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French (CAC) Industrials Sector Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies111
  • 7D-1.0%
  • 3M-5.2%
  • 1Y2.8%
  • YTD-7.4%

Over the last 7 days, the Industrials industry has dropped 1.0%, driven by Schneider Electric declining 5.8%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

Has the French Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Mar 2026€732.7b€580.4b€37.4b19.7x19.6x1.3x
Thu, 26 Feb 2026€847.0b€577.4b€37.7b19.6x22.5x1.5x
Sat, 24 Jan 2026€798.0b€573.0b€33.4b19.4x23.9x1.4x
Mon, 22 Dec 2025€782.0b€575.8b€33.3b19.6x23.5x1.4x
Wed, 19 Nov 2025€768.9b€576.0b€33.3b20.2x23.1x1.3x
Fri, 17 Oct 2025€805.5b€573.2b€32.9b23.5x24.5x1.4x
Sun, 14 Sep 2025€778.4b€572.9b€31.1b19.1x25x1.4x
Tue, 12 Aug 2025€753.6b€571.9b€31.3b20.7x24.1x1.3x
Thu, 10 Jul 2025€763.5b€564.3b€25.6b22x29.8x1.4x
Sat, 07 Jun 2025€746.6b€564.9b€25.6b17.9x29.2x1.3x
Mon, 05 May 2025€716.6b€564.0b€25.2b17.3x28.4x1.3x
Wed, 02 Apr 2025€712.2b€562.5b€24.8b16.5x28.8x1.3x
Fri, 28 Feb 2025€703.8b€570.9b€23.8b18.2x29.6x1.2x
Sun, 26 Jan 2025€694.1b€561.4b€25.0b16x27.8x1.2x
Tue, 24 Dec 2024€641.6b€562.1b€25.0b17.5x25.6x1.1x
Thu, 21 Nov 2024€640.8b€562.8b€25.1b16.4x25.5x1.1x
Sat, 19 Oct 2024€653.9b€527.8b€24.7b16.5x26.5x1.2x
Mon, 16 Sep 2024€623.5b€523.3b€26.2b15x23.8x1.2x
Wed, 14 Aug 2024€604.3b€522.2b€26.2b16.6x23.1x1.2x
Fri, 12 Jul 2024€617.5b€514.1b€28.8b17.9x21.4x1.2x
Sun, 09 Jun 2024€651.6b€514.2b€28.8b18.1x22.6x1.3x
Tue, 07 May 2024€643.7b€513.0b€29.1b15.2x22.1x1.3x
Thu, 04 Apr 2024€645.3b€508.9b€29.2b14.4x22.1x1.3x
Sat, 02 Mar 2024€616.1b€518.5b€28.3b13.6x21.8x1.2x
Mon, 29 Jan 2024€603.9b€527.3b€28.8b15.6x21x1.1x
Wed, 27 Dec 2023€585.6b€527.4b€28.8b14.6x20.4x1.1x
Fri, 24 Nov 2023€561.9b€528.9b€28.8b14.1x19.5x1.1x
Sun, 22 Oct 2023€506.2b€520.8b€28.7b12.6x17.6x1x
Tue, 19 Sep 2023€546.3b€520.5b€28.7b14.9x19x1x
Thu, 17 Aug 2023€548.8b€519.3b€28.8b16x19.1x1.1x
Sat, 15 Jul 2023€558.7b€500.4b€21.9b16.6x25.5x1.1x
Mon, 12 Jun 2023€551.9b€500.4b€21.9b18.1x25.2x1.1x
Wed, 10 May 2023€542.4b€496.1b€21.5b16.2x25.3x1.1x
Fri, 07 Apr 2023€535.5b€495.4b€22.2b18.4x24.2x1.1x
Price to Earnings Ratio

24.2x


Total Market Cap: €535.5bTotal Earnings: €22.2bTotal Revenue: €495.4bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 23.9x202420252026
Current Industry PE
  • Investors are pessimistic on the French Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.6x which is lower than its 3-year average PE of 23.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 5.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the French Industrials sector?

