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CAE and Leonardo expand collaboration to advance M‑346 training and develop next‑generation integrated training capabilities

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CAE (NYSE: CAE; TSX: CAE) and Leonardo have signed a new collaboration agreement building on their longstanding partnership around the M‑346 Integrated Training System (ITS). The agreement targets advanced fighter pilot training and the development of next‑generation integrated training capabilities for evolving air operations, AI‑enabled systems and increasingly autonomous missions.

According to CAE, the partnership’s scope now extends further into Live, Virtual and Constructive (LVC) and Live Synthetic Integration (LSI) environments, supported by a joint technology roadmap that will enhance the M‑346 ITS, including Block 20 system features. The International Flight Training School (IFTS) in Decimomannu, operated by the Italian Air Force and powered by Leonardo in collaboration with CAE, is highlighted as a proof point, combining live flight, advanced simulation and data‑driven instruction. This model supports interoperability and joint training for NATO and partner nation pilots. Leonardo also notes its 2025 performance, with new orders of €23.8 billion, an order backlog of €46.6 billion and revenues of €19.5 billion.

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Negative

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News Market Reaction – CAE

-0.61%
-0.61% News Effect

On the day this news was published, CAE declined 0.61%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

CAE's prior partnership announcement, identified by news_id 1083442, recorded a 0.12% 24-hour reacti...
Analysis

CAE's prior partnership announcement, identified by news_id 1083442, recorded a 0.12% 24-hour reaction. That comparison frames the M-346 agreement as another defense-training expansion, while recent divergence in other corporate news remains a risk to monitor.

Key Figures

CAE sites and training locations: around 240 sites and training locations Countries served: over 40 countries CAE operating history: nearly 80 years +5 more
8 metrics
CAE sites and training locations around 240 sites and training locations About CAE
Countries served over 40 countries About CAE
CAE operating history nearly 80 years About CAE
Leonardo employees over 62,000 people About Leonardo
Leonardo country presence 150 countries About Leonardo
Leonardo 2025 new orders €23.8 billion 2025
Leonardo order backlog €46.6 billion 2025
Leonardo consolidated revenues €19.5 billion 2025

Historical Context

5 past events · Latest: Jul 17 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 17 Gripen partnership Positive +0.1% CAE and Saab signed an MoU covering Gripen training, simulation, and mission support.
Jul 10 Employer recognition Positive -0.8% CAE was included in TIME Canada's Best Companies 2026 list.
Jul 9 Listing transfer Neutral -0.8% CAE announced its U.S. listing transfer from NYSE to Nasdaq.
Jun 25 Sustainability recognition Positive -1.2% CAE was named to TIME's World's Most Sustainable Companies 2026 list.
Jun 5 Share repurchase Positive +0.2% CAE received approval to renew its normal course issuer bid.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

CAE's recent positive corporate announcements more often diverged from their immediate price reactions than aligned with them.

Key Terms

live, virtual and constructive (lvc)
1 terms
live, virtual and constructive (lvc) technical
"expands its scope into Live, Virtual and Constructive (LVC)"
Live, virtual and constructive (LVC) describes a combined training or testing approach that mixes real people and equipment (live), human users in simulated environments (virtual), and computer-generated forces or scenarios (constructive) so they operate together as one exercise. Like blending a rehearsal with a flight simulator and a movie set, LVC creates realistic, scalable practice without needing everyone and everything physically present. Investors care because LVC capability can expand addressable markets, drive recurring software and services revenue, and raise technical and integration risk for suppliers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FARNBOROUGH, England, July 22, 2026 /PRNewswire/ -- (NYSE: CAE) (TSX: CAE)  CAE and Leonardo today announced a collaboration agreement that leverages their longstanding partnership on the M‑346 Integrated Training System (ITS). The agreement strengthens the cooperation, addressing market opportunities in advanced fighter pilot training and establishes the development of advanced capabilities to prepare pilots for evolving operational concepts, including latest and next generation air operations, AI-enabled systems, and increasingly autonomous mission environments.

(left to right): Pascal Grenier, President, CAE Defense & Security and Stefano Bortoli, Managing Director, Leonardo Aeronautics.

The agreement reflects the continued growth of the CAE–Leonardo relationship and expands its scope into Live, Virtual and Constructive (LVC) and Live Synthetic Integration (LSI) environments. Together, the companies will collaborate on a technology roadmap that advances the M-346 ITS, including the Block 20 system features.

The International Flight Training School (IFTS) in Decimomannu, Sardinia, the Italian Air Force advanced training school powered by Leonardo in collaboration with CAE, stands as a proven example of the CAE-Leonardo partnership, delivering one of the world's most integrated fighter jet training environments for complex, next‑generation operational missions. By combining live flight training, advanced simulation, and mission rehearsal, supported by data‑driven instruction, IFTS demonstrates how integrated training solutions can accelerate and sustain mission readiness.

The integrated training approach demonstrated at IFTS also reflects a growing need for greater interoperability among allied air forces.  Training environments such as IFTS enable pilots from different nations to train together using common standards, tactics and mission scenarios, strengthening operational cohesion across NATO and partner forces. Advanced simulation further allows pilots to experience complex operational scenarios repeatedly and safely, accelerating learning while improving preparedness for real‑world missions.

