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Embraer ticked slightly higher after reporting Q3 deliveries, showing modest sequential and yr/yr growth. While not a breakout quarter, investors were reassured by steady trends and a reaffirmation of full-year guidance.

• Q3 deliveries totaled 62 aircraft, up from 61 in Q2 and 59 a year ago.
• Commercial aviation saw 20 deliveries (vs. 19 in Q2, 16 yr/yr), with more than half being the E195-E2 — Embraer's largest commercial jet.
• Executive jet deliveries reached 41 units, up from 38 in Q2 and flat yr/yr. The Phenom 300 remained the standout, with 20 units delivered.
• ERJ reaffirmed FY25 guidance of 77-85 commercial jets and 145-155 executive jets.

Briefing.com Analyst Insight:

Embraer's Q3 results offered just enough to maintain investor confidence but not enough to excite. The reaffirmed FY25 guidance and slight delivery growth were welcome, especially amid ongoing concerns around U.S. tariffs. Still, with 1H25 and Q3 delivery data putting ERJ on pace for the low end of its full-year targets, the muted share price reaction reflects tempered expectations. Also, we have concerns investors may grow cautious heading into FY26 if delivery momentum doesn't pick up.