Added to YB: 2026-08-27
Pitch date: 2026-08-25
BIRDF [bullish]
Bird Construction Inc.
+2.23%
current return
Author Info
No bio for this author
Company Info
Bird Construction Inc. provides construction services in Canada. The company primarily focuses on projects in the industrial, building, and infrastructure markets.
Market Cap
CAD 3.8B
Pitch Price
CAD 65.88
Price Target
N/A
Dividend
1.23%
EV/EBITDA
26.44
P/E
63.91
EV/Sales
1.07
Sector
Construction and Engineering
Category
growth
Weekly #18: Most Interesting D-Sheets from the Past Week (Aug 18 – Aug 24, 2026) - BIRDF — Bird Construction Inc. - Strong Signal
BIRDF (earnings): Q2'26: rev +22.6% to C$1.04B (80%+ organic); adj EBITDA +34.6%, 7.1% margin; record contracted backlog C$6.1B (C$12B combined). Guidance raised: FY26 rev growth possibly >20%, driven by named catalyst — Bell AI data-center (Saskatchewan) at ~50% labor loading, more in Q3/Q4/early-2027 — plus recovering industrial, infra, defense, nuclear. Re-rate angle (analyst): NA specialty peers run 10-15% adj EBITDA vs Bird's TTM 6.7%; mgmt holds conservative 8% 2027 target. Risks: execution/industrial timing; investors may over-extrapolate the peer margin range mgmt didn't embrace.
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