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Bullboard - Stock Discussion Forum Bombardier Inc. T.BBD.A

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

Bombardier Inc. is focused on designing, manufacturing, and servicing business jets. The Company has a fleet of approximately 5,000 aircraft in service with a wide variety of multinational corporations, charter and fractional ownership providers, governments, and private individuals. The Company designs, develops, manufactures and markets two families of business jets (Challenger and Global... see more

TSX:BBD.A - Post Discussion

Bombardier Inc. > Manufacturing revenues vs mid and large aircrafts
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Post by MyNameIsNobody on Feb 08, 2024 8:59am

Manufacturing revenues vs mid and large aircrafts

Eric Martel mentionned them having to slow down some programs in order to put a larger focus on another because of supply chain issues.

I think this explains the revenues from the manufacturing side to be lower than most here believe. (My number was on the conservative side compared to most and they came in lower than that)

I had based my revenues per aircraft on a number provided by another user from the board, that number being 48M$ per aircraft. The actual number per aircraft this quarter 45.9M$.  That's more than 100M$ less in revenues than the average we had before.  

I believe, and hope, that the program they had to slow down was 7500, it would explain the difference with revenues expected but increase the expected average revenues per aircraft for 2024.
Comment by PabloLafortune on Feb 08, 2024 9:22am
It's in the delivery numbers - mid size growth much stronger than large size thus lower ASP.  
Comment by MyNameIsNobody on Feb 08, 2024 9:30am
That's what I meant.  I forgot to include the numbers, 24 mid-sized and 32 large ones. (43% vs 57%... to keep in mind next quarter..lol)
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