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Bombardier Cl A MV (TSE:BBD.A)
TSX:BBD.A
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Bombardier Cl A MV (BBD.A) AI Stock Analysis

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TSE:BBD.A

Bombardier Cl A MV

(TSX:BBD.A)

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Neutral 65 (OpenAI - 5.2)
Rating:65Neutral
Price Target:
C$360.00
▼(-2.03% Downside)
Action:Reiterated
Date:07/31/26
The score is primarily supported by strong TTM operating performance and exceptional free cash flow, but is meaningfully held back by a still-constrained balance sheet (negative equity). Technicals are moderately constructive over longer horizons but show some near-term weakness, while valuation (P/E ~26.9) adds additional restraint.
Positive Factors
Strong free cash flow generation
Consistent, large free cash flow provides a durable buffer for deleveraging, reinvestment in product programs, and funding aftermarket capacity. Over the next 2–6 months this cash conversion supports capital allocation flexibility and reduces refinancing strain versus peers.
Negative Factors
Negative shareholders' equity
Negative equity reflects a thin capital cushion and reduces financial flexibility. Over a multi-month horizon this limits the firm’s ability to absorb shocks, constrains balance-sheet-driven initiatives, and can complicate covenant negotiations or ratings assessments despite improved operations.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
Consistent, large free cash flow provides a durable buffer for deleveraging, reinvestment in product programs, and funding aftermarket capacity. Over the next 2–6 months this cash conversion supports capital allocation flexibility and reduces refinancing strain versus peers.
Read all positive factors

Bombardier Cl A MV (BBD.A) vs. iShares MSCI Canada ETF (EWC)

Bombardier Cl A MV Business Overview & Revenue Model

Company Description
Bombardier Inc. operates internationally, focusing on the development, production, and marketing of corporate jets and aerospace structural parts. Its offerings include newly built aircraft, bespoke aviation solutions, and pre-owned planes. The co...
How the Company Makes Money
Bombardier primarily makes money by selling business jets and by providing higher-frequency, recurring aftermarket services to operators of those aircraft. (1) Aircraft sales: Revenue is generated from delivering newly manufactured business jets t...

Bombardier Cl A MV Earnings Call Summary

Earnings Call Date:Jul 31, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The earnings call reflects a strong overall performance by Bombardier, highlighted by a significant aircraft order, service revenue growth, and improved financial metrics. Despite some challenges with supply chain and free cash flow usage, the company shows strong execution against its strategic initiatives, particularly in services and defense. The balance sheet improvements and credit rating upgrades further underscore a positive outlook.
Positive Updates
Significant Aircraft Order
Bombardier received a firm order for 50 aircraft, contributing to a large backlog jump and a unit book-to-bill ratio of 2.3.
Negative Updates
Supply Chain Challenges
Continued supply chain disruption costs, including some tariff-related costs, which are impacting operations but are accounted for in guidance.
Read all updates
Q2-2025 Updates
Negative
Significant Aircraft Order
Bombardier received a firm order for 50 aircraft, contributing to a large backlog jump and a unit book-to-bill ratio of 2.3.
Read all positive updates
Company Guidance
In the Bombardier Second Quarter 2025 earnings call, the company expressed confidence in meeting its 2025 guidance, highlighting several key metrics and achievements. Bombardier reported a strong book-to-bill ratio of 2.3, driven by a firm order for 50 aircraft and a significant backlog of $16.1 billion. The company's revenue for the quarter reached $2 billion, with services contributing $590 million, up 16% year-over-year. Bombardier delivered 36 aircraft in Q2, maintaining its delivery pace from 2024, and expects a more back-loaded delivery schedule in the second half of the year. Adjusted EBITDA was $297 million, with a margin of 14.6%, while adjusted net income increased by 5% to $117 million. The company also successfully refinanced $500 million in debt, securing credit rating upgrades from S&P Global Ratings and Moody's. Looking forward, Bombardier plans to generate over $1 billion in EBITDA in the second half of the year, with an increased focus on the U.S. market for service expansion.

Bombardier Cl A MV Financial Statement Overview

Summary
Operating results and cash generation are strong (TTM revenue up ~127% YoY, net margin ~9.7%, and very robust free cash flow of ~$2.21B with good earnings quality). However, the balance sheet materially drags the profile due to negative equity (~-$0.65B TTM) despite meaningful debt reduction, keeping financial risk elevated.
Income Statement
78
Positive
Balance Sheet
28
Negative
Cash Flow
86
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue9.72B9.55B8.66B8.05B6.91B6.08B
Gross Profit1.88B1.91B1.78B1.63B1.26B924.00M
EBITDA1.53B1.75B864.24M1.04B405.23M397.35M
Net Income933.13M928.00M370.00M445.00M-148.00M5.04B
Balance Sheet
Total Assets14.15B13.56B12.66B12.37B12.44B12.64B
Cash, Cash Equivalents and Short-Term Investments1.57B2.25B1.65B1.58B1.30B1.66B
Total Debt4.05B5.15B5.96B6.01B6.49B7.25B
Total Liabilities14.80B14.45B14.65B14.76B15.23B15.70B
Stockholders Equity-651.00M-889.00M-1.99B-2.39B-2.79B-3.06B
Cash Flow
Free Cash Flow2.21B1.09B220.86M261.17M695.66M-517.17M
Operating Cash Flow2.45B1.25B385.55M633.10M1.04B-284.15M
Investing Cash Flow-296.54M-192.31M-137.09M119.91M-315.33M2.46B
Financing Cash Flow-1.33B-520.96M-193.25M-445.10M-1.10B-2.92B

Bombardier Cl A MV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price367.45
Price Trends
50DMA
329.42
Positive
100DMA
295.88
Positive
200DMA
265.78
Positive
Market Momentum
MACD
8.94
Positive
RSI
55.12
Neutral
STOCH
63.65
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:BBD.A, the sentiment is Positive. The current price of 367.45 is above the 20-day moving average (MA) of 347.74, above the 50-day MA of 329.42, and above the 200-day MA of 265.78, indicating a bullish trend. The MACD of 8.94 indicates Positive momentum. The RSI at 55.12 is Neutral, neither overbought nor oversold. The STOCH value of 63.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:BBD.A.

Bombardier Cl A MV Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
C$1.98B43.665.48%0.57%10.42%12.81%
65
Neutral
C$33.56B30.69-93.00%10.95%111.91%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
63
Neutral
C$6.88B51.137.24%42.91%2.84%
62
Neutral
C$33.56B30.69-93.00%10.95%111.91%
58
Neutral
C$11.63B36.906.12%4.38%-23.21%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:BBD.A
Bombardier Cl A MV
354.74
187.28
111.84%
TSE:CAE
CAE
37.56
-1.66
-4.23%
TSE:BBD.B
Bombardier
348.71
180.81
107.69%
TSE:MAL
Magellan Aerospace
39.03
22.04
129.76%
TSE:MDA
MDA Space Ltd
48.11
3.65
8.21%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 31, 2026