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Embraer posts record third-quarter revenue of $2.3 billion, up 17%, as profit falls 39% and outlook rises

Embraer reported its highest-ever third-quarter revenue, driven by stronger aircraft manufacturing and services, while net profit fell 39% year over year. The company also raised its outlook after record quarterly deliveries and a record order backlog, according to reports in the cluster.

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Embraer lifts 2026 revenue outlook after record quarter; Hensoldt targets €10B in annual sales by 2035

Embraer raised its 2026 revenue forecast to $8.4 billion-$8.6 billion after third-quarter revenue rose 17% to a record $2.3 billion; it also increased its full-year cash-flow outlook while keeping delivery targets unchanged. Hensoldt reiterated a €6 billion 2030 target and aims for €10 billion in annual sales by 2035.

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Leeham News

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Embraer courts India as a commercial market and potential C-390 production and export hub

Embraer’s India ambitions span a possible E175 deal with an Indian airline and a proposed role for India in manufacturing and exporting C-390 Millennium transports across Asia. The C-390 strategy is tied to a potential Indian Air Force requirement for 60 aircraft and a cited regional market of 500 jets; the commercial push faces a test of airline economics.

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IndiGo reportedly in talks to buy 100 Embraer regional jets, with options for 50 more

IndiGo is in early-stage negotiations with Embraer for 100 regional jets, with options for about 50 additional aircraft, Reuters reported, citing three people familiar with the discussions. The talks build on the airline’s earlier evaluation of regional aircraft to complement its Airbus narrowbody fleet.

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