US President Donald Trump on Monday called for Bombardier to stop selling aircraft in the United States unless the Canadian manufacturer begins building planes there.
The threat could have major financial consequences for Bombardier, as the US market represents more than half of the company’s revenue.
Bombardier Faces Major US Revenue Risk
Bombardier, listed in Canada as BBD.B and also traded in the US as BDRAF, could face a significant hit if Trump’s demand is enforced.
Analysts expect Bombardier to generate around US$10.2 billion in revenue during 2026.
If more than 50% of those sales come from the United States, as Trump claimed, a US market ban could potentially put roughly $5 billion in annual revenue at risk.
Trump Calls for End to Bombardier Sales in US
Trump sharply criticized Bombardier in a Truth Social post.
He argued that the company depends heavily on US buyers, companies, airports and service providers while Canada restricts access for American businesses.
Trump said Bombardier should manufacture aircraft in the United States if it wants continued access to the US market.
The comments marked another escalation in trade tensions between Washington and Ottawa.
Bombardier Dispute Has Been Building for Months
The latest threat follows earlier pressure from Trump against the Canadian aircraft manufacturer.
In January, Trump threatened to decertify Bombardier Global Express jets and impose a 50% tariff on Canadian-built aircraft.
Neither measure was ultimately implemented.
However, Canada later approved several Gulfstream Aerospace aircraft in February 2026.
Trump has portrayed that certification as a direct result of pressure from his administration.
Speaking at the White House on September 2, Trump said he had threatened tariffs on Bombardier until Gulfstream received Canadian approval.
He claimed the certification process was completed shortly afterward.
US-Canada Trade Tensions Intensify
The Bombardier dispute comes as trade relations between the United States and Canada become increasingly strained.
Canada is preparing to introduce counter-tariffs on approximately $27.6 billion worth of US goods.
The measures, which include tariffs ranging from 15% to 50%, are scheduled to take effect on September 8.
More than 700 American products could be affected, including steel, dairy products and wood.
The Canadian Prime Minister’s Office said no talks between Prime Minister Mark Carney and Trump were scheduled for Monday.
Washington Warns Canada Against Further Retaliation
US Trade Representative Jamieson Greer also warned Canada against additional trade retaliation.
Greer said Washington would respond if Ottawa introduced further measures against American goods.
The comments suggest the trade dispute could expand beyond aviation if both governments continue escalating tariffs and restrictions.
Bombardier Financial Performance in Focus
The timing is particularly important for Bombardier, which has recently reported stronger financial results.
Second-quarter 2026 revenue increased 6% year-over-year to US$2.2 billion.
The company delivered 32 aircraft during the quarter.
Services revenue also reached a record US$674 million, representing an increase of 14% from the previous year.
For the full year 2025, Bombardier reported revenue of US$9.55 billion, up 10% from 2024.
Those figures highlight the scale of the potential financial risk if Bombardier loses access to the US market.
No Enforcement Mechanism Announced Yet
Despite Trump’s remarks, no formal mechanism for blocking Bombardier sales has been publicly announced.
The White House and US Commerce Department have not yet outlined how such a ban would be implemented.
Bombardier had also not issued a public response to Trump’s Truth Social comments as of Monday afternoon.
That leaves investors waiting for more clarity on whether the threat will lead to tariffs, certification restrictions or other trade measures.
US Public Opinion Could Complicate Tariff Push
The administration may also face domestic resistance to further trade restrictions against Canada.
A Reuters/Ipsos poll published on September 1 found that 20% of Americans supported higher tariffs on Canadian goods.
Meanwhile, 57% opposed additional tariffs.
That public opposition could become another factor as the Trump administration increases trade pressure on Canada across several industries.
For Bombardier, the immediate focus is whether Trump’s threat develops into formal policy.
Any restriction on US aircraft sales could have a major impact on the company’s revenue, operations and future manufacturing strategy.
