Embraer downplays tariff impact on 2025 results

May 6, 2025, © Leeham News: Embraer CEO Francisco Gomes Neto sought to reassure investors on Tuesday, emphasizing the limited effect of new U.S. tariffs on the company’s operations as its Q1 2025 results were published. “Our initial… Read More

Does an Airbus A220-500 need a new wing and engines?

Subscription required By Bjorn Fehrm May 1, 2025, © Leeham News: For years, the debate has been going on about when Airbus will complement the A220-100 and -300 with a longer, higher-capacity A220-500. In fact, the Bombardier team… Read More

Pontifications: Southwest’s core problems are not solved by business model changes-yet

March 19, 2025, © Leeham News: I’ve been reading hand-wringing opinion pieces in recent weeks—especially last week—about the changes at Southwest Airlines. Beginning with its first layoffs in its 50+ years of 1,700 headquarters staff through last week’s… Read More

Embraer reports record revenue in 2024, eyes growth in 2025

By Leeham News Team Feb 27, 2025, © Leeham News:  Embraer closed 2024 on a high note, posting record-breaking revenue and strong aircraft deliveries across its commercial, executive, and defense sectors. The Brazilian aerospace manufacturer reported total revenues… Read More

Earnings: Pay closer attention to the supply chain than to the OEMs

Subscription Required By Scott Hamilton Jan. 23, 2025, © Leeham News: Earnings season begins today. Among the companies followed by LNA, GE Aerospace and Hexcel report today. RTX and Boeing report next week. ATI and Spirit AeroSystems follow… Read More

Supply chain problems weigh on Embraer deliveries

By Leeham News Team Nov 8, 2024, © Leeham News: Embraer has revised down its expected commercial aircraft deliveries for 2024 to between 70 and 73 aircraft, from 72 and 80, amid what CEO Francisco Gomes Neto called… Read More

Embraer versus Boeing JV arbitration decision results in $150m cash payment

By the Leeham News team September 16, 2024, © Leeham News: Embraer issued a short investor release today stating that the arbitration was concluded regarding Boeing’s unilateral termination of the agreement of a Commercial Aircraft Joint Venture and… Read More

Bullish Embraer sees backlog reach 7-year high in 2Q24 results

By Leeham News Team Aug 8, 2024, © Leeham News: Embraer presented a strong set of results for 2Q2024 on Thursday, with a jump in aircraft deliveries pushing the Brazilian planemaker’s order backlog to a seven-year high. Revenues… Read More

Boeing, Embraer differ on the future of upgauging

By Judson Rollins Introduction  July 30, 2024, © Leeham News: Embraer’s new 20-year Market Outlook, released during the Farnborough Air Show, forecasted the demand for jets with more than 150 seats for the first time. This comes as… Read More

Embraer’s outlook improves as supply chain stabilizes, near-term availability drives demand

Subscription Required By Judson Rollins Introduction  July 8, 2024, © Leeham News: Embraer is on track for a relatively upbeat Farnborough Airshow later this month, having been spared most of the supply chain headwinds plaguing Airbus and Boeing…. Read More