CAE Inc (TSE:CAE)

NYSE:CAE

CAE

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CAE (CAE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 12, 2026

TBA (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

0.24

Last Year’s EPS

0.21

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:May 21, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call balanced clear positives (notably strong Defense performance, a meaningful improvement in free cash flow, an actionable transformation plan with identified savings, and product/customer milestones) against significant near-term headwinds (Civil softness, Middle East disruptions, lower backlog, one-time transformation and network rationalization costs, and paused government R&D support). Management emphasizes execution, capital discipline and long-term targets, but FY2027 is expected to be a transitional year with lower margins and execution risk before benefits materialize toward FY2028–FY2030.

Company Guidance

CAE guided that fiscal 2027 will be a reset year with consolidated revenue expected to grow low single‑digits (Civil flat to slightly down, Defense mid‑single‑digit growth), adjusted segment operating income margin of 14.6%–15.1% (under the updated definition), adjusted EPS of $1.21–$1.28 and free cash flow conversion of 85%–95% (part of a plan to deliver 100% cumulative cash conversion over the four‑year period to FY2030). Management reaffirmed FY2030 targets of mid‑single‑digit organic revenue growth, $950M–$1.0B of adjusted segment operating income and ~100% cumulative cash conversion, driven by $125M–$150M of run‑rate structural cost savings by FY2030; the transformation carries one‑time costs of $200M–$250M (≈$100M non‑cash), of which $84M was incurred in FY2026 ($59M non‑cash). Additional context/metrics included FY2026 results (consolidated revenue $4.9B, +4%; Q4 revenue $1.3B, +4%; FY adj. segment operating income $710.7M, −3%; Q4 adj. SOI $211.8M; FY adjusted EPS $1.20; Q4 adjusted EPS $0.42; FY2026 free cash flow $473.8M, ~123% conversion), a net debt balance of $2.7B (net debt/adjusted EBITDA 2.29x), divestiture of ~8% of revenue (Flightscape ~4%–5%), a planned ~10% reduction in commercial full‑flight simulators (already retired 5 devices, closed 1 center; expect 8–10 more retirements, >300,000 sq ft removed and 4–6 center closures), and that total CapEx is expected to be approximately flat year‑over‑year in FY2027.

Consolidated Revenue Growth

Consolidated revenue for FY2026 was $4.9 billion, up 4% year-over-year; Q4 revenue was $1.3 billion, up 4% year-over-year.

Strong Defense Performance

Defense revenue Q4 was $580 million (up 6% YoY) and FY2026 revenue was $2.2 billion (up 9% YoY). Q4 adjusted segment operating income for Defense was $59.4 million with a 10.2% margin; full-year Defense adjusted segment operating income was $200.2 million (9.2% margin). Book-to-sales in Defense was north of 1.11 in Q4.

Material Free Cash Flow Improvement

Under the updated free cash flow definition, FY2026 free cash flow was $473.8 million with a conversion rate of ~123% (vs. an average conversion of <50% from FY2022–FY2025), reflecting improved capital allocation and working capital management.

Clear Transformation Plan with Savings Targets

Transformation program targets $125 million–$150 million of run-rate structural cost savings by FY2030, with total one-time transformation costs of $200 million–$250 million (approximately $100 million noncash). A defined 8-workstream program and dedicated PMO are in place.

Long-Term Financial Targets and Discipline

FY2030 targets include mid-single-digit organic revenue growth, $950 million–$1.0 billion of adjusted segment operating income, and cumulative 100% free cash flow conversion over the 4-year period ending FY2030. Management is aligning incentives to free cash flow, operating margin expansion, ROIC and EPS.

Product and Customer Milestones

First FAA/EASA-qualified Boeing 777-9 full-flight simulator achieved (world's first). Expanded training footprint in India with InterGlobe (fourth advanced pilot training center in Mumbai) and signed a long-term training agreement with BOND in business aviation.

Balance Sheet and Capital Discipline

Net debt at year-end was $2.7 billion with a net debt to adjusted EBITDA ratio of 2.29x; company maintained investment-grade posture and plans disciplined capital allocation focused on ROIC.

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

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TSE:CAE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2026	2027 (Q1)	0.24 / -	0.21	―	―	―
May 21, 2026	2026 (Q4)	0.41 / 0.42	0.47	-10.64% (-0.05)
Feb 12, 2026	2026 (Q3)	0.30 / 0.34	0.29	17.24% (+0.05)
Nov 11, 2025	2026 (Q2)	0.20 / 0.23	0.24	-4.17% (>-0.01)
Aug 12, 2025	2026 (Q1)	0.20 / 0.21	0.21	0.00% (0.00)
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)

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 21, 2026	C$37.06	C$32.01	-13.63%
Feb 12, 2026	C$42.65	C$41.20	-3.40%
Nov 11, 2025	C$38.39	C$38.41	+0.05%
Aug 12, 2025	C$40.80	C$38.43	-5.81%

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 12, 2026, TBA (Confirmed).

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

CAE Inc (TSE:CAE) earnings time is at Aug 12, 2026, 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 2027 (Q1) is 0.24.