Cae Inc Stock Price, News & Analysis

CAE (NYSE:CAE) reported solid Q1 FY2026 results with revenue of $1,098.6 million, up 2% year-over-year. The company achieved EPS of $0.18 vs. $0.15 in the prior year, while adjusted EPS remained stable at $0.21.

Key highlights include operating income of $133.8 million (12.2% of revenue) and adjusted segment operating income of $147.8 million (13.5% of revenue). The Civil Aviation segment delivered 8 full-flight simulators with 71% training center utilization, while Defense and Security showed significant profitability improvement.

Notably, Matthew Bromberg will succeed Marc Parent as President and CEO effective August 13, 2025. The company maintains a strong adjusted backlog of $19.5 billion, with Defense showing a robust book-to-sales ratio of 2.08 times for the last 12 months.

CAE (NYSE:CAE) and Porter Airlines have expanded their training partnership with the deployment of a new Embraer E195-E2 full-flight simulator at CAE's Montreal training centre. The state-of-the-art 7000XR Series simulator, equipped with the advanced CAE Prodigy visual system, was developed and manufactured in Montreal.

The simulator will support Porter's growing fleet of E195-E2 aircraft, with 46 aircraft already delivered and up to 100 expected. The training facility, operated through Embraer CAE Training Services (ECTS), features the innovative CAE Prodigy Image Generator using Epic Games' Unreal Engine for enhanced realism. ECTS also operates E2 simulators in Singapore and Madrid, along with Phenom family training facilities across multiple global locations.

CAE (NYSE: CAE) has announced two important upcoming events for August 13, 2025. The company will host its FY2026 Q1 financial results conference call at 8:00 a.m. ET, followed by its FY2025 Annual and Special Meeting of Shareholders at 11:00 a.m. ET.

Key executives participating include Calin Rovinescu (Chair), Marc Parent (CEO), Matthew Bromberg (Incoming CEO), Nick Leontidis (COO), and Constantino Malatesta (Interim CFO). The Annual Meeting will be held both in person at Montreal headquarters and via live webcast, while the earnings call will be accessible through webcast and telephone.

CAE (NYSE:CAE) has been named to TIME Canada's Best Companies 2025 list, a prestigious recognition based on three key dimensions: employee satisfaction, revenue growth, and ESG performance. The selection process analyzed companies with over $100 million in revenue using data from more than 49,000 employees over three years.

The company's employee value proposition focuses on creating meaningful impact through comprehensive benefits including flexible vacation policies, enhanced parental leave, sabbaticals, and professional development programs. CAE's business strategy emphasizes disciplined capital deployment and recurring revenue, which has resulted in strong financial performance.

CAE (NYSE: CAE) has been recognized in TIME and Statista's second edition of the World's Most Sustainable Companies 2025. The company was selected among the top 500 companies out of over 5,000 global organizations evaluated based on more than 20 key performance indicators related to sustainability.

The assessment criteria included compliance with international reporting standards, emissions, and commitment to sustainability goals. Companies were selected based on revenue, market capitalization, and public prominence. Chief People and Sustainability Officer Hélène V. Gagnon highlighted this recognition as a testament to CAE's commitment to sustainable innovation and global impact.

CAE has received regulatory approval to renew its Normal Course Issuer Bid (NCIB) program, allowing the purchase and cancellation of up to 16,019,294 common shares (5% of outstanding shares) between June 10, 2025, and June 9, 2026. RBC Dominion Securities will act as the designated broker, with purchases made through TSX and NYSE facilities. The company has established an automatic repurchase plan agreement (ARPA) with RBC for continued share repurchases during blackout periods. Under the previous NCIB program (May 2024-2025), CAE purchased 856,230 shares at an average price of $24.85, totaling $21.3 million. The new NCIB program is part of CAE's capital allocation strategy, aimed at enhancing shareholder value.

CAE has appointed Matthew Bromberg as its new President and CEO, effective August 13, 2025. Bromberg, 55, brings extensive aerospace and defense experience from leadership roles at Northrop Grumman and RTX Corp. He will succeed Marc Parent, who is departing after 16 years of service. Calin Rovinescu will transition to Executive Chairman, while Sophie Brochu will serve as Lead Independent Director. Bromberg will join CAE on June 16, 2025, as Incoming President and CEO to ensure a smooth transition. His track record includes heading Global Operations at Northrop Grumman and serving as President of Military Engines at RTX Corp. The leadership changes reflect CAE's commitment to strengthening its position as a global leader in aviation training solutions and driving future growth.

CAE reported strong Q4 FY2025 and full-year financial results. In Q4, revenue increased to $1,275.4 million, up 13% from last year, with EPS of $0.42 versus -$1.58. Full-year revenue reached $4.7 billion, with EPS of $1.27. The company achieved record free cash flow of $813.9 million for the year with 211% cash conversion. Civil Aviation segment delivered strong performance with 28.6% adjusted margin in Q4, while Defense segment showed significant improvement with 9.2% margin. The adjusted backlog grew 65% to $20.1 billion, supported by Civil's $8.8 billion and Defense's $11.3 billion backlogs. CAE delivered 61 full-flight simulators during the year and maintained a 74% training center utilization rate. The company's strategic position strengthened with its selection as a partner for Canada's Future Fighter Lead-in Training program.

CAE has rebranded its airline operations solutions portfolio as Flightscape - Powered by CAE, a data-driven platform providing real-time operational insights for airlines. The cloud-native SaaS platform helps Operations Control Centre stakeholders prevent disruptions and optimize operations in complex situations. French regional airline HOP! has already implemented Flightscape's Operations Control solution in Q1 2025, with Crew Manager and Crew Planner modules planned for late 2025. The platform features a modular architecture supporting operations control, crew management, flight management, airport management, and in-flight service management. Flightscape's Unified Task Board integrates data from multiple OCC systems to enhance decision-making efficiency during critical situations.