$ERJ (-0.41%)

Good morning, my dears,

Embraer is equipping more and more NATO countries with the transport aircraft. After some breakdowns at Boeing.

I remain invested.

According to a message published last weekend by the Lithuanian Ministry of Defense on X, the Lithuanian government has announced a formal plan to procure three C-390 "Milleinium" military transport aircraft from the Brazilian Embraer.

With this decision, Lithuania joins a growing list of other NATO countries such as Portugal, Sweden, the Netherlands, Hungary, the Czech Republic, Slovakia and Austria that are looking to replace their ageing transport fleets and strengthen interoperability within the Alliance. The Lithuanian government had already signaled its intention in June during the Paris Air Show in Le Bourget. The announcement on August 23 now shows a clear step towards the conclusion of the contract and procurement. Defense experts see this as a milestone in upgrading the capabilities of the Lithuanian armed forces in terms of mobility, more efficient logistics and responsiveness during crisis situations. Delivery of the aircraft is scheduled for the end of the decade.

In Lithuania, the C-390 will replace the ageing C-27J Spartan and marks a paradigm shift in terms of operating costs and performance. The next-generation twin-engine transport aircraft can carry a payload of 26 tons, including armored vehicles, helicopters and palletized cargo at a speed of 870 km/h over a distance of almost 2,000 kilometers, offering significant advantages in terms of speed, payload and flexibility.

With a payload of 23 tons, the C-390 can fly over 3,000 kilometers, offering NATO-standard ranges between different theatres of operation. Compared to its turboprop-powered predecessors such as the C-27J Spartan or the C-130 Hercules, the C-390 offers faster lead times and reduced vulnerability during missions. It can operate from paved and unpaved runways and is suitable for both military and disaster relief flights.

Operational versatility and low maintenance costs

Operational versatility is one of the key features of the transporter. With its short conversion times, the C-390 Millenium combines the capability for tactical or strategic airlift with suitability for MEDEVAC, SAR, tanker (KC-390) and firefighting or SIGINT reconnaissance. With this wide range of missions, it is ideally suited for the development of defense tasks on NATO's eastern flank.

The Lithuanian decision in favor of the C-390 was also strongly influenced by the significantly lower maintenance requirements compared to the older platforms. The C-390 utilizes advanced onboard diagnostic systems and modular components that reduce life-cycle costs and downtime during operation. This results in higher availability and more sustainable operational speed, both of which are of considerable importance for a small state with increased deployment requirements.

Beyond procurement, the order is embedded in the growth of the Lithuanian aviation industry. In recent months, eight memoranda of understanding (MoU) have been signed between the Brazilian manufacturer Embraer and Lithuanian manufacturers and training institutions. These agreements are aimed at developing Lithuania's own construction, maintenance and training programs and should lead to the country's independence and development of its own capabilities in the long term.

More active role within NATO

By procuring the C-390, Lithuania is not only modernizing its transport capabilities, but also sending a strategic message: the C-390 Millennium not only improves the country's ability to perform a wide range of missions, from front-line logistics to humanitarian relief operations. It also strengthens Lithuania's ability to interoperate with NATO forces, especially in regional and high readiness operations.

The Lithuanian Air Force has a strength of 1,500 soldiers and operates five transport aircraft and four helicopters. Six additional helicopters are in procurement. In view of the constantly changing security situation in the Baltic States, the introduction of the C-390 represents a decisive improvement in Lithuania's military mobility and operational readiness. It will provide the Lithuanian Air Force with a combat-proven platform that is already trusted by key European partners, while laying the foundations for long-term industrial and strategic benefits.

Stefan Bitterle

https://esut.de/2025/08/meldungen/62839/litauen-plant-beschaffung-von-drei-embraer-c-390-transportflugzeugen/

Hello my dears,

the love @yngfinn has asked me how I find shares. I would like to share my answer with you.

@yngfinn

Hello my dear,

as I have enough positions in my portfolio at the moment, I am no longer looking so intensively for new companies. I don't trade and am more long-term oriented.

My approach is quite different.

By sector:

I often look at which sectors and areas are currently on the move. Or what the areas of the future are, such as robotics, defense and aerospace, AI, etc.

But I also look at which sectors and countries in my portfolio are undervalued.

Or also in which sectors I see a need to catch up because they have been driven down unjustifiably. Like the healthcare sector, for example 🍊.

