TSE:NFI

New Flyer Industries Inc. (NFI.TO)

25.63
-0.02 (0.08%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
448 watching
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

New Flyer Industries Inc. (NFI-T) appears to be at a pivotal point in its recovery, with many experts optimistic about the company's future. After experiencing significant challenges, including supply chain disruptions and a battery recall, there are signs that the worst may be behind them. Investor sentiment remains positive, with mentions of a growing backlog of orders and the potential for increased profitability as these issues are resolved. While the company has faced rough times, experts see current lows as opportunities to accumulate shares, especially with reduced competition and higher pricing power in the market. The outlook includes hopes for reinstating dividends in the coming years, making it a compelling consideration for investors willing to take a calculated risk.

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Consensus
Positive
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Valuation
Undervalued
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COMMENT
Leveraged to the bus industry. Because public transport is becoming more important, they should do quite well. Most of their customers are governments, which are subject to local politics and budgets. Should do reasonably well. Wouldn't want to hold it or a long-term.
BUY
Had a couple of difficult quarters. Manufactures almost 45% of the buses in North America and there is a huge government subsidy program for US cities. A couple of cities cancelled orders, which hurt them more than expected but the last quarter was very good. Likes the new management.
PAST TOP PICK
(A Top Pick Jan 28/09. Up 12.71%.) Reduced his holdings but at this point, would be a cautious buyer.
HOLD
(Market Call Minute.) Building buses is a tough business involving unions.
WEAK BUY
Public transportation should benefit from infrastructure spending. Eventually bus fleets will be replaced with more fuel-efficient vehicles. Long term you could be ok.
PAST TOP PICK
(A Top Pick Dec 19/08. Up 23.6% excluding the $1.17 distributions.) Ran into some problems in the 2nd quarter but solve them in the 3rd. Have a backlog of about 4 years. You would of almost 12%.
BUY
Urban bus manufacturer. Facilities in Winnipeg and Minnesota. Has dominant market share and winning a fair share of new orders. New CEO is very impressive. Generates a lot of cash flow. Almost 12% yield should be sustainable.
DON'T BUY
(Market Call Minute.) Bus industry is being hit with a lot of municipalities not able to afford to buy buses.
COMMENT
Relatively low pay out ratio. A bit concerned about their business outlook as they have lost some orders. A lot of new bus funding comes from the state levels that are having difficulty with their fiscal situation. Also have continually over promised and under delivered on their quarters. Backlog is quite extensive and they have a lot more orders than they can fill in the next couple of years. 14.4% yield.
BUY
Bus manufacturer. More and more money is going to be sunk into public transportation. Earnings prospects are quite good. 11.9% yield.
BUY
Bus manufacturing. Enormous backlog and the outlook for the next 18 to 24 months is very good. Tend not to be very good at market timing so the quarter came in a little bit lumpy. Not subject to the tax rules. Reasonable holding for the long-term. 11.8% yield.
COMMENT
Appears to be a company in a promising industry at the right time. A lot of infrastructure spending is slated to go into public transportation. Has a significant backlog.
BUY
Largest bus manufacturer in North America. Primarily city buses. Likes this one very much. High yield.
BUY
(Market Call Minute.) Manufacture buses. Quite interesting right now and are fairly well positioned.
TOP PICK
Winnipeg-based bus manufacturer including green transportation and meet all the US criteria. Have 42% of the North American bus market. Huge order backlog. Urban transport will be top of the agenda under the new US administration. New CEO is the right man for the time. 12% yield.
Showing 436 to 450 of 468 entries