"Our longstanding collaboration with Leonardo and the International Flight Training School (IFTS) stands as the premier example of combining highly sophisticated simulation technologies and live flight training to deliver world-class pilot instruction and operational readiness," said Pascal Grenier, President, CAE Defense & Security. "The future battlespace will place greater demands on pilots than ever before. Through this collaboration, we will develop training environments that help aviators build the judgement, adaptability, and decision-making skills needed to employ advanced and automated mission systems."

"As nations across the world prepare to operate increasingly advanced and integrated air capabilities, pilot training must rapidly adapt to make sure the entire syllabus and the relevant technologies fully adhere to this evolution," said Stefano Bortoli, Leonardo Aeronautics Managing Director. "This progressive agreement with our longstanding partner, CAE, will strengthen the development of highly skilled pilots for current and future operational requirements. By combining our complementary know-hows and experiences, already shown through our collaboration on the International Flight Training School, we are strengthening our ability to support defence leaders in ensuring their pilots are prepared for the challenges of tomorrow's battlespace."

About CAE

At CAE, we exist to make the world safer. We deliver cutting-edge training, simulation, and critical operations solutions to prepare aviation professionals and defence forces for the moments that matter. Every day, we empower pilots, cabin crew, maintenance technicians, airlines, business aviation operators, and defence and security personnel to perform at their best and when the stakes are the highest. Around the globe, we're everywhere customers need us to be with around 240 sites and training locations in over 40 countries. For nearly 80 years, CAE has been at the forefront of innovation, consistently seeking to set the standard by delivering excellence in high-fidelity flight simulators and training solutions, while embedding sustainability at the heart of everything we do. By harnessing technology and enhancing human performance, we strive to be the trusted partner in advancing safety and mission readiness — today and tomorrow.

Follow us on: LinkedIn | Facebook | Instagram | YouTube

About Leonardo

Leonardo is an international industrial group that develops multi-domain technological capabilities for global security. A key player in the major strategic programmes in Aerospace, Defence and Security, it employs over 62,000 people worldwide and operates in the Electronics, Helicopters, Aircraft, Cyber & Security and Space sectors. The company has a significant industrial presence in Italy, the United Kingdom, Poland and the United States, and is active in 150 countries also through subsidiaries, joint ventures and investees. Leonardo is a technological and industrial partner to Governments, Defence Administrations, Institutions and businesses. Listed on the Milan Stock Exchange (LDO), in 2025 Leonardo recorded new orders of €23.8 billion, an order backlog of €46.6 billion and consolidated revenues of €19.5 billion. Included in the MIB ESG Index, the company has also been part of the Dow Jones Sustainability Indices (DJSI) since 2010.

Media Contacts:

CAE:

Media Relations:
Samantha Golinski, Senior Vice President, Communications
+1-438-805-5856, samantha.golinski@cae.com 

Investor Relations: 
Andrew Arnovitz, Chief Strategy Officer
+1-514-734-5760, andrew.arnovitz@cae.com

Leonardo:

Press office
PH: +39 06 32473313

leonardopressoffice@leonardo.com
www.leonardo.com 

Leonardo and CAE logos

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/cae-and-leonardo-expand-collaboration-to-advance-m346-training-and-develop-nextgeneration-integrated-training-capabilities-302831496.html

SOURCE CAE Inc.

FAQ

What did CAE (NYSE: CAE) and Leonardo announce about the M-346 training system on July 22, 2026?

CAE and Leonardo announced a new collaboration agreement to advance the M‑346 Integrated Training System. According to CAE, the agreement focuses on enhancing advanced fighter pilot training and developing next‑generation integrated capabilities for evolving air operations, AI‑enabled systems and increasingly autonomous mission environments.

How will the CAE and Leonardo agreement impact next-generation fighter pilot training for CAE (NYSE: CAE)?

The agreement aims to expand and modernize M‑346-based fighter pilot training for current and future needs. According to CAE, both companies will develop a technology roadmap, incorporating advanced simulation, Live, Virtual and Constructive training, and Live Synthetic Integration to better prepare pilots for complex battlespace demands.

What role does the International Flight Training School play in the CAE (NYSE: CAE) and Leonardo collaboration?

The International Flight Training School (IFTS) showcases how the CAE–Leonardo partnership works in practice. According to CAE, IFTS combines live flying, high-end simulation and data‑driven instruction, enabling integrated training for complex missions and supporting interoperability among NATO and partner air forces.

What are Live, Virtual and Constructive (LVC) and Live Synthetic Integration (LSI) in the CAE–Leonardo M-346 agreement?

LVC and LSI refer to blended training environments that mix real and simulated assets. According to CAE, the expanded collaboration seeks to embed M‑346 training within these environments, allowing pilots to rehearse complex missions repeatedly, safely and in highly integrated multi‑domain scenarios.

How might the CAE and Leonardo M-346 collaboration matter for CAE (NYSE: CAE) investors?

The collaboration reinforces CAE’s position in advanced military pilot training, centered on the M‑346 Integrated Training System. According to CAE, expanding into LVC and synthetic environments may enhance its role as a technology partner to defence customers seeking more sophisticated, integrated training solutions.

What 2025 financial figures did Leonardo report alongside its collaboration with CAE (NYSE: CAE)?

Leonardo reported 2025 new orders of €23.8 billion, an order backlog of €46.6 billion and revenues of €19.5 billion. According to Leonardo, these figures reflect its broad participation in aerospace, defence and security programmes across multiple domains and geographies.