EarningsQ2 2025 Earnings Report

Bombardier (BBDBN) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2025

MX:BBDBN Q2 2025 EPS Results

Actual EPS$18.76

Consensus EPS$17.92

Beat/MissBeat by +$0.85

One Year Ago EPS$17.58

MX:BBDBN Q2 2025 Revenue Results

Actual Revenue$34.43B

Expected Revenue$35.43B

Beat/MissMissed by -$1.01B

YoY Revenue Growth-6.82%

Earnings Announcement Details

QuarterQ2 2025

Date07/31/2025

TimeBefore Open

Conference CallThursday, July 31, 2025

MX:BBDBN Upcoming Earnings

Bombardier's next earnings date is estimated for November 5, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

MX:BBDBN Q2 2025 Earnings Call

0:00 / 0:00

Q2 2025 Earnings Slide Deck

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Jul 31, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call revealed strong achievements in securing significant aircraft orders, growth in services revenue, and improvements in the financial strategy through debt refinancing and credit rating upgrades. However, these positives were somewhat offset by the year-over-year revenue decline, ongoing supply chain challenges, and negative free cash flow. Overall, the positive aspects seem to outweigh the negative ones, but the challenges still present notable concerns.

Company Guidance

In the second quarter of 2025, Bombardier reported strong financial performance, with revenues reaching $2 billion, featuring a notable 16% year-over-year increase in service revenues to $590 million. The company achieved a unit book-to-bill ratio of 2.3, thanks in part to a significant order for 50 aircraft, contributing to a backlog of $16.1 billion. Bombardier delivered 36 aircraft in the quarter, maintaining the same level as the previous year, and plans to deliver over 91 aircraft in the second half of the year. Adjusted EBITDA stood at $297 million, with an EBITDA margin of 14.6%. The company successfully refinanced $500 million of senior notes, reducing its average long-term debt coupon by 11 basis points, and received credit rating upgrades from S&P Global Ratings and Moody's. Bombardier anticipates generating more than $1 billion in EBITDA in the second half of the year, supported by a favorable delivery mix and strong demand for its aircraft, including the upcoming first delivery of the Global 8000.

Significant Aircraft Order

Bombardier secured a firm order for 50 aircraft in one transaction, which significantly contributed to the backlog jump and resulted in a unit book-to-bill ratio of 2.3.

Strong Services Revenue Growth

Services revenue reached $590 million, up 16% year-over-year, contributing 29% of total revenue for the quarter.

Growing Backlog

The backlog grew to $16.1 billion, supported by the strong book-to-bill ratio.

Debt Refinancing and Credit Rating Upgrades

Completed $500 million debt refinancing, reducing the average coupon by 11 basis points, and received credit rating upgrades from S&P Global and Moody's.

Global 7500 Achievements

The Global 7500 achieved its 135th speed record, setting the bar for the industry with the most city pair speed records of any business jet type.

MX:BBDBN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 05, 2026	2026 (Q3)	27.08 / -	20.455	―
Jul 30, 2026	2026 (Q2)	22.38 / 42.26	18.765	125.23% (+23.50)
Apr 30, 2026	2026 (Q1)	12.98 / 30.60	10.312	196.72% (+20.29)
Feb 12, 2026	2025 (Q4)	57.44 / 81.15	50.885	59.47% (+30.26)
Nov 06, 2025	2025 (Q3)	23.77 / 20.46	12.51	63.51% (+7.95)
Jul 31, 2025	2025 (Q2)	17.92 / 18.76	17.582	6.73% (+1.18)
May 01, 2025	2025 (Q1)	11.26 / 10.31	6.086	69.44% (+4.23)
Feb 06, 2025	2024 (Q4)	35.84 / 50.88	23.16	119.71% (+27.72)
Nov 07, 2024	2024 (Q3)	12.59 / 12.51	12.341	1.37% (+0.17)
Jul 25, 2024	2024 (Q2)	13.59 / 17.58	12.172	44.44% (+5.41)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed