# Embraer Sees Room to Challenge Airbus–Boeing Duopoly

*CEO Francisco Gomes Neto tells FT rising demand for 40,000 aircraft could open skies to new rivals*

- Published: 2025-10-12
- Updated: 2025-10-13
- Section: Insights
- Tags: airbus, aircraft, Boeing, Embraer
- URL: https://brazilstockguide.com/insights/embraer-challenges-airbus-boeing-duopoly/

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**By Brazil Stock Guide** — Rising global demand for commercial jets could open space for new competitors and loosen the long-standing **Airbus–Boeing** duopoly, **Embraer** (B3: EMBR3 / NYSE: ERJ) Chief Executive Francisco Gomes Neto told the *Financial Times*.

“There’s room for more than two manufacturers — maybe three or four,” he said, citing forecasts for 40,000 new aircraft over the next two decades.

The world’s third-largest planemaker, Embraer dominates the regional-jet segment but is weighing whether to move into the single-aisle market, currently shared by Boeing and Airbus. Bank of America analyst Ron Epstein told the *FT* that “almost for sure there’ll be room for a third player” over the next 20 years.

The Brazilian company has been expanding its international footprint, with sales campaigns in India and Europe and plans to assemble its KC-390 Millennium military aircraft in the US as part of a bid for a US Air Force refuelling contract — a move aimed at diversifying markets and reducing currency risk.

Embraer aims to double revenues to US$10 billion by 2030, driven by strong demand for its regional and business jets. It also bets on its defense division and urban air-mobility arm Eve, which expects to launch its electric air taxi service by 2027.

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Source: Brazil Stock Guide, https://brazilstockguide.com/insights/embraer-challenges-airbus-boeing-duopoly/