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Edge14 Aug 2026
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CAE
CAE (CAE) investor relations material
CAE Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary13 Aug, 2026
Executive summary
Q1 FY2027 marked a strong start, with consolidated revenue up 6.8% year-over-year to CAD 1.2 billion ($1,173.4 million), driven by strong Defense growth and stable Civil performance despite profitability pressures and macroeconomic headwinds.
Adjusted EPS was flat at CAD 0.26, while reported EPS declined to CAD 0.10 due to restructuring costs.
Transformation initiatives are progressing, targeting CAD 125–150 million in annual run-rate savings by FY2030, with early benefits expected to mature from FY2028 onward.
Strategic partnerships and contract wins in both Civil (WestJet, Turkish Airlines) and Defense (Leonardo, Saab, TKMS, Shield AI) underpin long-term growth.
Fiscal 2027 outlook is unchanged, with continued focus on operational efficiency, capital discipline, and transformation execution.
Financial highlights
Q1 consolidated revenue was CAD 1.2 billion ($1,173.4 million), up 6.8% year-over-year.
Adjusted segment operating income was CAD 156.6 million (13.3% margin), down 7.5% year-over-year; adjusted EPS was CAD 0.26, flat versus last year.
Free cash flow improved to CAD 104 million from negative CAD 135 million last year.
Net debt stood at CAD 2.6 billion, with a net debt to adjusted EBITDA ratio of 2.27x.
Repurchased 1.1 million shares for CAD 39 million under the NCIB program.
Outlook and guidance
Fiscal 2027 and 2030 targets reaffirmed, including CAD 125–150 million in cost savings and adjusted segment operating income of CAD 950 million to CAD 1 billion by FY2030.
Adjusted segment operating income margin forecasted at 14.6% to 15.1%; adjusted EPS guidance of CAD 1.21 to 1.28 for fiscal 2027.
Civil revenue expected to be flat to slightly down; Defense to grow at a mid-single digit rate.
No changes to full-year guidance; transformation program and business execution are on track.
Cautious near-term outlook for Civil due to seasonality and Middle East disruptions, but long-term growth trajectory remains strong.
Q1 2027 transformation plan cost breakdown
Q1 2027 revenue trends in Europe and Asia
Q1 2027 share repurchases under the renewed NCIB
Middle East conflict impact on Civil JV profits
Strategic partnerships with global defense OEMs
Flightscape strategic alternatives review status
Transformation plan spending and savings status
Drivers of Civil Aviation margin compression
North American Defense program efficiency impact
Labor productivity role in cost reductions
Partial view of Summaries dataset, powered by Quartr API
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Latest events from CAE
- Shareholders backed board renewal and transformation plans, with a focus on growth and disciplined execution.CAE
AGM 2026 - Transformation plan targets $150M savings and $1B adjusted income by 2030 amid mixed results.CAEQ4 2026
- Defense strength and transformation actions offset civil softness, driving stable earnings.CAEQ3 2026
- Q2 FY26 saw strong revenue and profit growth, robust cash flow, and ongoing transformation.CAEQ2 2026
- Revenue and operating income rose, Defense margins strong, Civil stable, deleveraging ongoing.CAEQ1 2026
- Record order intake and backlog highlight strong growth in both civil and defense segments.CAEQ2 2025
- Revenue up 6% with record backlog; cost actions and demand to drive margin growth.CAEQ1 2025
- Strong growth, major contract wins, and all motions passed with high shareholder approval.CAEAGM 2024
- Record free cash flow, margin expansion, and backlog growth support continued momentum.CAEQ4 2025
Next CAE earnings date
Q2 202711 Nov, 2026
CAE
Next CAE earnings date
Q2 202711 Nov, 2026
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