Cae Inc Stock Price, News & Analysis

CAE (NYSE: CAE) (TSX: CAE) has announced the release of its fourth quarter and full-year FY2025 financial results on Tuesday, May 13, 2025, after market close. A conference call is scheduled for Wednesday, May 14, 2025, at 8:00 a.m. ET, featuring key executives including CEO Marc Parent, COO Nick Leontidis, Interim CFO Constantino Malatesta, and SVP of Investor Relations Andrew Arnovitz.

The call will be webcast live at www.cae.com and archived for future access. Analysts and institutional investors can join via phone using toll-free numbers for Canada/US (1-833-821-3259) or internationally (+1-647-846-2590). An instant replay will be available for 48 hours after the call.

CAE has been named Canada's top defence company for 2025 by Canadian Defence Review magazine, marking its third time receiving this prestigious recognition. The company specializes in providing advanced training solutions for land, air, and naval forces worldwide.

Led by President and CEO Marc Parent, CAE leverages innovative technologies and training methods to enhance mission readiness and operational effectiveness of defence forces globally. With over 75 years of partnership with Canada's Armed Forces, the company plays a vital role in developing the national defence industry.

Key leadership statements from France Hébert, Division President, D&S Canada and Global Operations Lead, and Marc-Olivier Sabourin, Division President, Defense & Security International, emphasize CAE's commitment to excellence and comprehensive turnkey solutions. The company continues to position itself as a trusted partner for governments, defence forces, and OEMs worldwide.

CAE reported strong Q3 FY2025 results with revenue reaching $1,223.4 million, up 12% from $1,094.5 million in the prior year. The company achieved record free cash flow of $409.8 million, more than double the previous year's $190.0 million.

Key financial highlights include:

• EPS from continuing operations increased to $0.53 from $0.18
• Operating income rose to $262.6 million from $121.6 million
• Adjusted segment operating income grew to $190.0 million from $145.1 million
• Record adjusted backlog of $20.3 billion with $2.2 billion in new orders

The Civil Aviation segment showed strong performance with revenue of $752.6 million, while Defense and Security revenue remained stable at $470.8 million. The company increased its stake in SIMCOM Aviation Training, resulting in a net remeasurement gain of $72.6 million.

CAE Inc. announced significant changes to its Board of Directors, effective February 14, 2025. Calin Rovinescu has been appointed as the new Chair of the Board, alongside three new directors: Peter Lee, Katherine A. Lehman, and Louis Têtu. These appointments maintain the Board size at 13 members, as they coincide with the retirement of four existing directors: Alan N. MacGibbon (former Chair), Margaret S. Billson, François Olivier, and David G. Perkins.

The appointments follow consultations with stakeholders and reflect the Board's ongoing composition review. Notably, CDPQ, a major shareholder, nominated Têtu, while Browning West, LP nominated Lee. Peter Lee and Mary Lou Maher will co-chair the CEO Search Committee, working with Rovinescu to continue the recruitment process previously managed by the Board's Human Resources Committee.

CAE has been selected as a strategic partner by the Government of Canada for the Future Fighter Lead-in Training (FFLIT) program, which will prepare pilots to operate Canada's CF-35A fighters. The program aims to provide advanced training with cutting-edge technology for the Royal Canadian Air Force (RCAF).

This partnership follows CAE's recent achievements, including a C$11.2 billion, 25-year contract for Canada's Future Aircrew Training Program through SkyAlyne (CAE's joint venture with KF Aerospace) in May 2024, and a subsequent $1.7 billion sub-contract signed in October 2024 for RCAF pilot training.

As one of Canada's largest defence contractors, CAE brings extensive experience in delivering defence capabilities, including NATO Flying Training in Canada. The company operates across 240 sites in 40 countries, supporting over 70 different platforms.

CAE announced it will release its fiscal year 2025 third quarter financial results on Thursday, February 13, 2025, after market close. A conference call will be held on Friday, February 14, 2025, at 8:00 a.m. ET to discuss the company's performance and outlook with analysts and institutional investors.

The call will feature Marc Parent (President and CEO), Nick Leontidis (COO), Constantino Malatesta (Interim CFO), and Andrew Arnovitz (SVP of Investor Relations). The event will be webcast live at www.cae.com and archived for 90 days. Participants can join via phone using various international access numbers, with instant replay available for 48 hours after the call.

CAE has been recognized on Forbes' Canada's Best Employers 2025 list, following an independent survey conducted in collaboration with Statista. The survey analyzed over 900,000 employer evaluations from more than 40,000 Canada-based employees across various industry sectors, focusing on companies with at least 500 employees.

The evaluation process incorporated both personal assessments from employees and public feedback, with greater emphasis placed on employee evaluations. Chief People and Sustainability Officer Hélène V. Gagnon highlighted the company's collaborative and inclusive culture that empowers innovation.

CAE offers comprehensive benefits including flexible vacation policies, extended parental leave top-ups, sabbaticals, and professional development programs. The company promotes employee engagement through resource groups and maintains a supportive workplace environment. Additionally, CAE has recently been named among Canada's Top 100 Employers and Canada's Top Employers for Young People.

CAE has inaugurated its first Air Traffic Services (ATS) Training Centre in Montreal, marking its entry into air traffic controller training. The facility, launched in partnership with NAV CANADA, began operations in October 2024 with the goal of training approximately 500 air traffic professionals by 2028.

The collaboration involves CAE delivering initial training for air traffic controllers and flight service specialists using NAV CANADA's curriculum, while NAV CANADA continues to handle basic training, specialty courses, and on-the-job training. This partnership represents CAE's first venture with the world's first fully private Air Navigation Service Provider (ANSP).

CAE plans to leverage its global network of over 70 facilities across five continents to expand ATS training based on demand. The company aims to support ANSPs in their airspace modernization efforts through competency-based training design and data-driven technologies.

CAE has announced raising $1,131,166 CAD in its 2024 CAE-Centraide (United Way) campaign, marking the sixth consecutive year surpassing the million-dollar milestone. The funds were collected through employee donations, fundraising activities, and corporate contributions. Since 2000, CAE and its employees have donated over $18.2 million to Centraide, supporting more than 5,000 local communities across Canada. The company's efforts, along with Unifor Local 522, have earned 11 United Way Solidaires awards. In the Greater Montreal area, 1 in 5 people benefit from Centraide's resources.