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Bullboard - Stock Discussion Forum 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... see more

TSX:BBD.A - Post Discussion

Bombardier Inc. > Q3 deliveries - Info from CCAR and FAA
View:
Post by MyNameIsNobody on Oct 02, 2024 7:27am

Q3 deliveries - Info from CCAR and FAA

Here's what I have from CCAR as well as FAA and what I make of it.

CCAR
- 33 deliveries were made during Q3.

FAA
- 7 of the 33 deliveries are still registered as owned by Bombardier.
-  2 have been registered on October 1st (Technically Q4 but I'll count them in the delivered in Q3 since they both were exported on 9/27 according to CCAR)
- 5 deliveries made during Q2 and still registered as owned by Bombarder by the end of that Q were registered to customers during Q3.
- 1 aircraft exported during Q3 2023 was registered to USAF in Q3 2024 (I'm assuming this is a Bombardier Defense delivery)

this all makes for a delivery count of 33-7+5+1= 32

The mix looks like 19 Globals and 13 Challengers.  Last year's Q3 mix was 15 Globals and 16 Challengers for a total of 31 deliveries and revenues of 46.2M$ per aircraft.  I'll assume this 46.2M$ as a minimum for this Q and say that manufacturing revenues will be somewhere north of  1.478B$

Nice numbers, and remember, this is just a 'guestimate'

GLTAL
Comment by Tempo1 on Oct 02, 2024 8:09am
Nice job , nice report, nice conclusion. Technically well done MyName, thanks.  
Comment by Thebomber2023 on Oct 02, 2024 8:40am
Myname you did very well with the guestimate table, very good work 
Comment by Letsmakemoredol on Oct 02, 2024 5:18pm
this is very helpful and wanted to write to say my thanks  With services revenues of 500 mil we are looking at a minimum $2.0 Bil quarter
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