By Adriano Marchese

Bombardier is considering increasing its yearly jet production as demand for business aircraft continues to climb, provided its supply chain can keep up.

"We are in a position to begin rehabilitating some longer term production rates in areas where our facilities and the supply chain ecosystem could support increases to meet demand," Chief Executive Eric Martel said in an earnings call Thursday.

The Montreal-based business jet maker currently aims to deliver 150 aircraft in 2025, up from 146 last year, but is now exploring whether to push output higher as its order backlog grows.

Bombardier grew its backlog by $500 million to a five-year high of $16.6 billion, driven by continued appetite from fleet operators and new opportunities to sell modified versions of its jets for military use. Martell said the company is evaluating how a production increase would look like, but cautioned that any expanded production levels would likely come after 2027, given the time it takes to add capacity and work through any supply-chain bottlenecks.

He added that the increase in production could lead to higher initial payments from customers, boosting annual revenue, but tempered expectations by noting that the upgrade hinges on its supply chain and inventory levels. "It may not be a perfect science," Martel said, "but overall, clearly this should happen."

The company's stock has more than doubled in 2025, overcoming broader trade and tariff concerns. The stock recently traded 0.3% lower at 197.42 Canadian dollars ($139.92).

Bombardier's latest jet, the Global 8000, recently received certification by Transport Canada. The company said it is the fastest business jet in the world, capable of reaching operating speeds of Mach 0.95, and remains on track to enter service this year.

The company is already seeing sales for the new jet, noting that Japanese trading and investment company Sojitz has already put an order that includes the new model.

In its third quarter, revenue rose 12% to $2.31 billion, coming in ahead of analyst forecasts for a more modest increase. Net income fell to $53 million, or 45 cents a share, down from $117 million, or $1.09 a share, in the comparable quarter a year ago.

Write to Adriano Marchese at adriano.marchese@wsj.com

(END) Dow Jones Newswires

November 06, 2025 11:39 ET (16:39 GMT)

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