Embraer Secures 15 Additional E195-E2 Jet Orders from Azorra
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Order Growth: U.S.-based aircraft lessor Azorra has placed an additional order for 15 E195-E2 jets, raising Embraer's total bookings for the E2 program above 500 aircraft, indicating strong market demand for this model.
- Total Orders Increase: This transaction increases Azorra's total firm orders to 54 jets, up from the original 39 in 2021, reflecting sustained confidence in Embraer's aircraft within the leasing market.
- Market Validation: A J.P. Morgan analyst noted that the rising demand from lessors validates the success of the E2 series among airlines, suggesting that the ongoing conflict in the Middle East has not adversely affected backlog growth or delivery execution.
- Financial Impact: The transaction will be reflected in Embraer's Q2 results and backlog, and while the company did not disclose the deal's value, it is expected to have a positive impact on future performance.
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Analyst Views on EMBJ
Wall Street analysts forecast EMBJ stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 56.510
Low
67.00
Averages
72.20
High
80.00
Current: 56.510
Low
67.00
Averages
72.20
High
80.00
About EMBJ
Embraer SA is a Brazil-based aircraft manufacturer. The Company focuses on designing, developing, manufacturing, and marketing aircrafts and systems, in addition to providing after-sales support and services. Its segments include Commercial aviation business, which involves the development, production and sale of commercial jets, and rendering of support services, particularly in the regional aviation segment and aircraft leases; Executive Jet business, which markets its executive jets to companies, including fractional ownership companies, charter and air-taxi companies, high-net-worth individuals and to flight academies; Defense and Security Business segment, which conceives, designs, develops, manufactures and supports a range of integrated solutions for the defense and security market; and Other Related Businesses segments, including Agricultural Aviation business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Embraer Secures 15 Additional E195-E2 Jet Orders from Azorra
- Order Growth: U.S.-based aircraft lessor Azorra has placed an additional order for 15 E195-E2 jets, raising Embraer's total bookings for the E2 program above 500 aircraft, indicating strong market demand for this model.
- Total Orders Increase: This transaction increases Azorra's total firm orders to 54 jets, up from the original 39 in 2021, reflecting sustained confidence in Embraer's aircraft within the leasing market.
- Market Validation: A J.P. Morgan analyst noted that the rising demand from lessors validates the success of the E2 series among airlines, suggesting that the ongoing conflict in the Middle East has not adversely affected backlog growth or delivery execution.
- Financial Impact: The transaction will be reflected in Embraer's Q2 results and backlog, and while the company did not disclose the deal's value, it is expected to have a positive impact on future performance.
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- Delivery Timeline: The first assemblies were delivered by CPI Aero in May 2026, demonstrating improvements in production capacity and delivery efficiency, which will strengthen the partnership with Embraer.
- Product Line Expansion: This agreement not only expands CPI Aero's work on Embraer's Phenom aircraft family but also supplements its existing program supplying engine inlet assemblies for the Phenom 300E, further solidifying its market position.
- Financial Terms Undisclosed: Although the financial terms of the agreement were not disclosed, the long-term partnership is expected to provide CPI Aero with a stable revenue stream, enhancing its competitiveness in the aerospace manufacturing industry.
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- Delivery and Order Growth: The company delivered 44 aircraft, including 10 commercial jets and 29 executive jets, with a backlog reaching $32 billion, up 22% year-on-year, indicating a positive outlook for future production and sales.
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- Order Growth: U.S.-based aircraft lessor Azorra has placed an additional order for 15 E195-E2 jets, raising Embraer's total bookings for the E2 program above 500 aircraft, indicating strong market demand for this model.
- Total Orders Increase: This transaction increases Azorra's total firm orders to 54 jets, up from the original 39 in 2021, reflecting sustained confidence in Embraer's aircraft within the leasing market.
- Market Validation: A J.P. Morgan analyst noted that the rising demand from lessors validates the success of the E2 series among airlines, suggesting that the ongoing conflict in the Middle East has not adversely affected backlog growth or delivery execution.
- Financial Impact: The transaction will be reflected in Embraer's Q2 results and backlog, and while the company did not disclose the deal's value, it is expected to have a positive impact on future performance.
