Trump tariff pivot could benefit Brazil's Embraer, US airlines and aerospace industry

Brazilian planemaker Embraer , U.S. airlines and the broader commercial aerospace sector are poised to benefit from the Trump administration imposing a revised tariff regime on Tuesday.

Reuters • 19 hours ago

Brazil's Embraer announces new variants of Praetor business jets

Brazilian planemaker Embraer announced on Tuesday new variants of its Praetor business jets as it seeks to capitalize on heated global demand for executive aircraft.

Reuters • 12 hours ago

Brazil hails zero US tariff on aircraft exports

Brazil's government on Tuesday welcomed a decision by Washington to allow Brazilian aircraft to enter the United States duty-free, down from 10% previously, amid recent changes to U.S. trade policy.

Reuters • 6 hours ago

India's Adani, Embraer announce regional aerospace partnership

India's Adani Group and Brazil's Embraer SA announced on Tuesday a partnership to establish a regional transport aircraft venture in India, with plans covering manufacturing, assembly, and increased localisation efforts, marking the Adani Group's foray into the sector.

Reuters • Jan 27, 2026

Brazil's Embraer ends 2025 with record backlog of $31.6 billion

Brazilian planemaker Embraer's firm order backlog stood at a record $31.6 billion at the end of the fourth quarter, up 20% from a year earlier, according to a securities filing published on Tuesday.

Reuters • Jan 27, 2026

Embraer Remains Undervalued As Margins And Free Cash Flow Improve

Embraer S.A. has delivered a 644.8% price return since September 2022, significantly outperforming the S&P 500. Operating leverage is set to improve through streamlined deliveries, higher production capacity, and margin expansion, especially in Commercial and Executive Aviation. Despite recent gains, EMBJ stock remains undervalued versus peers, with a 17% upside to a $92.45 price target as operational efficiencies and working capital improve.

Seeking Alpha • Jan 27, 2026

Embraer jetmaking CEO eyes higher output after order spree

Brazilian planemaker Embraer aims to restore annual deliveries to pre-pandemic levels of around 100 units within the next two years and then grow further following a recent boom in orders for its regional jets, its top commercial executive said.

Reuters • Jan 26, 2026

Adani, Embraer to announce pact next week to assemble civil aircraft in India, source says

Billionaire Gautam Adani's aerospace and defence business and Brazil's Embraer will announce a tie-up next week to assemble commercial aircraft in India, a source with direct knowledge of the matter said, boosting the country's civil aviation industry.

Reuters • Jan 23, 2026

Crisis in the Caribbean: The Defense Sector Playbook

The geopolitical landscape has shifted dramatically as of Jan. 5, 2026. Following the collapse of the Argyle Accords and the failure of diplomatic channels regarding the Essequibo region, the U.S. Department of Defense has initiated military operations in Venezuela.

MarketBeat • Jan 7, 2026

Brazil's Embraer delivers 91 planes in the fourth quarter

Brazilian planemaker Embraer delivered 91 aircraft in the fourth quarter of 2025, up 21% from the same quarter the year before, the company said in a securities filing on Tuesday.

Reuters • Jan 6, 2026