By Brazil Stock Guide – Celebrating 25 years since its listing on the New York Stock Exchange (NYSE), Embraer SA (B3: EMBR3; NYSE: ERJ) delivered today a message of confidence and ambition. During Embraer Day 2025, held at the NYSE headquarters, the Brazilian planemaker outlined a roadmap to double its size by the end of the decade, targeting billion-dollar revenue and double-digit operating margins.
CEO Francisco Gomes Neto said the company is experiencing “a historic moment of strength and preparation for the future.” Over the first nine months of the year, Embraer increased aircraft deliveries by 16% while reducing parts shortages by 25%, thanks to a program combining artificial intelligence, supply-chain digitalization, and technical training.
“We are preparing Embraer for the next product cycle, with technology and culture geared toward innovation. We are ready to fly higher,” Gomes Neto said.
Embraer also reinforced its footprint in the United States, where it has operated for 45 years, with US$10 billion in assets and 12,500 direct and indirect jobs. The company plans to export US$4 billion from its U.S. facilities and procure US$21 billion in parts and components locally over the next five years — generating a US$8 billion trade surplus in favor of the U.S.
Investments include US$500 million for a new maintenance base in Texas, expansion of its Florida operations, and negotiations to supply the KC-390 Millennium to the U.S. Air Force — a contract that could create 2,000 jobs and involve an additional US$500 million in investment. Gomes Neto said Embraer aims to reach “double-digit billion-dollar revenue before 2030,” driven by sustainable growth and Eve Air Mobility (EVE) — its eVTOL subsidiary — becoming a meaningful source of profit from 2027 onward.
He added that Embraer achieved a record US$8 million in R&D investments this year, across six innovation verticals currently in development.
E2 drives a new commercial phase
Commercial Aviation President Arjan Meijer presented strong results from the E-Jet program, now with 2,150 aircraft in operation across 75 countries, and announced a US$15 billion increase in backlog in 2025, with a book-to-bill ratio of 2.7.
In the United States, the E175 holds an 88% market share, while the new E195-E2 delivers 20% to 30% lower cost per flight than larger narrow-body jets.
“The E2 combines efficiency, range, and comfort. It is the quietest and most sustainable aircraft in its class,” Meijer said.
Recently, Avelo Airlines announced the purchase of 50 E195-E2 jets, replacing part of its Boeing 737 fleet — a key endorsement for Embraer’s next-generation platform.
KC-390 and A-29 strengthen Embraer Defense
The defense and security segment also took the spotlight. Marketing Director Márcio Monteiro highlighted the KC-390 Millennium and A-29 Super Tucano as pillars of Embraer’s global expansion. The aircraft are now in service with 60 countries, including Portugal, Sweden, and Austria, under NATO-linked programs.
Monteiro emphasized that the KC-390, the only military transport aircraft fully designed in the 21st century, could reach up to 500 units of global market potential over the coming years. The company is also in talks with India and Saudi Arabia, which are evaluating new orders.
He also noted the use of the A-29 for anti-drone and armed reconnaissance missions, reflecting rising global demand for surveillance capabilities and technological autonomy.
“We are entering a new era for Embraer Defense, marked by solid growth, long-term contracts, and a renewed focus on industrial sovereignty,” Monteiro said.