Bombardier (TSE:BBD.A) Posts Earnings Results

Bombardier (TSE:BBD.A) announced its quarterly earnings data on Thursday. The company reported C$6.59 EPS for the quarter, FiscalAI reports. The firm had revenue of C$4.95 billion during the quarter.

Here are the key takeaways from Bombardier’s conference call:

• Bombardier says it successfully completed its turnaround, beating its 2025 targets with ~$9.6B revenue, $1.072B free cash flow, 16.3% adjusted EBITDA margin and net leverage of 1.9x.
• Management highlights strong forward visibility with a $17.5B backlog, a unit book-to-bill of 1.4, and 2026 guidance for >157 deliveries, >$10B revenue and adjusted EBITDA >$1.625B.
• Services and defense are growth engines — services hit a record $2.3B (13% Y/Y) and defense surpassed $1B, together representing ~35% of revenue and supporting margin durability.
• Persistent supply-chain disruption remains a material headwind (management estimates it cost ~150 bps of margin in 2025); shortages have improved to ~500 parts but one critical OEM supplier still drives “millions and millions” of inefficiency, with recovery expected only in H2 2026.
• Capital-allocation is shifting from deleveraging toward disciplined deployment — liquidity is ~$2.5B and management targets lower leverage (toward 1.5x) and opportunistic tuck-in M&A, but no share buybacks/dividends are planned in the near term.

Bombardier Stock Down 0.1%

TSE:BBD.A opened at C$241.85 on Friday. The firm’s fifty day simple moving average is C$241.84 and its 200-day simple moving average is C$205.83. The stock has a market cap of C$23.99 billion, a PE ratio of 65.54, a price-to-earnings-growth ratio of 6.24 and a beta of 1.44. Bombardier has a fifty-two week low of C$72.00 and a fifty-two week high of C$276.15.

Bombardier Company Profile

At Bombardier (BBD-B.TO), we design, build, modify and maintain the world’s best-performing aircraft for the world’s most discerning people and businesses, governments and militaries. That means not simply exceeding standards, but understanding customers well enough to anticipate their unspoken needs. For them, we are committed to pioneering the future of aviation – innovating to make flying more reliable, efficient and sustainable. And we are passionate about delivering unrivaled craftsmanship and care, giving our customers greater confidence and the elevated experience they deserve and expect.