The new U.S.–India trade deal won't trigger an immediate supply-chain overhaul, but it will "tilt the spreadsheet" for U.S. multinationals weighing China alternatives, one strategist said.The closely watched agreement, announced by President Donald Trump earlier this month, marks a significant shift in a key bilateral relationship. As one of America's most important trading partners, India is poised to play a larger role in U.S. supply chains, with implications extending beyond tariffs.Divakar Vijayasarathy ...

Core Insights - Bombardier Inc. reported strong financial results for the fourth quarter and full-year 2025, marking the fifth consecutive year of growth and exceeding targets [2][4][7] - The company provided guidance for 2026, indicating expectations for continued growth and profitability [12][14] Financial Performance - Revenues for 2025 reached $9.55 billion, a 10% increase year-over-year, driven by higher aircraft deliveries and record-high Services revenues of $2.3 billion, up 13% [4][7][20] - Adjusted EBITDA rose 15% year-over-year to $1,559 million, with an adjusted EBITDA margin of 16.3%, an increase of 60 basis points [7][20] - Reported EBIT increased by 26% to $1,108 million, resulting in an EBIT margin of 11.6%, up 150 basis points [7][20] - Adjusted net income grew to $805 million, a 47% increase year-over-year, while reported net income surged to $975 million, up 164% [9][20] Cash Flow and Debt Management - Free cash flow for 2025 was $1,072 million, an increase of $840 million compared to 2024, reflecting higher customer advances and improved operating cash flows [10][20] - The company repaid over $400 million in debt during 2025, improving the adjusted net debt to adjusted EBITDA ratio from 2.9x in 2024 to 1.9x at year-end [11][20] Order Backlog and Market Demand - The order backlog increased by $3.1 billion to $17.5 billion as of December 31, 2025, representing a 22% year-over-year growth [5][20] - The unit book-to-bill ratio for the year was 1.4, indicating strong demand across Bombardier's aircraft portfolio [5][20] 2026 Guidance - For 2026, Bombardier expects revenues to exceed $10 billion, driven by higher aircraft deliveries and continued growth in Services [14] - Adjusted EBITDA is projected to be greater than $1,625 million, with free cash flow anticipated to range between $600 million and $1,000 million [14][12]

Strategic acquisition expands Maintenance, Repair and Overhaul (MRO) and Aircraft on Ground (AOG) services in the U.S. as part of Bombardier’s industry leading service networkAdding the Velocity team, hangar, and mobile response trucks, advances Bombardier’s long-term Services growth strategy, focused on providing the highest levels of convenience and care to customersThe terms of the acquisition remain confidential to both parties MONTREAL, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Bombardier announced today the a ...

Boeing stock price has pulled back in the past few weeks, moving from the year-to-date high of $254 to the current $236. Still, the company has some potential catalysts that may drive it higher in the... ...

Hopes for more Chinese orders appear to have given Boeing stock a shot in the arm on Thursday. ...

Group 1 - Airbus' main aircraft production target is uncertain due to the lack of a supply deal with engine maker Pratt & Whitney [1]

Core Insights - Airbus is currently experiencing significant challenges in its supply chain, which has resulted in a backlog of aircraft deliveries [1] Company Summary - The CEO of Airbus, Guillaume Faury, highlighted the ongoing supply chain issues that the company is facing [1]

India is also partly opening up its highly guarded agriculture sector under the trade deal. ...

MONTRÉAL, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Bombardier (TSX: BBD.B) will publish its financial results for the fourth quarter full year 2025 on February 12, 2026. Financial results for the fourth quarter and full year 2025 Éric Martel, President and Chief Executive Officer, Bombardier, and Bart Demosky, Executive Vice President and Chief Financial Officer, Bombardier, will present the financial results for the fourth quarter and full year 2025 in a live presentation, followed by a question-and-answer period ...

Summary of Aerospace & Defense Conference Call Industry Overview - The conference call focused on the Aerospace & Defense sector in North America, highlighting a record defense backlog of approximately $530 billion, which is the highest in history [1][2][3]. Key Points Defense Backlog and Revenue Growth - The aggregate Defense Prime backlog is at a record level of ~$530 billion, driven by strong demand due to rising geopolitical tensions, supporting an Attractive view of the Defense sector [2][3]. - Historically, backlog trends have been reliable indicators of future revenue growth, with periods of backlog growth outpacing sales growth typically leading to multi-year revenue acceleration [2][11]. - Current projections indicate that revenue growth for Defense Primes is below the growth rate of the backlog, raising concerns about capacity expansion and supply chain pressures [2][11]. Backlog Growth Rates - The aggregate backlog for the five major Defense Primes (Northrop Grumman, General Dynamics, Lockheed Martin, L3Harris, and RTX) has grown at a compound annual growth rate (CAGR) of approximately 13.0% from 2023 to 2025, compared to a 6.6% CAGR from 2000 to 2025 [3]. - A projected $1.5 trillion U.S. defense budget for the current year represents a ~50% increase over the previous year, suggesting continued growth in backlogs [3]. Revenue Growth Forecasts - Despite the backlog growth accelerating to ~11.9% in 2025, revenue growth projections for 2026 to 2029 do not match this rate, indicating potential upside for Defense Primes if they can effectively expand capacity [11]. - The ability of companies to implement innovative structures to scale operations will determine the winners in this defense supercycle [2]. Additional Insights - The call emphasized the importance of monitoring backlog trends as they have historically led revenue growth trends by 2-3 years [11]. - The current defense environment is characterized by significant demand, which is expected to continue influencing backlog levels positively in the near term [2][3]. Conclusion - The Aerospace & Defense sector is positioned for growth, supported by a record backlog and increased defense spending. However, the ability to convert this backlog into revenue will depend on the companies' capacity to scale operations effectively amidst ongoing supply chain challenges.