CAE's Short-Term Headwinds Should Give Way To Longer Term Strength -- Market Talk

Dow Jones

Feb 04

1506 ET - BMO analyst Fadi Chamoun says in a report that demand fundamentals for CAE's Civil and Defense segments remain strong over the medium term. In the near term, however, Chamoun believes growth may look softer as U.S. pilot training capacity remains elevated and CAE works through its own restructuring. This could create a gap between fundamentals and market expectations, the analyst says. Chamoun adds that the company is also run by a leadership team pursuing changes that could lift margins, returns, and free cash flow over the next several years. Chamoun says investors already anticipate some earnings volatility, and views any weakness as a buying opportunity. CAE is off 4.8% at C$41.90, but up 25% over the past 52 weeks. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 03, 2026 15:06 ET (20:06 GMT)

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In the near term, however, Chamoun believes growth may look softer as U.S. pilot training capacity remains elevated and CAE works through its own restructuring. This could create a gap between fundamentals and market expectations, the analyst says. Chamoun adds that the company is also run by a leadership team pursuing changes that could lift margins, returns, and free cash flow over the next several years. Chamoun says investors already anticipate some earnings volatility, and views any weakness as a buying opportunity. CAE is off 4.8% at C$41.90, but up 25% over the past 52 weeks. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 03, 2026 15:06 ET (20:06 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CAE's Short-Term Headwinds Should Give Way To Longer Term Strength -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCAE's Short-Term Headwinds Should Give Way To Longer Term Strength -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-04 04:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1506 ET - BMO analyst Fadi Chamoun says in a report that demand fundamentals for CAE's Civil and Defense segments remain strong over the medium term. In the near term, however, Chamoun believes growth may look softer as U.S. pilot training capacity remains elevated and CAE works through its own restructuring. This could create a gap between fundamentals and market expectations, the analyst says. Chamoun adds that the company is also run by a leadership team pursuing changes that could lift margins, returns, and free cash flow over the next several years. Chamoun says investors already anticipate some earnings volatility, and views any weakness as a buying opportunity. CAE is off 4.8% at C$41.90, but up 25% over the past 52 weeks. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 03, 2026 15:06 ET (20:06 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0390134368.USD","symbol_name":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608807349","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608807349","pubTimestamp":1770149160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1506 ET - BMO analyst Fadi Chamoun says in a report that demand fundamentals for CAE's Civil and Defense segments remain strong over the medium term. In the near term, however, Chamoun believes growth may look softer as U.S. pilot training capacity remains elevated and CAE works through its own restructuring. This could create a gap between fundamentals and market expectations, the analyst says. Chamoun adds that the company is also run by a leadership team pursuing changes that could lift margins, returns, and free cash flow over the next several years. Chamoun says investors already anticipate some earnings volatility, and views any weakness as a buying opportunity. CAE is off 4.8% at C$41.90, but up 25% over the past 52 weeks. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","CAE":"CAE Inc","BK4187":"航天航空与国防"},"translate_title":"CAE的短期阻力应该让位于长期优势——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAE":1.5},"content_text":"1506 ET - BMO analyst Fadi Chamoun says in a report that demand fundamentals for CAE's Civil and Defense segments remain strong over the medium term. In the near term, however, Chamoun believes growth may look softer as U.S. pilot training capacity remains elevated and CAE works through its own restructuring. This could create a gap between fundamentals and market expectations, the analyst says. Chamoun adds that the company is also run by a leadership team pursuing changes that could lift margins, returns, and free cash flow over the next several years. Chamoun says investors already anticipate some earnings volatility, and views any weakness as a buying opportunity. CAE is off 4.8% at C$41.90, but up 25% over the past 52 weeks. (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  February 03, 2026 15:06 ET (20:06 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}