Loading…
Loading…
Embraer S.A. (EMBR3 / NYSE: ERJ) is a Brazilian aerospace manufacturer and the world's third-largest aircraft maker by output, headquartered in São José dos Campos.
Group exposure score is 75 including 1 tracked subsidiary — standalone is 76.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
USD 470M multi-year contract (announced 2016-06-30) making Arconic sole supplier of proprietary wing-skin and fuselage-sheet aluminium alloys for the E2 line, plus plate for wing ribs/fuselage frames on E2, KC-390, and executive jets. No share-of-spend percentage disclosed. The rolled-products business behind this contract went to Arconic Corporation in the 2020 separation, not to Howmet or Alcoa Corporation. The 2016 release names no specific mill or delivery plant; Arconic's only aluminium-lithium aerospace sheet/plate capacity is at its Davenport, IA (rolling) and Lafayette, IN (casting) sites, so origin is given as US. E2 final assembly is at São José dos Campos (BR), but the source names no delivery point; the contract also covers KC-390 and executive-jet plate, assembled at Gavião Peixoto (BR) and Melbourne, FL (US) respectively, not captured by a single flow pair. Refresh 2026-10-02: no 2024+ primary source re-confirms this supply (Arconic Corporation private since 2023; Embraer FY2024 20-F does not name Arconic), and the 2016 release states no delivery plant, so destination is left unstated.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 989 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Tail cone, Praetor business jet, per company's sheet-metal product-line list.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇧🇷 BR accounts for 100% of severity-weighted pressure.