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CAE
CAE (CAE) investor relations material
CAE Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary13 Feb, 2026
Executive summary
Q3 revenue increased 2% year-over-year to CAD 1.25 billion, with defense outperforming and civil facing softer order activity; transformation plan implementation is underway, focusing on portfolio sharpening, capital discipline, and operational excellence.
Transformation plan includes portfolio review, divestiture of non-core assets (~8% of revenue), and optimization of the Civil training network to enhance returns and resilience.
Early benefits of the transformation include improved cash flow, reduced CapEx, and achieving deleveraging targets ahead of schedule.
Net income attributable to equity holders declined 35% to $108.9 million, and EPS fell 36% to $0.34 per share, while adjusted EPS rose 17% to $0.34, reflecting transformation-related expenses and the absence of prior-year one-time gains.
Organizational changes, network rationalization, and potential non-core divestitures are in progress to drive long-term value and resilience.
Financial highlights
Q3 consolidated revenue was CAD 1.25 billion, up 2% year-over-year.
Adjusted Segment Operating Income rose 3% to CAD 195.8 million; Adjusted EPS was CAD 0.34, up from CAD 0.29.
Free cash flow reached $411.3 million, slightly above last year; net cash from operating activities was $407.6 million.
Net debt at quarter-end was $2.8 billion, with net debt to Adjusted EBITDA at 2.3x, surpassing the 2.5x target.
Adjusted return on capital employed increased to 7.0% from 5.7% a year ago.
Outlook and guidance
Civil segment outlook softened, with a mid-single-digit % decline in annual adjusted segment operating income expected; annual margin to be around 20%.
Defense segment guidance raised: adjusted segment operating income to grow over 20% year-over-year, with an 8.5% margin.
Full-year CapEx expected to be over 10% lower, with civil CapEx down 30% year-over-year.
Free cash flow, finance expense, tax expense, and capital allocation priorities unchanged.
Transformation plan targets and fiscal 2027 outlook to be provided with year-end results.
Civil network rationalization's capex impact
Defense annual aSOI margin vs Q3 achievement
Post-deleveraging, what are capital allocation priorities?
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Next CAE earnings date
Q4 202629 May, 2026
CAE
Next CAE earnings date
Q4 202629 May, 2026
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Frequently asked questions
CAE Inc. provides training and services to commercial and military organizations worldwide. The company designs, manufactures, and supplies simulation equipment and training solutions; and offers integrated maintenance services, crew sourcing, and professional services in aviation, healthcare education, and industrial manufacturing markets.
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