CAE Inc. (CAE) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, ladies and gentlemen. Welcome to the CAE second quarter financial results for fiscal year 2026 conference call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. After the presentation, there will be an opportunity for analysts to ask questions. To join the question queue, you may press star, then one on your telephone keypad. Should you need assistance during the conference call, you may signal an operator by pressing star, then zero. I would now like to turn the conference over to Mr. Andrew Arnovitz. Please go ahead, Mr. Arnovitz. Good morning, everyone, and thank you for joining us today. Remarks including management's outlook and answers to questions contain forward-looking statements which represent our expectations as of today, November 12, 2025, and accordingly are subject to change. Such statements are based on assumptions that may not materialize and are subject to risks and uncertainties. Actual results may differ materially, and listeners are cautioned not to place undue reliance on these forward-looking statements. A description of the risks, factors, and assumptions that may affect future results is contained in CA's annual MD&A, an MD&A for the three months ended September 30, 2025, available on our corporate website and in our filings with the Canadian Securities Administrators on CDAR+, and the U.S. Securities and Exchange Commission on EDGAR. On the call with me this morning, From CAE are Kaelin Rovinescu, the company's executive chairman, Matthew Bromberg, president and chief executive officer, and Constantino Malatesta, our interim chief financial officer. Nick Leontidis, chief operating officer, is also on hand for the question period. After formal remarks, we'll open the call to questions fr...