Slide 1: Results 3Q25
RESULTS 3Q25 +2,000 Executive Jets delivered PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.
Slide 2: Disclaimer
DISCLAIMER This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. This conference call may include statements about future events, based on Embraer's expectations and market financial trends. Such statements are subject to uncertainties that
Slide 3: Sustainable Growth Driven by Efficiency and Innovation
SUSTAINABLE GROWTH Driven by Efficiency and Innovation This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. Strong sales momentum with High(er) margin across all higher backlog across all BUs BUs Substantial midterm growth and Capacity inc
Slide 4: 3Q25 Highlights
3Q25 HIGHLIGHTS NEW ORDERS IN EXECUTIVE JETS GLOBAL DEFENSE SERVICES SUSTAINABLE This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. COMMERCIAL AVIATION: EXPANSION: SALES: GROWTH: Avelo 50 E195-E2 plus 50 purchase All time high 3Q revenue
Slide 5: Production Lead Time Reduction
PRODUCTION LEAD TIME PRODUCTION LEVELING REDUCTION (2025 x 2021) 2025 This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. PRAETOR 40% KC-390 J F M A M J J A S O N D 33% 2026 E-JETS 27% PUBLIC INFORMATION ¹ The gains indicated are based on
Slide 6: Production Capacity Increase and Supply Chain Management 2.0
PRODUCTION CAPACITY SUPPLY CHAIN INCREASE MANAGEMENT 2.0 This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. Flight Preparation Paint Preparation Flight Preparation Hangar #3 Building Hangar Site: MLB Site: MLB Site: GPX DRIVING EFFICIENC
Slide 7: 3Q25 Operational Results
3Q25 OPERATIONAL RESULTS PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.
Slide 8: Commercial Aviation and Executive Aviation
This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. COMMERCIAL EXECUTIVE AVIATION AVIATION Revenue +31% yoy Revenue +4% yoy EBIT $8m (+$31m yoy); margin +1.3% (+610bp) EBIT $71m (-23% yoy); margin +12.1% (-420bp)¹ 1% 16% -5% 12% 473 618 5
Slide 9: Defense & Security and Services & Support
This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. DEFENSE SERVICES & SECURITY & SUPPORT Revenue +27% yoy Revenue +16% yoy EBIT $36m (+127% yoy); margin +12.9% (+570bp) EBIT $68m (-15% yoy); margin +13.7% (-500bp)¹ 19% 14% 13% 7% 426 493
Slide 10: Scheduled for Late 2025 / Early 2026
SCHEDULED FOR LATE 2025 EARLY 2026 FIRST FULL SCALE ENGINEERING PROTOTYPE TEST ENVELOPE FLIGHT 10 PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.
Slide 11: 3Q25 Financial Results
3Q25 FINANCIAL RESULTS PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.
Slide 12: Deliveries
DELIVERIES This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. COMMERCIAL EXECUTIVE AVIATION AVIATION 0% +25% 20 41 41 16 7 22 23 4 7 12 13 19 18 3Q24 3Q25 3Q24 3Q25 E1 E2 Light Jets Midsize Jets GUIDANCE 2025: GUIDANCE 2025: PUBLIC INFOR
Slide 13: Backlog and Net Revenues
BACKLOG NET REVENUES US$ billion ~50.0 US$ million 16% This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 21% Options BREAKDOWN BY BUSINESS 3Q251 63% +18% +38% 31.3 25% 14% 4.9 30% 31% 22.7 +40% 3.9 2,004 1,692 3.5 +8% 3.6 7.3 +65% 4.4 3
Slide 14: Adjusted EBITDA and Adjusted EBIT
ADJUSTED EBITDA ADJUSTED EBIT US$ million US$ million This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 12.2% BREAKDOWN BY 11.8% BUSINESS 3Q25 8.7% 8.6% 71 67 207 236 36 147 172 8 3Q24 3Q25 3Q24 3Q25 (10) ex-BA agreement ex-BA agreement
Slide 15: Adjusted FCF and Investments
ADJUSTED FCF INVESTMENTS US$ million US$ million Excludes Eve This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 111 99 59 39 300 10 10 241 33 37 9 13 3Q24 3Q25 3Q24 3Q25 GUIDANCE 2025: Capex Net add Pool Program US$200 million or higher
Slide 16: Net Income
NET INCOME US$ million This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. (53) 22 (12) (30) 160 (32) 117 54 Reported EBIT Net Financial Income Tax Non-controlling Net Income Deferred Income Eve Results Adj. Net Income 3Q25 Result Interes
Slide 17: Financial Position
FINANCIAL POSITION LIQUIDITY DELEVERAGING US$ million US$ million -646 This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. 3.9x -468 2.3x 1.4x 2,577 0.1x 1.3x 0.5x 2,109 1,086 439 922 848 918 363 459 562 3Q24 3Q25 2021 2022 2023 2024 3Q24
Slide 18: Shareholder Remuneration
SHAREHOLDER REMUNERATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. EMBJ3 Gross Amount Gross Value Gross Value Declared Approval EMBJ3 Period Payment Declared per Share per ADS Income Date Record Date¹ Date² (R$ million) (R$) (US
Slide 19: Closing Remarks
Francisco Gomes Neto - CEO CLOSING REMARKS PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.
Slide 20: Closing Remarks: Sales and Efficiency Focus
Continuous focus on sales and efficiency to maximize midterm results while investing in new technologies to prepare the company for a more ambitious long-term expansion This information belongs to Embraer and cannot be used or reproduced without written permission from the Company. Strong E1 sales E
Slide 21: Thank You!
THANK YOU! PUBLIC INFORMATION This information belongs to Embraer and cannot be used or reproduced without written permission from the Company.