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Embraer started 2026 at a historic pace, driven by commercial aviation and Defense & Security, with an increase in deliveries, record revenue in São José dos Campos, and an order backlog that grew again even under the impact of United States tariffs and the company’s investment cycle.
Embraer started 2026 with a result that repositions the size of its operation at the beginning of the year. Between January and March, the manufacturer based in São José dos Campos, in the interior of São Paulo, recorded R$ 7.6 billion in revenue, the best performance ever achieved by the company in a first quarter, with an increase of 18% compared to the same period in 2025.
According to the G1 portal, the most striking data, however, did not come alone. While accelerating aircraft deliveries and achieving the sixth consecutive historical record in its order backlog, the company went through the quarter dealing with the impact of import tariffs in the United States, a reduction in net profit compared to the previous year, and the maintenance of a robust investment plan, including in its subsidiary Eve, linked to urban air mobility.
The manufacturer’s strongest start to the year gained scale both financially and operationally
The first quarter balance sheet shows that Embraer managed to open the year with a rare combination of volume, revenue, and future demand. In dollars, revenue reached US$ 1.4 billion, a 31% increase year-on-year, a movement also influenced by currency fluctuations.
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According to the company, the result was driven mainly by the Defense & Security and Commercial Aviation businesses, two strategic segments for revenue composition. The performance reinforces the importance of the Brazilian manufacturer in a sector of high technological complexity, which depends on long contracts, industrial predictability, and delivery capacity on different fronts.
Although net profit stood at R$ 145.4 million, below the R$ 299.9 million recorded in the same period last year, the snapshot of the quarter suggests an expanding operation, sustained by production, orders, and investments that continue to pressure the financial structure in the short term, but expanding the company’s ambition for the rest of 2026.
The 44 aircraft delivered gave momentum to the quarter and significantly impacted the results
One of the most concrete signs of this acceleration appeared in the pace of deliveries. Embraer delivered 44 aircraft in the first quarter, compared to 30 in the same period of 2025. The 47% jump helped push revenue to the highest level in the company’s history for the first three months of the year.
Of this total, 10 commercial jets, 29 executive jets, and 5 defense aircraft were delivered, including one KC-390 Millennium and four A-29 Super Tucano. The number shows an operation distributed across different fronts, from regional aviation to the military sector, with production lines that support portfolio diversification.
This distribution also helps explain why the quarter gained industrial density. It’s not just about selling more, but about putting different aeronautical programs into motion, fulfilling contracts with distinct profiles, and transforming the backlog into effective revenue, something decisive for a manufacturer operating in long and highly specialized cycles.
The detail that makes the result seem bigger is in the backlog that keeps growing
If the record revenue indicates the size of the past quarter, the order backlog shows the size of what is yet to come. Embraer reported that its consolidated order volume reached US$ 32.1 billion, with a growth of 21.6% compared to the first quarter of last year.
More than an isolated record, this was the manufacturer’s sixth consecutive historical record. This detail transforms the reading of the balance sheet. The company not only had a strong start to the year but also entered 2026 with an expanded demand horizon, which provides support for future production, planning, and deliveries.
Within this advance, Commercial Aviation stood out, registering a 50% growth in its order backlog compared to the previous year. In a global market marked by industrial disputes, production bottlenecks, and high competition, this movement reinforces the space occupied by the Brazilian manufacturer in the purchasing decisions of airlines and institutional clients.
United States Tariffs and Eve Investments Show Quarter Also Faced Pressure
The historic quarter did not come without noise. Embraer reported that **United States import tariffs** generated an impact of **US$ 13 million** between January and March. This data serves as a reminder that, even with operational growth, the company remains exposed to external variables that can pressure costs, contracts, and margins.
At the same time, the company reported **US$ 98.8 million in investments** during the period. When combined with contributions made to **Eve**, a subsidiary focused on urban air mobility and the development of the so-called flying car, the total invested reached **US$ 148.6 million**.
This point adds another layer to the news. Embraer is not just reaping the results of current production. It also continues to direct resources towards future projects, in a strategy that combines already consolidated aircraft, defense, commercial aviation, and new technological fronts. It is this overlap between immediate results and future bets that amplifies the quarter’s significance.
São José dos Campos Returns to the Center of an Industry Competing for Space in the Global Market
The manufacturer’s performance also re-establishes **São José dos Campos** as a showcase for the Brazilian aeronautical industry. The city, historically linked to the aerospace sector, once again appears at the center of an operation involving engineering, advanced manufacturing, exports, defense, mobility, and international integration.
When a company like Embraer increases revenue, accelerates deliveries, and strengthens its order book, the effect extends beyond the corporate balance sheet. This movement reverberates through the production chain, suppliers, specialized services, qualified jobs, and Brazil’s positioning in a sector where few countries have a real scale of development and manufacturing.
There is also an important symbolic component. In a global scenario where technology and heavy industry are often concentrated in major powers, the maintenance of successive records by a Brazilian manufacturer reinforces the country’s relevance in a strategic and high value-added market.
What the Company Signals for 2026 Shows That the Pace Can Still Grow
For the remainder of the year, Embraer maintained its previously disclosed projections. The expectation is to deliver between **80 and 85 commercial aircraft** and between **160 and 170 executive jets** throughout 2026.
These numbers indicate that the first quarter may have been just the beginning of a broader cycle. If it can sustain its production pace, protect margins amidst external pressures, and continue converting orders into deliveries, the company could consolidate a year of expansion with even greater industrial and financial significance.
Ultimately, the quarter’s result matters because it shows more than just record revenue. It reveals a Brazilian manufacturer that started 2026 combining accelerated production, a robust order book, investment in new technologies, and a growing presence in strategic segments. In a sector where scale, trust, and predictability count for a lot, Embraer entered the year sending a clear signal that it wants to compete for more space and for longer.
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