BMO分析师Fadi Chamoun在最新报告中指出，CAE Inc民用航空和国防业务的中期需求基本面依然强劲。不过分析师认为，近期增长可能略显疲软，主要由于美国飞行员培训产能维持高位，且CAE正处于内部重组阶段。这种状况可能导致基本面与市场预期出现短期错配。
Chamoun补充道，公司管理层正在推进一系列改革措施，这些举措有望在未来数年内提升利润率、投资回报率和自由现金流。尽管投资者已预期到盈利可能出现波动，但分析师将任何股价弱势视为布局良机。
截至发稿，CAE Inc股价下跌4.8%至41.90加元，但过去52周累计涨幅仍达25%。
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