CAE Inc (CAE)
NYSE:CAE
Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear positives (notably strong Defense performance, a meaningful improvement in free cash flow, an actionable transformation plan with identified savings, and product/customer milestones) against significant near-term headwinds (Civil softness, Middle East disruptions, lower backlog, one-time transformation and network rationalization costs, and paused government R&D support). Management emphasizes execution, capital discipline and long-term targets, but FY2027 is expected to be a transitional year with lower margins and execution risk before benefits materialize toward FY2028–FY2030.Company Guidance
Consolidated Revenue Growth
Consolidated revenue for FY2026 was $4.9 billion, up 4% year-over-year; Q4 revenue was $1.3 billion, up 4% year-over-year.
Strong Defense Performance
Defense revenue Q4 was $580 million (up 6% YoY) and FY2026 revenue was $2.2 billion (up 9% YoY). Q4 adjusted segment operating income for Defense was $59.4 million with a 10.2% margin; full-year Defense adjusted segment operating income was $200.2 million (9.2% margin). Book-to-sales in Defense was north of 1.11 in Q4.
Material Free Cash Flow Improvement
Under the updated free cash flow definition, FY2026 free cash flow was $473.8 million with a conversion rate of ~123% (vs. an average conversion of <50% from FY2022–FY2025), reflecting improved capital allocation and working capital management.
Clear Transformation Plan with Savings Targets
Transformation program targets $125 million–$150 million of run-rate structural cost savings by FY2030, with total one-time transformation costs of $200 million–$250 million (approximately $100 million noncash). A defined 8-workstream program and dedicated PMO are in place.
Long-Term Financial Targets and Discipline
FY2030 targets include mid-single-digit organic revenue growth, $950 million–$1.0 billion of adjusted segment operating income, and cumulative 100% free cash flow conversion over the 4-year period ending FY2030. Management is aligning incentives to free cash flow, operating margin expansion, ROIC and EPS.
Product and Customer Milestones
First FAA/EASA-qualified Boeing 777-9 full-flight simulator achieved (world's first). Expanded training footprint in India with InterGlobe (fourth advanced pilot training center in Mumbai) and signed a long-term training agreement with BOND in business aviation.
Balance Sheet and Capital Discipline
Net debt at year-end was $2.7 billion with a net debt to adjusted EBITDA ratio of 2.29x; company maintained investment-grade posture and plans disciplined capital allocation focused on ROIC.
CAE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CAE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $26.94 | $23.16 | -14.03% |
Feb 12, 2026 | $31.38 | $30.22 | -3.70% |
Nov 11, 2025 | $27.42 | $27.43 | +0.04% |
Aug 12, 2025 | $29.54 | $27.88 | -5.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CAE Inc (CAE) report earnings?
CAE Inc (CAE) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is CAE Inc (CAE) earnings time?
CAE Inc (CAE) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CAE EPS forecast?
CAE EPS forecast for the fiscal quarter 2027 (Q1) is 0.17.