CAE Inc to Release Q3 Financial Results on February 12
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy CAE?
Source: Newsfilter
CAE Inc's stock fell 3.92% and hit a 20-day low amid a broader market decline, with the Nasdaq-100 down 2.13% and the S&P 500 down 1.23%.
The company is set to release its third-quarter financial results on February 12, 2026, after market close, which is expected to provide critical performance data and future outlook for investors. Additionally, a conference call will be held on February 13, 2026, at 8:00 a.m. ET, inviting analysts and institutional investors to review performance, enhancing transparency and investor confidence.
This upcoming earnings report could significantly impact investor sentiment and the stock's performance, as it will provide insights into CAE's operational efficiency and market positioning.
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Analyst Views on CAE
Wall Street analysts forecast CAE stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 29.520
Low
33.97
Averages
38.04
High
42.10
Current: 29.520
Low
33.97
Averages
38.04
High
42.10
About CAE
CAE Inc. is a technology company. Its segments include Civil Aviation, and Defense and Security. The Civil Aviation training segment provides comprehensive training solutions for flight, cabin, maintenance, ground personnel and air traffic controllers in commercial, business and helicopter aviation, a complete range of flight simulation training devices, ab initio pilot training and crew sourcing services, as well as airline operations digital solutions. It manages approximately 363 full-flight simulators. Its training systems include CAE Real-time Insights and Standardized Evaluations (CAE Rise), which improves training through the integration of untapped flight and simulator data-driven insights into training. The Defense and Security segment is a global training and simulation provider delivering scalable, platform-independent solutions. The Defense and Security market includes defense forces, original equipment manufacturers, government agencies and public safety organizations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CAE Forms Partnership with TKMS for Canadian Submarine Project
- Teaming Agreement: CAE has announced a teaming agreement with TKMS to support TKMS's bid for the Canadian Patrol Submarine Project, combining TKMS's submarine design expertise with CAE's global leadership in simulation-based training, thereby enhancing the Royal Canadian Navy's submarine capabilities.
- Enhanced Training Capability: Under the agreement, CAE will provide comprehensive long-term training and sustainment capabilities, ensuring that Royal Canadian Navy crews develop the confidence and expertise needed for mission success in real-world submarine operations.
- Strategic Partnership: CAE is identified as a strategic partner for TKMS in international and export submarine and surface naval programs, reinforcing CAE's commitment to supporting Canada's sovereign submarine capability and strengthening the resilience of Canadian industry.
- Industry Leadership: With approximately 13,000 employees globally, CAE is dedicated to delivering cutting-edge training, simulation, and critical operations solutions, ensuring that training remains a critical pillar of operational effectiveness for modern naval forces.
See More
CAE and TKMS Form Teaming Agreement for Canadian Submarine Project
- Framework Establishment: CAE's teaming agreement with TKMS provides a foundation for cooperation on the Canadian Patrol Submarine Project (CPSP), combining TKMS's expertise in submarine design and construction with CAE's global leadership in simulation-based training, thereby enhancing the Royal Canadian Navy's submarine capabilities.
- Training Capability Enhancement: Under the agreement, CAE will support TKMS's bid to deliver a comprehensive, long-term training and sustainment capability tailored to the Royal Canadian Navy's future submarine fleet, ensuring that training closely replicates real-world submarine operations to boost crew confidence and expertise.
- Strengthened Strategic Partnership: CAE is identified as a strategic partner in support of TKMS's international and export submarine and surface naval programs, aiming to enhance Canada's naval capabilities and industry resilience through integrated training and simulation components, ensuring effective responses to complex maritime environments.
- Long-term Security Assurance: This cooperation agreement not only supports the modernization of the Royal Canadian Navy's submarine capabilities but also reinforces Canada's ability to protect its vast coastline and Arctic interests through an innovation-driven partnership, ensuring the sustainability of national security in the long run.
