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
0
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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BUY
Mass transit ridership is going up 10 or 15% in the US so has gone into this one mainly because the train and transit business. Margins have always been lousy on this side but thinks there is room for margin expansion as global demand goes up. Energy is going to drive a lot of drivers out of their vehicles.
BUY
New ‘C’ series has possible buyers and rail side show interesting opportunities also
HOLD
(Market Call Minute.) Came up a lot recently on some good announcements. Has gotten a little ahead of itself.
PARTIAL SELL
(Market Call Minute.) Has risen pretty dramatically so would take some profits. Doesn’t feel that airline travel cutbacks and signs of a recession have been priced into this.
TOP PICK
Have been paying down debt, which suggests improvement in credit rating. Margins improving. Solid order books in both transport and aero businesses.
DON'T BUY
Not a fan of the aerospace industry from a commercial point of view. Also highly government supported. Their competition Embraer (ERJ-N) came out with a better plane. At $134 oil, airline industry is having problems. Their clients can cut their backlog back very quickly.
TOP PICK
Great company. There have been improvements in margins, all-time high in order books and improving their debt. Possibly start paying dividends because of their large cash flow.
HOLD
(Market Call Minute.) It’s likely that the market for business jets is going to roll over but the transit side is doing pretty well.
BUY
A very attractive looking stock here. Has been in a pretty good uptrend for over a year and is now clearing its range it has been in coming out of the bear market.
HOLD
(Market Call Minute.) Would like to see exactly how well they do with theC7, as it could be a tremendous albatross if anything goes wrong.
BUY
(Market Call Minute.) Likes this one.
SELL
This is probably a trading stock. You might consider selling it at its current price and try to buy it back closer to $5. Good company with lots of clients and lots of business in the train area but the margins are whisker thin. The plane area is sort of perking up.
COMMENT
People are buying business jets. This is the right stage in the capital market cycle. When there is a downturn, they are in a vulnerable position.
TOP PICK
Continuing to build a huge backlog of planes and particularly trains. Management projections for higher margin increase in profit margins in 09 are actually happening this year. $54 billion in backlog is up 31% year-over-year. Will spin out almost $1 billion in cash and will reduce their levered balance sheet.
COMMENT
They have clearly turned around the business that they have today. Getting wider margins on the aerospace business. Strong transport business that generates strong free cash flow. The problem is trying to figure out what the family wants to do. Will it be a growth company or a cash cow? The C series that they are talking about doing is a big number at $3 billion and what is Boeing's and Airbus’s response.
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