
TSE:BBD.B
This summary was created by AI, based on 15 opinions in the last 12 months.
Bombardier Inc has shown significant recovery and growth over recent years, transforming into a leading player in the business jet market while effectively managing its debt levels. Analysts highlight a robust order book with a 43% growth in new orders and a 25% increase in service revenues year-over-year. The aerospace sector exhibits strong fundamentals, benefiting from increasing demand and favorable government contracts, while private aviation remains economically sensitive. Experts express both caution regarding valuation and optimism about future performance, indicating potential upside despite current high multiples. Overall, Bombardier's renewed focus on business jets, impressive balance sheet improvements, and potential defense contracts position the company well within the aerospace landscape.
He's been in business for 30 years, and BBD has never been a good long-term stock. Now, it's in the right space with industrials. The stock is in the bottom of its trading range; if it breaks below that, this will probably return to $30. BBD has a had a decent run this, year the 30-year chart is a heartbreaker.
He's been watching it, as it's regained momentum. Streamlined from its legacy business, now focused entirely on private aircraft. Business prospects are getting better. Private aircraft are big-ticket, discretionary. Order book could get cold if corporate profits decline. Facts have changed, he's changed his mind, and the company is now investment-grade at least.
A horrible loser for 20 years. New strategy to get into a very narrow market is working well. Disappointed last quarter on free cashflow and margins, stock came down quite a bit. At 5.9x, trades at half the valuation of peers. PE is 6x 2025 numbers. Growing at 34%. A risky name.