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
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CAE Inc.
CAE.TO
CAE.TO
CAE Inc.
WealthAwesomeMarket cap
$10.54B
P/E
36.8x
52W high
$47.65
52W low
$31.42
1W change
-2.93%
Beta
1.02
Analyst Price Targets
Based on analyst covering CAE
Wall Street analysts forecast CAE stock price to rise 33.7% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$43.79
+33.7% Upside
Current Price
C$32.75
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on CAE's historical volatility
30-Day Vol
33.6%
Annualized
90-Day Vol
39.2%
Annualized
Trend (90d)
-32.4%
Annualized drift
90d Mean
C$29.17
Expected price
| Horizon | Expected | 68% Range (1ฯ) |
|---|---|---|
| 30 trading days | C$31.51 | C$28.06 โ C$35.38 |
| 60 trading days | C$30.32 | C$25.73 โ C$35.71 |
| 90 trading days | C$29.17 | C$23.86 โ C$35.65 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ยฑ1ฯ, 95% band = ยฑ2ฯ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
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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 | โ | 0.2600 | โ |
| 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% |
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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.
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