Q3 2025 Bombardier Inc Earnings Call Transcript

Nov 06, 2025 / 01:00PM GMT

Release Date Price: C$192.89

Transcript

Key Points

Positve

Bombardier Inc (BDRAF) achieved Transport Canada certification for the Global 8000, the world's fastest business jet, marking a significant milestone.
The company ranked among the TSX 30 top-performing stocks for the third consecutive year, highlighting strong stock performance.
Bombardier Inc (BDRAF) reported a 13% increase in aircraft deliveries and an 11% rise in total revenue year-over-year.
The company's backlog reached a five-year high of $16.6 billion, supported by a robust 1.3 times unit book-to-bill ratio.
Bombardier Inc (BDRAF) generated $152 million in free cash flow, a $279 million improvement compared to the previous year.

Negative

Supply chain challenges, particularly with engine availability, continue to pose risks, although improvements are noted.
The company anticipates a more backloaded delivery profile for Q4, similar to the previous year, which could impact cash flow timing.
Despite strong performance, Bombardier Inc (BDRAF) remains cautious about potential disruptions in the supply chain.
The company is evaluating production rate increases beyond 2026, indicating potential delays in meeting growing demand.
Bombardier Inc (BDRAF) faces pressure to maintain operational discipline and customer focus amidst plans for expansion and increased production.

Operator

Good morning, ladies and gentlemen, and welcome to the Bombardier third quarter 2025 earnings conference call. Please be advised that this call is being recorded.

At this time, I'd like to turn the discussion over to Mr. Francis de La Fleche, Vice President FP&A and Investor Relations for Bombardier. Please go ahead, sir.

Francis De La Fleche

Bombardier Inc - Vice President, Financial Planning & Investor Relations

Good morning, everyone, and welcome to Bombardier's earnings call for the third quarter 2025. I wish to remind you that during the course of this call, we may make projections or other forward-looking statements regarding future events or the financial performance of the corporation. There are risks that actual events or results may differ materially from these statements. For additional information on forward-looking statements and underlying assumptions, please refer to the MD&A. I'm making this cautionary statement on behalf of each speaker on this call.

With me today is our President and Chief Executive Officer,

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