Air TransportEmbraer Escapes Donald Trump's Heavy Tariff
Embraer and other Brazilian aerospace companies were spared from the 50% tariff imposed by the U.S. government on products from Brazil.
Imposed by Donald Trump, the so-called “super tariff” excludes aircraft and aerospace components, as well as other goods such as orange juice and oil.
The 50% tariff is actually an addition to the existing 10% rate already applied to Brazilian products since April. In practice, the new measure adds another 40% to the original import tax.
In Embraer’s case, internal estimates suggested that the company could have paid up to US$360 million more in U.S. tariffs in 2025 alone had the 50% rate been applied to aircraft and spare parts sold to American airlines.
By 2030, if the tariff had been extended to Embraer’s products, the Brazilian manufacturer of commercial, military, and executive jets would have paid up to US$3.5 billion in import taxes to the United States.
These projections were presented by Embraer CEO Francisco Gomes Neto, who described the potential scenario as alarming for the company.
The U.S. business jet market accounts for about 70% of Embraer’s sales in that segment, and applying the super tariff to those sales would have been highly damaging to the company’s finances.
Following the announcement that aircraft were excluded from the tariff list, Embraer’s shares jumped 10.54% on Wednesday, closing at US$54.83, signaling strong market optimism regarding the company’s future sales in the U.S. aviation market.
In a statement, Embraer said: “The news confirms the positive impact and strategic importance of Embraer’s activities for both the Brazilian and U.S. economies.”
Embraer ended the second quarter of 2025 with a US$29.7 billion backlog and delivered 61 aircraft during the period, many of which went to U.S. customers — with the E175 regional jet leading in deliveries.
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