尽管庞巴迪公司为2026年设定的EBITDA展望低于市场预期，但这仅是该公司第四季度稳健财报中的一处微小瑕疵。加拿大国家银行分析师Cameron Doerksen指出，管理层预计2026年EBITDA将超过16.3亿美元，这一数字意味着利润率持平，且低于市场普遍预期的约17亿美元。然而，这并未改变公司整体的积极发展轨迹。
该指引考虑了研发支出的增加、增量战略投资以及持续的供应链拖累。Doerksen认为这些压力可能只是暂时的，他表示："随着供应链问题缓解以及利润率更高的售后市场和国防业务收入增长，我们仍然看好公司未来实现约18%的EBITDA利润率。"尽管当前存在利润率方面的疑问，Doerksen仍维持对该股的"跑赢大盘"评级，认为其长期发展格局依然完好。
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