Bombardier Completes Turnaround Plan, Signaling New Era in Aircraft Manufacturing
Bombardier Inc. has successfully completed its five-year turnaround plan, marking a pivotal moment in the aircraft manufacturing industry. The announcement came during an earnings call held on February 12, 2026, where CEO Eric Martel emphasized the transformation of the company into a more competitive and growth-oriented entity.
Financial Performance Highlights
The company reported substantial growth in profits and revenue. In the fourth quarter of 2025, Bombardier achieved:
- A profit of US$653 million, a significant increase from US$124 million the previous year.
- Revenue of US$3.69 billion, up from US$3.11 billion year-over-year.
- Record fourth-quarter earnings of US$6.41 per diluted share, compared to US$1.16 per share in the same period in 2024.
Turning Point Achieved
Martel stated that the company’s turnaround plan, initiated in 2021, has successfully reinforced its competitive position. He highlighted the expectations for a diversified and opportunistic future, driven in part by the newly established Bombardier Defense unit.
Defense Unit Growth
Launched in 2022, Bombardier Defense has seen robust growth. CFO Bart Demosky noted that the defense segment took a “giant leap forward,” exceeding US$1 billion in revenue. This sector now accounts for 35% of the company’s total revenue, seeing a five percent increase compared to last year.
Future Outlook
For 2026, Bombardier predicts:
- More than 157 aircraft deliveries.
- Revenue exceeding US$10 billion.
Acquisitions and Expansion Plans
Recently, Bombardier announced the acquisition of Velocity Maintenance Solutions, enhancing its maintenance, repair, and overhaul services in the U.S. This move is part of a broader strategy to strengthen its service capabilities.
Demosky expressed an interest in further acquisitions to support growth. He mentioned that the acquisition of Velocity aligns perfectly with Bombardier’s customer service and U.S. service expansion goals.
Overall, Bombardier’s recent achievements and strategic plans signal a new era in aircraft manufacturing, setting the stage for continued success in the industry.