I watch reports and documentaries. Like exploring the oceans and seas. And discovering Kraken Robotic $PNG (-1.17%) and Norbit $NORBT (+2%) .

https://getqu.in/Ey45a0/

After Powel's speech on Friday, for example, it would now make sense to look for real estate and homebuilders. Like Buffet did with his stock Dr. Horten $DHI (+0.2%) .

Unfortunately, the ongoing wars show the importance of drones and drone defense.

But also the increasing importance in agriculture (I have already written a post about this).

https://getqu.in/SdXvMm/

In the end, my choice here was $AVAV (-3.83%) AeroVironment. And the contract manufacturer $KIT (+2.25%) Kitron.

In the future-oriented robotics sector, I don't really want to invest in overvalued stocks such as $TSLA (-3.61%) Tesla or the contract manufacturer $JBL (-3.4%) Jabil. I see Japan as very innovative here. As shown by $7012 (-4.94%) Kawasaki shows. This is how I discovered the blade supplier $6481 (-0.85%) THK (there was a post from me about this).

https://getqu.in/fZudqX/

By country:

When Iran attacked Israel, I took advantage of the dip and picked Israeli stocks.

For example, I discovered Gilat $GILT (-1.84%) for example.

But as a long-term investor, I still see the USA in the lead. I also like to take a look at small and mid caps.

But I also often look at countries that are not quite so much in focus. Scandinavia or Italy.

I have found $LTMC (-1.23%) Lottomatica and $CAMX (-1.8%) Camurus.

I often only look at the companies by momentum from the various indices in these countries.

By company:

I also often look at which companies are currently the stars on the stock market. Like Rheinmetall, for example, but then I don't go into the overvalued shares, but look for suppliers, i.e. blade suppliers. That's how I came across Kitron $KIT (+2.25%) for example. Kitron as a contract manufacturer for the defense sector.

Or when Novo Nordisk was still a star, I discovered the Novo supplier $YPSN (+0.06%) discovered.

Nvidia supplier $HY9H (-0.31%) sk Hynix.

Where is the capex of the companies going?

Based on this question, I came across the AI infrastructure companies $IESC (-3.55%) IES Holding and $VRT (-4.85%) Vertiv.

The weakness of one company makes other companies strong.

The weakness of Boeing makes $AIR (+0.11%) and $ERJ (-0.41%) strong. That's how I came across Embraer and $MTX (+0.13%) MTU.

https://getqu.in/4hiSbt/

Research and reports, such as on coinbase $COIN (-1.53%) (CAUTION never buy based on a story).

https://getqu.in/OIiwhP/

Good company figures with a growth story could also be a reason. As for example with $GILD (+0.21%) Gilead.

https://getqu.in/iF8BDY/

Takeover fantasies:

Takeover rumors usually mean that the share price of the company to be taken over rises.

As was the case with $AWE (+1.43%) Alphawave was the case.

https://getqu.in/1NPNWI/

Or with Iveco $IVG (-0.03%)

https://getqu.in/WJnLFp/

https://getqu.in/VnK4Xk/

CAUTION: Something can always go wrong here and send the share price plummeting.

I experienced this myself with i robot when the UK did not agree to a takeover by Amazon.

No matter in which area. My approach is usually to pick out the momentum stocks. I then look at the multiples, news, order situation and, of course, the company.

Compounders and long-term runners:

In my core, I only invest in quality stocks with a moat.

Here it makes sense not to buy at the ATH, but on the dip.

Multiples:

What is important to me with multiples:

-profitable company, or in the next year

Profitable.

Preferably double-digit profit growth with a falling P/E ratio.

-Percentage profit growth is higher than sales growth.

-good and rising EbiT margin.

-PEG below or around 1

-increasing free cash flow taking into account capex.

My dears,

I hope my brief summary of my approach perhaps offers you a little added value.

Please let me know in the comments.

Suggestions for improvement are also welcome. 😘😘

$ERJ (-0.41%)

The Brazilian government has asked the US to exclude food products and Embraer airplanes from the 50% tariff on Brazilian goods planned to take effect on August 1. This was reported to Reuters on Tuesday by a source familiar with the matter.

The request was the main topic in recent talks between Brazilian and US government officials, the source said. These included three phone calls between Brazil's Vice President and Commerce Minister Geraldo Alckmin and US Commerce Secretary Howard Lutnick in recent days.

https://de.marketscreener.com/boerse-nachrichten/brasilien-bittet-die-usa-lebensmittel-und-embraer-flugzeuge-von-50-zoll-auszunehmen-ce7c5fdeda88f623

$ERJ (-0.41%)

The Skyteam member has ordered 45 E195-E2s from Embraer. At the same time, it has secured purchase rights for ten additional aircraft. This is SAS's largest direct order from an aircraft manufacturer since 1996. Delivery of the first E2 jets is scheduled to begin at the end of 2027 and will take around four years.

