Airbus and Boeing backlogs open door for Embraer E2, CEO says

Embraer is seeing renewed interest in its E-Jets E2 family as airlines search for faster delivery options while Airbus and Boeing work through deep narrowbody backlogs. Chief executive Francisco Gomes Neto linked the shift to long waits for larger single-aisle jets, positioning the Brazilian manufacturer as an alternative for carriers unwilling to wait years for A320neo- and 737 MAX-family slots.

The backlog squeeze remains substantial. Airbus had 7,574 outstanding A320neo-family orders in July, while Boeing ended June with 4,846 unfilled 737 MAX orders. By contrast, Embraer’s own E2 backlog stood at 291 aircraft at the end of June, underscoring the much smaller scale of the programme but also its availability for customers seeking earlier handovers.

The demand shift is particularly relevant for airlines balancing fleet renewal against capacity needs. Rather than committing to larger narrowbody aircraft with long lead times, some operators are examining smaller jets that can enter service sooner and fit thinner routes or near-term replacement plans. The dynamic reflects how production bottlenecks at the two dominant single-aisle makers are influencing purchase decisions across the market.