See More
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- Long-Term Supply Agreement: CPI Aerostructures has signed a life-of-program supply agreement with Embraer to manufacture engine air inlet assemblies for the Phenom 100EX business jet, marking a significant expansion in the aerospace manufacturing sector.
- Delivery Timeline: The first assemblies were delivered by CPI Aero in May 2026, demonstrating improvements in production capacity and delivery efficiency, which will strengthen the partnership with Embraer.
- Product Line Expansion: This agreement not only expands CPI Aero's work on Embraer's Phenom aircraft family but also supplements its existing program supplying engine inlet assemblies for the Phenom 300E, further solidifying its market position.
- Financial Terms Undisclosed: Although the financial terms of the agreement were not disclosed, the long-term partnership is expected to provide CPI Aero with a stable revenue stream, enhancing its competitiveness in the aerospace manufacturing industry.
See More
CPI Aero Secures Lifelong Supply Agreement with Embraer for Phenom 100EX Inlets
- Supply Agreement Secured: CPI Aero has signed a life-of-program supply agreement with Embraer to manufacture engine inlet assemblies for the Phenom 100EX business jets, marking a significant enhancement in their partnership and is expected to provide CPI Aero with a stable revenue stream.
- Production Delivery Milestone: The first inlet assemblies were successfully delivered by CPI Aero in May 2026, demonstrating the company's rapid responsiveness to new projects and enhancing its competitive edge in the aerospace market.
- Market Potential: The Phenom 100EX represents the latest evolution of the Phenom 100 series, which has over 400 aircraft in operation, and CPI Aero's involvement is likely to boost the series' market share, further solidifying its leadership in the entry-level business jet market.
- Strong Order Backlog: CPI Aero's funded backlog of remaining performance obligations exceeds $95 million, with an unfunded backlog of future orders totaling $400 million, resulting in a total backlog of $495 million, indicating robust demand and growth potential in the aerospace sector.
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- Legal Disputes Impact Development: Joby Aviation's lawsuit against Archer for corporate espionage has led to declining investor confidence in the eVTOL sector, with Archer's stock down 9% this year and losing over a third of its value, indicating the negative impact of legal issues on market sentiment.
- Certification Delays: Despite the Trump administration's eVTOL Integration Pilot Program aimed at accelerating industry growth, ongoing legal battles threaten to prolong certification timelines and increase costs, as warned by H2 Advisors' Mike Hirschberg, which could hinder overall industry progress.
- Intensifying Market Competition: Archer's patent infringement lawsuit against Vertical Aerospace is ongoing, with Vertical claiming the lawsuit is
See More
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- Testing Phase Completion: Eve Air Mobility has completed another phase of flight testing for its electric vertical takeoff and landing aircraft, conducting 59 flights that validated aircraft models, control systems, and performance predictions, marking incremental progress in the electric air taxi sector.
- Flight Performance Validation: During the tests, the aircraft reached an altitude of 215 feet (65.53 meters) and achieved flight durations of up to 3 minutes and 48 seconds, demonstrating hover capability and low-speed maneuvering, laying the groundwork for future high-speed testing.
- Multi-Axis Maneuver Testing: The aircraft expanded operations to approximately 20 knots of ground speed during this phase, including simultaneous four-axis maneuvers designed to validate aerodynamic and load models, preparing for upcoming transition flight tests.
- Future Plans: Eve plans to begin transition flight testing in the summer of 2026, evaluating the aircraft's ability to switch between vertical lift and forward flight, further advancing the commercialization of electric air taxis.
See More
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- Record Revenue: Embraer achieved a record revenue of $1.4 billion in Q1 2026, marking a 31% increase year-over-year, which underscores the company's robust demand and growth potential in the aviation market.
- Delivery and Order Growth: The company delivered 44 aircraft, including 10 commercial jets and 29 executive jets, with a backlog reaching $32 billion, up 22% year-on-year, indicating a positive outlook for future production and sales.
- Defense and Security Growth: The Defense and Security segment reported a 63% revenue increase to $227 million, driven by a partnership with Northrop Grumman, highlighting the company's strategic expansion potential in the defense market.
- Cash Flow and Investment Challenges: Despite revenue growth, adjusted free cash flow was negative $447 million, reflecting cash flow pressures as the company prepares for higher delivery volumes, while plans to increase production capacity in Texas and other regions aim to meet future demand.
See More
