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Embraer-empresa Brasileira De Aeronautica (ERJ)
NYSE:ERJ
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.38Last Year’s EPS
0.54Same Quarter Last Year
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 4.64%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth and operational improvements across segments, particularly in Executive Aviation and Defense. However, concerns over U.S. tariffs and their impact on margins, combined with some delivery issues, present challenges. Despite these issues, the company's financial and operational achievements suggest a positive outlook.Company Guidance
During Embraer's first quarter 2025 earnings call, the company provided robust guidance indicating strong performance metrics. Embraer achieved a record first-quarter revenue of $1.1 billion, marking the highest in the past 90 years, with an adjusted EBITDA margin of nearly 10%, the best in five years. The company's backlog reached an all-time high of $26.4 billion, a 25% year-over-year increase. Aircraft deliveries rose by almost 30% year-on-year, underscoring operational efficiency. The Executive Aviation division recorded its highest first-quarter revenue since 2014 with a backlog of $7.6 billion. In Defense and Security, new orders from Sweden, Slovakia, Uruguay, and Panama bolstered a stable $4.2 billion backlog. Commercial Aviation saw a $10 billion backlog, with significant orders expected from Japanese ANA. Service and Support maintained a $4.6 billion backlog, reflecting steady growth. Embraer reiterated its 2025 guidance, anticipating double-digit growth in aircraft deliveries and revenue, while actively working to mitigate the limited impact of recent U.S. tariffs.Record-Breaking Revenue
Embraer delivered the highest first quarter revenue of the past 90 years at $1.1 billion, marking a 22% increase year-on-year.
Executive Aviation Performance
Executive Aviation reached the highest first quarter revenue since 2014 with a record backlog of $7.6 billion.
Defense and Security Growth
Defense and security revenue grew 72% due to stronger KC-390 revenue recognition and new firm orders from countries like Uruguay and Panama.
Aircraft Deliveries Increase
Aircraft deliveries were up by almost 30% year-on-year, with a total of 30 aircraft delivered in Commercial and Executive Aviation.
Financial Strength
Embraer reduced its net and gross debt positions by $508 million and ended the period with a $26.4 billion backlog, a 25% increase year-on-year.
Adjusted EBITDA Growth
The adjusted EBITDA for the quarter was $109 million with a 9.8% margin, supported by higher volumes in Executive Aviation and lower costs.
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ERJ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ERJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $46.52 | $46.41 | -0.24% |
Feb 27, 2025 | $42.85 | $47.45 | +10.74% |
Nov 08, 2024 | $35.14 | $37.39 | +6.40% |
Aug 08, 2024 | $27.05 | $29.89 | +10.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Embraer-empresa Brasileira De Aeronautica (ERJ) report earnings?
Embraer-empresa Brasileira De Aeronautica (ERJ) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Embraer-empresa Brasileira De Aeronautica (ERJ) earnings time?
Embraer-empresa Brasileira De Aeronautica (ERJ) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ERJ EPS forecast?
ERJ EPS forecast for the fiscal quarter 2025 (Q2) is 0.38.
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