Embraer Backlog Hits Record $32.1 Billion in First Quarter

Embraer S.A. reported a total backlog of $32.1 billion at the end of the first quarter of 2026, marking its sixth consecutive all-time high and a 22% increase from the previous year.

The company delivered 44 aircraft during the quarter, up 47% from 30 deliveries in the first quarter of 2025. This progress reflects improvements in production as prior supply chain constraints ease.

Commercial Aviation backlog stood at $15.0 billion, a 50% year-over-year rise driven by Finnair’s order for up to 46 E195-E2 jets, including firm orders, options, and purchase rights, along with additional E195-E2 sales. The segment achieved a 3.0x book-to-bill ratio over the past 12 months.

Executive Aviation backlog remained at $7.6 billion, stable year over year, with 29 deliveries split between 16 small jets and 13 medium jets, a 26% increase from the prior year.

Defense & Security backlog grew 5% to $4.4 billion, including deliveries of one KC-390 Millennium and four A-29 Super Tucano aircraft to customers in Portugal, Uruguay, and an undisclosed African nation.

Services & Support backlog hit a record $5.1 billion, up 11% year over year, supported by new agreements for E-Jet fleets, C-390 Millennium support, and predictive maintenance programs like AHEAD with Virgin Australia.

Embraer’s 2026 guidance calls for 240 to 255 combined Commercial and Executive Aviation deliveries, with first-quarter results representing about 16% of the midpoint.