Embraer (EMB, São José dos Campos U.E. Stumpf International) has warned that ongoing US import tariffs could lead to delayed deliveries and possible order cancellations if current trade measures remain in place, chief executive Francisco Gomes Neto told Bloomberg Television on October 26.

“We don't have any cancellation issues at this point in time, but mid-term, this might happen,” he said during an interview at the ASEAN summit in Malaysia. The executive estimated that the tariff adds around USD2 million per aircraft, with a total impact of about USD80 million this year.

Embraer remains in talks with the US authorities to remove the 10% tariff imposed under the Trump administration. Gomes Neto told Bloomberg that the manufacturer sought the same conditions it has in other major markets such as the United Kingdom, Europe, and Japan.

The chief executive stressed that Embraer supports about 12,000 US jobs - 2,000 directly and 10,000 indirectly - and supplied a fleet of roughly 2,000 aircraft in the country. Over the next five years, the manufacturer expects to procure around USD21 billion in components from US suppliers and attract about BRL13 billion reais (USD2.4 billion) from the US market.

In July, ch-aviation reported that the White House exempted Embraer from a planned 40% tariff increase on Brazilian aerospace exports, maintaining the existing 10% duty introduced in April 2025. At the time, Embraer said the decision confirmed “the strategic importance” of its operations to both economies.

According to ch-aviation data, the Brazilian manufacturer currently holds over 270 orders from US operators and lessors, including American Airlines, Avelo Airlines, Azorra, Republic Airways, and SkyWest Airlines.