-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：BBD公佈第一季營收為15.99億美元，年增5%，主要得益於服務業務成長25%至6.17億美元以及交付24架飛機，調整後每股收益達到1.81美元，而去年同期為0.61美元。然而，調整後EBITDA下降1%至2.46億美元，利潤率壓縮90個基點至15.4%，而EBIT則下降6%至1.67億美元。受機隊營運商需求和Global 8,000飛機市場需求的推動，該公司實現了強勁的訂單出貨比，達到3.6倍，積壓訂單增長至203億美元，增幅達43%。管理層將2026財年自由現金流預期從先前的6億至10億美元上調至超過10億美元，並重申了所有其他指標。自由現金流達3.6億美元，高於上年的3.04億美元，在償還1.5億加幣債券後，槓桿率改善至1.8倍。我們認為，全球8000強企業的需求成長軌跡與積極的市場環境相符，而上調的自由現金流預期表明供應鏈問題得到了有效控制。
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