$CAE

CAE Inc. said the Middle East conflict related to Iran cut adjusted operating income in its civil aviation segment by more than $11 million, about two-thirds of the quarter’s decline. For the quarter ended June 30, adjusted income fell nearly 14% to about $106 million. CAE plans to reduce its simulator footprint by 17% and retire about 25 full-flight simulators. Shares are down ~14% YTD.

RBC said CAE’s fiscal Q1 results support confidence in the company’s transformation plan. RBC upgraded CAE to Outperform from Sector Perform and raised its price target to C$46 from C$36, citing improved outlook. CAE shares were quoted around C$37.48 CAD (+3.39% on the day).

RBC said CAE’s turnaround is gaining traction, citing 64% year-over-year order intake growth, a CA$10.7 billion Defense backlog, and a pipeline above CA$5 billion. RBC upgraded CAE to outperform from sector perform and raised its price target to CA$46 from CA$36, noting near-term margins may remain soft.

Analysts issued multiple rating changes. RBC Dominion upgraded CAE Inc. (CAE-T) to outperform, citing better-than-expected Q1 fiscal 2027 results, adjusted operating income of $157M vs $152M consensus, and a raised $46 target. Scotia downgraded TerraVest (TVK-T) to sector perform on catalyst-light outlook and allegations overhang, cutting target to $129. Tidewater Midstream (TWM-T) and Tidewater Renewables (LCFS-T) were upgraded with higher targets.

CAE reported Q1 transformation expenses of CAD 48M, including CAD 12M non-cash, with cumulative program spending at CAD 133M. Civil revenue rose 5.6% to CAD 641.6M but adjusted segment operating income fell 13.7% to CAD 106.1M as margins declined to 16.5%. Defense revenue rose 8.3% to CAD 531.8M. CAE kept its fiscal outlook.

CAE (NYSE: CAE) reported Q1 adjusted EPS of $0.19, above the $0.17 consensus, and sales of $847.616 million, above $818.060 million. YoY, adjusted EPS rose 26.67% and sales grew 6.80%. CAE also revised fiscal 2027 adjusted EPS guidance to $0.87-$0.92 from $0.88-$0.93.

CAE Inc. (NYSE: CAE) cut its fiscal 2027 adjusted EPS guidance to $0.87-$0.92 from $0.88-$0.93, with the analyst consensus at $0.87. The company did not specify drivers. CAE also announced a July 22, 2026 collaboration with Leonardo on the M-346 Integrated Training System.

CAE reported Q1 revenue of $847.64 million for the quarter ended June 2026, up 6.8% year over year, and EPS of $0.19 versus $0.15 a year earlier. Revenue beat the Zacks consensus of $818.06 million (+3.62%) and EPS beat $0.17 (+11.77%). Key metrics included 319 SEUs vs 297 estimated and 72.2% utilization vs 71.1%.

CAE reported Q1 adjusted EPS of $0.19, above the Zacks Consensus of $0.17, compared with $0.15 a year earlier. Revenue was $847.64 million versus $793.98 million a year ago, beating consensus by 3.62%. Ahead, consensus calls for $0.19 EPS and $896.98 million revenue next quarter, and $0.87 EPS on $3.56 billion revenue for the fiscal year.

CAE Inc. (Nasdaq: CAE, TSX: CAE) reported Q1 fiscal 2027 revenue of $1,173.4M, up 6.8% YoY, but EPS fell to $0.10 from $0.18. Adjusted EPS was $0.26. Free cash flow was $104.0M vs. -$134.7M. Adjusted order intake was $1,289.6M. Outlook unchanged.