Embraer (EMBJ3) reported an order backlog of US$ 35.7 billion in the third quarter of 2026 (3Q26), a new all-time record, up 3% from the previous quarter and 14% year over year. The backlog was comprised of US$ 15.8 billion in Commercial Aviation, US$ 8.2 billion in Executive Aviation, US$ 6.1 billion in Defense & Security, and US$ 5.6 billion in Services & Support.
In 3Q26, Embraer delivered 66 aircraft across all business units, an increase of 2% versus the 65 delivered in 2Q26 and 6% compared with the 62 in 3Q25. In the year to date through September 2026 (9M26), there were 175 deliveries, growth of 14% compared with the 153 aircraft in 9M25, equivalent to about 67% of the midpoint of the annual estimate of 240 to 255 aircraft for Executive and Commercial Aviation combined.
In Commercial Aviation, the order backlog totaled US$ 15.8 billion in 3Q26, an increase of 5% over 2Q26 and 4% over 3Q25, with 36 firm orders and 30 purchase rights or options for the E2 family. The division delivered 22 aircraft in the quarter and 52 in 9M26, versus 46 in 9M25, corresponding to about 63% of the midpoint of the annual projection of 80 to 85 aircraft.
In Executive Aviation, the backlog reached a record US$ 8.2 billion in 3Q26, up 5% versus 2Q26 and 12% year over year. The unit delivered 41 aircraft in the quarter and 115 in 9M26, compared with 102 in the same period of 2025, equivalent to about 70% of the midpoint of the annual projection of 160 to 170 aircraft.
In the Defense & Security segment, the order backlog reached US$ 6.1 billion in 3Q26, 56% above 3Q25, following a contract for the acquisition of 2 KC-390 Millennium aircraft by the Colombian Air Force. In Services & Support, the backlog reached a record level of US$ 5.6 billion in 3Q26, up 14% in 12 months, supported by new long-term service contracts in commercial, executive, and defense aviation.