See More
Implications of Canada's Military Plans for Lockheed and Defense Stocks.
U.S.-Canada Relations: Recent tensions have emerged between the U.S. and Canada, affecting various sectors beyond just sports.
Canada's Defense Strategy: Canada has introduced a new defense strategy that may influence investment opportunities in the defense industry.
See More
CAE Reports Q3 2026 Earnings with Positive Revenue Growth
- Earnings Per Share: CAE reported a non-GAAP EPS of C$0.34 for Q3 2026, demonstrating stable profitability despite market fluctuations.
- Revenue Growth: The company achieved revenues of C$1.25 billion in the third quarter, reflecting a 2.5% year-over-year increase, driven by sustained demand in the aviation and defense sectors.
- Market Challenges: Although threats from Trump have pressured the stock price, analysts remain bullish on CAE's outlook, anticipating stronger growth potential in the future.
- Historical Performance Review: Historical earnings data for CAE indicates that the company has maintained stable revenue and profitability over recent quarters, providing confidence to investors.
See More
CAE Reports Q3 Results: Revenue Growth but Decline in Earnings
- Revenue Growth: CAE's Q3 revenue reached CAD 1.252 billion, a 2% increase from CAD 1.223 billion last year, indicating strong performance in the Defense sector despite challenges in Civil Aviation.
- Profitability Decline: Earnings per share (EPS) fell to CAD 0.34, down 36% from CAD 0.53 last year, reflecting weakness in the Civil segment and transformation-related expenses, which may dampen investor confidence.
- Debt Management Improvement: The net debt-to-adjusted EBITDA ratio stood at 2.30x, ahead of the company's target of 2.50x, indicating positive progress in financial stability and enhancing future investment capacity.
- Transformation Plan Progress: CAE is executing transformation actions, planning to divest non-core assets representing about 8% of revenue and optimizing its Civil training network, which is expected to impact revenue in the short term but enhance returns and resilience in the long run.
See More
CAE Set to Release Q3 Earnings on February 12
- Earnings Announcement: CAE is scheduled to announce its Q3 earnings on February 12 after market close, with a consensus EPS estimate of $0.22, reflecting a significant year-over-year decline of 24.1%, indicating potential challenges the company faces.
- Revenue Expectations: The consensus revenue estimate stands at $931.19 million, down 23.7% year-over-year, highlighting the softness in the civil aviation sector that may impact overall performance and necessitating attention to its future growth implications.
- Historical Performance: Over the past two years, CAE has exceeded EPS and revenue estimates 100% of the time, although recent EPS estimates have seen no upward revisions and 12 downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Market Sentiment Analysis: Despite the negative impact of Trump’s threats on stock prices, analysts remain bullish on CAE, suggesting that growth potential in the defense sector may offset the weaknesses in civil aviation.
See More
CAE Forms Partnership with TKMS for Canadian Submarine Project
- Teaming Agreement: CAE has announced a teaming agreement with TKMS to support TKMS's bid for the Canadian Patrol Submarine Project, combining TKMS's submarine design expertise with CAE's global leadership in simulation-based training, thereby enhancing the Royal Canadian Navy's submarine capabilities.
- Enhanced Training Capability: Under the agreement, CAE will provide comprehensive long-term training and sustainment capabilities, ensuring that Royal Canadian Navy crews develop the confidence and expertise needed for mission success in real-world submarine operations.
- Strategic Partnership: CAE is identified as a strategic partner for TKMS in international and export submarine and surface naval programs, reinforcing CAE's commitment to supporting Canada's sovereign submarine capability and strengthening the resilience of Canadian industry.
- Industry Leadership: With approximately 13,000 employees globally, CAE is dedicated to delivering cutting-edge training, simulation, and critical operations solutions, ensuring that training remains a critical pillar of operational effectiveness for modern naval forces.
