CAE Inc.

TSX:CAE Rapport sur les actions

Capitalisation boursière : CA$11.6b

CAE Croissance future

Future contrôle des critères 2/6

CAE devrait augmenter ses bénéfices et son chiffre d'affaires de 14.9% et de 3.2% par an respectivement. Le BPA devrait croître de de 15% par an. Le rendement des capitaux propres devrait être 8.1% dans 3 ans.

Informations clés

14.9%

Taux de croissance des bénéfices

15.05%

Taux de croissance du BPA

Aerospace & Defense croissance des bénéfices17.6%
Taux de croissance des recettes3.2%
Rendement futur des capitaux propres8.14%
Couverture par les analystes

Good

Dernière mise à jour11 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
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Nouveau récit • 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.

Prévisions de croissance des bénéfices et des revenus

TSX:CAE - Estimations futures des analystes et données financières antérieures (CAD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/20295,3346617321,0376
3/31/20285,12749263190812
3/31/20274,88542951378914
3/31/20264,87938955181514
12/31/20254,863376502929N/A
9/30/20254,834436468946N/A
6/30/20254,734414442894N/A
3/31/20254,708405452897N/A
12/31/20244,559-235338789N/A
9/30/20244,430-345130585N/A
6/30/20244,343-342135603N/A
3/31/20244,283-32589567N/A
12/31/20234,35427389532N/A
9/30/20234,229291117564N/A
6/30/20234,08928465522N/A
3/31/20234,011221-17408N/A
12/31/20223,7681828435N/A
9/30/20223,64713286492N/A
6/30/20223,5529716385N/A
3/31/20223,37114255418N/A
12/31/20213,31110663386N/A
9/30/20213,29412950311N/A
6/30/20213,184110105326N/A
3/31/20212,982-47203367N/A
12/31/20203,06511221438N/A
9/30/20203,15660276526N/A
6/30/20203,348139209517N/A
3/31/20203,623311161545N/A
12/31/20193,66835575465N/A
9/30/20193,561335N/A361N/A
6/30/20193,408322N/A501N/A
3/31/20193,304330N/A530N/A
12/31/20183,003290N/A502N/A
9/30/20183,015356N/A472N/A
6/30/20182,889356N/A392N/A
3/31/20182,824346N/A403N/A
12/31/20172,837331N/A463N/A
9/30/20172,692255N/A432N/A
6/30/20172,709243N/A391N/A
3/31/20172,705252N/A464N/A
12/31/20162,692246N/A318N/A
9/30/20162,626236N/A377N/A
6/30/20162,607263N/A446N/A
3/31/20162,513239N/A346N/A
12/31/20152,422241N/A455N/A
9/30/20152,365236N/A332N/A
6/30/20152,277202N/A219N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CAE ( 14.9% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de CAE ( 14.9% par an) devraient croître plus rapidement que le marché Canadian ( 10.7% par an).

Croissance élevée des bénéfices: Les bénéfices de CAE devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CAE ( 3.2% par an) devrait croître plus lentement que le marché de Canadian ( 4.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CAE ( 3.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CAE devrait être faible dans 3 ans ( 8.1 %).

Découvrir les entreprises en croissance

7D

1Y

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1Y

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 13:41
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2025/12/31
Revenus annuels2025/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

CAE Inc. est couverte par 27 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Will ChienAccountability Research Corporation
Christopher MurrayATB Cormark
David NewmanATB Cormark Historical (Cormark Securities)