PR: Embraer delivered 66 aircraft in 3Q26, marking the best third quarter delivery performance in the company’s history. Deliveries increased 2% quarter-over-quarter (qoq) and 6% year-over-year (yoy). In 9M26, Embraer delivered a total of 175 aircraft, 14% more than the 153 aircraft delivered in 9M25, supported by continued progress in the company’s production leveling initiatives.
Commercial Aviation delivered 22 new aircraft during 3Q26, including 11 E175 and 11 aircraft from the E2 family. The business unit’s volume increased 10% qoq and yoy versus the 20 aircraft delivered in both comps.
Executive Aviation delivered 41 new business jets during the quarter, flat yoy, reflecting the progress of the production leveling program over the past 2 years, which has gradually reduced the concentration of deliveries in the second semesters.
In Defense & Security, the company delivered 1 KC-390 Millennium multi-mission military transport aircraft, and 2 A-29 Super Tucanos, for a total of 3 aircraft in the quarter, compared to 1 delivery in the same period of the previous year.
Embraer continues to expect deliveries between 80 and 85 aircraft in Commercial Aviation (midpoint up 6% yoy) and between 160 and 170 aircraft in Executive Aviation (midpoint up 6% yoy) in 2026.
Notes:
Focusing on Commercial Aviation, as it is Embraer’s largest division. At 80 commercial deliveries for 2026, that means 6.7/month. We’ve expressed concern over Embraer’s delivery pace earlier this year. We were assured the pace was backloaded for the year. We noted the pace picked up last month. Here’s our chart confirming this.
As you can see, backloading is normal. It’s not just Airbus and Boeing that do this. We count 47 new deliveries YTD (excluding the E190F, which is a conversion). That means 33 more deliveries to meet the lower annual target. Embraer must deliver 11 per month starting in October. It’s still uphill from here, and at current rates it looks doable.
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