SAS intends to use the order to modernize its fleet, increase operational efficiency and reduce emissions. The E195-E2s are intended in particular to strengthen the Copenhagen hub as well as the Scandinavian and international route network.

https://www.aerotelegraph.com/ticker/sas-bestellt-45-embraer-e195-e2/yc450lf

The customer base for the military transport jet from Brazil continues to grow: now a state from the Baltic States has also opted for the Embraer C-390.

$ERJ (-0.41%)

Hello my dears,

Even if the valuation is not favorable at the moment, I am looking to the future and see a good fall in the P/E ratio due to the growth in profits.

A major order and several smaller orders are contributing to this. The C-399 is slowly developing into the transport and tanker aircraft of the NATO countries. Important innovations are being driven forward at the subsidiary Eve.

That's why I'm not letting any shares out of my hands.

(A consolidation may also be a good buying opportunity for you, this is my personal opinion and not investment advice)

Although no contract has been signed yet, Lithuania has selected the Embraer C-390 as its new military transporter. With this decision, the country aims to further improve interoperability with other NATO partners. "We have carefully evaluated the various military transport aircraft available on the market and our assessment clearly showed that the C-390 Millennium is the most suitable platform to fulfill our national military mission requirements. Therefore, Lithuania has selected Embraer for further negotiations and expects to conclude the purchase contract in the coming months," said Loreta Maskaliovienė, Deputy Minister of National Defense of Lithuania, at the Paris Air Show today.

The purchase of three aircraft is under consideration. According to the Brazilian company, the planned contract should also include opportunities for Lithuanian partners in maintenance and parts production. To date, the Lithuanian Air Force has relied on three C-27J Spartans and the Let L-410 as transporters, which are stationed in Siauliai.

In service with three nations

The C-390 is currently in service with three nations: Brazil since 2019, Portugal since 2023 and Hungary since last year. Other customers include the Netherlands, Austria, Sweden, Slovakia, South Korea, the Czech Republic and an undisclosed buyer. According to Embraer, the operational reliability rate is currently 93 percent. The aircraft has a payload of up to 26 tons and can also be used for aerial refuelling.

Also at the Paris Air Show, Portugal, the first export customer for the C-390, announced an order for a further aircraft. More could follow, as the country has options for up to ten transporters.

https://www.flugrevue.de/militaer/ausbau-der-luftflotte-nato-mitglied-litauen-kauft-brasilianische-militaerjets/

$ERJ (-0.41%)

Embraer subsidiary Eve has presented a complete full-size demonstration model of its Evtol for the first time. In addition, a customer from São Paulo has signed a firm contract.

Several hundred Evtol start-ups have emerged in recent years. The abbreviation stands for Electric Vertical Takeoff and Landing and refers to electrically powered vertical take-off and landing vehicles, often simply called air cabs. One of the better-known developers was the German company Lilium. However, it went bankrupt.

Some other large Evtol manufacturers have advantages because they are more broadly based. For example, the American company Archer is developing its Midnight model not only in a civilian version, but also in a military version - together with the United States Air Force. And the company Eve Air Mobility is a subsidiary of the Brazilian aircraft manufacturer Embraer, which is driving the project forward.

Unmanned test flight as the next step

Eve already exhibited a demonstration model at the Farnborough Air Show in summer 2022 - but it only consisted of a cabin and cockpit. On Sunday (June 15), the company presented a full-scale demonstration model for the first time at the Paris Air Show.

The first prototype is due to take off for its maiden flight in Brazil "later this summer", said Eve CEO Johann Bordais. This will initially be a remote-controlled prototype without a cabin, focusing on the technology. Construction of a fully-fledged prototype that is suitable for certification is also set to begin before the end of the year and is expected to take off with a pilot from 2026.

Six prototypes and one firm signature

"A total of five to six prototypes are required for certification," says Bordais. The first deliveries are scheduled for 2027. According to the manager, the production rate is planned to be "up to 120 per year" at the beginning, "then we'll double that and eventually we want to reach 480".

