Embraer (NYSE:EMBJ) reported fourth-quarter and full-year 2025 results on Friday that significantly outpaced Wall Street projections, fueled by a year-end surge in aircraft deliveries and expanding margins.
The São Paulo-based aerospace giant posted an adjusted profit of 83 cents per share for the quarter, nearly quintupling the 17-cent consensus estimate from analysts surveyed by Zacks Investment Research.
Net income for the period stood at $83.3 million, or 45 cents per share.
Quarterly revenue climbed to $2.65 billion, exceeding the $2.47 billion anticipated by the market.
The performance was anchored by the delivery of 75 aircraft in the fourth quarter alone—25 commercial and 49 executive jets—representing the company's strongest quarterly output in years.
For the full year 2025, Embraer reported a net profit of $351.9 million on record revenue of $7.58 billion, a 16% increase over 2024.
The results come as the manufacturer enters 2026 with a $31.3 billion backlog, its highest in a decade, supported by strong demand for the E2 commercial family and the Praetor executive series.