Bombardier Inc. Class A · TSX:BBD.A
Bombardier Inc. Class A — Q3 2026 Earnings Presentation
16 slides from Bombardier Inc. Class A's earnings presentation, Nov 5, 2026
Slide 1: Financial Results for the third quarter ended September 30th, 2026
Financial Results For the third quarter ended September 30th, 2026 NOVEMBER 5TH, 2026
Slide 2: Caution regarding forward-looking statements disclaimer
Caution regarding forward-looking statements disclaimer This presentation contains forward-looking statements intended to assist investors in understanding our objectives, strategies, and future prospects, which may involve but are not limited to: statements with respect to our objectives, anticipat
Slide 3: Revenues
Revenues For the three-month periods ended September 30th Revenues Revenues Breakdown Aircraft Deliveries Manufacturing and Services2 Large Medium Other1 $2.37B $2.31B $2,307M $2,373M 34 33 13 12 $1,672M $1,717M 70% 74% 21 21 $590M $701M 26% 30% Q3 2025 Q3 2026 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Notes:
Slide 4: Earnings
Earnings For the three-month periods ended September 30th Adjusted EBITDA1 Adjusted EBIT1 Reported EBIT Adjusted EBITDA margin2 Adjusted EBIT margin2 Reported EBIT margin3 $267M $266M $382M $356M $227M 11.3% $227M 11.2% 16.1% 15.4% 9.8% 9.8% Q3 2025 Q3 2026 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Notes: Cha
Slide 5: Adjusted net income, adjusted EPS and free cash flow
Adjusted net income, adjusted EPS and free cash flow For the three-month periods ended September 30th Adjusted net income1 Adjusted EPS2 Free Cash Flow1 $182M $183M $1.72 $152M $129M $1.21 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Notes: Chart data may not be to scale. 1. Non-GAAP financial me
Slide 6: Net income and diluted EPS
Net income and diluted EPS For the three-month periods ended September 30th Net income1 Diluted EPS1 $85M $81M $0.77 $0.73 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Notes: Chart data may not be to scale. 1. Only from continuing operations. 6
Slide 7: 2026 Guidance update
2026 Guidance update1 2026 Guidance provided in 2026 our Q1-2026 Quarterly Guidance update1 Report2 Aircraft deliveries (in units) > 157 > 157 Revenues > $10.0 billion > $10.0 billion Adjusted EBITDA3 > $1,625 million > $1,625 million $1,545M 75% $1,442M Free Cash Flow3 > $1.0 billion 78% > $1.3 bil
Slide 8: Bombardier
——_ — , 4 Bombardier
Slide 9: Financial performance
Financial performance For the three-month periods ended September 30th Q3 2026 Q3 2025 Variance Revenues $2,373 $2,307 3% Adjusted EBITDA(1) $382 $356 7% (2) Adjusted EBITDA margin 16.1% 15.4% 70 bps Adjusted EBIT(1) $267 $227 18% Adjusted EBIT margin(2) 11.3% 9.8% 150 bps EBIT $266 $227 17% EBIT ma
Slide 10: Caution regarding non-GAAP and other financial measures
Caution regarding non-GAAP and other financial measures Non-GAAP Financial Measures EBIT excluding certain items which do not reflect the Corporation’s core performance or where their separate presentation will assist users of the consolidated financial statements in understanding the Corporation’s
Slide 11: Caution regarding non-GAAP and other financial measures
Caution regarding non-GAAP and other financial measures Non-GAAP and other financial measures are measures mainly derived from the consolidated financial statements but are not standardized financial measures under the financial reporting framework used to prepare our financial statements. Therefore
Slide 12: Caution regarding non-GAAP and other financial measures
Caution regarding non-GAAP and other financial measures Adjusted EBIT margin Adjusted EBIT margin is defined as the adjusted EBIT expressed as a percentage of total revenues. Management uses adjusted EBIT margin for purposes of evaluating underlying business performance. Management believes this non
Slide 13: Reconciliation of non-GAAP and other financial measures
Reconciliation of non-GAAP and other financial measures Reconciliation of adjusted EBIT to EBIT and computation of adjusted EBIT margin Three-month periods Nine-month periods ended September 30 ended September 30 2026 2025 2026 2025 EBIT $ 266 $ 227 $ 658 $ 609 Impairment and program termination (re
Slide 14: Reconciliation of non-GAAP and other financial measures
Reconciliation of non-GAAP and other financial measures Reconciliation of adjusted net income to net income and computation of adjusted EPS Three-month periods ended September 30 2026 2025 (per share) (per share) Net income from continuing operations $ 81 $ 85 Adjustments to EBIT related to: Impairm
Slide 15: Reconciliation of non-GAAP and other financial measures
Reconciliation of non-GAAP and other financial measures Reconciliation of adjusted net income to net income and computation of adjusted EPS Nine-month periods ended September 30 2026 2025 (per share) (per share) Net income from continuing operations $ 325 $ 322 Adjustments to EBIT related to: Impair
Slide 16: Reconciliation of non-GAAP and other financial measures
Reconciliation of non-GAAP and other financial measures Reconciliation of free cash flow (usage) to cash flows from operating activities Three-month periods Nine-month periods ended September 30 ended September 30 2026 2025 2026 2025 Cash flows from operating activities - continuing operations $ 259