Bombardier Inc. Class A · TSX:BBD.A
Bombardier Inc. Class A — Q2 2026 Earnings Presentation
15 slides from Bombardier Inc. Class A's earnings presentation, Jul 30, 2026
Slide 1: Financial Results
Financial Results For the second quarter ended June 30th, 2026 JULY 30TH, 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, anticipati
Slide 3: Revenues
Revenues For the three-month periods ended June 30th Revenues Revenues Breakdown Aircraft Deliveries Manufacturing and Services2 Large Medium Other1 $2.15B $2,150M 36 $2.03B $2,028M 32 21 14 $1,476M $1,438M 69% 71% 18 $590M $674M 15 29% 31% Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Notes: Char
Slide 4: Earnings
Earnings For the three-month periods ended June 30th Adjusted EBITDA1 Adjusted EBIT1 Reported EBIT Adjusted EBITDA margin2 Adjusted EBIT margin2 Reported EBIT margin3 $325M $225M $225M $297M $205M $205M 15.1% 10.5% 10.5% 14.6% 10.1% 10.1% Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Notes: Chart
Slide 5: Adjusted net income, adjusted EPS and free cash flow (usage)
Adjusted net income, adjusted EPS and free cash flow (usage) For the three-month periods ended June 30th Adjusted net income1 Adjusted EPS2 Free Cash Flow (usage)1 $228M $257M $2.50 $117M $1.11 $(164)M Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Notes: Chart data may not be to scale. 1. Non-GAAP
Slide 6: Net income and diluted EPS
Net income and diluted EPS For the three-month periods ended June 30th Net income1 Diluted EPS1 $1.87 $1.84 $193M $191M Q2 2025 Q2 2026 Q2 2025 Q2 2026 Notes: Chart data may not be to scale. 1. Only from continuing operations. 6
Slide 7: Bombardier
——_ — , 4 Bombardier
Slide 8: Financial performance
Financial performance For the three-month periods ended June 30th Q2 2026 Q2 2025 Variance Revenues $2,150 $2,028 6% Adjusted EBITDA(1) $325 $297 9% (2) Adjusted EBITDA margin 15.1% 14.6% 50 bps Adjusted EBIT(1) $225 $205 10% Adjusted EBIT margin(2) 10.5% 10.1% 40 bps EBIT $225 $205 10% EBIT margin(
Slide 9: 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 10: 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 11: 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 12: 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 ended Six-month periods June 30 ended June 30 2026 2025 2026 2025 EBIT $ 225 $ 205 $ 392 $ 382 Adjusted EBIT $ 225 $ 205 $ 392 $ 382 Total reven
Slide 13: 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 June 30 2026 2025 (per share) (per share) Net income from continuing operations $ 191 $ 193 Adjustments to net financing expense relat
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 Six-month periods ended June 30 2026 2025 (per share) (per share) Net income from continuing operations $ 244 $ 237 Adjustments to net financing expense related
Slide 15: 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 Three-month periods ended June 30 ended June 30 2026 2025 2026 2025 Cash flows from operating activities - continuing operations $ 338 $ (128)