• Tue, May 6, 2025

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Embraer CEO expects 'limited impact' from US tariffs on 2025 performance

Embraer expects new US tariffs will largely hit its business aviation division and shave close to a percentage point off its 2025 earnings margin, but broadly describes the taxes as only minimally impacting its 2025 financial performance.
Embraer's CEO, Francisco Gomes Neto, expressed confidence that the company will experience only a limited impact from the reinstated US tariffs on new aircraft imports in 2025, as stated during the company's first-quarter earnings call. Despite the tariffs, which were reimposed following a WTO ruling related to subsidies for Airbus, Gomes Neto highlighted that Embraer's focus on the executive aviation sector, where it sees strong demand, should help mitigate the effects. He also mentioned that the company is actively working on strategies to minimize the impact of these tariffs, emphasizing Embraer's resilience and adaptability in the face of trade challenges.

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