The call reflected a balanced outlook, with strong performance in the Defense segment and promising developments in business aviation. However, challenges in the Civil segment, particularly the temporary pause in commercial pilot hiring and negative free cash flow, offset some of the positive momentum. The company remains optimistic about future growth opportunities, especially in Defense, but recognizes the need for operational efficiencies and capital allocation improvements.

Company Guidance

In the first quarter of fiscal year 2026, CAE provided guidance on several key financial metrics and strategic priorities. The company reported adjusted earnings per share (EPS) of $0.21 and an adjusted order intake of $1.1 billion. CAE is targeting a net debt to adjusted EBITDA ratio of approximately 2.5x by the fiscal year-end, indicating a focus on deleveraging the balance sheet. The company also highlighted a 71% training center utilization rate and a total Civil adjusted backlog of $8.4 billion, up 27% year-over-year. In Defense, the adjusted segment operating income increased by 45% to $40.2 million, reflecting margin expansion and improved program execution. Overall, CAE emphasized a focus on enhancing free cash flow conversion, improving returns on invested capital, and considering shareholder returns through dividends and share repurchases. The company expressed optimism about long-term growth opportunities, driven by favorable market dynamics in both civil aviation and defense sectors.

Strong Defense Segment Performance

Defense delivered strong year-over-year growth in adjusted segment operating income with an 8.2% margin, driven by improved execution and disciplined program management. The segment achieved a book-to-sales ratio of 1.25x, contributing to $11 billion in Defense adjusted backlog, up 7% year-over-year.

Business Aviation Success

Market conditions for business aviation remain strong, accounting for about half of Civil's profit. CAE opened its first dedicated training center in Central Europe, enhancing customer support with new full-flight simulators.

Continued Investment and Expansion

Capital expenditures totaled $106.9 million this quarter, with approximately 75% invested in growth. This includes simulators deployed to support U.S. Army helicopter training in Alabama.

Strong Order Intake

Overall order intake was $1.1 billion, with notable orders in Defense, including the continuation of flight training services for the U.S. Air Force and collaboration with Sikorsky for anti-submarine warfare capabilities.

CAE (CAE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CAE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2026 (Q2)	0.15 / -	0.173	―	―	―
Aug 12, 2025	2026 (Q1)	0.15 / 0.15	0.152	0.00% (0.00)	―
May 13, 2025	2025 (Q4)	0.33 / 0.34	0.087	291.67% (+0.25)	―
Feb 13, 2025	2025 (Q3)	0.20 / 0.21	0.173	20.83% (+0.04)
Nov 12, 2024	2025 (Q2)	0.14 / 0.17	0.195	-11.11% (-0.02)
Aug 13, 2024	2025 (Q1)	0.15 / 0.15	0.173	-12.50% (-0.02)
May 27, 2024	2024 (Q4)	0.30 / 0.09	0.253	-65.71% (-0.17)
Feb 14, 2024	2024 (Q3)	0.18 / 0.17	0.202	-14.29% (-0.03)	―
Nov 14, 2023	2024 (Q2)	0.14 / 0.20	0.137	42.11% (+0.06)
Aug 09, 2023	2024 (Q1)	0.15 / 0.17	0.043	300.00% (+0.13)	―

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
Aug 12, 2025	$29.54	$27.88	-5.62%
May 13, 2025	$25.99	$24.57	-5.46%
Feb 13, 2025	$23.51	$26.78	+13.91%
Nov 12, 2024	$19.33	$21.53	+11.38%

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 Nov 18, 2025, TBA (Confirmed).

What is CAE Inc (CAE) earnings time?

CAE Inc (CAE) earnings time is at Nov 18, 2025, 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 2026 (Q2) is 0.15.

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