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Added to YB: 2025-09-05

Pitch date: 2025-09-04

BBD-B.TO [neutral]

Bombardier Inc.

+43.92%

current return

Author Info

No bio for this author

Company Info

Bombardier Inc. engages in the design, manufacture, and sale of business aircraft and aircraft structural components worldwide.

Market Cap

CAD 15.4B

Pitch Price

CAD 156.15

Price Target

N/A

Dividend

N/A

EV/EBITDA

17.50

P/E

37.27

EV/Sales

2.28

Sector

Aerospace and Defense

Category

turnaround

Show full summary:
Bombardier ($BBD-B.TO): Steady Compounder with Defense Optionality, Awaiting a Better Entry

BBD-B.TO pass: Turnaround complete w/ 10% rev CAGR, EBITDA margins 10→15%, debt ratio 10→2.9. Services 29% rev growing 16-20% YOY at higher margins. Defense contracts $2.5B+ at 25% higher margins. Stock fairly valued at 12x EV/EBITDA; only 6-8% CAGR expected due to 150 jet/yr capacity cap.

Read full article (1 min)