Brazilian planemaker Embraer warned that the 50% tariff the United States intends to impose on Brazilian exports from 1 August would add about US$9 million to the cost of every aircraft it ships north of the border. Chief Executive Officer Francisco Gomes Neto called the surcharge a “near-embargo”, saying it could prompt U.S. airlines to cancel orders or delay deliveries, force Embraer to scale back production and investment plans, and lead to workforce adjustments in both countries. The company estimates the duty could slice around R$2 billion (US$360 million) off revenue this year and as much as R$20 billion (US$3.6 billion) by 2030, a hit comparable to the revenue collapse it suffered during the pandemic. The U.S. is Embraer’s biggest market, accounting for 45% of its commercial-jet exports and 70% of its executive-jet sales. Embraer has begun talks with Washington in an effort to avert the levy, which Gomes Neto said would also disrupt U.S. suppliers of engines and avionics. Across the industry, GE Aerospace reported stronger-than-expected second-quarter earnings, underscoring robust demand for jet engines even as trade frictions intensify. Adjusted earnings per share rose to US$1.66 on revenue of US$10.15 billion, handily beating analyst forecasts, and the company lifted its full-year EPS outlook to US$5.60–US$5.80 while projecting about US$8.40 in 2028. Chief Executive Officer Larry Culp said engine deliveries climbed 45% in the quarter and supply-chain bottlenecks are easing, but he cautioned that tariffs are still expected to cost GE roughly US$500 million this year. The manufacturer is discussing partial cost-sharing with airline customers and is pressing the White House to reinstate the tariff-free regime that historically covered aerospace parts. Both Embraer and GE warn that, unless trade tensions cool, higher duties risk denting margins and slowing a nascent recovery in global aviation.