New Flyer Industries Inc. (NFI.TO) Buy, Sell…

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New Flyer Industries Inc. (NFI.TO)

23.70

+0.48 (2.07%)

as of Jul 3, 2026, 7:59:59 pm Market Open.

449 watching

Investor Insights

Jul 5, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

New Flyer Industries Inc. (NFI-T) is recognized as a solid investment opportunity despite recent challenges. While the company has faced supply chain issues and a battery recall that affected production, experts emphasize the strength of its underlying fundamentals. A full order backlog and reduced competition are noted as positive indicators for future growth. Investors are encouraged to accumulate shares during this rough patch, with expectations of reinstating dividends in the coming years. The overall sentiment is one of patience, as the company is well-positioned to capitalize on increasing demand for buses, particularly electric models that command higher profit margins.

Consensus

Positive

Valuation

Undervalued

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WATCH

Fantastically run business. Covid shortages hurt, weren't able to deliver buses, so inventory built up, stressed the balance sheet. Demand is great, but they can't supply. Looking to renegotiate debt. At cusp of supply challenges easing and turning around. Watch the next couple of months. Reports next week.

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PARTIAL BUY

Will it survive?

Negative run. Production and operational issues. Down here, a lot of the bad news is in. Balance sheet needs a little bit of work. Strong product line. Gone from a darling to a dog, and that's when he starts looking. Still not cheap on today's valuation, as they're coming off losses. Lots of potential to drive sales, lots of demand for the product. He's taken a small position and will watch the next couple of quarters.

DON'T BUY

It made a lot of deals where buses were sold at fixed prices but its costs are higher now due to supply chain issues. The company will survive but has to re-negotiate with its banks, which is always painful. It is a good company in a bad situation, therefore look elsewhere.

DON'T BUY

On a longer term chart, you can see what's going on. A falling knife. Longer term, consistent down trend. Avoid. He loves industrials, but you want the ones with charts up and to the right. NFI is not along for the ride, and when you see that much of a divergence, it's a big warning flag. See his Top Picks.

DON'T BUY

Transit bus manufacturer.
Does not own shares in the company.
Failed to execute on production.
Balance sheet very leveraged.

BUY

Owns shares in company.
Supply chain problems going away.
Current share price presenting good buying opportunity.
Excellent prospects for the company.
Bus demand will continue to rise.

DON'T BUY

It has many problems including supply chain issues and a lot of debt. It has just been de-listed from the TSX. Good one to sell for tax loss purposes.

RISKY

Struggling because of supply chain shortages. Stopping production for a couple of weeks, which reduces cashflow. Running up against bank covenants. Dividend could be cut or equity raised. Record bidding activity and opportunities. If they can overcome this hurdle, quite a bit of upside. Liquidity is fine.

PAST TOP PICK

(A Top Pick Dec 09/21, Down 54%) Supply problems with chips. Demand for coaches is down a lot. Orders are starting to pick up. Coming up against its covenants, so it's more speculative than investment now. Big backlog. Expects a rapid rise once markets recover.

WAIT

They've had many problems with supply chains and execution on delivering their backlog. Despite the share pullback, she's still waiting to see when the supply chain is resolved. A wait and see story. The balance sheet is a little levered too.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Infrastructure spending on ‘hold’. Missed estimates and reduced guidance. Dividend cut and deliverables down. Leveraged balanced sheet doesn’t help.

PAST TOP PICK

(A Top Pick Oct 05/21, Down 43%) Disappointing. He'd expected latent demand for their buses, gas and EVs. There failed to be a quick recovery in production while government funding did not pan out. Supply chain problems were a major factor. The company faced debt problems and had to do an equity issue which diluted share. He sold at a loss.

SELL

It has too much debt and is struggling with EBITA. It is moving to electric buses but has to prove it has the financial resources to build them.. Bombardier is a good alternative. Even though it also has high debt it is paying it down with lots of free cash flow.

HOLD

On his radar, as it's off 75% from the peak. Likes the business long term. Lots of cost issues on currency, components, and demand. Bounced on earnings, still troubles ahead. Fundamentals from its days of trading high are probably still intact.

PAST TOP PICK

(A Top Pick Jul 07/21, Down 50%) Turnaround story, value play, cyclical. Didn't work out. He sold.

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New Flyer Industries Inc. (NFI.TO)