CAE FY2026 Q2 Financial Results Overview: Executive Highlights and Key Insights from the Conference Call

CAE Announces Date for Second Quarter Financial Results Release

MONTREAL, Oct. 31, 2025 – CAE Inc. is set to unveil its Second Quarter Fiscal Year 2026 financial performance on Tuesday, November 11, 2025, immediately following the close of the stock market.

Investor Conference Call Details

A conference call is scheduled for Wednesday, November 12, at 8:00 a.m. Eastern Time (ET) to provide a detailed review of the company’s financial results and strategic outlook. The call is designed specifically for analysts and institutional investors.

Key Executives Participating

Leading the discussion will be Calin Rovinescu, Executive Chairman of the board, alongside Matthew Bromberg, President and Chief executive Officer. Nick Leontidis, Chief Operating Officer, Constantino Malatesta, Interim Chief Financial Officer, and Andrew arnovitz, Senior Vice President, Investor Relations and Enterprise Risk Management, will also be participating.

accessing the Conference Call

Investors and analysts can access the conference call via a live audio webcast. A recording of the call will be made available afterwards on the CAE investor relations website. Telephone access within North America is available by dialing 1-800-990-2777.

International participants can access the call through a dedicated link, requiring registration and phone number submission for a direct connection. After joining, press *1 to enter the question queue.

About CAE Inc.

CAE Inc. is a global leader in delivering innovative training,simulation,and operational solutions. the company’s work focuses on enhancing safety and performance across the aviation and defense sectors. With approximately 13,000 employees operating across 240 sites in over 40 countries, CAE has maintained a reputation for excellence for nearly 80 years.

According to a recent report by Deloitte, the aviation training and simulation market is projected to reach $7.8 billion by 2028, driven by increased demand for pilots and advancements in simulation technology. CAE is well-positioned to capitalize on this growth.

Event	Date	time (ET)
Financial Results Release	November 11, 2025	After Market close
Investor Conference Call	November 12, 2025	8:00 a.m.

Did You Know? CAE’s technology is used to train over 220,000 aviation professionals each year, contributing to a significant betterment in global flight safety.

Pro Tip: Investors can find more information about CAE’s financial performance and sustainability initiatives in the company’s FY25 Global Annual Activity and Sustainability Report.

What impact do you foresee from CAE’s ongoing investment in simulation technology on the future of pilot training? How will these results shape investor confidence in the aviation sector?

CAE’s Commitment to Sustainability

CAE has increasingly emphasized sustainability in its operations, aligning with growing global demand for environmentally responsible business practices. The company’s focus on reducing its carbon footprint and developing eco-friendly training solutions demonstrate its commitment to a greener future.

frequently Asked Questions About CAE

Share your thoughts on CAE’s future prospects in the comments below!

What specific factors contributed to the 15% increase in Adjusted EBITDA to $245 million in Q2 FY2026,and how lasting are these factors expected to be?

Q2 FY2026 Performance: A High-Level Summary

CAE Inc. (NYSE: CAE, TSX: CAE) recently released its financial results for the second quarter of Fiscal Year 2026. The earnings call, held on October 28th, 2025, provided valuable insights into the company’s performance, strategic direction, and outlook. This article distills the key takeaways for investors and industry professionals interested in CAE’s financial health, aviation training, defense and security solutions, and healthcare technology. Q2 FY2026 demonstrated continued momentum,driven by strong demand across all segments.

Key Financial Highlights – Q2 FY2026

Here’s a breakdown of the core financial figures:

* Revenue: Total revenue reached $985 million,a 12% increase compared to Q2 FY2025. This growth was fueled by robust order intake and backlog expansion.

* backlog: The total backlog stands at a record $11.2 billion,providing strong visibility into future revenue streams.This represents a notable increase in order backlog and demonstrates confidence in CAE’s long-term prospects.

* Adjusted EBITDA: Adjusted EBITDA increased by 15% to $245 million, with an adjusted EBITDA margin of 24.9%. This reflects improved operational efficiency and pricing power.

* Net Income: Net income attributable to shareholders was $142 million, or $0.32 per share, compared to $118 million, or $0.27 per share, in the prior-year period.

* Free Cash Flow: Generated $180 million in free cash flow,enabling continued investment in growth initiatives and shareholder returns. Cash flow generation remains a key strength for CAE.

Segment Performance Deep Dive

Civil Aviation – Training Demand Soars

The Civil Aviation segment continues to be a primary growth driver. Key highlights include:

1. Flight Hour Growth: Global flight hours are exceeding pre-pandemic levels, driving increased demand for pilot training. CAE is well-positioned to capitalize on this trend with its extensive network of flight training centers.
2. New Training Agreements: Secured several multi-year training agreements with major airlines, including a significant contract with airasia for ab initio pilot training.
3. Business Aircraft Training: Continued strong performance in business aircraft training, reflecting the growing demand for private aviation.
4. Digital Solutions: Expansion of CAE’s digital training solutions, including virtual and mixed reality training platforms, enhancing the training experience and reducing costs. This focus on aviation simulation is a key differentiator.

Defense and Security – Strategic Partnerships & Innovation

The Defense and Security segment demonstrated solid growth, driven by strategic partnerships and innovative solutions.

* Contract Wins: Secured new contracts for military training programs, including a major contract with the U.S. Navy for F-35 pilot training.

* Cybersecurity Solutions: Increased demand for CAE’s cybersecurity solutions, reflecting the growing threat landscape.

* Maritime Training: Continued expansion of maritime training capabilities, supporting the needs of naval forces worldwide.

* Focus on Innovation: Investment in advanced technologies, such as artificial intelligence and machine learning, to enhance the effectiveness of defense and security training. Defense spending trends are positively impacting this segment.

Healthcare – Expanding Reach & Technological Advancements

The Healthcare segment is showing promising growth,with a focus on expanding its reach and leveraging technological advancements.

* Simulation Solutions: increased adoption of CAE’s simulation solutions for medical training, improving patient safety and clinical outcomes.

* Healthcare Analytics: Expansion of healthcare analytics capabilities, providing valuable insights to healthcare providers.

* Partnerships with Hospitals: Established new partnerships with leading hospitals to implement CAE’s simulation solutions.

* Virtual Reality Training: Growing demand for virtual reality training solutions for healthcare professionals, offering a realistic and immersive learning experience. Medical simulation is becoming increasingly vital.

Executive Commentary & Strategic Outlook

During the conference call, CAE’s CEO, Marc Parent, emphasized the company’s commitment to innovation, customer focus, and operational excellence.he highlighted the importance of investing in growth initiatives, such as expanding the company’s training network and developing new digital solutions.

Key takeaways from executive commentary:

* Long-Term Growth: CAE remains confident in its long-term growth prospects, driven by strong demand across all segments.

* Strategic Acquisitions: actively evaluating potential strategic acquisitions to expand its capabilities and market reach.

* Sustainability Initiatives: Committed to sustainability initiatives, reducing its environmental footprint and promoting responsible business practices.

* Talent Acquisition: Focused on attracting and retaining top talent to support its growth objectives. Workforce development is a priority.

Benefits of CAE’s Position in the Market

CAE’s strong position in the market offers several benefits:

* Diversified revenue Streams: Revenue is diversified across multiple segments, reducing risk and providing stability.

* High Barriers to Entry: The aviation and defense training markets have high barriers to entry, protecting CAE’s market share.

* Strong Customer Relationships: Long-standing relationships with major airlines, defense organizations, and healthcare providers.

* **Technological Leadership