In brief

Embraer has a record US$ 35.7 billion backlog.

It delivered 66 aircraft in the quarter.

What we know

04
  1. Verified fact · material

    Embraer ended Q3 2026 with a record US$ 35.7 billion order backlog, up 14% in a year and 3% from the previous quarter, disclosed on October 23.

    Record.

    Sources[01][02]
  2. Verified fact · material

    The company delivered 66 aircraft in the quarter, versus 62 a year earlier.

    Deliveries.

    Sources[01][02]
  3. Verified fact · material

    By segment, the backlog totals US$ 15.8 billion in commercial aviation, US$ 8.2 billion in executive, US$ 6.1 billion in defense and US$ 5.6 billion in services.

    Segments.

    Sources[01][02]
  4. Verified fact

    According to Seu Dinheiro, the quarterly financial results will be released on November 10.

    Schedule.

    Sources[02]

Transmission to assets

Market read-through

The record, driven by defense and executive aviation, supports future revenue while financial results come in November.

Portfolio impact

01
EMBJ3positive

Bigger backlog gives revenue visibility.

Already expected.

What would change the view: Deliveries on pace.

direct25% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • November 10 results
  • New orders

Limits of the reporting

What remains uncertain

  • The backlog does not turn into revenue immediately.

Full sources

02