The timing layer showing which programs are in delivery, which U.S. Army windows are live in FY2026, and where key layers have already been seeded. TSS/TMT and NGC represent the highest strategic timing risk for CAE.
| Program | Market | Timing Window | Value Signal | CAE Implication |
|---|---|---|---|---|
| TSS/TMT | U.S. Army | RFI FY26 Q2, Award by FY26 Q4 | USD 350M+ | Controls orchestration across multiple trainers |
| RVCT | U.S. Army | Award FY26 Q4 | USD 100M OTA ceiling | Modular collective-training architecture position |
| SVT | U.S. Army | RFS FY26 Q2, Award FY26 Q3 | USD 50M | CAE has foothold to protect and expand |
| NGC | U.S. Army | Awarded Jul 2025 | USD 40M | Live constructive stack forming around other players |
| OWT | U.S. Army | FY26 Q1-Q2 (fragmented) | USD 100M+ | Terrain control affects all simulation realism |
| FAMTS | Australia | Delivery commencing 2026 | AUD 300M+ | Execution pressure inside sovereign enterprise |
| FFLIT | Canada | Requirements award Fall 2026 | TBD | Shapes future-fighter bridge before 2029-2030 |
| FAcT | Canada | Ongoing 2025-2027 ramp | CAD 11.2B / 25 years | Live national training operating system |
Key decision milestones for programs where CAE faces competitive pressure. Programs marked as 'risk' represent opportunities where competitor positioning is strongest. The clustering of decisions in FY2026 creates a critical window for CAE's business development [1].
NGC Awarded to Battle Road
USD 40M core simulation engine contract
FAMTS Delivery Commences
AUD 300M+ sovereign training enterprise begins
OWT Phase 4 Active
Terrain-control fragmented across FY26 Q1-Q2
TSS/TMT RFI Window
USD 350M+ orchestration program, highest-value clock
SVT RFS Released
USD 50M soldier virtual trainer opportunity
SVT Award Expected
CAE foothold to protect and expand
TSS/TMT Award Target
Controls orchestration across multiple trainers
RVCT Award Window
USD 100M OTA collective-training architecture
FFLIT Requirements Award
Future-fighter bridge before 2029-2030
Defend sovereign air-training enterprises aggressively. Treat FY2026 U.S. Army software and collective-training windows as strategic clocks. Assume that some important layers are already moving before the public record looks complete. Watch delivery programs as future export references.