Bombardier (TSX:BBD.B) is a number one producer of enterprise jets. The corporate has developed from the place it stood a decade in the past, in an excellent means. Even higher, there’s nonetheless significant upside for traders trying to place themselves early within the new yr.
Right here’s a take a look at the corporate, what’s modified, and why it issues this month.
Enterprise snapshot
First, let’s state the apparent. This isn’t the Bombardier from a decade in the past. The corporate is now not burdened with staggering debt or a number of unrelated enterprise traces that weren’t producing a revenue.
The inventory value has additionally gone from being a penny inventory on the verge of being delisted to a market darling buying and selling over $270 per share. That features a practically 200% achieve over the trailing 12‑month interval.
At this time’s Bombardier is targeted solely on being an industrial producer of enterprise jets. No extra business jets or trains.
And demand for enterprise jets continues to surge.
Bombardier’s extremely profitable Challenger and World sequence jets are a key motive for that spike. Lately, the corporate launched the extremely anticipated and refreshed fashions of these jets, which haven’t solely damaged quite a few data but additionally swelled Bombardier’s order ebook to new ranges.
Bombardier’s new era of jets
Bombardier’s newest jets are sometimes seen as a brand new era of aviation because of their rising record of achievements.
That features the World 7500 jet, which is broadly considered one of the adorned enterprise jets ever. The jet set distance and pace data on long-haul enterprise routes comparable to New York-London and Tokyo-Los Angeles, averaging speeds above 1,000 km/hour.
The truth is, the World 7500 broke the business-jet pace report from Los Angeles to New York, finishing the route in 3 hours and 54 minutes.
The jet additionally holds an ultra-long-range report, flying nonstop from Sydney to Detroit.
The World 8000 holds the same distinction, notably in pace. The jet carries a high pace close to Mach 0.95, making it the quickest civilian plane because the Concorde period ended.
These data are greater than bragging rights. They symbolize long-term demand, product differentiation, and brisk deliveries.
What about outcomes?
Within the third quarter of 2025, Bombardier delivered 34 jets, up from 30 within the prior yr. That is important as a result of the outdated Bombardier from a decade in the past was recognized for slipping on deliveries.
That enhance in deliveries helped drive 11% income development and allowed Bombardier to beat expectations.
Even higher, the corporate has a whopping $16.1 billion backlog spanning a number of years. Bombardier’s free money movement can also be rising and anticipated to hit $1.5 billion by the tip of the last decade.
Why January?
Regardless of Bombardier’s stellar efficiency, there’s nonetheless significant upside for traders. For traders looking for a development play in a resilient sector that continues to outperform its friends, Bombardier is close to the highest of any investor’s purchasing record.
Throw within the supply momentum the corporate has proven and the potential increase from fee cuts anticipated this yr, and you’ve got a strong choice for any well-diversified portfolio.
Purchase it, maintain it, and let Bombardier’s momentum work in your favour this yr.
