Bombardier Inc. T.BBD.A

I thing the number mentonned by BB859 is very close.

[Tictac99]

For those who want to extrapolate Q2 revenues without being 100% accurate, this may give you an idea: since Q2 2022 Bombardier has sold 248 aircraft (small and large) for sales of over $14,994,000,000, or the equivalent of $60,459,677 per small and large aircraft, including after-sales service. So as of today we're down to 26 sales for Q2 this would give total sales to date of $1,367,000,000. So I think the forecasts mentioned are very close to reality. Finally, I agree with many people here that, barring unforeseen events, it should be a good Q2. 

 

2022	1	Q2	1 557 000 000	26	59 884 615
2022	2	Q3	1 455 000 000	25	58 200 000
2022	3	Q4	2 655 000 000	42	63 214 286
2023	4	Q1	1 453 000 000	22	66 045 455
2023	5	Q2	1 675 000 000	29	57 758 621
2023	6	Q3	1 856 000 000	31	59 870 968
2023	7	Q4	3 062 000 000	53	57 773 585
2024	8	Q1	1 281 000 000	20	64 050 000
Total			14 994 000 000	248	60 459 677

Bonne journe vous tous. 

Translated with DeepL.com (free version)

[BBDB859]

I think that we'll have an average of $42M per plane for Q2/24 because we are still building more smaller planes. Q1/24 was $40M per plane average. This average will easily go to to $45M per plane for Q3 & Q4 when the G7500 parts scenario ramps up. Plus you can count on $500M for Service for each quarter. So 26 X $42M = $1.1B  Service for Q2 = $500M So I see $1.7B for Q2, given that

[Jacques4444]

Q2 2023: 29 planes, 1,675,000,000 revenues, 428,000,000 aftermarket. So far, we seem to have reach the same revenues, still 10 open days for new delivery. Can BBD reach 2 billions revenues? CCAR give 2 more planes for Q1 + defense delivery + Canadian delivery...maybe!

[BBDB859]

Jacques, at $1.7B in Revs I thought I was a little high. You are way higher. I don't think that we can get to $2B right now in Q2/24. In Q2/25 anything is possible? Because we'll  have higher production (150/155) and no more G7500 parts problem. So we'll have more G7500 delivered in 2025.

[stock4life48]

RBC forecast is 1.251B in plane manufacturing, 479M in services = total revenue of $1.741B. EBITDA 259M, Adj EPS of $0.34, FCF of ($155M).  Slight upstick in Net Debt of $163M Goes without saying all figures in USD

[BBDB859]

This RBC estimate is probably closer to the Revs. Given that I had $1.1B in the current estimate of 26 deliveries. If we count another 4 deliveries for June, then we have to add another $160M to the total of $1.6B , which would equal $1.76B in Revs. We'll have to wait and see what the official total deliveries will actually be in the ER. My EBITDA estimate is, $320M expected from the higher