CAE CAE INC

NEUTRAL Impact: 3/10 6-K
Horizon weeks Filed Jun 5, 2026 Processed 9d 18h ago SEC 0001173382-26-000018
Notable filing: 6-K

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Executive Summary

CAE Inc. announced the renewal of its normal course issuer bid (NCIB) to repurchase up to 16,073,033 common shares (~5% of outstanding) over the next year, commencing June 10, 2026. The company also entered into an automatic repurchase plan with TD Securities. This is a routine capital allocation announcement with no material financial data or change in business outlook.

Actionable Insight

Monitor CAE's quarterly repurchase activity for signals of management's view on valuation. The NCIB provides a floor but actual buyback pace depends on market conditions and management discretion.

Key Facts

  • CAE renewed its NCIB to buy back up to 16,073,033 common shares (~5% of outstanding) from June 10, 2026 to June 9, 2027.
  • As of May 29, 2026, CAE had 321,460,674 shares outstanding.
  • Under the prior NCIB (June 2025–June 2026), CAE purchased 565,259 shares at a VWAP of $35.4418 for total consideration of $20.0 million.
  • CAE entered into an automatic repurchase plan (ARP) with TD Securities to allow purchases during blackout periods.
  • Daily purchase limit on TSX is 236,006 shares (25% of ADTV of 944,026).

Financial Impact

No material financial impact; prior NCIB saw $20.0M in repurchases over 12 months. New authorization allows up to ~5% of shares but actual purchases are discretionary.

shares outstandingdilution

Risk Factors

  • Actual share repurchases may be minimal or none, as seen in the prior NCIB where only 3.5% of authorized shares were bought.
  • Forward-looking statements caution that no assurance can be given on the number of shares ultimately acquired.

Market Snapshot

Exchange
NYSE
Sector
Miscellaneous Electrical Machinery, Equipment & Supplies
Analyst Consensus
67% bullish (18 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001173382-26-000018
Document: coverform6-kxncib2026.htm0001173382-26-000018
Document: 0001173382-26-000018-index-headers.html0001173382-26-000018
Document: 0001173382-26-000018-index.html0001173382-26-000018
Document: 0001173382-26-000018.txt0001173382-26-000018
3 reports for CAE
Performance horizon
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Reports for CAE — sortable, filterable
Type Now
Jun 5, 2026
9d ago
6-K
NEUTRAL ★ 3/10
$25.67 awaiting T+5awaiting T+5$25.30 (−1.44%)
May 21, 2026
24d ago
6-K
MIXED ★ 6/10
$23.16 $25.80▲ +11.40%▲ +9.74%$25.30 (+9.24%)
May 21, 2026
24d ago
6-K
NEUTRAL ★ 2/10
$26.94 $25.66▼ −4.75%▼ −6.35%$25.30 (−6.09%)
Showing 3 of 3

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