CAE Inc.

TSX:CAE 株式レポート

時価総額:CA$11.9b

CAE マネジメント

マネジメント 基準チェック /04

CAEの CEO はMatt Brombergで、 Aug2025年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.001%を直接所有しており、その価値はCA$ 65.58K 。経営陣と取締役会の平均在任期間はそれぞれ0.8年と2.4年です。

主要情報

Matt Bromberg

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権0.0006%
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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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新しいナラティブ 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.

CEO

Matt Bromberg (55 yo)

less than a year
在職期間

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Calin Rovinescu
Executive Chairman of the Board1.3yrsCA$53.75k0.0047%
CA$ 555.6k
Mark Hounsell
Chief Legal Officer10.3yrsCA$2.00m0.0099%
CA$ 1.2m
Carter Copeland
President of Flightscapeno dataCA$3.71mデータなし
Matthew Bromberg
CEO, President & Directorless than a yearデータなし0.00055%
CA$ 65.6k
Ryan McLeod
Chief Financial Officerless than a yearデータなしデータなし
Juan Araujo
Senior Vice President of Operationsless than a yearデータなしデータなし
Emmanuel Levitte
Chief Technology Officerno dataデータなし0.0015%
CA$ 174.1k
Samantha Golinski
Senior Vice President of Communicationsless than a yearデータなしデータなし
Helene Gagnon
Chief People & Sustainability Officer4.2yrsデータなし0.0044%
CA$ 530.6k
Andrew Arnovitz
Chief Strategy Officerless than a yearデータなし0.0011%
CA$ 137.1k
Pascal Grenier
President of Defense & Security4.6yrsデータなし0.0056%
CA$ 668.9k
Alexandre Prevost
President of Civil Aviation2.7yrsデータなし0.0028%
CA$ 332.7k
0.8yrs
平均在職期間

経験豊富な経営陣: CAEの経営陣は 経験豊富 とはみなされません ( 0.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Calin Rovinescu
Executive Chairman of the Board1.3yrsCA$53.75k0.0047%
CA$ 555.6k
Matthew Bromberg
CEO, President & Directorless than a yearデータなし0.00055%
CA$ 65.6k
Elise Eberwein
Independent Director3.8yrsCA$366.33k0.0045%
CA$ 537.7k
Katherine Lehman
Independent Director1.3yrsCA$46.18kデータなし
Sophie Brochu
Lead Independent Director2.8yrsCA$263.15kデータなし
Marianne Harrison
Independent Director6.8yrsCA$401.94kデータなし
Patrick Decostre
Independent Director2yrsCA$216.63k0.00012%
CA$ 14.3k
Patrick Shanahan
Independent Director4.1yrsCA$356.47kデータなし
Ian Edwards
Independent Director1.8yrsCA$158.56kデータなし
Mary Lou Maher
Independent Director5yrsCA$280.05kデータなし
Ayman Antoun
Independent Director3.8yrsCA$266.05k0.0018%
CA$ 214.6k
Louis Tetu
Independent Director1.3yrsCA$32.12k0.0066%
CA$ 785.8k
2.4yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: CAEの 取締役会経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 21:44
終値2026/05/22 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CAE Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Will ChienAccountability Research Corporation
Christopher MurrayATB Cormark
David NewmanATB Cormark Historical (Cormark Securities)