Embraer’s Q4 Deliveries Hit Guidance – But Commercial Aviation Barely Cleared the Floor

Embraer is the first of the larger aircraft manufactures to release its initial 2025 delivery results with 233 planes delivered (excluding military). It hit its guidance of 222 to 240 planes, however, there’s more to the story than that and I’ll walk you through it.

Embraer Q4 deliveries in one snapshot (Commercial vs Executive vs Defense)

Let’s focus first on the core of Embraer’s report, which is Q4 aircraft delivery data. The aircraft manufacturer delivered a total of 91 planes in the last quarter of 2025. The breakdown shows:

Commercial Aviation: in guidance, but near the low end

An initial look at the table in the previous table shows that Q4 in 2025 was in line with Q4 of 2024. Last year 31 planes delivered, this year 32. However, when we look at the bigger picture it becomes apparent this wasn’t a fantastic year for Embraer’s commercial aircraft division. Not as good as they had forecasted or hoped for.

Overall 2025 Embraer commercial aircraft figures expected the units of delivered planes to be in the range between 77 and 85 planes. The final figure was 78 planes, which is one above the baseline.

Additionally the way deliveries spread throughout the year wasn’t at all even. The 32 aircraft delivered in Q4 of 2025 are 41% of the total 78 delivered.

This isn’t something alarming, however it does demonstrate a rather rushed end of the year to avoid missing guidance results. Same case as last year when Q4 accounted for 42% of the total aircraft delivered.

What the mix says (E175 vs E2 deliveries)

The distribution of aircraft delivered allows us to dig below the surface. Breaking down the aircraft delivery figures it becomes apparent how the old generation Embraer E175 still accounts for a large chunk of overall deliveries, approximately 43%.

That is entirely driven by the US market where most airlines have not ordered and will not do so anytime soon the new generation E2 family jets. That’s due to the notorious scope clause. The E2 Embraer jets exceed the maximum takeoff weight that would make them a match for regional operations.

Also, airlines have steered clear of the E190-E2 in most cases, with deliveries accounting for a meager 6 units in 2025. The project did receive some love during the year with some significant orders coming in, such as ANA’s which came through in Q1.

Executive Aviation carried the year

Executive aviation (AKA private jets) are once again in 2025 the superstar in Embraer’s lineup. Embraer delivered 53 executive jets in Q4 of 2025 which pushed the year’s total to 155 units. That represents 67% of total aircraft delivered in 2025.

While commercial aircraft deliveries only grew by 6.8% YoY, executive aviation almost tripled that pace with a 19.2% growth YoY.

Lastly the split between the smaller lighter private jets and the larger ones is 55% to 45%.

Bottom line: why this “hit” matters for 2026

To become a stronger aircraft manufacturing force Embraer will have to unlock stronger growth numbers in its commercial aircraft division in 2026. That’s where the true potential for financial growth lies. That will mean having to win over more and new clients and maintain existing ones.

Last year, 2025, was a year with ups and downs, many orders but also some setbacks. The biggest of which LOT chasing the A220 over the Embraer E195-E2 for its regional fleet modernization. 2026 will need more of the highs with as few lows as possible to make it a successful one.

Other Embraer Delivery and Financial Result Posts

• 2025 Q1 Delivery Results
• 2024 Q4 Delivery Results and Yearly Recap
• Embraer Delivery Tracker Page