CAE Inc.

Report azionario TSX:CAE

Capitalizzazione di mercato: CA$11.8b

CAE Crescita futura

Criteri Future verificati 2/6

CAE prevede che gli utili e i ricavi cresceranno rispettivamente di 14.9% e 3.2% all'anno. Si prevede che l'EPS crescerà di 15% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8.1% in 3 anni.

Informazioni chiave

14.9%

Tasso di crescita degli utili

15.05%

Tasso di crescita dell'EPS

Aerospace & Defense crescita degli utili17.6%
Tasso di crescita dei ricavi3.2%
Rendimento futuro del capitale proprio8.14%
Copertura analitica

Good

Ultimo aggiornamento11 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

TSX:CAE - Stime future degli analisti e dati finanziari passati (CAD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CAE ( 14.9% all'anno) è superiore al tasso di risparmio ( 3% ).

Guadagni vs Mercato: Si prevede che gli utili di CAE ( 14.9% all'anno) cresceranno più rapidamente del mercato Canadian ( 10.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CAE cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CAE ( 3.2% all'anno) crescerà più lentamente rispetto al mercato Canadian ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CAE ( 3.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CAE sarà basso tra 3 anni ( 8.1 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 22:52
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2025/12/31
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CAE Inc. è coperta da 27 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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