Capital Goods French Community

Catalysts Current Defence spend in EU & Globally is surging. Exosens state of the art tech & customer acceptance is impacting positively sales, margins & profits.Read more

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

Key Takeaways Expansion into high-growth markets and acquisitions in adjacent segments are strengthening Rexel's access to strategic sectors and enhancing long-term earnings resilience. Digital sales adoption and emphasis on value-added services are boosting customer retention, operational efficiency, and supporting margin expansion.Read more

Key Takeaways Increased global defense spending and Exosens' leadership in advanced sensing technologies support strong and sustained demand across diversified end-markets. Expanded production capacity, product innovation, and financial flexibility position Exosens for long-term growth, operating efficiency, and enhanced profitability.Read more

Key Takeaways Exceptional demand for digital infrastructure, energy efficiency, and smart building solutions is fueling Legrand's sustained organic growth and supports premium margins. Strategic acquisitions and operational improvements are strengthening earnings stability and expanding the company's geographic reach.Read more

Key Takeaways Surging defense budgets and robust cybersecurity demand will amplify Thales' revenue growth, margin expansion, and order intake across segments. Strategic investments in innovation, operational efficiency, and cross-business synergies will solidify Thales' market leadership and support resilient, long-term profitability.Read more

Key Takeaways Robust construction backlog and green initiatives position the company to capture higher-margin contracts and benefit from sustained infrastructure demand and regulatory trends. Improved margins across business units, along with strong cash generation and disciplined financial management, support ongoing growth investment and mitigate market volatility.Read more

Key Takeaways Rising global air travel and defense spending, paired with strategic acquisitions, are boosting Safran's growth, diversifying revenue, and increasing earnings stability. Leadership in sustainable propulsion technologies is enhancing Safran's market share, pricing power, and margin resilience amid tightening environmental regulations.Read more

Key Takeaways Expanding international defense contracts and industrial partnerships drive strong revenue visibility and operational efficiency, benefiting from elevated global defense spending and localized production. Advances in business aviation and digital innovation enhance technological leadership, positioning Dassault to capitalize on premium markets and support long-term margin growth.Read more