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CAE Inc (TSE:CAE)
TSX:CAE
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.21Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 13, 2025
|% Change Since: -1.05%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial performance with record free cash flow, significant backlog growth, and strong performance in both Civil and Defense segments. However, there are challenges in training center utilization and increased financial costs. Overall, the positive aspects significantly outweigh the challenges.Company Guidance
During the CAE Fourth Quarter and Full Fiscal Year 2025 Conference Call, the company provided robust guidance for the upcoming fiscal year. CAE reported a record free cash flow of $814 million for the fiscal year, translating to a cash conversion rate of 211%. Civil aviation segment achieved a record adjusted segment operating margin of 28.6% in Q4 and 21.5% for the year. The defense segment showed significant improvement with an adjusted segment operating income margin of 9.2% in Q4. CAE's total consolidated revenue for the fiscal year increased by 10% to $4.7 billion, with an adjusted segment operating income up by 33% to $732 million. The company expects a mid to high single-digit percentage growth in segment operating income for Civil in fiscal 2026 and a low double-digit growth in Defense, with a continued focus on operational excellence and capital efficiency. The fiscal year 2026 will see a targeted free cash flow conversion rate of 150% and a reduction in net leverage to 2.5 times supported by sustained cash flow generation.Record Free Cash Flow and Backlog
Generated $289 million in free cash flow in Q4 and a record $814 million for the full year, translating to a cash conversion rate of 211%. Achieved a record end of year adjusted backlog of $20.1 billion, up 65% from last year.
Strong Civil Aviation Segment Performance
Civil segment achieved a record adjusted segment operating margin of 28.6% in Q4 and 21.5% for the year. Backlog grew 37% to a record $8.8 billion, supported by $3.7 billion in new orders.
Defense Segment Growth
Defense segment accelerated its path to greater profitability with an adjusted segment operating income margin of 9.2% in Q4 and doubled the adjusted Defense backlog to $11.3 billion.
Revenue and Income Growth
Consolidated revenue increased 13% in Q4 and 10% for the year. Adjusted segment operating income was up 33% to $732 million, while annual adjusted net income was $385.5 million, up from $0.87 last year to $1.21 per share.
TSE: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
TSE:CAE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2025 | C$36.17 | C$34.36 | -5.00% |
Feb 13, 2025 | C$33.37 | C$37.99 | +13.84% |
Nov 12, 2024 | C$26.96 | C$30.18 | +11.94% |
Aug 13, 2024 | C$22.98 | C$24.13 | +5.00% |
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 (TSE:CAE) report earnings?
CAE Inc (TSE:CAE) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is CAE Inc (TSE:CAE) earnings time?
CAE Inc (TSE:CAE) earnings time is at Aug 06, 2025, TBA Not 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 TSE:CAE EPS forecast?
TSE:CAE EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.