CAE Inc. is a global entity dedicated to delivering advanced simulation-based training and vital operational assistance. The company structures its diverse operations ...
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Est. EPS $1.30 · Revenue $5.11B · 10 analysts
Est. EPS $0.40 · Revenue $1.33B · 4 analysts
Est. EPS $0.46 · Revenue $1.34B · 5 analysts
Est. EPS $1.52 · Revenue $5.21B · 9 analysts
EPS CAD 0.10 · Revenue CAD 1.17B
EPS CAD 0.98 · Revenue CAD 4.93B
EPS CAD 0.34 · Revenue CAD 1.25B
EPS CAD 0.23 · Revenue CAD 1.24B
EPS CAD 0.18 · Revenue CAD 1.10B
EPS CAD 1.27 · Revenue CAD 4.71B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $4.9B | +4.6% | -11.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $313.9M | -22.5% | -57.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +27.3% | -1.2% | -3.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +12.7% | -18.2% | -59.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.4% | -26.0% | -52.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $585.2M | +29.4% | -23.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.9% | +23.6% | -13.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 61.2% | -13.7% | 0.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.96x | +20.2% | 0.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $11.2B | -0.3% | 0.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.98 vs 1.20 | -18.0% | 0.10 vs 0.40 | -75.3% |
| Revenue Surprise | $4.9B vs $4.9B | +0.7% | $1.2B vs $1.3B | -11.9% |
Operator: Good day, ladies and gentlemen. Welcome to CAE's First Quarter and Full Year FY 2027 Financial Results and Conference Call. [Operator Instructions] I would now like to turn the conference over to Mr. Andrew Arnovitz. Please go ahead, Mr. Arnovitz. Andrew Arnovitz: Good morning, everyone, and thank you for joining us today. Today's remarks, including management's outlook and answers to questions, contain forward-looking statements, which represent our expectations as of today, August 13, 2026, and accordingly, are subject to change. Such statements are based on assumptions that may not materialize and are subject to risks and uncertainties. Actual results may differ materially, and listeners are cautioned not to place undue reliance on these forward-looking statements. A description of the risks, factors and assumptions that may affect future results is contained in CAE's annual MD&A and MD&A for the 3 months ended June 30, 2026, as well as CAE's press release dated May 21, 2026, disclosing transformation plan targets to fiscal 2030, all of which are available on our corporate website and on our filings with the Canadian Securities Administrators on SEDAR+ and the U.S. Securities and Exchange Commission on EDGAR. On the call with me this morning from CAE are Calin Rovinescu, Executive Chairman; Matthew Bromberg, the company's President and Chief Executive Officer; and Ryan McLeod, our Chief Financial Officer. After formal remarks, we'll open the call to questions from financial analysts. Let me now turn the call over to Calin. Calin Rovinescu: Good morning, everyone. Before Matt and Ryan take us through the Q1 results and discuss progress against the transformation plan, I'd like to briefly share a few observations. CAE's transformation plan is continuing at pace. As we announced with the year-end results, the work is centered on sharpening our portfolio, strengthening capital discipline and enhancing operational and financial performance with several clear objectives, increase long-term resilience, improve execution against plan and support sustainable cash generation, profitability and returns. We wanted to start some of the heavy lifting required by the transformation plan right away, so we chose not to wait for an Investor Day to launch it. The Board receives regular updates on the plan, and we're encouraged by the progress being made across its multiple work streams. Fundamentally, I believe CAE's long-term growth prospects remain strong. Our Civil business continues to benefit from durable long-term aviation demand growth as expanding air travel and higher aircraft deliveries will continue to require more of CAE's training services and simulation products. In Defense, CAE is benefiting from the generational upturn in Defense spending happening around the world, especially in NATO countries, including, of course, here in Canada. Across the expanding Defense ecosystem, we continue to see CAE's heritage, strategy, technology and …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Matthew F. Bromberg | Chief Executive Officer, President & Director | CAD 2,590,229 | Male | 1970 | Active |
Calin Rovinescu | Executive Chairman of the Board | CAD 1,482,214 | Male | 1956 | Active |
Andrew Arnovitz | Chief Strategy Officer | CAD 1,171,637 | Male | — | Active |
Carter Copeland | President of Flightscape | CAD 1,072,473 | Male | — | Active |
Ryan McLeod | Chief Financial Officer | CAD 845,664 | Male | — | Active |
Pascal Grenier | President of Defense & Security | CAD 717,123 | Male | — | Active |
Mark Hounsell | Chief Legal Officer | CAD 697,586 | Male | — | Active |
Juan Araujo | Senior Vice President of Operations | CAD 450,929 | Male | — | Active |
Alexandre Prevost | President of Civil Aviation | — | Male | — | Active |
Srini Dixit | CFO of Defense & Security, Interim VP and GM of Defense & Security USA | — | Male | — | Active |
Helene V. Gagnon | Chief People & Sustainability Officer | — | Female | — | Active |
Samantha Golinski | Senior Vice President of Communications | — | Female | — | Active |
Emmanuel Levitte | Chief Technology Officer | — | Male | — | Active |
CAE NYSE: CAE reported a first-quarter fiscal 2027 performance that management said was consistent with its full-year outlook, as stronger Defense revenue and free cash flow helped offset pressure on Civil margins from Middle East disruption, transformation-related spending and lower simulator sales contributions.
MONTREAL, Aug. 13, 2026 /PRNewswire/ -- (NASDAQ: CAE) (TSX: CAE) CAE announces the final director election results from its 2026 Annual Meeting of Shareholders. The following 13 nominees were elected as Directors of CAE: Nominee Votes for For (%) Votes against Against (%) Sophie Brochu 197,552,431 77.47 % 57,454,470 22.53 % Matthew Bromberg 253,533,889 99.42 % 1,472,809 0.58 % Patrick Decostre 249,274,959 97.75 % 5,731,939 2.25 % Elise Eberwein 247,889,860 97.21 % 7,116,843 2.79 % Ian L.
CAE Inc. (CAE:CA) Q1 2027 Earnings Call Transcript
The headline numbers for CAE (CAE) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CAE (CAE) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.15 per share a year ago.
