Capital Goods Canadian Community

Key takeaways The main source of income is the market for Low Earth Orbit (LEO) and Medium Earth Orbit Satellites (MEO) with a revenue share of almost 60%. The space industry is currently experiencing strong growth and is expected to grow by an average of 9% per year until 2035.

Bombardier Inc. (BBD-B.TO) has been on a strong upward trajectory, with its stock price climbing from ~$49.69 in early 2024 to ~$85.05 in early 2025.

Key Takeaways Strong order backlog and propulsion-agnostic strategy position the company for revenue growth and market share capture across changing demand types. Favorable North American market conditions and strategies to protect margins may enhance future earnings despite trade uncertainties.

Key Takeaways Record backlog and major project advances are expected to drive revenue growth and consistent earnings with better margin predictability. Strategic acquisitions and sector expansion into energy and international markets aim to diversify revenue streams and improve profitability.

Key Takeaways Strategic expansion into international and healthcare markets, fueled by new legislation, is expected to diversify revenue and boost sales. The introduction of the One Gateway product and effective use of channel partners are driving sales growth and operational efficiency.

Key Takeaways Strategic focus on stable markets and restructuring initiatives are poised to enhance margins and improve financial stability over time. Strong presence in bus and rail sectors, along with innovative products, signals promising revenue and earnings growth potential in Europe and North America.

Key Takeaways Solid services business and defense sector growth enhance revenue, stability, and margins, supported by strong aircraft demand and a robust backlog. Financial discipline and debt reduction improve balance sheet strength, enabling better margins and overall financial health.

Key Takeaways MDA Space's contract wins and successful project advancements indicate growing demand and potential for revenue growth and improved margins. Expansion of production capacity and focus on R&D bolster their competitive edge, positioning them well in the growing global space market.

Key Takeaways Enhanced order activity, new contracts, and new product introductions suggest expected revenue growth and strategic market positioning in North American and European markets. Operational improvements are geared towards increased free cash flow, improved payout ratios, and defense against tariff impacts, supporting sustainable earnings growth.