Leeham News
• Scott Hamilton
Embraer confronted what it viewed as an existential crisis in 2017 before charting a recovery after merger plans with Boeing. This first installment examines the Brazilian manufacturer’s strategic turning point and the corporate decisions that shaped its path forward.
Embraer
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LATAM Airlines plans to introduce Embraer’s E195-E2 into service in mid-fourth quarter 2026, establishing the timing for the aircraft’s debut within the carrier’s network. The schedule provides a milestone for LATAM’s fleet planning and Embraer’s commercial deployment of the E2 family.
Embraer confronted what it viewed as an existential crisis in 2017 before charting a recovery after merger plans with Boeing. This first installment examines the Brazilian manufacturer’s strategic turning point and the corporate decisions that shaped its path forward.
Latvia is assessing Embraer’s A-29 Super Tucano as a light combat aircraft for intercepting incoming unmanned aerial vehicles. The evaluation would give the Latvian Air Force a national armed fixed-wing capability, with the turboprop considered primarily for short-range counter-drone missions rather than its traditional light-attack role.
More than 12,000 Airbus A320neo-family and Boeing 737 MAX aircraft are awaiting delivery, according to Embraer CEO Francisco Gomes Neto. Extended lead times for larger single-aisle jets are creating sales opportunities for Embraer’s smaller E-Jets E2 family, even though it cannot fully replace those aircraft.
Embraer posted record second-quarter revenue of $2.2 billion, up 23% year over year, after delivering 65 aircraft—the company’s strongest quarterly tally in 16 years. The Brazilian manufacturer raised its 2026 profitability and cash-flow guidance while maintaining its aircraft delivery and revenue outlook.
Embraer’s Executive Aviation business reported $725 million in second-quarter 2026 revenue, up 32% from $549 million a year earlier. The company also reported year-over-year growth in executive-jet revenue, backlog and deliveries, pointing to a record quarter for its business-aviation unit.
Embraer CEO Francisco Gomes Neto said Eve Air Mobility plans to begin commercial operations of its electric vertical takeoff and landing aircraft by the end of 2028. The timetable, disclosed alongside Embraer’s second-quarter 2026 results, sets a target for the company’s urban air mobility subsidiary to move from development into service.
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Embraer has increased its 2026 operating-margin and cash-generation targets while leaving aircraft delivery and revenue guidance unchanged, according to a securities filing. The revised outlook signals improved profitability and cash conversion without changing the manufacturer’s volume expectations.
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