Q2 'Manufacturing and others' estimate... so farI've decided to have a bit of fun with the numbers for deliveries revenue and this is what I came up with:
* The 'Manufacturing and other' line from quarterly results might include something else than deliveries but since we do not know the ins and out, I'm using it as basis for deliveries revenues.
* Q2 2024 is only a 'guesstimate' since it's not over and even if it was I'd still call it that way
Q | Manuf Rev | Deliveries | Rev/Aircraft | Mid vs Large | Percentage |
Q2-23 | 1.237B$ | 29 | 42.7M$ | 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 | 1.193B$ | 26 | 45.9M$ | 10 - 16 | 48.5 - 61.5 |
I chose to 45.9M$ for average revenue per aircraft for Q2 since the ratio of Q4-2023 looks closest to what we have so far.
Bombardier has delivered 3.75 aircrafts per week for the last 30 days. If we conservatively add 5 more before the end of June, we'll add 229.5M$ to the 'guessed' revenues so far... lots of guesses.. making 'Manufacturing and other' revenues for Q2 more or less 1,422.5B$
Feel free to chime in if you see mistakes in there.
GLTAL