CAE Inc.

TSX:CAE 주식 리포트

시가총액: CA$10.8b

CAE 향후 성장

Future 기준 점검 2/6

CAE (는) 각각 연간 17% 및 3.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.2% 로 예상됩니다.

핵심 정보

17.0%

이익 성장률

20.72%

EPS 성장률

Aerospace & Defense 이익 성장18.9%
매출 성장률3.1%
향후 자기자본이익률8.18%
애널리스트 커버리지

Good

마지막 업데이트25 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
User avatar
새로운 내러티브 • 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.

이익 및 매출 성장 예측

TSX:CAE - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20295,3044976019618
3/31/20285,07641756384213
3/31/20274,93829743473113
3/31/20264,914313430792N/A
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
12/31/20193,668355N/A465N/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

애널리스트 향후 성장 전망

수입 대 저축률: CAE 의 연간 예상 수익 증가율(17%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: CAE 의 연간 수익(17%)이 Canadian 시장(10.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CAE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CAE 의 수익(연간 3.1%)이 Canadian 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CAE 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CAE의 자본 수익률은 3년 후 8.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 00:07
종가2026/05/26 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

CAE Inc.는 23명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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