Embraer reported third‑quarter 2025 results with an adjusted net income of $54.4 million, down from $221 million a year earlier.
Revenue reached $2.004 billion, an 18% year‑over‑year increase, and the company recorded an all‑time backlog of $31.3 billion.
The decline in earnings was driven by extraordinary items, including deferred tax charges and a negative contribution from the electric‑aircraft unit Eve.
U.S. import tariffs of $17 million impacted profitability, reducing adjusted EBIT margin by 85 basis points.
Embraer reaffirmed its 2025 guidance, projecting revenue between $7.0 billion and $7.5 billion and an adjusted EBIT margin of 7.5% to 8.3%.
Commercial Aviation revenue grew 31% year‑over‑year, Defense & Security grew 27%, and Executive Aviation grew 12%.
Management highlighted continued investment in Eve and operational efficiency initiatives, noting that the company is working to reduce production lead times and expand capacity.
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