The 12 months 2025 had some stunning winners that had lengthy been off of the expansion charts. Main the 2025 rally was Lundin Gold (TSX:LUG), rising 252% year-to-date, adopted by Celestica (TSX:CLS) at 238%, and Bombardier (TSX:BBD.B) at 124%.
A number of the best-performing Canadian shares of 2025
Lundin inventory rose as the gold value made new highs. It is because world central banks have been constructing gold reserves amidst tariff uncertainty. Celestica’s inventory rallied as synthetic intelligence (AI) infrastructure funding elevated. Bombardier inventory rose because it launched its flagship World 8000 plane and secured a US$1.7 billion order for 50 Challenger and World plane, with an choice to train an order for 70 extra plane for US$4 billion.
Whereas every inventory had a robust upside from its respective tailwinds, one inventory will stand to rule all of them by sustaining the expansion.
One Canadian inventory to rule all of them in 2025
Celestica is a third-party electronics producer depending on server demand for its inventory value rally. It doesn’t have the area of interest that Broadcom and Nvidia get pleasure from with their particular AI chips that assist them command a premium value. It may face competitors as extra firms enter the electronics manufacturing house. Now could also be a superb time to promote the inventory whereas it trades close to report highs.
Lundin Gold’s inventory is delicate to the gold value, which suggests now is an efficient time to e-book income reasonably than purchase excessive.
One inventory that may maintain its excessive valuation is Bombardier, as its enterprise jets are in excessive demand. Passenger aircraft makers Airbus and Boeing are affected by provide shortages and high quality points, respectively. Canada had ordered 16 F-35 stealth fighters from US-based Lockheed Martin Corp, however the tariff struggle has made Canada contemplate different defence procurement markets to cut back dependence on america.
A latest information report confirmed by the Globe and Mail acknowledged that Bombardier is in talks with Sweden’s Saab to assemble Gripen fighter jets in Canada. A shift in world commerce may open up alternatives for Bombardier to safe extra orders from nations wanting past america.
This makes Bombardier a inventory to purchase and maintain for the long run.
What to anticipate from Bombardier past 2025?
Bombardier may safe extra orders for its World 8000 plane. It may additionally develop its defence plane section, if a chance arises. Up to now, it’s refurbishing its Challenger and World plane for defence. They don’t seem to be fighter jets however are used for surveillance. If the Saab deal materializes, it would open an entire new income stream for Bombardier.
In its Investor Day 2024 presentation, Bombardier acknowledged its plans to allocate extra capital past 2025. Round US$300 million will probably be allotted in the direction of product upgrades and natural progress. Any surplus will probably be allotted to pay dividends, purchase again shares, and scale back debt. It’ll additionally search for acquisition alternatives within the aftermarket of the defence house and some other partnership offers.
If any of the above bulletins round dividends, acquisitions, or partnerships materialize, it would drive up Bombardier’s inventory value in 2026. Whereas shopping for on the excessive shouldn’t be beneficial, it’s a inventory to carry in 2026 and past.
