Added to YB: 2026-08-20
Pitch date: 2026-08-17
BBD-B.TO [neutral]
Bombardier Inc.
-3.82%
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 24.9B
Pitch Price
CAD 353.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.04
P/E
26.55
EV/Sales
2.90
Sector
Aerospace and Defense
Category
turnaround
Bombardier H1 2026 Results: Focus Turns to Capital Return and Production Increase
BBD-B.TO (holding update): Author's largest position (30-35%). H1 2026 rev $3.75B (+5.6%), services +19%, adj EPS $4.31 (+150%). FCF $588M, book-to-bill 1.5x; leverage down to 1.6x EBITDA near 1.5x target. 2026 FCF est $1.2-1.3B (4.9-5.8% yield). Capital return coming: div 0.4-0.6% yield, $200-500M buybacks, defense M&A. Production ramp H2 2028/29 to drive low-double-digit FCF growth. GlobalEye/defense upside; investor day catalyst.
Read full article (4 min)