CAE Inc

CAE

Market cap $8.64B

MONTREAL , Nov. 20, 2025 /PRNewswire/ - (NYSE: CAE) (TSX: CAE) – CAE announced today the signing of a worldwide cooperation agreement that positions CAE as Saab's preferred supplier for select training and simulation requirements related to its GlobalEye Airborne Early Warning and Control (AEW&C) aircraft and other platforms. This partnership also includes an agreement specific to Canada to jointly pursue Canada's AEW&C program.

BCC, CAE and CSL have been added to the Zacks Rank #5 (Strong Sell) List on November 20, 2025.

Investors need to pay close attention to CAE stock based on the movements in the options market lately.

CAE remains a "Buy," with long-term growth supported by commercial aviation and defense demand despite recent stock underperformance. Q2 results showed civil aviation softness, with lower simulator utilization and margin pressure, but a strong $8.5 billion backlog. Defense segment restructuring is yielding higher-margin contracts and improved profitability, with legacy contract risks diminishing.

CAE Inc. ( CAE:CA ) Q2 2026 Earnings Call November 12, 2025 8:00 AM EST Company Participants Andrew Arnovitz - Senior VP of Investor Relations & Enterprise Risk Management Calin Rovinescu - Executive Chairman of the Board Constantino Malatesta - Interim Chief Financial Officer Matthew Bromberg - CEO, President & Director Nick Leontidis - Executive VP & COO Conference Call Participants Fadi Chamoun - BMO Capital Markets Equity Research Krista Friesen - CIBC Capital Markets, Research Division Konark Gupta - Scotiabank Global Banking and Markets, Research Division Benoit Poirier - Desjardins Securities Inc., Research Division Kristine Liwag - Morgan Stanley, Research Division Cameron Doerksen - National Bank Financial, Inc., Research Division Matthew Lee - Canaccord Genuity Corp., Research Division Anthony Valentini - Goldman Sachs Group, Inc., Research Division Conor Walters - Jefferies LLC, Research Division Jordan Lyonnais - BofA Securities, Research Division James McGarragle - RBC Capital Markets, Research Division Presentation Operator Good day, ladies and gentlemen. Welcome to the CAE Second Quarter Financial Results for Fiscal Year 2026 Conference Call.

The headline numbers for CAE (CAE) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CAE (CAE) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.18 per share a year ago.

• Revenue of $1,236.6 million vs. $1,136.6 million in prior year •  Earnings per share (EPS) of $0.23 vs.

In the news release, Advisory: CAE's FY2026 Q2 financial results conference call, issued 31-Oct-2025 by CAE Inc. over PR Newswire, we are advised by the company that the conference ID has been added. The complete, corrected release follows: Advisory: CAE's FY2026 Q2 financial results conference call MONTREAL , Oct. 31, 2025 /PRNewswire/ - (NYSE: CAE) (TSX: CAE) – CAE will release its second quarter financial results on Tuesday, November 11, 2025, after market close.

Beyond analysts' top-and-bottom-line estimates for CAE (CAE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.