Bombardier Inc. (BBD.A) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and welcome to the Bombardier Second Quarter twenty twenty six Earnings Conference Call. Please be advised that this call is being recorded. At this time, I would like to turn the discussion over to Mr. Francis Richie de la Fleche, Appreciate the color. Thank you, guys. Thank you, sir. Your next question comes from Fadi Chamoun from BMO Capital Markets. Please go ahead. Thank you. Good morning. Good morning, Fei. So you talked about, you know, demand outgrowing deliveries. I wanted to ask you, where are you in the plans to expand output? Specifically on how should we think about the timing of that expansion in the delivery output and the magnitude, like what level of production is currently supported by the backlog or the demand picture that you see out there? Yeah, that's a great question and a question we're debating here every day. But we have to be mindful of that. The backlog is there, the potential is there, and I can probably easily convince myself to increase the rate across the board. But we have to approach it in disciplined manner. You don't raise the rate for a year or two. You have to see that this is going to be a long term play. And that's why we've already announced and then if you come to our manufacturing site in Montreal right now, we're building a new facility. It's actually progressing very well to exactly do that, to have some capacity. So we've been selective, and it's in the context also that we know as an industry that there is supply chain constraints. So I need two things basically with the team to make that decision is first, we foresee a long term demand and for that product. And the second one is, you know, that the supply chain is capable. And we've taken, I would say, a more careful approach there th...