Capital Goods French Community

Sogeclair est un acteur de l'ingénierie de haute technologie (aéronautique, spatial, transport). C'est un dossier typique de "Small Cap" industrielle.Read more

Airbus: From Political Experiment to Global Aerospace Power In 1970, Europe made a decision that sounded almost naïve: it would challenge America in the skies. At the time, US manufacturers—especially Boeing—dominated global aviation.Read more

For investors, Saint Gobain presents a compelling opportunity as it capitalizes on key global trends such as urbanization, demographic shifts, and the push for eco-friendly construction practices. The company's strategy focuses on integrating sustainability into its core offerings—developing products that not only meet regulatory requirements but also contribute to energy savings and environmental stewardship.Read more

Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).Read more

Key Takeaways Bouygues is set to outperform peers through margin expansion, quality backlog growth, and strategic M&A, positioning itself as a leader in infrastructure and digital transformation. The company stands to benefit from telecom market shifts and its commitment to sustainable technologies, unlocking higher margins and premium contracts in construction and energy services.Read more

Key Takeaways Schneider Electric's shift to software and digital services, alongside strategic acquisitions, is driving recurring earnings, higher margins, and expanded geographic presence. Growing global demand for electrification, energy efficiency, and digital infrastructure is broadening the company's addressable market, supporting resilient long-term revenue and margin growth.Read more

Key Takeaways Strong growth in data center and electrification markets, combined with early market consolidation, is poised to accelerate revenue and boost operating margins. Persistent high margins are supported by pricing power and innovative, energy-efficient product lines, positioning Legrand for sustained earnings outperformance.Read more

Key Takeaways Growing regulatory, ESG, and supply chain pressures threaten Thales' revenue growth, delivery capabilities, and operating margins across international defense and technology markets. Heavy reliance on government orders, high R&D spending, and complex business mix increase execution risks, endangering long-term profitability and innovation leadership.Read more

Key Takeaways Exposure to cyclical end-markets and rapid industry change increases earnings volatility, with core products facing potential commoditization and margin pressure. Elevated input costs, regulatory burdens, and high capital spending threaten to compress margins, limit operating leverage, and constrain long-term profitability.Read more