DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
July 12, 2024
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Embraer deliveries rose 13% in 2023 and its backlog reached $18.7Bn, a $1.2Bn growth.

The OEM delivered 75 aircraft in 4Q23; 49 executive jets (30 light and 19 medium), 25 commercial jets and 1 military C-390 jet. For the year Embraer delivered 181 aircraft, +13% compared to 2022. like the other OEMs, Embraer faces supply chain delays which have affected 2023 deliveries. 

Embraer

In terms of backlog, the company offered this chart. The big item here is that this backlog is at its highest level since 1Q18

Embraer

The backlog could be impacted quickly in the military segment because Embraer is in the running for several campaigns with its C-390, which had a good 2023.  The commercial segment could also see a jump because of the OEMs, Embraer has the best capacity.  This means that in a campaign it has an advantage its competitors don’t and it could be a crucial advantage – faster deliveries are a significant attraction. An example is Canada’s Porter Airlines, it had an order for 50 and then added a further 25.

Given the slowdown in US regional airline activity the focus needs to move to the larger E2 models.  In terms of the US regional market, the E175 is likely to find favor replacing CRJs as these are retired. But the ongoing pilot shortage in the regional market hampers opportunities.

Finally, with some early E190s being retirement and being moved to the P2F program, we might see more E2 orders.

author avatar
Addison Schonland
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.

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