CAE Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de CAE de 14.9% y 3.2% por año respectivamente. Se prevé que el BPA crezca en un 15% al año. Se espera que la rentabilidad financiera sea de 8.1% en 3 años.
Información clave
14.9%
Tasa de crecimiento de los beneficios
15.05%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Aerospace & Defense | 17.6% |
| Tasa de crecimiento de los ingresos | 3.2% |
| Rentabilidad financiera futura | 8.14% |
| Cobertura de analistas | Good |
| Última actualización | 11 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 17
CAE: Defense Industrial Strategy Will Support Future Simulation And Training Demand
Analysts have made a small downward adjustment to the CAE fair value estimate to about CA$46.86, reflecting a mix of recent price target cuts and raises as they weigh the company’s position in global simulation and training markets and the potential impact of Canada’s new Defense Industrial Strategy. Analyst Commentary Recent Street research on CAE reflects a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess the company’s execution in civil and defense markets and the potential implications of Canada’s new Defense Industrial Strategy.Actualización de narrativa • Apr 26
CAE: Defense Industrial Strategy And Submarine Pact Will Drive Future Upside
Analysts have modestly reduced the fair value estimate for CAE to CA$47.00 from about CA$47.71, as a mix of recent price target increases and decreases incorporates slightly lower revenue growth assumptions, a higher discount rate, stronger profit margin expectations, and a lower future P/E multiple. Analyst Commentary Street research on CAE over the recent period has been mixed, with some analysts lifting targets and ratings while others trim expectations and highlight execution risks.Actualización de narrativa • Apr 12
CAE: Defense Industrial Strategy And Submarine Pact Will Support Multi Year Upside
Analysts made a modest adjustment to the price target on CAE, reflecting mixed recent research. Some firms lifted targets into the CA$49 to CA$56 range, citing its global simulation and training footprint and expected benefits from Canada's Defense Industrial Strategy.Actualización de narrativa • Mar 28
CAE: Defense Industrial Strategy Will Support Multi Year Simulation And Training Upside
CAE’s updated analyst price target series now reflects a modest fair value increase to CA$47.71, as analysts balance mixed target revisions with views that its global simulation and training footprint, large installed base, and expected multi-year defense and civil aviation opportunities support a slightly higher assumed future P/E multiple. Analyst Commentary Recent research on CAE reflects a mix of optimism about the company’s role in global simulation and training, alongside caution around execution risks and capital allocation.Actualización de narrativa • Mar 11
CAE: Defense Industrial Strategy Could Reshape Simulation And Training Upside
The analyst price target for CAE has been nudged higher, from CA$46.54 to CA$47.00, as analysts factor in recent research pointing to its role as a pure-play simulation and training provider and a multi year opportunity tied to Canada's new Defense Industrial Strategy, alongside mixed but generally supportive target revisions across the Street. Analyst Commentary Recent Street research on CAE shows a mix of optimism around its pure-play positioning in simulation and training, balanced against questions about execution and portfolio changes.Actualización de narrativa • Feb 25
CAE: Training Contracts And Portfolio Shift Will Shape Future Upside Potential
The analyst price target for CAE has been adjusted modestly lower to reflect a slightly reduced fair value estimate of CA$46.54. Analysts attribute this to softer revenue growth and margin assumptions, a higher discount rate, and mixed recent target moves across firms, including cuts at Jefferies, Canaccord, and Scotiabank, alongside a smaller increase from TD Securities.Actualización de narrativa • Feb 10
CAE: Mixed Execution And Training Contracts Will Shape Measured Long-Term Returns
We are nudging our CAE fair value estimate slightly higher to $47.15 from $46.85, reflecting analysts' updated price targets and rationales that balance more conservative revenue growth assumptions with higher profit margin expectations and a modestly lower future P/E. Analyst Commentary Recent Street research on CAE reflects a mix of optimism on the company’s long term positioning and some caution around execution and valuation, which together inform our updated fair value estimate.Actualización de narrativa • Jan 27
