TSE:NFI

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
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Investor Insights
star iconJul 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 currently experiencing both challenges and opportunities within its operational landscape. Expert reviews suggest that while the company has faced significant supply chain issues and a battery recall that impacted production timelines, the underlying fundamentals remain robust. Investors recognize a growing backlog of orders and see this as a chance to accumulate shares during a weaker market phase. Many believe that the company is undervalued, particularly in light of its essential service in public transit and reduced competition due to some rivals exiting the industry. Overall, patience is emphasized as the company navigates through its transitional challenges, with potential hopes for a dividend reinstatement in the coming years.

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Consensus
Positive
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Valuation
Undervalued
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Similar
ABEV
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.
BUY
Have at healthy backlog of bus parts. Governments want to promote transit ridership.
Showing 436 to 450 of 467 entries