1129 ET - Now that CAE has it's management team in order, the focus turns toward execution. CIBC's Krista Friesen says 2027 will be a noisy year for the simulation training company with overlapping headwinds, "some of which are self-inflicted in the service of longer-term improvement." However, the analyst says the company has sufficient internal levers to drive improvement over time. Friesen says CAE has historically operated at higher margin and return levels, "and structurally, both Civil and Defense should support improved profitability over time," which should at least support the company's ability to recover toward prior operating levels through a mix of "cost actions, improved utilization, and more disciplined capital allocation." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

May 26, 2026 11:29 ET (15:29 GMT)

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