CAE: Future Training Contracts And Mixed Execution Will Shape Balanced Long-Term Returns
The updated analyst price target for CAE rises by about $2.40, reflecting more supportive Street research that includes higher targets from several firms and slightly stronger modeled profitability and P/E assumptions. Analyst Commentary Recent Street research on CAE has focused on where the share price could settle relative to updated profit assumptions and P/E inputs, with several firms revisiting their targets over the past few months.Actualización de narrativa • Jan 12
CAE: Future Training Contracts And Mixed Execution Will Support Balanced Long-Term Returns
Analysts have slightly raised their blended price target on CAE to about C$44.50, reflecting mixed Street revisions between C$40 and C$46. These changes align with small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Actualización de narrativa • Dec 27
CAE: Future Training Contracts And Execution Will Support Balanced Long-Term Returns
Our updated analyst price target for CAE reflects a modest upward revision, balancing RBC's slight cut to C$40 with TD Securities' increase to C$46, as analysts weigh steady growth expectations against valuation and execution risks. Analyst Commentary Recent revisions to price targets for CAE highlight a nuanced but generally constructive outlook, with analysts balancing solid long term growth prospects against near term execution and valuation concerns.Artículo de análisis • Dec 25
CAE's (TSE:CAE) Returns Have Hit A Wall
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Actualización de narrativa • Dec 13
CAE: Future Training Contracts And Margin Execution Will Drive Balanced Long-Term Returns
The analyst price target for CAE has inched higher to approximately C$44 from about C$43.50, as analysts factor in slightly stronger long term profitability and a modestly higher earnings multiple, despite mixed recent target revisions. Analyst Commentary Recent Street commentary on CAE reflects a divided view on the company’s near term risk reward, even as the consensus price target edges higher.Actualización de narrativa • Nov 28
CAE: Sector Momentum And Margin Improvement Will Drive Long-Term Share Gains
Analysts have slightly increased their average price target for CAE, raising it from approximately $43.31 to $43.54. They cite improved revenue growth projections and stronger expected profit margins as the reasons for this adjustment.Actualización de narrativa • Nov 14
CAE: Revenue Acceleration Will Drive Shares Higher Amid Margin Pressures
Analysts have modestly increased their price target for CAE from approximately $42.67 to $43.31, citing improved revenue growth outlook despite some ongoing margin pressures. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets, reflecting growing confidence in CAE's revenue growth outlook and operational execution.Artículo de análisis • Oct 12
Is There An Opportunity With CAE Inc.'s (TSE:CAE) 23% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, CAE fair value estimate is CA$49.61 CAE is estimated to be 23...Artículo de análisis • Sep 10
CAE Inc.'s (TSE:CAE) Price Is Out Of Tune With Revenues
It's not a stretch to say that CAE Inc.'s ( TSE:CAE ) price-to-sales (or "P/S") ratio of 2.5x right now seems quite...Actualización de narrativa • Sep 04
Global Digital Simulation Advances Will Expand Air And Defense Training
Analysts maintain a positive outlook on CAE, citing its dominant market position, exposure to industry growth and defense spending tailwinds, lower tariff risks, and relative undervaluation, resulting in the consensus price target holding steady at CA$42.67. Analyst Commentary Bullish analysts cite CAE's strong position as a dominant player in a fragmented market and as a critical "toll booth" in aviation, implying a sustainable competitive advantage.Artículo de análisis • Aug 06
CAE (TSE:CAE) Seems To Use Debt Quite Sensibly
TSX:CAE 1 Year Share Price vs Fair Value Explore CAE's Fair Values from the Community and select yours David Iben put...Artículo de análisis • May 26
A Look At The Intrinsic Value Of CAE Inc. (TSE:CAE)
Key Insights Using the 2 Stage Free Cash Flow to Equity, CAE fair value estimate is CA$30.25 Current share price of...
