Embraer announced a record-breaking $29.7 billion firm order backlog for the second quarter of 2025, the highest level ever recorded in the company’s history. The news was accompanied by strong delivery figures, with Embraer shipping 61 aircraft across its business units in the quarter. This represents a 30% increase compared to the same period last year and demonstrates significant momentum heading into the second half of the year.
Leading the charge was the company’s Commercial Aviation division, which reported an 8-year high backlog of $13.1 billion, up 31% from the previous quarter. This surge was fueled by major new orders, including a firm order for 60 E175 jets from SkyWest and a new deal with Scandinavian Airlines (SAS) for 45 E195-E2 aircraft. While new sales were robust, the division’s 19 aircraft deliveries were flat compared to last year and slightly behind the historical average for the first half, indicating that production will need to accelerate to keep pace with the swelling order book.
The positive results extended across Embraer’s other key business units. The Executive Aviation division posted a solid $7.4 billion backlog, up 62% year-over-year, and delivered 38 private jets, a 41% increase from 2Q24. Meanwhile, the Defense & Security backlog doubled from the previous year to reach $4.3 billion, bolstered by growing international interest in its C-390 Millennium transport aircraft, which was recently selected by Lithuania. Several new C-390 and A-29 Super Tucano orders are not yet included in the backlog, suggesting further growth ahead.
Rounding out the quarter, the Services & Support division grew its backlog by 55% year-over-year to $4.9 billion. This growth reflects a string of new contracts for maintenance, passenger-to-freight conversions, and component support programs with airlines including Virgin Australia and CommuteAir. The division also announced new partnerships to enhance in-flight connectivity for both its commercial and executive jet customers.
A lifelong aviation enthusiast, Douglas Royce is currently co-editor of four of Forecast International's Market Intelligence Services: Civil Aircraft Forecast, Military Aircraft Forecast, Rotorcraft Forecast, and Aviation Gas Turbine Forecast. As such, he plays a key role in many important projects that involve market sizing and forecasting for various segments of the world aerospace industry, as well as demand for related systems.
