Embraer's order backlog grows 7% to $34.500 billion, driven by the defense sector

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Aerospace industry

Brazilian aircraft manufacturer Embraer has announced a 7% increase in its order backlog for the second quarter of 2026, reaching $34.500 billion. This growth is primarily driven by its defense division, which saw a 39% surge thanks to key contracts in the Middle East.

The Brazilian aircraft manufacturer Embraer has presented the results of its order book this Friday (backlog) corresponding to the second quarter of 2026, which amounts to a total of 34.500 millionThis figure represents a solid 7% growth compared to the previous three months, consolidating the company's position in a highly competitive global market.

The main driver of this progress has been the Defense division, whose order book saw a remarkable 39% increase, reaching $6.100 billion. This boost is largely due to the contract signed with the United Arab Emirates Air Force for the supply of up to 20 military transport aircraft. C-390 MillenniumAccording to the company, this is the largest international order recorded for this model to date, a milestone that reinforces its presence. Embraer in the strategic defense market of the Middle East.

The C-390 and competition with the European sector

The success of the C-390 Millennium In international markets, this has direct implications for the Spanish aerospace industry. This order from the United Arab Emirates represents a strategic move in a segment where the Brazilian model competes directly with the A400M of the European consortium Airbus, whose final assembly line is located in Seville. Each international contract is insured by the C-390 It represents a market opportunity contested by the European program, impacting not only Airbusbut also throughout the entire Spanish auxiliary supply chain that depends on the production volumes of A400M.

In the other divisions, commercial aviation, the main business of EmbraerIt registered a more moderate increase of 1%, totaling $15.100 billion in backlog orders at the end of June. Although the growth is slight, the consolidation of Embraer in the regional and short-range single-aisle jet market represents constant competitive pressure for Airbus and, by extension, for the Spanish auxiliary industry that participates in key programs such as the A220 and the family A320neo.

Meanwhile, the business aviation backlog increased by 3% to $7.800 billion, while the services and support division expanded its backlog by 8%, reaching $5.500 billion. The company also reported the delivery of a total of 65 aircraft during the period from April to June 2026, demonstrating a stable production pace.