CAE Inc.

TSX:CAE Voorraadrapport

Marktkapitalisatie: CA$11.9b

CAE Beheer

Beheer criteriumcontroles 0/4

De CEO CAE is Matt Bromberg, benoemd in Aug2025, heeft een ambtstermijn van minder dan een jaar. bezit rechtstreeks 0.001% van de aandelen van het bedrijf, ter waarde CA$ 65.58K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.8 jaar en 2.4 jaar.

Belangrijke informatie

Matt Bromberg

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEOless than a year
Eigendom CEO0.0006%
Management gemiddelde ambtstermijnless than a year
Gemiddelde ambtstermijn bestuur2.4yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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
Tenure

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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$3.71mgeen gegevens
Matthew Bromberg
CEO, President & Directorless than a yeargeen gegevens0.00055%
CA$ 65.6k
Ryan McLeod
Chief Financial Officerless than a yeargeen gegevensgeen gegevens
Juan Araujo
Senior Vice President of Operationsless than a yeargeen gegevensgeen gegevens
Emmanuel Levitte
Chief Technology Officerno datageen gegevens0.0015%
CA$ 174.1k
Samantha Golinski
Senior Vice President of Communicationsless than a yeargeen gegevensgeen gegevens
Helene Gagnon
Chief People & Sustainability Officer4.2yrsgeen gegevens0.0044%
CA$ 530.6k
Andrew Arnovitz
Chief Strategy Officerless than a yeargeen gegevens0.0011%
CA$ 137.1k
Pascal Grenier
President of Defense & Security4.6yrsgeen gegevens0.0056%
CA$ 668.9k
Alexandre Prevost
President of Civil Aviation2.7yrsgeen gegevens0.0028%
CA$ 332.7k
0.8yrs
Gemiddelde duur

Ervaren management: Het managementteam van CAE wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.8 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
Calin Rovinescu
Executive Chairman of the Board1.3yrsCA$53.75k0.0047%
CA$ 555.6k
Matthew Bromberg
CEO, President & Directorless than a yeargeen gegevens0.00055%
CA$ 65.6k
Elise Eberwein
Independent Director3.8yrsCA$366.33k0.0045%
CA$ 537.7k
Katherine Lehman
Independent Director1.3yrsCA$46.18kgeen gegevens
Sophie Brochu
Lead Independent Director2.8yrsCA$263.15kgeen gegevens
Marianne Harrison
Independent Director6.8yrsCA$401.94kgeen gegevens
Patrick Decostre
Independent Director2yrsCA$216.63k0.00012%
CA$ 14.3k
Patrick Shanahan
Independent Director4.1yrsCA$356.47kgeen gegevens
Ian Edwards
Independent Director1.8yrsCA$158.56kgeen gegevens
Mary Lou Maher
Independent Director5yrsCA$280.05kgeen gegevens
Ayman Antoun
Independent Director3.8yrsCA$266.05k0.0018%
CA$ 214.6k
Louis Tetu
Independent Director1.3yrsCA$32.12k0.0066%
CA$ 785.8k
2.4yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CAE wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.4 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 06:28
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

CAE Inc. wordt gevolgd door 23 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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