Supply chain troubles will not affect Embraer’s ability to hit its 2025 aircraft delivery target, with chief executive Francisco Gomes Neto saying the company already has all components needed to meet its goal.
That means reaching the target rests on how fast Embraer can move jets through its production facilities.
“The risk for the supply chain in 2025… is over,” Gomes Neto said on 4 November when Embraer disclosed its third-quarter financial results. “We have all the parts we need to assemble the aircraft. Now, it’s up to us.”
Gomes Neto does not imply Embraer’s broader supply-chain struggles are over, but the company has made progress this year addressing the issues and aims to further improve production stability in 2026.
The company has stuck to its target of delivering 222-240 civil aircraft in 2025, including 145-155 business jets and 77-85 of its E-Jet commercial aircraft.
It has a way to go to reach that goal, having delivered 148 aircraft, including 102 business jets and 46 E-Jets, in the first nine months of the year. Embraer must hand over at least another 43 business aircraft and 31 E-Jets in the fourth quarter to hit the target.
“We remain comfortable with our outlook and feel confident we are on track to meet our full-year guidance,” says Embraer chief financial officer Antonio Garcia.
The company turned a $129 million third-quarter profit, down 29% year on year, and generated $2 billion in revenue during the period, 18% more than in the same period last year.
During the third quarter, Embraer spent $17 million paying the US government’s new 10% tariffs on imported Brazilian products. The tariffs cost the manufacturer $37 million during the first nine months of the year and Embraer anticipates its full-year US tariff bill will hit $60-65 million.
Embraer has been encouraging the governments of Brazil and the USA to agree to eliminate tariffs on aerospace products. The administration of US President Donald Trump has granted similar aerospace-specific exemptions to other countries.
“Once a bilateral agreement is met between both countries, the chances of the aircraft and its parts [being subject to] zero tariffs… are very good,” says Gomes Neto. “We are very optimistic about it.”
