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 -

Q4 2025

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.

CAE (TSE: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 >

TSE:CAE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2026 (Q1)	0.20 / -	0.21	―	―	―
May 13, 2025	2025 (Q4)	0.46 / 0.47	0.12	291.67% (+0.35)	―
Feb 13, 2025	2025 (Q3)	0.28 / 0.29	0.24	20.83% (+0.05)
Nov 12, 2024	2025 (Q2)	0.19 / 0.24	0.27	-11.11% (-0.03)
Aug 13, 2024	2025 (Q1)	0.20 / 0.21	0.24	-12.50% (-0.03)
May 27, 2024	2024 (Q4)	0.42 / 0.12	0.35	-65.71% (-0.23)
Feb 14, 2024	2024 (Q3)	0.24 / 0.24	0.28	-14.29% (-0.04)	―
Nov 14, 2023	2024 (Q2)	0.20 / 0.27	0.19	42.11% (+0.08)
Aug 09, 2023	2024 (Q1)	0.20 / 0.24	0.06	300.00% (+0.18)	―
May 31, 2023	2023 (Q4)	0.34 / 0.35	0.29	20.69% (+0.06)	―

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 (Confirmed).

What is CAE Inc (TSE:CAE) earnings time?

CAE Inc (TSE:CAE) earnings time is at Aug 06, 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 TSE:CAE EPS forecast?

TSE:CAE EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing