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TSE:BBD.B

Bombardier Inc (B) (BBD.B.TO)

339.50
-9.04 (2.59%)
as of Aug 19, 2026, 8:00:00 pm Market Open.
385 watching
0
Investor Insights
star iconAug 19, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Bombardier Inc. has shown tremendous growth and recovery from a near-bankruptcy state, evolving into a pure-play business jet leader with a robust balance sheet. Analysts are positive about the company's future, citing strong jet-delivery growth and a significant increase in services revenue, alongside favorable market dynamics in aerospace and defense sectors. Although the stock traded much lower in the past and has now seen significant appreciation, experts recommend a cautious approach, suggesting potential trimming of positions as valuations reach full prices. Investors are keeping an eye on external factors such as government contracts and political changes, which may impact future performance. Overall, Bombardier is viewed favorably, but careful observation of price movements and market conditions is advised.

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Consensus
Positive
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Valuation
Overvalued
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Embraer, ERJ
RISKY

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.

BUY

Solid progress in supply chain management. Great with debt repayment. Solid order activity. Transformed themselves. Sold off on macro concerns of pre-owned inventory, this is overdone. He models 46% EPS growth, trading under 10x. Under-owned. Attractive here.

DON'T BUY

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.

DON'T BUY

Canadian tax payer bailout not working out. 
Very high debt levels - not founder owned/run.
Would not recommend investing in.
Management team not strong. 

WATCH

Has a research file on it, but hasn't pulled the trigger yet. Pure play on premium business jet market. Making intelligent moves such as diversifying into parts and maintenance. One concern is that ratio of order intake to sales slipped during the quarter. Bullishly predisposed to it.

Unspecified

It has had great volatility over time and now recently as well. The FMV has been pushed up rapidly by analysts' earnings expectations. It is now trading at 12X BV where it has peaked at before. Downside risk is 42%.

WATCH

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.

DON'T BUY

It has always been over-leveraged and is still that way today. It has had to dump positions just to stay afloat. It is in a decent place with the jet business but not enough to warrant buying it.

BUY ON WEAKNESS

Current share price presenting buying opportunity.
Company recovering from recent problems.
Future is brighter for the business.
Cheap share price relative to peers.

DON'T BUY
It has been over-leveraged for 20 years and has had to sell some of their best businesses. It is a much thinner company now with the jet component the only one left. The planes are good quality but the company is more leveraged than any of its major competitors.
DON'T BUY
Not the company it used to be, so many of its parts have been disposed of. Now it's a business jet manufacturer, a hot market at the moment. Balance sheet remains a mess, huge amount of debt and unfunded pension debt. Company now viable but he'd be cautious, as debt is being rolled over at higher interest rates.
Unspecified
There has been a stock consolidation. It has been transitioning into focusing more on the business market. A recession would be a concern through lag time in orders and deliveries. Has done well in the past few weeks.
DON'T BUY
Issues around balance sheet, leverage, and selling assets. Struggling to have positive earnings. Look to other names for industrial exposure, such as WCN, CP, or CNR. All 3 of these names have good long-term economic moats, generate free cashflow, fairly high quality, can see earnings growth over time, and have sold off with the market.
DON'T BUY
Stay away. No fundamentals. No net worth at -3B. Depends on government. Avoid.
BUY ON WEAKNESS
Has been super impressive. Exceeded estimated free cash flow and execution. 2025 estimates may be a little too high. Very high debt - $7billion - which is a problem. Could accumulate in non-registered account with risk capital at lower levels.
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