Ballard Power Systems receives follow-up order for 500 fuel cell modules from New Flyer for hydrogen buses

Ballard Power Systems secured its largest single commitment under the existing framework agreement with NFI Group, a 50 MW order for FCmove-HD+ fuel cell modules. This supply agreement, announced on 2026-03-11, provides Ballard with significant order book certainty for its proton exchange membrane (PEM) fuel cell products. New Flyer, as the buyer, benefits from securing 500 fuel cell modules, ensuring a consistent supply for its Xcelsior Charge FC hydrogen buses. The commercial logic centers on New Flyer's need to scale zero-emission bus production across North America, with deliveries commencing this year. This follow-up order within the January 2024 framework agreement streamlines procurement for New Flyer, leveraging a pre-established commercial relationship. New Flyer, a subsidiary of NFI Group and North America's leading heavy-duty transit bus manufacturer, continues to expand its zero-emission vehicle portfolio with this hydrogen fuel cell order. NFI Group Inc., a global bus and coach manufacturer with 7,700 employees, has delivered over 105,000 vehicles across 150+ cities in six countries, demonstrating its commitment to sustainable transport. Ballard Power Systems, a global leader in PEM fuel cell design and manufacture, reinforces its market position in heavy-duty applications through this substantial North American supply agreement. The deal supports both companies' strategies to advance hydrogen-powered mobility solutions within the North American transit sector.