CAE Inc.·Industrials

CAE Inc. (CAE:CA) Q4 2026 Earnings Call Transcript

Although the revenue and EPS for CAE (CAE) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

CAE NYSE: CAE reported higher fourth-quarter and full-year revenue for fiscal 2026, but management said weaker civil aviation training conditions, disruption tied to the Middle East conflict and transformation-related costs weighed on profitability and will continue to affect the company's near-term outlook.

CAE (CAE) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.33 per share a year ago.

Fourth quarter FY2026 revenue of $1,326.7 million, diluted EPS of $0.23 and adjusted EPS(1) of $0.42 Full-year FY2026 revenue of $4.9 billion, diluted EPS of $0.97 and adjusted EPS of $1.20 Transformation plan targeting $125 million to $150 million annual transformation run-rate savings(1) by fiscal 2030 (fiscal year ended March 31, 2030) Targeting $950 million to $1 billion of adjusted segment operating income (under our updated definition)(1) in fiscal 2030 with a strong cash conversion rate(1) MONTREAL, May 21, 2026 /PRNewswire/ - (NYSE: CAE) (TSX: CAE) - CAE Inc. (CAE or the Company) today reported its financial results for the fourth quarter ended March 31, 2026. For more information, please refer to the Annex for Fourth Quarter and Fiscal Year 2026 available at cae.com/investors.

Besides Wall Street's top-and-bottom-line estimates for CAE (CAE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
CAE Inc., together with its subsidiaries, provides simulation training and critical operations support solutions worldwide. It operates through three segments: Civil Aviation, Defense and Security, and Healthcare. The Civil Aviation segment provides training solutions for flight, cabin, maintenance, and ground personnel in commercial, business, and helicopter aviation; flight simulation training devices; and ab initio pilot training and crew sourcing services, as well as end to end digitally enabled crew management, training operations solutions, and optimization software. The Defense and Security segment offers training and mission support solutions for defense forces across multi-domain operations, OEMs, government agencies and public safety organizations. The Healthcare segment provides integrated education and training solutions, including interventional and imaging simulations, curricula, audiovisual debriefing solutions, center management platforms, and patient simulators for healthcare students and clinical professionals, hospital and university simulation centers, medical and nursing schools, paramedic organizations, defense forces, medical societies, public health agencies and OEMs. The company was formerly known as CAE Industries Ltd. and changed its name to CAE Inc. in 1993. CAE Inc. was incorporated in 1947 and is headquartered in Saint-Laurent, Canada.
Industrials
Aerospace & Defense
13,000
2002-07-29
1.02