Leeham News and Analysis
There's more to real news than a news release.
Consultant Presses Embraer To Confirm Large Bizjet Plans
Oct. 21, 2025, © Leeham News: From our partners at AIN:
Embraer Executive Jets leader said company will take its time before taking its next step
October 16, 2025
Embraer this week reaffirmed that it is actively studying the case for entering the large-cabin business jet market. Speaking at its investors day event at the New York Stock Exchange, a leading consultant urged Embraer Executive Jets president and CEO Michael Amalfitano to confirm whether his group will step up to compete with Gulfstream, Bombardier, and Dassault, and he didn’t rule out the move.
Embraer hasn’t produce the large cabin Lineage 1000 business aircraft for almost five years, but it is now contemplating a return to the heavy jet segment. Credit: AIN.
Dean Roberts, v-p for strategy, sustainability, and development with Rolland Vincent Associates, argued that the time is right for the Brazilian manufacturer to expand its portfolio beyond its Phenom and Praetor family of light and midsize jets. In his view, its U.S., Canadian, and French rivals aren’t fully addressing the market.
The case for Embraer to invest in the development of a business jet at the top end of the sector has to compete with the aerospace and defense group’s ongoing ambitions to directly challenge Airbus and Boeing in the race to dominate the next generation narrowbody airliner market.
The full story may be found here.
Odds and Ends from Boeing, Textron, China and the US DOT
By the Leeham News and AIN Teams
July 30, 2025, © Leeham News: It’s time for a few odds and ends in aerospace.
- Boeing and tariffs.
- Textron and the small cargo airplane SkyCourier.
- China certifies the first eVTOL.
- The DOT watchdog focuses on the Newark ATC meltdowns
Boeing on tariffs
Boeing is optimistic that evolving tariff policy by the Trump Administration will continue to exempt aerospace products.
On the Boeing earnings call on July 29, CEO Kelly Ortberg said Boeing previously estimated the impact from tariffs imposed by the US on imported parts would be about $500m.
“One of the key areas for us is the equipment we import from Japan. Getting this Japan [tariff] agreement in place will be helpful for us going forward. We understand that to include zero-for-zero, no input tariffs.
“We still need to see what happens with Italy. We import some fuselage components from Alenia in Italy, so hopefully that will also result in zero-for-zero. My understanding is that is the kind of the baseline negotiation strategy as they go through these bilaterals that we will end up in a zero-for-zero, but [there is] still work yet to do,” Ortberg said.
The trade agreement negotiated in the first Trump Administration between the US, Mexico and Canada is called USMCA. Ortberg said this agreement is very important because of the amount Boeing imports from Mexico and Canada. The second Trump Administration upended the USMCA with new tariff demands.
“As they revisit that USMCA, hopefully, that stays in the same trade situation that we’re in today. We don’t see additional tariffs going forward. But if we continue to see this zero-for-zero, I think we’ll be able to beat that $500 million bogey that we’ve established here.”
Bjorn’s Corner: Air Transport’s route to 2050. Part 32. Epilogue.
By Bjorn Fehrm
July 25, 2025, ©. Leeham News: In October last year, we began a series on how air transport is performing against the emission goals for the year 2050.
The ambition to reduce and eventually eliminate greenhouse gas emissions began in earnest 11 years ago, when Airbus flew the Airbus E-Fan at the 2014 Farnborough Air Show (Figure 1).
Figure 1. The Airbus E-fan flying at the 2014 Farnborough Air Show. Source: Wikipedia.
The result of this inspiring flight, which utilized technology that emitted no CO2 or other greenhouse gases (if the batteries were charged with green electricity), was an avalanche of projects from established players as well as upstarts. The optimistic view was that there was a solution to the emissions from airliners.