See More
CAE and TKMS Form Teaming Agreement for Canadian Submarine Project
- Framework Establishment: CAE's teaming agreement with TKMS provides a foundation for cooperation on the Canadian Patrol Submarine Project (CPSP), combining TKMS's expertise in submarine design and construction with CAE's global leadership in simulation-based training, thereby enhancing the Royal Canadian Navy's submarine capabilities.
- Training Capability Enhancement: Under the agreement, CAE will support TKMS's bid to deliver a comprehensive, long-term training and sustainment capability tailored to the Royal Canadian Navy's future submarine fleet, ensuring that training closely replicates real-world submarine operations to boost crew confidence and expertise.
- Strengthened Strategic Partnership: CAE is identified as a strategic partner in support of TKMS's international and export submarine and surface naval programs, aiming to enhance Canada's naval capabilities and industry resilience through integrated training and simulation components, ensuring effective responses to complex maritime environments.
- Long-term Security Assurance: This cooperation agreement not only supports the modernization of the Royal Canadian Navy's submarine capabilities but also reinforces Canada's ability to protect its vast coastline and Arctic interests through an innovation-driven partnership, ensuring the sustainability of national security in the long run.
See More
Implications of Canada's Military Plans for Lockheed and Defense Stocks.
U.S.-Canada Relations: Recent tensions have emerged between the U.S. and Canada, affecting various sectors beyond just sports.
Canada's Defense Strategy: Canada has introduced a new defense strategy that may influence investment opportunities in the defense industry.
See More
CAE Reports Q3 2026 Earnings with Positive Revenue Growth
- Earnings Per Share: CAE reported a non-GAAP EPS of C$0.34 for Q3 2026, demonstrating stable profitability despite market fluctuations.
- Revenue Growth: The company achieved revenues of C$1.25 billion in the third quarter, reflecting a 2.5% year-over-year increase, driven by sustained demand in the aviation and defense sectors.
- Market Challenges: Although threats from Trump have pressured the stock price, analysts remain bullish on CAE's outlook, anticipating stronger growth potential in the future.
- Historical Performance Review: Historical earnings data for CAE indicates that the company has maintained stable revenue and profitability over recent quarters, providing confidence to investors.
See More
CAE Reports Q3 Results: Revenue Growth but Decline in Earnings
- Revenue Growth: CAE's Q3 revenue reached CAD 1.252 billion, a 2% increase from CAD 1.223 billion last year, indicating strong performance in the Defense sector despite challenges in Civil Aviation.
- Profitability Decline: Earnings per share (EPS) fell to CAD 0.34, down 36% from CAD 0.53 last year, reflecting weakness in the Civil segment and transformation-related expenses, which may dampen investor confidence.
- Debt Management Improvement: The net debt-to-adjusted EBITDA ratio stood at 2.30x, ahead of the company's target of 2.50x, indicating positive progress in financial stability and enhancing future investment capacity.
- Transformation Plan Progress: CAE is executing transformation actions, planning to divest non-core assets representing about 8% of revenue and optimizing its Civil training network, which is expected to impact revenue in the short term but enhance returns and resilience in the long run.
See More
CAE Set to Release Q3 Earnings on February 12
- Earnings Announcement: CAE is scheduled to announce its Q3 earnings on February 12 after market close, with a consensus EPS estimate of $0.22, reflecting a significant year-over-year decline of 24.1%, indicating potential challenges the company faces.
- Revenue Expectations: The consensus revenue estimate stands at $931.19 million, down 23.7% year-over-year, highlighting the softness in the civil aviation sector that may impact overall performance and necessitating attention to its future growth implications.
- Historical Performance: Over the past two years, CAE has exceeded EPS and revenue estimates 100% of the time, although recent EPS estimates have seen no upward revisions and 12 downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Market Sentiment Analysis: Despite the negative impact of Trump’s threats on stock prices, analysts remain bullish on CAE, suggesting that growth potential in the defense sector may offset the weaknesses in civil aviation.
See More
