Capital Goods Canadian Community
Our community narratives are driven by numbers and valuation.
Capital Goods Canadian Investing Ideas
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more
MDA Space - All-round solutions for space
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.Read more
Expect Bombardier's 13.43x PE Ratio to Drive Profits
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.Read more
Global Digital Simulation Advances Will Expand Air And Defense Training
Key Takeaways Continued air travel and defense sector demand, along with technological innovation, provides CAE with strong opportunities for recurring, high-margin revenue growth. Expansion into business aviation and healthcare simulation diversifies income streams and reduces exposure to industry cycles.Read more
STN: Index Addition And Contract Wins Will Support Balanced Medium-Term Prospects
Key Takeaways Strategic acquisitions and expansion into new regions are driving greater diversification, access to new markets, and strengthening recurring revenue streams. Emphasis on digital transformation, operational efficiency, and higher-margin consulting services is supporting profit margin growth and long-term earnings potential.Read more
Strong Performance and Expanding Services Will Drive Demand in Coming Years
Key Takeaways Strength in aftermarket services, premium business jets, and defense orders supports stable earnings, high margins, and long-term revenue growth. Strategic innovation, environmental upgrades, and disciplined debt reduction enhance pricing power, margin expansion, and financial resilience.Read more
Acquisitions And Home Depot Partnerships Will Drive Market Expansion And Improved Margins
Key Takeaways Strategic acquisitions and investments in product lines and retail partnerships are expected to enhance market presence and drive future revenue growth. A diversified supply chain and robust balance sheet position the company to maintain competitive pricing and pursue further investments, supporting revenue stability.Read more
Analysts Adjust Fair Value for MDA Space Amid Sector Growth and Recent Contract Developments
Key Takeaways Large satellite contracts, facility expansion, and advanced robotics are set to drive sustained revenue growth, recurring earnings, and margin improvement as global demand rises. Strategic acquisitions, R&D, and increasing defense sector spending will diversify markets, enhance technology leadership, and provide long-term revenue stability.Read more
Record Backlog And Industry Partnerships Will Drive Long-Term Market Expansion
Key Takeaways Market tailwinds from electrification mandates and government funding strongly support recurring order growth, expanding NFI's addressable market and long-term earnings stability. Operational improvements, supply chain normalization, and expansion of aftermarket services are expected to drive higher manufacturing efficiency and more resilient margins.Read more
