TSE:NFI

New Flyer Industries Inc. (NFI.TO)

24.90
+0.36 (1.47%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
449 watching
0
Investor Insights
star iconJul 13, 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) is showing promising signs of recovery as it approaches an earnings inflection point, according to expert reviews. Many analysts believe the company's worst challenges are behind them, with supply chain issues becoming manageable and a significant order backlog in place. Investors are encouraged to accumulate shares during turbulent times, as competition has dwindled and pricing power has improved. The business remains complex, especially with current battery issues, but its essential service ensures a solid foundation for future profitability. Overall, the sentiment reflects cautious optimism as the company navigates through its transitional phase with hopes for dividend reinstatement in the future.

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Consensus
Positive
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Valuation
Undervalued
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WEAK BUY
Likes it now. Big drop. Forming really nice basing pattern. Accompanied by nice volume. If it can stay here, could see it going back up to low $40s. If it goes down $1, could get back to the low $30s. Take a small position and keep an eye on it.
WEAK BUY
Stock got oversold. Sales and orders slowed down, plus there was consolidation. Whole manufacturing sector not the best place to be. Great company. Perhaps priced as a growth company, rather than a cyclical. Not her favourite stock in the world, but likes it here. (Analysts’ price target is $44.00)
HOLD
They pulled back recently. They announced an acquisition in the UK which will allow them to have growth opportunities outside North America. There may be slower growth going forward in the US as most of the bus acquisitions by municipalities were based on 'The Fast Act' in the US which helped them fund buses after the 2008 recession.
HOLD
They bought a UK company with their largest markets being the UK and Hong Kong. Those two markets have been depressed. It could turn out in the long run to be a very good move for NFI-T. He thinks their dividend is fairly safe at these levels. Longer term he thinks they are in a good position.
BUY
Just bought it. Loves it. Great Canadian success story. Core of earnings is about maintaining buses. Extremely high free cash flow, which allows them to do acquisitions like the recent one. Yield is 4.49%. (Analysts’ price target is $43.57)
HOLD
It had been a market darling. The last number of quarters have not been great and it sold off over 6 months. Now they acquired a UK company and the stock is acting well. The acquisition has lower margins than they do so the stock could come down. He would continue to hold it and hopefully they come out with better earnings over the next couple of years.
HOLD
Sold it in April last year at $49 as their reported earnings were significant below street consensus. The stock has come down quite a lot. It has a nice yield. He thinks it is going to be kind of dead money in terms of capital appreciation for 12 - 18 months. The UK purchase is transformational for them and it is good financially. The dividend is safe.
COMMENT
This was a big win for him years ago. They were hitting some problems. The back drop should be good because buses are old and replacement demand should be good. But demand for new is shrinking in the industry. He does not like the name particularly now. He feels the dividend is probably okay.
BUY
He doesn't follow this, but the $31 level is key. NFI has held this for six months. That said, it was well over $60 at the start of 2018. Infrastructure money fell away. $40 is resistance. He has a buy signal this week as indicators are turning up.
BUY
They announced last week another acquisition out of Scotland. They paid a fair multiple. It keeps their debt level at a reasonable level. This is a game changer that will see the stock rise substantially over the next few years.
TOP PICK
They just announced another acquisition -- this one out of North America. It now has a decent multiple. Analysts have raised estimates by 15% for next year following the transaction. Yield 5.09%. (Analysts’ price target is $43.43)
BUY
It was one of the Canadian darlings but has suffered since. It got ahead of itself on a valuation basis. As soon as they had some bad news, the market really punished them. At these levels, they are real beat up and sees this as an opportunity. He thinks you will be happy owning this in a year's time.
BUY
It is attractive at this level. It is going to do well going forward. He doesn't know how well relative o other stocks. He likes another similar company but he is OK with this stock.
COMMENT
Has come off a fair bit. One factor could be that US federal government helps pay for municipal buses, and this expires in 2020. So long-term funding is in question. Stock got ahead of itself in the last couple of years, so now it's normalizing.
PAST TOP PICK
(A Top Pick Mar 14/19, Up 7%) He got it the day after a bad earnings day. His timing was good. They are into long term electrification of our transit system. Public transit is an important part of a sustainable economy. It pays a really stable dividend.
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