Embraer has provided its backlog and deliveries update for the third quarter, reporting robust performance capped by a new all-time record backlog of $31.3 billion. This represents a 5% increase over its Q2 2025 reporting, and a substantial 38% growth compared to the same time last year. The record was driven by strong results across all business segments, but particularly strong sales performance its Commercial business unit.

The quarter included a number of highlights, including the first US order for the Embraer E195-E2 from Avelo Airlines, and a large commitment from LATAM Airlines Group, as well as the E2’s entry into the Australian market with the first delivery made to Virgin Australia. The company’s other business units also showed strong performance, with the Executive segment delivering its 2,000th business jet during the quarter, and new orders in the Defense segment.

Backlog Growth Of 38% Year-Over-Year

Credit: Embraer

The headline news for the third quarter was a new record backlog of $31.3 billion. About half of that comes from the Commercial segment, which has been spurred on by numerous high-profile orders this year. The segment reported a backlog of $15.2 billion in Q3 2025, setting a new 9-year record. The backlog for the Commercial segment was up 37% compared to Q3 2024, and up 16% versus last quarter, supported by a 2.7x book-to-bill ratio over the past year.

But it’s not like that ratio has increased because deliveries have slowed. Embraer delivered 62 aircraft in Q3 2025 across all its business units, reflecting a 5% increase compared to the 59 deliveries in the third quarter of last year, and slightly higher than the 61 jets logged in the previous quarter. Year-to-date, the Commercial and Executive deliveries combined have totaled 148 aircraft, 16% higher than the 128 jets registered at this same point in 2024.

Francisco Gomes Neto, Embraer CEO, has repeatedly referenced the growing value of Embraer’s backlog as evidence of the company’s strong product portfolio and growth trajectory:

“We are very optimistic. Things are going in the right direction. The backlog is at an all-time high, driven by strong demand across all business units. And more E2 orders are possible this year, as several sales campaigns are still ongoing.”

E195-E2 Orders Keep Rolling In

Credit: Embraer

The surge in the Commercial segment backlog has been driven by larger orders for Embraer’s best-selling E195-E2. The manufacturer started the quarter with a bang, announcing a firm order for 45 E195-E2s from SAS, with options for a further 10 frames. This was particularly important after Embraer had lost out to the rival Airbus A220 for a larger order from LOT Polish Airlines just a month earlier.

Further good news was to follow from budget carrier Avelo Airlines, which placed a firm order in September for 50 E195-E2 jets, with options for 50 more. This marked the E2 family’s first firm order in the US market, although it’s worth noting that Embraer still has a backlog of 200 first generation E175s with US carriers. Shortly after, LATAM Airlines Group signed an agreement to acquire up to 74 E195-E2 aircraft, consisting of 24 firm orders and 50 purchase options.

The net result of this flurry of orders is that Embraer now has three new airlines in its list of top five customers for the E195-E2, all of which have orders and options for 50 or more aircraft. Notably, of that group, only Porter Airlines has taken delivery of any aircraft, with 48 examples currently in operation.

Strong Performance Across All Business Units

Credit: Embraer

The Commercial segment has been stealing all the headlines with its flood of orders, but Embraer emphasizes that performance is strong across all of its business units. Some of the highlights it shared in its Q3 backlog and deliveries update include the following:

• Executive: The segment posted a backlog of $7.3 billion last quarter, up 65% year-over-year. It also delivered 41 aircraft during the quarter, including its 2,000th business jet, an
  Embraer Praetor
  , the furthest and fastest-flying midsize jet in the world.
• Defense: The segment delivered another
  Embraer C-390 Millennium
  to the Portuguese Air Force, and also confirmed the sale of 5
  Embraer A-29 Super Tucano
  units to Panama and the SNC in the US.
• Services & Support: The segment recorded a backlog of $4.9 billion at the end of the quarter, up a material 40% year-over-year, driven by several contracts signed over the past year.

Embraer has also continued its strong performance in the Commercial segment going into the fourth quarter. Specialist lessor TrueNoord, which has placed Embraer aircraft with Porter and Breeze Airways in the past, placed an order this month for 20 E195-E2s with purchase rights for a further 30 aircraft.