Bombardier shares fall as Q1 results miss estimates

Published 05/01/2025, 10:10 AM
© Reuters.

Investing.com -- Bombardier Inc (TSX:BBDb) reported first quarter earnings that fell short of analyst expectations, sending shares down 3.9% in Thursday trading. The Canadian business jet maker posted adjusted earnings per share of $0.61, below the $0.66 consensus estimate, on revenues of $1.5 billion that also missed forecasts of $1.54 billion.

Despite the earnings miss, Bombardier (OTC:BDRBF)’s Q1 revenues grew 19% YoY, driven by delivering 23 aircraft compared to 20 in the same quarter last year. Adjusted EBITDA jumped 21% to $248 million, with margins expanding to 16.3%.

"Bombardier’s strong start to the year demonstrates our great flexibility as well as the rock-solid fundamentals we have built our business on," said CEO Éric Martel. However, he noted the company is facing "economic uncertainty" and potential impacts from "escalating tariffs" that could affect its supply chain and competitiveness.

The company maintained its full-year 2025 guidance, projecting over 150 aircraft deliveries and revenues exceeding $9.25 billion, higher than analyst estimates of $9.17 billion. Bombardier expects free cash flow of $500-800 million, with the low end reflecting weaker demand in the first half of 2025.

Bombardier’s backlog stood at $14.2 billion as of March 31, with a book-to-bill ratio of 0.9. The company’s available liquidity remained strong at $1.4 billion.

While Bombardier highlighted its improved profitability and cash flow generation, investors appeared focused on the slight miss versus expectations and cautious commentary around economic headwinds. The stock’s decline suggests the market sought a stronger quarterly performance and outlook from the business jet manufacturer.

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