Added to YB: 2026-02-19
Pitch date: 2026-02-17
BBD-B.TO [neutral]
Bombardier Inc.
+7.84%
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 17.6B
Pitch Price
CAD 255.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.36
P/E
18.92
EV/Sales
2.24
Sector
Aerospace and Defense
Category
turnaround
Bombardier 2025 Review: Turnaround Completed, Time To Go On The Offensive
BBD-B.TO (update): Strong 2025 results w/ $9.5B rev (+10%), $1.56B EBITDA (16.2% margin), $1B FCF vs $500-800M guide. Backlog +22% to $17.5B on BOND order. Net debt down to $2.9B (1.9x EBITDA), targets 1.5x. Investment grade rating expected 2026. 2026 guide: margin expansion on supply chain improvements, FCF $800M+. Trading at 6% FCF yield trailing, 4.5% on 2026 mid-point. Expect 15% IRR on low double-digit FCF growth + capital returns starting 2027.
Read full article (4 min)