Nueva narrativa • Nov 29
Calculated Investments And Restructuring Propel Aerospace Growth Amid Industry Challenges
Strong order backlog and strategic investments signal robust future revenue growth and improved earnings, benefiting from high demand for training services.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 3/31/2029 | 5,334 | 661 | 732 | 1,037 | 6 |
| 3/31/2028 | 5,127 | 492 | 631 | 908 | 12 |
| 3/31/2027 | 4,885 | 429 | 513 | 789 | 14 |
| 3/31/2026 | 4,879 | 389 | 551 | 815 | 14 |
| 12/31/2025 | 4,863 | 376 | 502 | 929 | N/A |
| 9/30/2025 | 4,834 | 436 | 468 | 946 | N/A |
| 6/30/2025 | 4,734 | 414 | 442 | 894 | N/A |
| 3/31/2025 | 4,708 | 405 | 452 | 897 | N/A |
| 12/31/2024 | 4,559 | -235 | 338 | 789 | N/A |
| 9/30/2024 | 4,430 | -345 | 130 | 585 | N/A |
| 6/30/2024 | 4,343 | -342 | 135 | 603 | N/A |
| 3/31/2024 | 4,283 | -325 | 89 | 567 | N/A |
| 12/31/2023 | 4,354 | 273 | 89 | 532 | N/A |
| 9/30/2023 | 4,229 | 291 | 117 | 564 | N/A |
| 6/30/2023 | 4,089 | 284 | 65 | 522 | N/A |
| 3/31/2023 | 4,011 | 221 | -17 | 408 | N/A |
| 12/31/2022 | 3,768 | 182 | 8 | 435 | N/A |
| 9/30/2022 | 3,647 | 132 | 86 | 492 | N/A |
| 6/30/2022 | 3,552 | 97 | 16 | 385 | N/A |
| 3/31/2022 | 3,371 | 142 | 55 | 418 | N/A |
| 12/31/2021 | 3,311 | 106 | 63 | 386 | N/A |
| 9/30/2021 | 3,294 | 129 | 50 | 311 | N/A |
| 6/30/2021 | 3,184 | 110 | 105 | 326 | N/A |
| 3/31/2021 | 2,982 | -47 | 203 | 367 | N/A |
| 12/31/2020 | 3,065 | 11 | 221 | 438 | N/A |
| 9/30/2020 | 3,156 | 60 | 276 | 526 | N/A |
| 6/30/2020 | 3,348 | 139 | 209 | 517 | N/A |
| 3/31/2020 | 3,623 | 311 | 161 | 545 | N/A |
| 12/31/2019 | 3,668 | 355 | 75 | 465 | N/A |
| 9/30/2019 | 3,561 | 335 | N/A | 361 | N/A |
| 6/30/2019 | 3,408 | 322 | N/A | 501 | N/A |
| 3/31/2019 | 3,304 | 330 | N/A | 530 | N/A |
| 12/31/2018 | 3,003 | 290 | N/A | 502 | N/A |
| 9/30/2018 | 3,015 | 356 | N/A | 472 | N/A |
| 6/30/2018 | 2,889 | 356 | N/A | 392 | N/A |
| 3/31/2018 | 2,824 | 346 | N/A | 403 | N/A |
| 12/31/2017 | 2,837 | 331 | N/A | 463 | N/A |
| 9/30/2017 | 2,692 | 255 | N/A | 432 | N/A |
| 6/30/2017 | 2,709 | 243 | N/A | 391 | N/A |
| 3/31/2017 | 2,705 | 252 | N/A | 464 | N/A |
| 12/31/2016 | 2,692 | 246 | N/A | 318 | N/A |
| 9/30/2016 | 2,626 | 236 | N/A | 377 | N/A |
| 6/30/2016 | 2,607 | 263 | N/A | 446 | N/A |
| 3/31/2016 | 2,513 | 239 | N/A | 346 | N/A |
| 12/31/2015 | 2,422 | 241 | N/A | 455 | N/A |
| 9/30/2015 | 2,365 | 236 | N/A | 332 | N/A |
| 6/30/2015 | 2,277 | 202 | N/A | 219 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (14.9% al año) de CAE es superior a la tasa de ahorro (3%).
Beneficios vs. Mercado: Se prevé que los beneficios (14.9% al año) de CAE crezcan más rápidamente que el mercado Canadian (10.7% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de CAE crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (3.2% al año) de CAE crezcan más despacio que el mercado de Canadian (4.5% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 3.2% al año) de CAE crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de CAE sea baja dentro de 3 años (8.1%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 13:43 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CAE Inc. está cubierta por 27 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Will Chien | Accountability Research Corporation |
| Christopher Murray | ATB Cormark |
| David Newman | ATB Cormark Historical (Cormark Securities) |