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