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Bombardier Inc. T.BBD.A

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

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 14, 2024 9:27am
159 Views
Post# 36088867

Q2 'Manufacturing and others' estimate... so far

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
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