demand for private jets has remained robust since the pandemic, with Embraer securing significant orders in recent years, including a record deal with Flexjet.
- Delivery Timeline: The company expects deliveries of the new variants to begin in the first quarter of 2029, further solidifying its competitive position in the very-light to super-mid-size business jet market.
See More
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- Strategic Expansion: Nio launched two new brands, Firefly and Onvo, in 2025, significantly boosting sales, with record deliveries exceeding 40,000 units in both October and December, highlighting strong market demand.
- Profit Outlook: Nio anticipates achieving its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, indicating robust profitability excluding share-based compensation, which has garnered investor interest.
See More
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- Delivery Milestones: Nio achieved record monthly deliveries exceeding 40,000 units in both October and December 2025, indicating that the introduction of its new brands, Firefly and Onvo, effectively boosted sales.
- Profit Expectations: Nio anticipates its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, demonstrating significant improvements in operational efficiency and profitability, suggesting that while RWC's short-term trade was profitable, long-term investors in Nio may still find optimism.
See More
