Canada · Delayed Price · Currency is CAD Bombardier Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue rose 3% to $2.4B, services set a $701M record, and backlog reached $22.2B. Free cash flow guidance was raised to greater than $1.3B, while supply-chain constraints remain a margin and ramp-up risk.
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Revenue, EBITDA, and free cash flow all rose in Q2 2026, with backlog reaching $28.8 billion and services revenue up 14% year-over-year. Strong demand, disciplined capital allocation, and proactive supply chain management support raised full-year guidance and robust free cash flow expectations.
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Record Q1 free cash flow and strong order momentum drove a 5% revenue increase and 177% rise in adjusted net income. Backlog hit $20.3B, guidance for 2026 free cash flow was raised above $1B, and supply chain issues are improving.
Fiscal Year 2025
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Surpassed all 2025 financial targets with double-digit revenue and EBITDA growth, record free cash flow, and a robust backlog. 2026 guidance calls for continued revenue and margin expansion, with strong performance in services and defense segments.
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Q3 saw double-digit growth in deliveries, revenue, and profitability, with a record backlog and strong free cash flow. The business jet and defense segments are expanding, supply chain normalization is underway, and full-year guidance is reaffirmed.
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Q2 saw a major 50-aircraft order, strong services growth, and robust defense activity, driving backlog to $16.1B. Guidance for 2025 is reaffirmed, with H2 expected to deliver higher revenues, margins, and the first Global 8000 deliveries.
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Q1 2025 saw 19% revenue and 21% adjusted EBITDA growth, with strong aircraft deliveries and services. Guidance for 2025 includes over 150 deliveries, revenue above $9.25B, and $500–$800M free cash flow, with robust defense and services momentum.
Fiscal Year 2024
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2024 saw robust revenue and margin growth, record service revenues, and a strengthened balance sheet, with net leverage ahead of target. Despite strong demand and a healthy backlog, 2025 guidance was withheld due to tariff uncertainty, but management remains confident in resilience and scenario planning.
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Q3 saw record service revenues and double-digit growth in total revenue, with strong aftermarket and manufacturing performance. Supply chain challenges persist but are being managed, and the company remains on track to meet full-year guidance, supported by a stable backlog and robust demand.
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Q2 2024 saw 32% revenue growth, record services revenue, and strong profitability, with robust backlog and order diversification. Supply chain and labor remain manageable risks, while debt reduction and margin expansion are priorities. Guidance for the year is reaffirmed.