And there is now also a first firm customer: Revo, a Brazilian subsidiary of Portugal's Omni Helicopters International, has signed a binding framework agreement to purchase up to 50 Evtols from Eve. Revo currently offers helicopter flights on fixed routes in the São Paulo area.

https://www.aerotelegraph.com/flugzeuge/embraer-zeigt-evtol-eve-in-voller-groesse-und-praesentiert-ersten-festen-kunden/b5rq510

$ERJ (-0.41%)

Embraer has received a firm order from SkyWest for 60 aircraft with purchase rights for an additional 50 jets. Delivery of the aircraft will begin in 2027. The list price of the firm order for 60 aircraft, which will be included in Embraer's order backlog for the second quarter, is USD 3.6 billion.

With a fleet of 263 aircraft and an order backlog of 16 jets, SkyWest Airlines is the world's largest owner and operator of E-Jets. This order further strengthens its position.

"As the world's largest E175 owner and operator, we are pleased to further expand our E175 fleet and strengthen our presence in both segments. This order will allow us to advance our long-term fleet strategy and continue to offer the industry-leading regional product," said Chip Childs, President and CEO of SkyWest.

"We are pleased to continue our long-standing partnership with SkyWest Airlines with this major order. The E175 is a cornerstone of regional aviation in North America, and this order reinforces SkyWest's confidence in the performance, reliability and passenger comfort of our aircraft. We look forward to supporting SkyWest's growth and success in the years to come," said Arjan Meijer, President and CEO of Embraer Commercial Aviation.

Embraer and SkyWest have worked closely together for nearly 40 years. The collaboration began in 1986 when the US airline acquired five EMB-120 Brasilia aircraft. At the end of 1997, SkyWest celebrated its 25th anniversary and already operated over 40 EMB-120 aircraft. In 2013, the partnership was renewed with the purchase of 100 E175s. Today, SkyWest is the largest operator of the E260 with over 175 Embraer aircraft.

https://www.aeroflap.com.br/de/Skywest-erteilt-Festbestellung-im-Wert-von-2-Milliarden-US-Dollar-f%C3%BCr-6-Embraer-Flugzeuge/

$ERJ (-0.41%)

Hello my dears,

I would like to inform you, also in between, about the products and orders of some companies. I hope you don't see it as spam and are happy about new products and information.

Otherwise, please let me know in the comments.

The Portuguese Air Force (FAP) will be the launch customer for the NATO standard Embraer A-29N Super Tucano. The first delivery of the light combat aircraft is planned for this year. The aircraft on display at the Paris Air Show is also attracting great interest from European armed forces and trade visitors.

The Embraer EMB 314 Super Tucano - also known as the ALX or A-29 - is a light counterinsurgency (COIN) and close air support (CAS) aircraft from the Brazilian manufacturer Embraer. There are now a large number of variants and user states. Among others, the A-29 is used by the American special forces. It is available as a single and two-seater.

At the Paris Air Show, the Super Tucano will be shown as a two-seater. It can then also be used as a training aircraft, especially as preparation for pilots of the latest generation of jets. As a two-seater, however, the pilot's workload can also be reduced by using the rear seat to accommodate the weapons officer, who then operates the EO/IR reconnaissance pod as well as the laser rangefinder and designator.

The A-29 has a length of 11.38 m and a wingspan of 11.14 m. In the armed version, two .50 BMG machine guns are installed in the wings, plus a total of five hardpoints for mounting additional pods or weapons.

According to the manufacturer, the following weapons are already integrated in the Super Tucano: SUU-25 flare launcher, a 7-launcher for 70 mm rockets, the 500 lb MK-84 bomb, the 250 lb MK-81 and GBU-58 LGB bonbons, 750 lb M-117 GP bomb, covention and laser-guided APKWS missiles, 500 lb GBU-12 LGB / GRIFFIN LGB / LIZARD IV INS/GPS bombs, SUU-20 training bomb dispenser, 320 liter auxiliary tank, a logistic pod for resupplying troops on the ground and an EO/IR HD sensor and designator under the nose (e.g. MX-10/15 from L3Harris.

According to unconfirmed information, several European special forces are very interested in such a light attack aircraft or a comparable model. Including Germany.

https://defence-network.com/embraer-a-29-super-tucano-paris-air-show-2025/

$ERJ (-0.41%)

At the 55th Paris Air Show, Brazilian manufacturer Embraer confirmed that Portugal intends to procure a sixth C-390M transport aircraft for its air force. The Portuguese government had already signed a framework agreement for five aircraft in August 2019.

With the additional procurement now announced, the FAP (Força Aérea Portuguesa) will operate six C-390Ms in future.

