CAE Inc. recently reported strong earnings, exceeding analyst expectations and hinting at future growth.
On August 12, 2026, CAE Inc. (TSX: CAE) announced its fiscal first quarter results for 2027, showing earnings per share (EPS) of CA$0.26, which is 13.04% above the consensus estimate of CA$0.23. This is the third time in the last four quarters that CAE has beaten earnings expectations, demonstrating its resilience in the aerospace and defense sector despite ongoing global challenges.
Recent earnings trend
Advertisement
CAE Inc.
CAE.TO
CAE.TO
CAE Inc.
WealthAwesomeMarket cap
$10.98B
P/E
38.3x
52W high
$47.65
52W low
$31.42
1W change
-1.95%
Beta
1.02
Analyst Price Targets
Based on analyst covering CAE · as of Sep 17, 2026
Wall Street analysts forecast CAE stock price to rise 28.3% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$43.79
+28.3% Upside
Current Price
C$34.12
Last close
Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on CAE's historical volatility
30-Day Vol
29.7%
Annualized
90-Day Vol
30.3%
Annualized
Trend (90d)
-33.8%
Annualized drift
90d Mean
C$30.24
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$32.77 | C$29.58 – C$36.31 |
| 60 trading days | C$31.48 | C$27.24 – C$36.39 |
| 90 trading days | C$30.24 | C$25.32 – C$36.11 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Advertisement
Analyst coverage: 5 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 3 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-10 | — | 0.2600 | — |
| 2026-06-30 | 2026-08-12 | 0.2600 | 0.2300 | +13.0% |
| 2026-03-31 | 2026-05-21 | 0.4200 | 0.4200 | +0.0% |
| 2025-12-31 | 2026-02-12 | 0.3400 | 0.3000 | +13.3% |
| 2025-09-30 | 2025-11-11 | 0.2300 | 0.2000 | +15.0% |
| 2025-06-30 | 2025-08-12 | 0.2100 | 0.2100 | +0.0% |
Advertisement
Investor takeaway: With solid earnings and a positive outlook on air travel demand, CAE Inc. offers an interesting opportunity for investors looking to benefit from the recovery in the aerospace sector. However, it's important to consider the potential risks linked to its debt and integration challenges.
CAE's EPS of CA$0.26 Surpasses Estimates by 13.04%
The company achieved an EPS growth of 5.6% year-over-year, along with a revenue increase of 6.8% to CA$1.173 billion, highlighting its competitive position in the aerospace and defense market.
Bull case
The aerospace industry is bouncing back, with rising demand for pilot training and simulation services. CAE's strategic partnerships and transformation efforts put it in a good position to take advantage of this growth, backed by strong order intake and cash flow generation.
Bear case
Despite the positive earnings surprise, CAE has a significant net debt of CA$3.2 billion, which could be risky if the company struggles to manage its operational costs. Additionally, ongoing geopolitical tensions and challenges from acquisitions may impact its growth prospects.
Best next step
Keep exploring this topic
If you want to go deeper, these are the most useful follow-up pages and tools for this topic.
Broker comparison
Best trading platforms in Canada
Compare $0-commission brokers before you act on a ticker story.
Safe cash
Best GIC rates in Canada
If the story makes you want to de-risk, compare guaranteed rates next.
HISA roundup
Best high-interest savings accounts
Keep dry powder in a no-fee savings account instead of chequing.
TFSA room
Check TFSA contribution room
Shelter the next contribution before you buy.
Advertisement
Wealth Awesome
Timely coverage of Canadian stocks, earnings, dividends, and market movers for DIY investors. Stories are checked against exchange data and public filings.
View Full Profile →✅ Reviewed by Certified Financial Professionals
This content has been reviewed by CFA® charterholders and Certified Financial Planners (CFP®) with over a decade of experience in Canadian financial markets. All information is fact-checked against official Canadian sources and regulations.
Why these credentials matter: CFA® charterholders complete 900+ hours of rigorous study in investment analysis and ethics. CFP® professionals are held to the highest standards of financial planning competency and fiduciary duty in Canada.
⚠️ Professional Disclaimer
This content is for educational purposes only and should not be considered personalized financial advice. While our team brings professional expertise, individual circumstances vary. For personalized guidance, consult with a qualified financial advisor, tax professional, or mortgage specialist.
