Supply chain snag delays some Bombardier deliveries but Q1 profit climbs

The Canadian airframer says it has addressed the problem and has not revised its 2026 delivery guidance.
Bombardier has become the latest aerospace manufacturer to report that supply chain issues held up deliveries in the first quarter, reflecting the stubbornness of a problem that has plagued the industry for several years.

The Montreal business jet producer disclosed the issue on 30 April when releasing its first-quarter financial results.

Chief executive Eric Martel says Bombardier also observed some demand slowdown last quarter from Middle East customers due to the conflict there.

Still, he calls Bombardier’s first-quarter performance – it turned a $53 million profit, up 20% year on year — “an excellent start to the year on all fronts”.

“In Q1, we faced a supplier snag that temporarily slowed us down operationally. As a result, some deliveries did not land in time for the quarter,” Martel says. “This challenge has now been resolved, and we expect to progressively catch up… as we move through the year.”

Bombardier chief financial officer Bart Demosky adds that the issue “caused us to miss a few deliveries”.

The company delivered 24 aircraft in the first quarter, up from 23 in the same period last year but down from 64 in last year’s fourth quarter. The company generated $1.6 billion in first-quarter revenue, a 5% year-on-year bump.

The supply issue has not prompted Bombardier to adjust downward its 2026 financial or operating guidance, which includes goals of delivering 157 jets for the full year (even with last), generating more than $10 billion in revenue and turning an adjusted $1.6 billion operating profit.

The company on 30 April actually hiked its 2026 free-cash-flow estimate to greater than $1 billion, up from a previous projected range of $600 million to $1 billion.

Executives say strong demand for aftermarket services last quarter offset revenue shortfalls resulting from fewer-than-expected deliveries.

Martel says the supply chain issue kept Bombardier last quarter from flying some aircraft, therefore preventing those deliveries. “We are back flying,” he adds. “We are catching up very nicely right now.”

The executives decline to name the responsible supplier nor affected components, though Martel says the problem does not involve engines.

“We started to have nice traction with the engine suppliers… Two quarters in a row, they have delivered what they committed to deliver,” he says.

Bombardier last year said it was dealing with engine shortages, though it did not provide specifics.

The company ended March holding unfilled orders worth $20.3 billion, up 16% since end-2025, with Martel citing “strong customer demand” and “continued momentum from high-volume customers” that include fleet operators – Middle East buyers being the exception.

“The Global 8000 is selling as fast as it flies,” Martel adds. That jet, Bombardier’s flagship product, has 8,000nm (14,816km) of range and achieved certification last year.

Other aerospace suppliers have also recently called out supply chain disruptions.

On 23 April, Honeywell Aerospace Technologies chief executive Jim Currier said “a very acute, transitory” supply chain issue involving “some key suppliers” affected its engines and control systems businesses in the first quarter.

Currier was not more specific.

Then on 29 April, General Dynamics reported that supply chain strain kept its business jet division Gulfstream from delivering some aircraft last quarter – though Gulfstream’s problem specifically involved Israel-based Israel Aerospace Industries, which assembles Gulfstream G280s.

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