Embraer And The U.S. 50% Tariff On Brazil: How Bad Could It Get? (Rating Downgrade)

July 23, 2025 10:08:34 am

Source: SeekingAlpha

2025-07-23 10:08:34 ET

The Thesis

The U.S. regional jet market is currently dominated by a single company—and that is the Brazilian aircraft maker Embraer ( ERJ ). With about $29.7 billion in backlog orders —representing about 3x Embraer's current enterprise value of about $10 billion—and diversified growth in executive jets, defense, and urban air mobility, the company is thriving solo, with virtually no competition in the U.S. regional jet segment, which accounts for about 60% of the company's revenues....

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Embraer And The U.S. 50% Tariff On Brazil: How Bad Could It Get? (Rating Downgrade)