TSE:BBD.B

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

366.24
+4.22 (1.17%)
as of Jul 24, 2026, 8:00:01 pm Market Open.
385 watching
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Investor Insights
star iconJul 26, 2026, 12:00 am

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

Bombardier Inc has shown remarkable growth and transformation in the aerospace and defense sectors. Analysts have acknowledged a significant turnaround from near-bankruptcy to a leader in business jets, with improvements in debt and a solid balance sheet. The company has benefited from increased demand in the aircraft segment, particularly in private aviation, and has secured government contracts that may lead to further growth. Despite the promising outlook, some experts caution that the stock is trading at higher multiples, indicating potential valuation concerns. Overall, optimism persists about its future prospects, with strong service business margins and an expanding order book.

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Consensus
Positive
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Valuation
Overvalued
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DON'T BUY
Their transportation division is an excellent place to be but does not like their aviation side with the business jets and commercial small jets.
DON'T BUY
Not his favourite. Has gotten down to about 5X EBITDA and is starting to look interesting. There was a bit of a run up on the infrastructure side presuming more trains would be needed but that could take years after any announcement. Thinks there is too much government entanglement in the way they get contracts.
COMMENT
Likes the company and even liked the stock when it was around $7. There is a lot of market apprehension about infrastructure, business jets in particular. Very high level of ROE and very strong profit growth. Valuation looks good. It won't go anywhere until corporate spreads narrow in and some of the risk aversion goes away.
BUY
(Market Call Minute.) Getting to a level where it could be looked at as a Buy. Big in mass transit.
DON'T BUY
Infrastructure for trains is great but you have to drill down to the margins, which are very slim for trains. This is mostly a North American story as far as trains are concerned. Regarding planes, anyone that is buying can always back away.
PAST TOP PICK
(A Top Pick Oct 25/07. Down 14.8%.) Still thinks there is great value. Overhang on this company is their aerospace business. People forget there is a transportation side, which is the anchor for the business.
TOP PICK
Aerospace and mass transit. Margins have been improving dramatically. Have decent cash to support their working capital. Strong backlog. Good infrastructure play.
DON'T BUY
Trains and infrastructure products are doing very well and will benefit from governments' infrastructure stimuli. Aerospace side has been hurt by the economy, which is what the market has been focusing on. Wait for a better outlook on the economy.
BUY
Train division is going gangbusters. In the last couple of quarters margins on trains has gotten better. When the US does its big infrastructure project, there will be an incentive to do intercity trains. Big backlog on trains with a smaller one on planes. Growth for regional air transport in Asia looks good.
HOLD
Thinks this company is safe. Massive contracts all the time. Just has to have cash flows to cover its positions.
STRONG BUY
One of his favourites. Off sharply because of concerns on aerospace but he looks on it as an infrastructure stock long-term. ROE level’s extremely high. Rate of profit growth is fantastic. Good fundamentals.
WAIT
The trains are doing the best and are the part that is the least profitable. The high margin business jets are doing the worst because of cutbacks by corporations. They have a pretty good backlog on the planes. Feels the stock is a bargain right now. It still might have some tax loss selling, so wait until January. (He owns some preferreds and bonds.)
PAST TOP PICK
(A Top Pick Oct 25/07. Down 23%.) Continue to deliver earnings growth and value continues to be significantly higher than current price. Have cash and free cash flow. Aerospace business is weak but transportation business still has a very strong backlog.
BUY
Seeing early signs of the stock finally starting to bottom. Seasonality, this is the time of the year you want to start buying this. Tends to go higher right through until the big air shows in the spring. Looks like MACD has turned positive.
BUY
Seasonally, industrial stocks tend to follow the over all broad market, from the end of October through to May. Has been hit hard. Companies haven't slowed sales, but are starting to cut back in preparation of an economic slowdown. On the other hand, he can see large amounts of infrastructure spending taking place, which will include transportation. Thinks it is a good choice at this time and hold it through until May.
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