Aug. 5 at 12:41 PM
$ERJ earnings are out!!
ERJ 2Q25 Earnings Summary (Reported Aug 5, 2025):
• Revenue:
$1.82B (+22% YoY) — all-time high for Q2
• Adj. EBIT:
$191.8M (10.5% margin) vs
$138.8M (9.3%) in 2Q24
• Adj. Net Income: -
$4.7M (vs +
$80.4M in 2Q24) — mainly due to deferred tax impact and Eve results
• EPS (GAAP):
$0.43 vs
$0.54 in 2Q24
• Adj. FCF (ex-Eve): -
$161.6M (due to higher inventory build ahead of H2 deliveries)
• Aircraft Deliveries: 61 units (+30% YoY):
• 19 commercial (flat YoY)
• 38 executive (+41%)
• 4 defense
• Backlog:
$29.7B — record high, up 40% YoY
• Guidance Reaffirmed:
• FY revenue
$7.0–7.5B
• Adj. EBIT margin 7.5%–8.3%
• FCF ≥
$200M
• 77–85 commercial jets, 145–155 executive jets
• Tariff Impact: Not material to Q2 performance
• Cash (standalone):
$1.36B | Net debt (ex-Eve): -
$688.7M
• YoY Highlights: Exec Aviation +64% rev, Defense +18%, Services +13%, Comm. +4%