Embraer is confident it will face fewer supply-chain issues this year than in 2025 and expects to deliver between 80 and 85 commercial aircraft in 2026. "This year, we see the supply chain improving but still with some bottlenecks," Embraer chief executive Francisco Gomes Neto said during a full-year earnings call on 6 March. "We are monitoring the situation, but we are positive that this year is going to be better than last year." The Brazilian airframer delivered 78 E-Jets in 2025, which was at the lower end of its target range of 77-85 commercial deliveries. It is "very focused this year" on hitting the "mid- to high-end" of its guidance of delivering 80-85 commercial jets, says Neto, and is working towards 100 in 2027 or 2028. "We are working very closely with our suppliers, and we are confident and comfortable when it comes to aircraft deliveries for 2026," adds Neto. Embraer is "monitoring closely" the situation in the Middle East, in the wake of ongoing US and Israeli strikes on Iran and retaliatory action against countries in the Gulf. However, "so far, we haven’t seen any critical issue that could impact our deliveries" to the region, says Neto. "Our focus now is to monitor the situation to help us take any mitigating action," he notes. Embraer expects total revenue of $8.2-8.5 billion in 2026, compared with $7.6 billion in 2025. The 2025 figure was 18% higher than the previous year's. Commercial aviation revenue was up 7% last year, although it dipped slightly in the fourth quarter "because of customer mix". Commercial aviation represented 37% of Embraer's total revenue in 2025. Executive aviation revenue, meanwhile, increased by a quarter. Embraer's full-year EBIT fell to $608 million in 2025, from $668 million a year earlier, which it attributes in part to a $54 million US import tariff hit. However, as of 24 February "all Embraer engines and parts are exempt" from US tariffs, says Neto. He describes the removal of tariffs as a "very positive" outcome that will "benefit our US customers".

The price of purchasing jet kerosene in Europe jumped by around a quarter on 3 March as a shortage of supply from the Middle East roiled global markets. Delivery of product to northwest Europe rose by $251 per ton to $1,204 per ton on 3 March, compared with $953 on 2 March, as assessed by energy information service ICIS. That places it at the same level as in August 2022, when prices were elevated following Russia's invasion of Ukraine. ICIS notes that the scale of the increase "reflects Europe's structural reliance on Middle East jet imports while tanker availability is severely constrained". Around half of Europe's jet-fuel imports come from the Arabian Gulf, notes ICIS, and local inventories are set to rapidly deplete if travel through the Strait of Hormuz – a key corridor for global energy markets – remains restricted. That could force European traders to source jet fuel from the US East Coast at a much higher price. Jet fuel is vulnerable to potential shortages because differences in specification mean that barrels cannot be easily moved from one region to another.

Delta Air Lines has appointed Dan Janki chief operating officer, giving his former chief financial officer role to Erik Snell, who previously served as chief customer experience officer. The US major notes that Janki's new role follows the 30 April retirement of longtime operations leader John Laughter. Laughter served at Delta for more than three decades. In addition to being chief of operations, he was president of Delta TechOps. Alain Bellemare, EVP and president – international, will add leadership of TechOps to his responsibilities as the MRO arm's new chairman. Additionally, the Atlanta-based carrier has promoted executive vice-president of external affairs Peter Carter to president. It also disclosed that chief marketing officer Alicia Tillman "has decided to pursue broader leadership opportunities outside of Delta". Ranjan Goswami has replaced Tillman in the chief marketing officer role. Goswami currently serves as senior vice-president – customer experience for Delta, his LinkedIn profile shows. Janki, Snell, Carter and Goswami will all report directly to chief executive Ed Bastian, Delta says.