NFI Group's Record 2025 Results and Hydrogen Deal Shape 2026 Outlook: A Closer Look at Valuation and Risks

NFI Group has reported record Q4 and FY25 results, with confident 2026 guidance and a new hydrogen fuel cell engine deal with Ballard Power Systems. The company's recent price action has been mixed, with a 6.61% 1-day return and a 28.92% 90-day return. The most followed narrative pegs the fair value at CA$21.94, making NFI Group undervalued. However, high leverage and potential delays in restructuring issues could impact the company's flexibility and outlook.