CAE Financial Overview and Strategic Outlook
OVERVIEW
Substantial headroom in high growth markets
Civil: potential to increase share in a large and
growing market
Defense & Security* positioned for larger bids across
all five domains
Civil Total Addressable Market
~$6.5B
Civil TAM has expanded
by 38% since 2020
~40%
CAE
CORE
~$14B
Training & Simulation
Land
Air
7%
Sea
75%
11%
Space/Cyber
31%
Analytics & Systems
Engineering
ADJACENT
~$24B
21%
Operations Support
48%
Mission Planning
Mission
Operations
& Support
Services
Average bid size from $20M to $100M;
$100M+ bids from 1 to 13 per year
Sources: Civil: CAE Internal Analysis; D&S: Budget and Addressable Market figures from FY21 Janes Market Forecast, compiled prior to Ukraine invasion
*All figures for Defense & Security in USD
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