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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

Comment by Letsmakemoredolon Oct 24, 2024 10:54am
118 Views
Post# 36280243

RE:RE:Gulfstream

RE:RE:Gulfstream
Skyisthelimite wrote: 3000 planes=3.3B VS 5000 planes=5.5B..U$...we are not there yet but the potential is huge. And I dont need to remind you that that division has 20% margins 
Gltalongs


sky, agreed.  although I don't know the make up of Gulfstream's current >3000 planes they service vs BBD's.  I have to assume its made up of larger planes vs mid size given sales and since larger planes have a higher $ service than mid I don't think you can do a linear, but I get your assumption.

regardless there is substantial growth that BBD can get in the service department. BBD is saying 50% growth thru 2030 in services which I think like guidance is conservative.  I believe services are closer to 25% than 20% margins.

Assuming $2.0B in 2024 I'll take a guess at 75% growth which is $3.5B by 2030.  859, you are good at this stuff too, want to weigh in?
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