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
Aging Demographics Will Energize Home Accessibility Demand
Key Takeaways Long-term demand growth is supported by demographic trends, policy support, and market expansion for home accessibility solutions. Investment in innovation and operational efficiency enhances pricing power, margins, and global expansion opportunities.Read more
WSP: Recent Merger Offer Will Drive Sector Leadership And Long-Term Upside
Key Takeaways Growing focus on sustainable and digital infrastructure, alongside key acquisitions, is shifting the business mix toward recurring, higher-margin work and supporting future growth. Strategic investments in advanced analytics, AI, and digital partnerships are increasing operational efficiency and positioning WSP for scalable margin expansion.Read more
IoT And AI Surveillance Will Drive Secular Expansion
Key Takeaways Expansion into new verticals and rapid U.S. growth are expected to drive significant earnings acceleration and improved operational margins. Manufacturing agility and industry-leading technology underpin long-term customer retention, revenue visibility, and substantial free cash flow generation potential.Read more
Analyst Views Mixed as Aecon Group Sees Higher Price Target and Improved Outlook
Key Takeaways Strategic focus on energy transition infrastructure, collaborative contracts, and recurring revenue streams is strengthening margin stability and reducing earnings volatility. Enhanced balance sheet and market positioning support sustained growth, expanded project opportunities, and optionality for margin and earnings expansion.Read more
Analysts Raise Price Targets for AtkinsRéalis Group Amid Upbeat Growth and Valuation Updates
Key Takeaways Surging demand in nuclear and infrastructure markets, supported by government policies and technology leadership, drives strong backlog growth and recurring revenue opportunities. Strategic shift toward high-value services and disciplined capital allocation is expanding margins and positioning the company for sustained, outsized growth across core end markets.Read more
North American Spending Will Fuel Steel And Specialty Metals
Key Takeaways Elevated infrastructure and energy transition spending, plus expansion in the U.S., position Russel Metals for continued revenue and earnings growth. Investments in modernization and strategic M&A are expected to boost operational efficiency, margins, and future expansion opportunities.Read more
