Added to YB: 2026-05-05
Pitch date: 2026-05-01
BBD-B.TO [neutral]
Bombardier Inc.
-0.96%
current return
Author Info
Company Info
Bombardier Inc. engages in the design, manufacture, and sale of business aircraft and aircraft structural components worldwide.
Market Cap
CAD 17.3B
Pitch Price
CAD 282.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.34
P/E
18.36
EV/Sales
2.09
Sector
Aerospace and Defense
Category
value
Bombardier Q1 call
BBD-B.TO (earnings): Q1 FCF guidance raised to >$1B (from $900M+) despite $300M CapEx on new Challenger plant. Stock +17% post-results. 3.6x book-to-bill, $1.1B customer advances signal strong demand. Services rev +25% YoY to $617M. Global 8000 now sole flagship replacing 7500. Debt paydown $860M by Q2 end saves $52M/yr interest. Trading ~5% FCF/EV at $210 USD/share. Defense backlog $1.5B growing. Supplier snag resolved, catching up on deliveries. Margins flat ~15.4% EBITDA.
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