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

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New Flyer Industries Inc. (NFI.TO)

24.98

+0.12 (0.48%)

as of Aug 7, 2026, 8:00:00 pm Market Open.

448 watching

Investor Insights

Aug 8, 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 emerging from a difficult period, with experts noting that the worst may be behind them as indications point towards an earnings inflection. Despite facing significant supply chain challenges and a recent battery recall, the company enjoys a solid backlog of orders and improved pricing power due to reduced competition in the sector. Some analysts view recent market conditions as an opportunity for investors to accumulate shares, emphasizing that while the business remains complex, it also provides essential services that are difficult to displace. There is cautious optimism regarding the reinstatement of dividends in the future, indicating a potential turnaround. Overall, experts are encouraging patience, as the company is poised for a stronger future performance once current issues are resolved.

Consensus

Positive

Valuation

Undervalued

Similar

Ebus, EBUS

WEAK BUY

It has not had a great year. He sold half the position at $50. It is very competitive in a consolidating industry. Under $30 he was thinking a adding to his holding. Longer term, this could be a buy today. Recent deliveries have been below expectations, but this can change quarter-to-quarter. The coach side may becoming more competitive, but they still do well in the US markets. One of the better industrial companies in Canada.

TOP PICK

He never understood its run-up or why investors are abandoning it now. It's off 50% from its high, yet are increasing its dividend, trades at 10x earnings, and pays a 5.1% dividend. The rapid urbanization of North American is a tailwind, and governments are buying zero-emisson buses that NFI builds. (Analysts’ price target is $42.63)

DON'T BUY

We had a short on it last fall. At the time, he thought the valuation was rich. They missed two straight quarters last year, but they are better shape now. He doesn't see much growth here in this sector. Also, there's lots of competition; they lost some bus contracts.

PAST TOP PICK

(A Top Pick May 17/18, Down 41%) They had challenges that spooked investors. He thinks it is cheap at 9 times earnings and does not feel the dividend of over 5% is at risk. He will continue to hold it. It is cheap here.

DON'T BUY

Their back orders are down, but isn't totally sure why it's taking such a hit. Don't buy until it breaks out. OK yield and top management. He likes it and is waiting to enter it. It needs to build a base then breakout.

COMMENT

The issue is that the stock ran up on valuation and came off with cyclical stocks. He would prefer LNR-T but both will recover over the next couple of years.

DON'T BUY

It was a hot company. Their balance sheet worsened as sales slowed.

BUY

Leaders in North America. Ridiculously cheap. Management's done a great job over the years. Institutional managers have been bailing because growth has slowed. Value investors are slowly coming in. Hang on at this price. He'd invest at these prices. Really good dividend, huge buybacks. Basically an oligopoly. Steady business over the long run, though lumpy between quarters.

TOP PICK

They've missed guidance in recent quarters and has come off, but there's now support at $30. You can trade it around $35 or hold to the mid-$40s. This won't turn around quickly, because of tariff issues. They have a good backlog and track record. (Analysts’ price target is $43.00)

DON'T BUY

It was a darling for a while, and is now off quite a bit (it's halved to $30). They make buses, so once you sell them, you must wait for cities to order more. They need to show one or two quarters of growth for this to rise to the high-$30s.

TOP PICK

They have been so aggressive at moving toward hybrid and electric busses. Municipal governments want to cut costs and meet climate goals. They are more interested in low carbon transit options. He is thrilled to see them moving so far ahead with hybrid and electric busses. It can do well. The city of Toronto just bought a bunch of these busses. (Analysts’ price target is $48.14)

DON'T BUY

It was a high-flyer a few years ago. They've increase their dividend. The bus market has been challenged. Most of their clients are US cities which can't go into deficits, so that hits NFI's orders.

DON'T BUY

NFI has pulled back for some time over concerns of a slowing US economy. Buses are a mature sector, too. They bought a company to source the after-market, but that resulted in soft earnings.

BUY

It's taken quite a dip recently after a good run-up. Now, it's a buy. He follows it. The multiple has fallen to a reasonable level. Nothing hugely negative has hit them. Good operators.

DON'T BUY

Sold it last summer because he felt the bus cycle ended in early 2018. A flag was NFI's bad Q1-2018. There were lower orders. Busses are in long, multi-year cycles. The 4% yield is decent which you can collect on its own. The stock has probably bottomed, but the stock (and cycle) won't rise for a year or even two.

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New Flyer Industries Inc. (NFI.TO)