Added to YB: 2026-02-24
Pitch date: 2026-02-22
BBD-B.TO [neutral]
Bombardier Inc.
-4.01%
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 20.0B
Pitch Price
CAD 274.68
Price Target
500.00 (+90%)
Dividend
N/A
EV/EBITDA
18.19
P/E
21.49
EV/Sales
2.49
Sector
Aerospace and Defense
Category
turnaround
Bombardier - What a ride!
BBD-B.TO (update): Leading private jet duopoly w/ Global 8000 certified. Tariff-protected under USMCA & Section 122 aerospace exemption. 5yr turnaround: 12% rev CAGR, margins 3.6%→11.5%, FCF -$289M→+$1.07B, debt down $2.5B. Services rev doubled to $2.3B. Est 10-11 USD EPS 2026 (20x fwd PE). Debt paydown adds $4/share; 10% sales growth + margin expansion could yield 25 CAD EPS in 5yrs (500 CAD target, 20x). Defence contracts upside w/ Canada's strategy. Stock 3x since Mar'25 low.
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