CAE's investment thesis is centered on its dominant position in pilot training and simulation, but near-term performance is heavily weighed down by the re-baselining of its Defense & Security segment, which is compressing operating margins to 6.2% in 2027Q1 de...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to 6.8% year-over-year in 2027Q1, while operating margin has contracted sharply to 6.2% from a peak of 21.5% in 2025Q3, indicating significant deleverage and margin pressure from the defense segment.
American Airlines' restart of nonstop services indicates growing demand in aviation, benefiting CAE's training and simulation services.
CAE's robust fundamentals and tech exposure suggest resilience and growth potential, attracting smart money sentiment.
CAE's focus on simulation and modeling technologies positions it as a leader in making industries safer and more efficient.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $0.19+11.8% vs $0.17 | $826M+3.7% vs $797M |
Q2 2026 May 21, 2026 | $0.31+3.3% vs $0.30 | $954M+3.1% vs $925M |
Q1 2026 Feb 12, 2026 | $0.24+9.1% vs $0.22 | $912M-0.8% vs $919M |
Q4 2025 Nov 12, 2025 | $0.16-13.3% vs $0.19 | $887M+0.8% vs $880M |
Amundi trimmed its position in shares of CAE Inc (NYSE: CAE) (TSE: CAE) by 4.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 563,895 shares of the aerospace company's stock after selling 23,737 shares during the quarter.
MONTREAL, Sept. 9, 2026 /PRNewswire/ -- (NASDAQ: CAE) (TSX: CAE) – CAE has been included in the first edition of the World's Best Companies 2026.
KIELCE, Poland, Sept. 8, 2026 /PRNewswire/ -- (NASDAQ: CAE) (TSX: CAE) – CAE and WB Electronics, a leading company in Poland's defence sector specializing in advanced technologies, today announced the signing of a Memorandum of Understanding (MoU) at MSPO 2026.
Bank of New York Mellon Corp purchased a new stake in shares of CAE Inc (NYSE: CAE) (TSE: CAE) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 279,733 shares of the aerospace company's stock, valued at approximately $7,010,000. Bank
Benchmark CAE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CAE Inc. (CAE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.41 | $7.85B | 35.15 | 4.65% | 6.37% | 6.05% | — | |
| $1105.28 | $61.82B | 34.45 | 11.22% | 21.28% | — | — | |
| $124.69 | $15.68B | 11.20 | 3.07% | 7.67% | 26.38% | — | |
| $46.16 | $8.66B | 355.08 | 18.52% | 2.03% | 1.14% | — | |
| $310.57 | $43.27B | 63.38 | 16.26% | 16.38% | 16.57% | — | |
| $524.68 | $121.09B | 24.42 | 5.65% | 8.16% | 86.24% | — |
CAE Inc. (CAE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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CAE Inc. (CAE) stock FAQ — growth, dividends, profitability & financials explained
CAE Inc. (CAE) reported $4.99B in revenue for fiscal year 2026. This represents a 441% increase from $922.4M in 1997.
CAE Inc. (CAE) grew revenue by 4.6% over the past year. Growth has been modest.
Yes, CAE Inc. (CAE) is profitable, generating $287.1M in net income for fiscal year 2026 (6.4% net margin).
CAE Inc. (CAE) has a return on equity (ROE) of 6.0%. This is below average, suggesting room for improvement.
CAE Inc. (CAE) generated $730.3M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
