Accessibility StatementSkip Navigation MONTREAL, Oct. 31, 2025 /PRNewswire/ - (NYSE:Â CAE) (TSX: CAE) – CAE will release its second quarter financial results on Tuesday, November 11, 2025, after market close. Analysts and institutional investors are invited to attend a conference call on Wednesday, November 12, at 8:00 a.m. Eastern Time (ET) during which a review of CAE's performance and outlook will be provided. Calin Rovinescu, Executive Chairman of the Board, Matthew Bromberg, President and Chief Executi ...

Core Insights - CAE Inc. operates at the intersection of advanced simulation, professional training, and service delivery across aviation, defense, and healthcare sectors, focusing on immersive digital training and integrated operational solutions [1][2][8] - The company has expanded its offerings beyond flight simulators to include full-service crew sourcing, ab initio pilot pipelines, and defense-oriented mission rehearsal systems [1][2][3] Business Overview - CAE is a Canadian technology and services company specializing in professional simulation and training for civil aviation, defense, and healthcare markets, with a business model that combines capital equipment sales with long-duration service contracts [2][5] - The operational structure includes distinct lines for Civil Aviation, Defense & Security, and Enterprise Solutions, showcasing a blend of capital goods and high-margin services [3][4][6] Financial Metrics - CAE's market capitalization is approximately CA$12.7 billion, with annual revenue around CA$3.8 billion and net income of CA$320 million [10] - The Civil Aviation segment is the primary revenue driver, contributing the majority of consolidated sales, while the company emphasizes recurring revenue from training and support services [10][37] Competitive Positioning - CAE's competitive edge lies in its ability to couple simulator technology with multi-year service contracts, creating predictable revenue streams and retaining technological differentiation [8][20] - The company faces competition from major players like Lockheed Martin, Boeing, and Raytheon Technologies, as well as specialist firms such as FlightSafety International and Thales Group [16][18] Industry Dynamics - Key industry factors impacting CAE include pilot demand cycles, defense procurement timing, and technological innovation, which can enhance margins and recurring service opportunities [17][21] - The operational footprint includes a global network of training centers and manufacturing capabilities, ensuring proximity to customers and service excellence [7][22] Historical Development - Founded in 1947, CAE has evolved from a small engineering firm into a global leader in simulation and training, marked by strategic acquisitions and expansion into new markets [23][24] - Leadership continuity and sector expertise are crucial for balancing capital intensity and long-term service delivery, with a focus on recurring, software-enabled training services [25][28] Market Position - CAE is a constituent of the S&P/TSX Composite Index, influencing institutional ownership and liquidity, and is recognized as a leading provider in the aerospace and defense sectors [29][33][36] - The company's market position benefits from index inclusion, but equity performance is closely tied to cyclical demand in aviation and defense [36]

Core Insights - The market anticipates CAE to report flat earnings of $0.15 per share for the quarter ended June 2025, with revenues expected to rise by 3.4% to $810.12 million compared to the previous year [3][4] - The upcoming earnings report is set to be released on August 13, and the stock price may react positively if actual results exceed expectations, while a miss could lead to a decline [2][3] - CAE's Earnings ESP is +1.03%, indicating a likelihood of beating the consensus EPS estimate, although it currently holds a Zacks Rank of 3 [13] Earnings Estimates and Revisions - The consensus EPS estimate for CAE has been revised 2.86% higher in the last 30 days, reflecting a more optimistic outlook from analysts [4] - The Most Accurate Estimate for CAE is higher than the Zacks Consensus Estimate, suggesting analysts have recently become more bullish on the company's earnings prospects [13] Historical Performance - In the last reported quarter, CAE exceeded the expected earnings of $0.32 per share by delivering $0.33, resulting in a surprise of +3.13% [14] - Over the past four quarters, CAE has beaten consensus EPS estimates three times, indicating a strong track record of performance [15] Industry Context - Another player in the aerospace and defense equipment industry, Sky Harbour Group Corporation, is expected to report a loss of $0.12 per share, reflecting a significant year-over-year decline of -300%, despite a revenue increase of 83.2% to $6.63 million [19][20] - Sky Harbour Group's consensus EPS estimate has been revised 13.3% higher recently, and it has an Earnings ESP of +35.13%, combined with a Zacks Rank of 1, indicating a strong likelihood of beating the consensus estimate [20][21]

Core Points - CAE Inc. has been recognized as one of the World's Most Sustainable Companies 2025, an award presented by TIME and Statista Inc. [1][2] - The ranking evaluates companies based on over 20 key performance indicators related to sustainability, including compliance with international standards and emissions [2] - CAE's Chief People and Sustainability Officer highlighted the recognition as a reflection of the company's commitment to sustainability and positive global impact [3] Company Overview - CAE focuses on making the world safer by providing training, simulation, and critical operations solutions for aviation professionals and defense forces [4] - The company employs approximately 13,000 people across around 240 sites in over 40 countries, emphasizing innovation and sustainability in its operations [4] - CAE has been a leader in high-fidelity flight simulators and training solutions for nearly 80 years, aiming to enhance safety and mission readiness [4]