Embraer Delivers 91 Planes in Q4
Key Points
- Q4 deliveries included 32 commercial jets, 53 executive jets, and 6 defense aircraft
- Full-year 2025 deliveries reached 244 aircraft (78 commercial, 155 executive), up 18% year-over-year
- Annual deliveries fell within guidance ranges of 77-85 commercial jets and 145-155 executive jets; Q4 earnings release scheduled for March 6
AI Summary
Summary: Embraer Delivers 91 Planes in Q4
Brazilian aircraft manufacturer Embraer reported strong delivery figures for Q4 2025, delivering 91 aircraft—a 21% increase compared to the same quarter in 2024. The quarterly breakdown included 32 commercial jets, 53 executive jets, and six defense aircraft.
For the full year 2025, Embraer delivered 244 aircraft, representing an 18% year-over-year increase. Annual deliveries comprised 78 commercial jets and 155 executive jets, both falling within the company's guidance ranges of 77-85 commercial jets and 145-155 executive jets.
Key Figures:
- Q4 2025 deliveries: 91 aircraft (up 21% YoY)
- Full year 2025: 244 aircraft (up 18% YoY)
- Commercial jets (2025): 78 units
- Executive jets (2025): 155 units
- Defense aircraft (Q4): 6 units
Market Implications:
Embraer's performance demonstrates robust demand across its commercial and executive aviation segments, with deliveries meeting company forecasts. The 21% quarterly growth suggests strong momentum heading into 2026. The executive jet segment showed particularly strong performance, accounting for nearly 64% of total annual deliveries, reflecting continued demand from corporate and private aviation customers.
The company is scheduled to release its complete Q4 2025 earnings report on March 6, which will provide additional financial details including revenue, profitability, and order backlog metrics. Investors will be watching for guidance on 2026 delivery targets and commentary on supply chain conditions and pricing power in both aviation segments.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| GPT-5-mini | Bullish | 80% |
| Claude 4.5 Haiku | Bullish | 72% |
| Gemini 2.5 Flash | Bullish | 90% |
| Consensus | Bullish | 80% |