FR Market0.085%
Industrials-1.00%
Logistics4.35%
Trade Distributors4.20%
Transportation2.16%
Building1.48%
Construction1.35%
Infrastructure1.04%
Machinery1.04%
Airlines0%0
Commercial Services-0.44%
Industrials-1.01%
Aerospace & Defense-1.51%
Professional Services-2.70%
Electrical-2.96%
Industry PE
  • Investors are most optimistic about the Machinery industry which is trading above its 3-year average PE ratio.
    • Analysts expect its future annual earnings growth (24.6%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 38% over the next 5 years.
  • In contrast, the Construction industry is expected to see its earnings grow by 7.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HO Thales€246.102.9%
+€1.4b		0.2%PE30.2x
GET Getlink€17.943.5%
+€325.4m		12.5%PE30.4x
ODET Compagnie de l'Odet€1.30k4.0%
+€211.7m		-8.1%PE27.5x
BVI Bureau Veritas€26.441.7%
+€195.2m		-5.4%PE19.9x
BB Société BIC€53.603.5%
+€73.2m		-14.4%PE25.2x

Latest News

GET
€17.94
Getlink
7D
3.5%
1Y
12.5%
SU
€227.55
Schneider Electric
7D
-6.5%
1Y
8.0%
SAF
€274.40
Safran
7D
-4.5%
1Y
13.4%
BB
€53.60
Société BIC
7D
3.5%
1Y
-14.4%
LR
€129.75
Legrand
7D
-3.6%
1Y
33.4%

LR: AI Hardware Shift Will Test Yet Support Electrical And Digital Infrastructure Cash Generation

Legrand's updated analyst price target edges higher to €176, with mixed revisions across the Street. Some analysts cite valuation concerns and potential risks to low voltage and cooling products, while others maintain more constructive views, supporting a modest recalibration of growth, margin and P/E assumptions.
HO
€246.10
Thales
7D
2.9%
1Y
0.2%

HO: Defence Strength And Cyber Turnaround Will Support Stronger Medium Term Earnings Power

The analyst price target for Thales has been lifted modestly, with the new fair value estimate moving by about €1 to €354.79. Analysts are factoring in slightly different discount rate assumptions alongside updated views on revenue growth, profit margins, and future P/E, supported by recent upgrades and target increases from several firms, as well as a downgrade that cited Cyber & Digital headwinds and higher expected interest and tax charges.
EXA
€116.80
Exail Technologies
7D
-15.7%
1Y
210.6%

The Strong Earnings Posted By Exail Technologies (EPA:EXA) Are A Good Indication Of The Strength Of The Business

Mar 26
The Strong Earnings Posted By Exail Technologies (EPA:EXA) Are A Good Indication Of The Strength Of The Business
AM
€313.20
Dassault Aviation société anonyme
7D
-3.0%
1Y
2.7%

AM: Mixed Rating Shifts And Execution Demands Will Shape Future Return Potential

Analysts have lifted the fair value estimate for Dassault Aviation société anonyme to €300 from about €271.90, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a slightly higher future P/E. This is in line with recent upward shifts in Street price targets from firms such as Jefferies, Citi, and Berenberg, and is offset in part by a more cautious stance from Bernstein.
ODET
€1,298.00
Compagnie de l'Odet
7D
4.0%
1Y
-8.1%
SGO
€69.36
Compagnie de Saint-Gobain
7D
-2.1%
1Y
-24.4%

SGO: U.S. And European Demand Headwinds Will Still Offer Upside Opportunity

Analysts have trimmed the fair value estimate for Compagnie de Saint-Gobain from about €78.18 to €75.87. This reflects lower price targets across several research houses as they factor in more cautious assumptions on revenue growth, profit margins and the appropriate P/E multiple.
FII
€51.10
Lisi
7D
1.4%
1Y
75.3%
AIR
€159.18
Airbus
7D
-4.3%
1Y
-2.2%

AIR: Delivery Constraints And Defense Expansion Will Shape Balanced Future Upside Potential

Narrative Update The updated analyst price target for Airbus has risen by €12.81, with analysts pointing to improving A320 deliveries, a ramping defense business, and mixed yet generally supportive revisions to price targets across the Street. Analyst Commentary Recent Street research on Airbus reflects a mixed backdrop, with some upgrades and supportive commentary on deliveries and defense, alongside several cautious moves on ratings and price targets.
ALO
€23.02
Alstom
7D
-3.9%
1Y
13.0%
BVI
€26.44
Bureau Veritas
7D
1.7%
1Y
-5.4%
LAT
€0.019
Latécoère
7D
12.4%
1Y
11.1%

Even With A 26% Surge, Cautious Investors Are Not Rewarding Latécoère S.A.'s (EPA:LAT) Performance Completely

Jan 03
Even With A 26% Surge, Cautious Investors Are Not Rewarding Latécoère S.A.'s (EPA:LAT) Performance Completely
CBDG
€99.00
Compagnie du Cambodge
7D
1.0%
1Y
-16.8%