President Trump said Monday that Bombardier can no longer sell into the U.S. market unless it builds here. It's a social media post, not a policy yet — but Bombardier isn't a peripheral name in this industry. It holds one of the two largest order backlogs of any business jet manufacturer, and that backlog has been growing faster than almost anything else we track. That's why this is worth a note out of cycle, ahead of next month's full update.
On Truth Social, Trump wrote: "NO MORE SELLING BOMBARDIER IN THE UNITED STATES! If they want our Market, they must build here, and stop treating America like a 'piggybank.'" The statement lands amid an escalating trade dispute between Washington and Ottawa, with roughly $20 billion in Canadian retaliatory tariffs on U.S. goods taking effect the same week.
Bombardier's response leaned on its existing U.S. presence rather than a rebuttal: direct employment in more than 20 states, sites in 10 — including California, Texas and Arizona — and a new facility opening in Fort Wayne, Indiana later this year. The company also pointed out that many of its aircraft systems, including engines and avionics, already come from American suppliers. Sen. Jerry Moran (R-Kan.) weighed in separately, noting Bombardier supports over a thousand jobs in Wichita and that he's raised the company's Kansas footprint directly with the White House.
Bombardier and Gulfstream together account for roughly three-quarters of the combined OEM order backlog we've been tracking all year, and Bombardier's own book is up sharply on Global 8000 demand — the number we flagged in last month's update. A manufacturer with that much of the current order pipeline becoming a subject of trade-policy uncertainty is a different situation than a one-off tariff headline. It touches delivery timelines, financing conversations, and — for owners of existing Bombardier aircraft — how a buyer might read that uncertainty at resale.
To be clear about what this is and isn't: it's a public statement aimed at a trade dispute, not a change to any existing contract, delivery slot, or import rule. We haven't seen anything suggesting deliveries already in motion are affected. But if you have a Global 8000 position in the queue, or you're weighing when to sell a Bombardier aircraft, this is now part of that conversation.
Right now, this reads as posture inside a broader trade fight rather than an active barrier to buying, selling, or financing a Bombardier aircraft. We wouldn't put a transaction on hold over it. But if you're holding a spot in Bombardier's backlog or thinking about the timing of a sale, it's worth a direct conversation rather than waiting to see where the headlines go next.
Have a Bombardier position or a question about this?
We're tracking this daily — reach out and we'll walk through what it means for your aircraft specifically.