Ten options for NATO partners

But it is not only the fleet expansion itself that is causing a stir: Together with Embraer, Portugal also wants to include ten additional purchase options in the existing contract. These are intended to enable other European countries and NATO members to procure C-390Ms in future via state agreements with Portugal. This will not only strengthen multilateral operational capability, but also create an economic advantage through joint training, logistics and life cycle costs - and, last but not least, strategically integrate the Portuguese aviation sector.

"With this decision, we continue to invest in the capabilities of our Air Force - as a reference operator of an aircraft with unique characteristics, integrated and tested in Portugal," explained Defense Minister Nuno Melo. "The inclusion of ten options for government-to-government negotiations offers European and NATO countries access to a versatile platform that also strengthens Portugal's industrial base and training infrastructure, such as the new C-390M Training Center."

First repeat order by a user state

Embraer Defense & Security is also delighted with the order: "The fact that Portugal is the first operator to order an additional aircraft confirms the reliability and performance of the C-390M," emphasizes Bosco da Costa Junior, CEO of Embraer Defense & Security. The company is seeing increasing interest from other Western countries - and hopes that other European air forces will soon join the growing user group.

https://militaeraktuell.at/embraer-portugal-bestellt-sechste-c-390m-plus-zehn-optionen/

Morgan Stanley raises price target for Embraer shares from 45 to 65 dollars

https://www.investing.com/news/analyst-ratings/embraer-stock-price-target-raised-to-65-from-45-at-morgan-stanley-93CH-4097349

How it feels to fly the KC-390

https://www.flugrevue.de/militaer/embraer-militaertransporter-so-fliegt-es-sich-in-der-kc-390/?_gl=1*v33rxs*_ga*UWdyYlp4UlhTWlhRYzFWSy11elVDbDFhM0FHM29DZGFkTFJSc0pGYlBvNDlEOUs1SlpEY09DNlkzYXNlNmc3SA..

$ERJ (-0.41%)

HSBC has upgraded its rating on Brazilian aircraft manufacturer Embraer from "hold" to "buy", stating that a record order backlog, improved production and increasing momentum in business aircraft and defense deliveries support a positive earnings performance this year.

The brokerage raised its price target from $45 to $57, citing a higher valuation of Embraer's eVTOL unit EVE and a lower discount rate in its cash flow model.

The new target implies an upside potential of 24% from current levels.

"With a historic order backlog of $26.4 billion at the end of the first quarter, Embraer can deliver strong revenues in the coming quarters. This will be supported by increased efforts to eliminate production bottlenecks and a more even distribution of production across quarters," HSBC wrote.

The company expects a robust performance in the second quarter with nine aircraft already delivered, which is almost 20% of deliveries in the second quarter last year.

HSBC forecasts a 28% year-on-year increase in business aircraft deliveries in the first quarter of 2025 and sees stable demand in the defense sector, particularly for the KC-390 and A-29 aircraft.

The bank also cited the upcoming Paris Air Show as a potential source of new orders.

The impact of the new US tariffs of 10% on Brazilian imports is likely to be limited, the bank estimated, and expects EBIT margins in the Executive and Services segments to decline by around 90 basis points. Embraer intends to compensate for this through cost reductions and an increased US share, it noted.

Commercial aviation is not affected by this and the margin forecast for 2025 remains unchanged.

HSBC maintained its revenue guidance of $7.5 billion for 2025, which is the upper end of the company's guidance, and forecast a consolidated adjusted EBIT margin of 7.9%. The company is now valued at an EV/EBITDA ratio of 10.8x for 2025 and 8.1x for 2026, compared to a five-year average of 8.7x.

A successful flight test of the first full-scale EVE prototype, planned for mid-2025, could serve as an important catalyst, the company added.

https://www.investing.com/news/stock-market-news/hsbc-upgrades-brazils-embraer-on-strong-delivery-outlook-4080918

Bermudair expands with third Embraer E190

06.06.25 - 15:17

Editorial

The airline from Bermuda has added its third Embraer E190 to the fleet. It has been named after a close companion, Niel Jones, and bears the registration VQ-BLZ. According to Bermudair, the additional jet will strengthen operational reliability and flexibility. A fourth aircraft is to follow in June.

The fleet expansion will support the introduction of new routes to Providence, Richmond and Montreal, Bermudair added.

https://www.aerotelegraph.com/ticker/bermudair-baut-mit-dritter-embraer-e190-aus/8l22x0k