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CAE (CAE) investor relations material
CAE AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary13 Aug, 2025
Opening remarks and agenda
Meeting opened with introductions of executive management and acknowledgment of shareholders attending in person and online.
Fiscal 2025 described as a year of achievement and transformation, with a leadership transition marking a new era.
Financial performance review
Record revenue of $4.7B, up 10% from last year; adjusted segment operating income rose 33% to $732M.
Free cash flow reached $814M, and adjusted backlog surged 66% to $20.1B, providing long-term stability.
Civil aviation revenue grew 11% to $2.7B, with adjusted segment operating income up 6%.
Defense and security revenue increased 8% to $2B, with significant improvement in operating income.
Defense adjusted backlog doubled to $11.3B, driven by major contract wins.
Board and executive committee updates
Leadership transition: Marc Parent stepping down as CEO, becoming executive chairman; Matthew Bromberg appointed as new president and CEO.
Executive chair to focus on board governance, long-term strategy, capital allocation, and key stakeholder relationships.
Board set at 13 directors, with all nominees elected by substantial majority.
How will American tariffs impact CAE?
When will defense opportunities translate to revenue?
Explain the role of Executive Chair.
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Next CAE earnings date
Q2 202612 Nov, 2025
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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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