Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Bombardier Inc. T.BBD.A

Alternate Symbol(s):  BDRXF | BDRAF | BDRBF | T.BBD.B | T.BBD.PR.B | T.BBD.PR.C | T.BBD.PR.D | BOMBF | BDRPF

Bombardier Inc. is a Canada-based manufacturer of business aircraft with a global network of service centers. The Company is focused on designing, manufacturing and servicing business jets. The Company has a worldwide fleet of more than 5,000 aircraft in service with a variety of multinational corporations, charter and fractional ownership providers, governments and private individuals. It operates aerostructure, assembly and completion facilities in Canada, the United States and Mexico. Its robust customer support network services the Learjet, Challenger and Global families of aircraft, and includes facilities in strategic locations in the United States and Canada, as well as in the United Kingdom, Germany, France, Switzerland, Austria, the United Arab Emirates, Singapore, China and Australia. The Company's jets include Challenger 350, Challenger 3500, Challenger 650, Global 5500, Global 6500, Global 7500 and Global 8000.


TSX:BBD.A - Post by User

Post by MyNameIsNobodyon Jun 25, 2024 2:32pm
250 Views
Post# 36105496

Q2 .. if Bombardier has same delivery # than CCAR

Q2 .. if Bombardier has same delivery # than CCARQ2 Manufacturing revenues, based on last few Q stats, might look like this (Still a few days left):

Q ManuRev Deliveries Rev/Aircr Mid-Large ratio
Q2-23 1.237B$ 29 42.66M$ 15-14 51.7-48.3
Q3-23 1.433B$ 31 46.2M$ 16-15 51.5-48.5
Q4-23 2.571B$ 56 45.9M$ 24-32 43-57
Q1-24 0.795B$ 20 39.75M$ 12-8 60-40
Q2-24 1.419B$ 33 43M$ 16-17 48.5-51.5

I've increased the revenue margins per aircraft by 1% for Q2-24 because delivery ratio is tilting on the large models, compared to Q2-23 and margins should naturally improve a bit.

Based on lthis, and service revenues that should increase a bit from the 477M$ of Q1-24, we're now looking at possible total revenues of a bit over 1.9B$ for Q2

What do you guys think? ... too optimistic? Of course we could end up with 5 deliveries less on Bombardier's report than what CCAR listed, like in Q1
<< Previous
Bullboard Posts
Next >>