Brazilian planemaker Embraer just closed Q2 with a blockbuster $29.7 billion firm backlog—up 40% year-over-year. That includes $13.1 B in commercial jets (+16%) and a jaw-dropping $7.4 B in executive jets (+62%) . And they delivered 61 aircraft this quarter, marking a 30% increase from Q2 2024 .
Here’s what stands out to me:
1. Visibility is power. A backlog approaching $30 billion isn’t just a number—it’s forward momentum. Clearly, Embraer’s positioning and order pipeline give them runway well into the future.
2. Diversified strength wins. Commercial, executive, defense, services & support—all sectors grew. That kind of balanced growth insulates you from volatility (like tariffs or market dips).
3. Execution over hype. They’re delivering—61 aircraft in a quarter isn’t fluff, it’s framework. Orders only matter if you can actually build to spec and schedule.
4. Leadership under pressure. With looming U.S. tariffs that could hit like a pandemic‑style shock, they’re already thinking ahead—planning around it rather than being blindsided.
As a professional pilot and aviation media platform founder, here’s what this tells me: If you’re building something—with systems, ops, or even digital services—you need that backlog. You need that pipeline. And you need to execute on schedule, every time.
So, here’s your challenge:
🔹 Buffer for turbulence: Don’t rely on one revenue stream—diversify in ways that support you’re core mission.
🔹 Always deliver value: Whether it’s a flight plan, a media platform, or a new service—execution builds trust and comp traction.
🔹 Think multi‑pillar strategy: Be ready for policy, market, or tech shocks. That’s not just good planning—it’s survival.
If Embraer can close Q2 with record backlog AND deliver aircraft at pace amid tariff threats, what’s YOUR backlog strength look like?
Let’s talk about how we build compound engines of growth—on the tarmac and in business.
What’s top‑of‑mind in your pipeline? Drop a comment 💬 🚀
