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Nervous markets await NvidiaThis summary was created by AI, based on 24 opinions in the last 12 months.
Bombardier Inc. (BBD.B) has garnered mixed yet generally positive reviews from various experts in the aerospace sector, particularly regarding its defense and business jet manufacturing components. Many commentators noted the potential negative impacts of tariffs, primarily due to the significant U.S. content in its products. Despite this political vulnerability, the company is praised for its solid fundamentals, strong current and order backlogs, and effective management changes that have improved operations and reduced debt. Investors remain optimistic about future growth driven by increasing demand for private jets and after-market services. The consensus is that while risks remain, especially concerning tariff impacts, the stock is on a recovery trajectory with long-term potential for profitability and growth.
Continues to be an accretive growth story with deleveraging. Tariff noise was unexpected. Still, showing solid execution. Forward 2025 guidance appears achievable. Impressive ability to improve margins. Not expensive at 11x PE for 2026, growing at 17%. Not for the faint of heart.
Very focused on a single segment, private aviation. Increasingly, more revenues are coming from after-market parts and service. Bigger addressable market opportunities with the bigger installed base of its planes.
Growing opportunity in small, but high-margin, segment where they adapt a plane's chassis to reconnaissance planes of NATO allies. Deleveraging, big free cashflow. No dividend.
In his momentum mandate. Best planes out there in medium- and long-range heavy aircraft. Sells to the rich, who keep getting richer, so there's an appetite for their planes. Sold off, probably due to fears of tariff vulnerability. Lots of manufacturing in Canada, though most customers are in US.
Order backlog is good. Supply chains problems are being ironed out. Executing very well. Going after defense and maintenance markets. Good cashflow and de-leveraging to support the shares.
A win for BBD.B, half a win for HON.
BBD.B as a standalone is a very good business, improving margins, focusing on the more predictable and sustainable after-market business. Also growing defense business. Backlog is good. Executed really well, and this can continue. Some concern about how they might be affected by tariffs, but that's overstated.
Good chance to accumulate, but you need a 2-5 year horizon because the stock's done so well and much of the good news has been priced in.
Bombardier Inc (B) is a Canadian stock, trading under the symbol BBD.B-T on the Toronto Stock Exchange (BBD.B-CT). It is usually referred to as TSX:BBD.B or BBD.B-T
In the last year, 8 stock analysts published opinions about BBD.B-T. 1 analyst recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Bombardier Inc (B).
Bombardier Inc (B) was recommended as a Top Pick by on . Read the latest stock experts ratings for Bombardier Inc (B).
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
8 stock analysts on Stockchase covered Bombardier Inc (B) In the last year. It is a trending stock that is worth watching.
On 2025-06-03, Bombardier Inc (B) (BBD.B-T) stock closed at a price of $95.93.
Demand is off the charts. Bump in the road right now is about tariffs on parts, steel, aluminum. Much different business than before. Generating lots of free cash, balance sheet improving rapidly. Manufacturing is a tough business, and he'd rather a segment with more certainty like TDG.