Embraer Reports Record Q3 2025 Revenues and Backlog

The latest announcement is out from Embraer SA ( (ERJ) ).

In the third quarter of 2025, Embraer S.A. reported record revenues of $2,004 million, marking an 18% year-over-year increase, with significant growth in Commercial Aviation and Defense & Security sectors. The company delivered 62 aircraft, a 5% increase from the previous year, and achieved an all-time high backlog of $31.3 billion. Credit ratings were upgraded by S&P, Fitch, and Moody’s, reflecting a positive outlook. The company’s guidance for 2025 remains strong, with expected revenues between $7.0 to $7.5 billion and an adjusted EBIT margin of 7.5% to 8.3%.

The most recent analyst rating on (ERJ) stock is a Buy with a $72.00 price target. To see the full list of analyst forecasts on Embraer SA stock, see the ERJ Stock Forecast page.

Spark’s Take on ERJ Stock

According to Spark, TipRanks’ AI Analyst, ERJ is a Outperform.

Embraer’s strong financial performance and positive technical indicators are the primary drivers of its stock score. The company’s record-breaking revenue and robust backlog, as highlighted in the earnings call, further support its growth prospects. However, the relatively high P/E ratio and external challenges such as U.S. tariffs and inflationary pressures slightly temper the overall outlook.

To see Spark’s full report on ERJ stock, click here.

More about Embraer SA

Embraer S.A. is a Brazilian aerospace company that operates in the commercial, executive, and defense aviation sectors. The company is known for manufacturing commercial and executive jets and has a significant focus on expanding its market presence in the defense and security sectors.

Average Trading Volume: 1,310,622

Technical Sentiment Signal: Buy

Current Market Cap: $11.97B

For a thorough assessment of ERJ stock, go to TipRanks’ Stock Analysis page.