Bombardier Shares Drop Following U.S. President’s Ban Threat
Bombardier Inc (TSX:BBDb) saw its share price decline by 6.4% after U.S. President Donald Trump publicly demanded that the Canadian business‑jet manufacturer establish domestic assembly operations or face an outright prohibition on selling aircraft within the United States. Trump communicated the demand on his Truth Social platform, stating “NO MORE SELLING BOMBARDIER IN THE UNITED STATES!” and criticizing the company’s products as “not good enough.”
The president emphasized that Bombardier’s commercial model “lives off American Buyers, American Companies, American Airports, and American Service,” and accused the Canadian government of blocking “our GREAT American Banks, and Companies” while previously stalling Gulfstream Aerospace’s operations in Canada. He framed the proposed restrictions as a push for domestic manufacturing, declaring “that Era is OVER!” and warning that “if they want our Market, they must build here, and stop treating America like a ’piggybank.’”
Bombardier currently generates more than half of its total revenue from the United States, and its fleet already complies with Federal Aviation Administration (FAA) standards. The company also operates under the tariff frameworks established by the United States‑Mexico‑Canada Agreement (USMCA). Analysts note that a potential ban could have broader economic repercussions for the North American aerospace sector, disrupting Bombardier’s extensive service networks, component‑supplier relationships, and specialized military‑modification facilities that are spread across multiple U.S. states.
The current rhetoric follows earlier White House threats in January to decertify Bombardier’s Global Express lineup and coincides with Ottawa’s recent implementation of counter‑tariffs targeting American imports, indicating an escalating trade dispute between the two countries.