CAE Gestione
Criteri Gestione verificati 0/4
CAE Il CEO è Matt Bromberg, nominato in Aug2025, e ha un mandato di meno di un anno. la retribuzione annua totale è CA$ 25.41M, composta da 4.7% di stipendio e 95.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.015% delle azioni della società, per un valore di CA$ 1.62M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.9 anni e 2.5 anni.
Informazioni chiave
Matt Bromberg
Amministratore delegato
CA$25.4m
Compenso totale
| Percentuale dello stipendio del CEO | 4.71% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.01% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 2.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 10
CAE: Transformation Plan And Buybacks Set Stage For Future Rebound
Analysts have modestly reduced their fair value estimate for CAE to about CA$42.93 from roughly CA$46.86, reflecting updated assumptions for slightly lower profit margins and a higher future P/E multiple following recent price target revisions across the Street. Analyst Commentary Recent Street research on CAE shows investors weighing the company’s transformation plan, short term earnings pressure and where the stock sits relative to peers.
Aggiornamento narrativa • Jun 26
CAE: Transformation Costs And Margin Pressure Will Keep Shares In Penalty Box
Analysts have adjusted the fair value estimate for CAE to CA$29.89 from CA$32.65, reflecting lower modeled revenue growth and slightly softer profit margins, even as some recent price target revisions cite ongoing transformation costs and a mixed read-through from management meetings. Analyst Commentary Recent research on CAE shows a split view, but the more cautious voices are focused on execution risk in the transformation plan, near term earnings pressure, and where the stock trades relative to peers.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.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 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.Aggiornamento 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.Aggiornamento 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.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 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.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...
Nuova 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | CA$25m | CA$1m | CA$313m |
Compensazione vs Mercato: La retribuzione totale di Matt ($USD 18.07M ) è superiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 4.63M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Matt con le performance aziendali.
AMMINISTRATORE DELEGATO
Matt Bromberg (56 yo)
less than a year
Mandato
CA$25,412,536
Compensazione
Mr. Matthew F. Bromberg, also known as Matt, has been CEO, President and Director of CAE Inc. since August 13, 2025. He had been Corporate Vice President of Global Operations at Northrop Grumman Corporatio...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 1.4yrs | CA$2.06m | 0.0047% CA$ 518.4k | |
| CEO, President & Director | less than a year | CA$25.41m | 0.015% CA$ 1.6m | |
| Chief Financial Officer | less than a year | CA$3.98m | Nessun dato | |
| Senior Vice President of Operations | less than a year | CA$3.37m | Nessun dato | |
| President of Defense & Security | 4.8yrs | CA$3.13m | 0.0067% CA$ 743.0k | |
| President of Flightscape | no data | CA$4.41m | Nessun dato | |
| Chief Technology Officer | no data | Nessun dato | 0.0015% CA$ 162.4k | |
| Chief Legal Officer | 10.4yrs | CA$2.00m | 0.011% CA$ 1.2m | |
| Senior Vice President of Communications | less than a year | Nessun dato | Nessun dato | |
| Chief People & Sustainability Officer | 4.3yrs | Nessun dato | 0.0054% CA$ 596.2k | |
| Chief Strategy Officer | less than a year | Nessun dato | 0.0018% CA$ 196.9k | |
| President of Civil Aviation | 2.8yrs | Nessun dato | 0.0028% CA$ 310.3k |
0.9yrs
Durata media
Gestione esperta: Il team dirigenziale di CAE non è considerato esperto (durata media 0.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 1.4yrs | CA$2.06m | 0.0047% CA$ 518.4k | |
| CEO, President & Director | less than a year | CA$25.41m | 0.015% CA$ 1.6m | |
| Independent Director | 3.9yrs | CA$404.52k | 0.0045% CA$ 501.7k | |
| Independent Director | 1.4yrs | CA$377.05k | Nessun dato | |
| Lead Independent Director | 2.9yrs | CA$321.12k | Nessun dato | |
| Independent Director | 6.9yrs | CA$406.03k | Nessun dato | |
| Independent Director | 2.2yrs | CA$273.20k | 0.00012% CA$ 13.3k | |
| Independent Director | 4.3yrs | CA$377.05k | Nessun dato | |
| Independent Director | 1.9yrs | CA$273.20k | Nessun dato | |
| Independent Director | 5.2yrs | CA$285.30k | Nessun dato | |
| Independent Director | 3.9yrs | CA$289.07k | 0.0018% CA$ 200.2k | |
| Independent Director | 1.4yrs | CA$280.18k | 0.0066% CA$ 733.0k |
2.5yrs
Durata media
61.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CAE non è considerato esperto (durata media del mandato 2.5 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/20 16:01 |
| Prezzo dell'azione a fine giornata | 2026/07/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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 23 analisti. 13 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.
| Analista | Istituzione |
|---|---|
| Will Chien | Accountability Research Corporation |
| Christopher Murray | ATB Cormark |
| David Newman | ATB Cormark Historical (Cormark Securities) |