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French (CAC) Industrials Sector Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies111
  • 7D-0.6%
  • 3M-0.8%
  • 1Y16.3%
  • YTD0.3%

Last week, the Industrials industry hasn't moved much but Schneider Electric is up 4.5% in that time. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026€793.1b€573.0b€33.4b19.4x23.7x1.4x
Mon, 29 Dec 2025€777.7b€572.4b€33.4b18.6x23.3x1.4x
Wed, 26 Nov 2025€763.8b€576.0b€33.3b21.7x22.9x1.3x
Fri, 24 Oct 2025€809.9b€573.2b€32.9b24x24.6x1.4x
Sun, 21 Sep 2025€777.1b€573.0b€32.9b21.1x23.6x1.4x
Tue, 19 Aug 2025€771.3b€572.0b€31.3b21.4x24.7x1.3x
Thu, 17 Jul 2025€752.0b€564.3b€25.6b22x29.4x1.3x
Sat, 14 Jun 2025€724.6b€565.0b€25.6b19.4x28.3x1.3x
Mon, 12 May 2025€719.1b€564.3b€25.2b18.5x28.5x1.3x
Wed, 09 Apr 2025€637.3b€562.6b€24.8b15.9x25.7x1.1x
Fri, 07 Mar 2025€738.2b€544.5b€23.9b16.5x30.9x1.4x
Sun, 02 Feb 2025€685.4b€561.4b€25.0b15.7x27.4x1.2x
Tue, 31 Dec 2024€645.0b€561.9b€25.0b17.1x25.8x1.1x
Thu, 28 Nov 2024€634.2b€562.5b€25.2b16.8x25.2x1.1x
Sat, 26 Oct 2024€637.1b€527.9b€24.7b16.6x25.8x1.2x
Mon, 23 Sep 2024€636.0b€528.0b€24.7b15.3x25.7x1.2x
Wed, 21 Aug 2024€619.8b€522.2b€26.2b16.4x23.7x1.2x
Fri, 19 Jul 2024€611.9b€514.1b€28.8b18.7x21.2x1.2x
Sun, 16 Jun 2024€605.9b€514.1b€28.8b17.6x21x1.2x
Tue, 14 May 2024€665.5b€513.7b€28.9b16.4x23x1.3x
Thu, 11 Apr 2024€636.7b€508.9b€29.2b14.2x21.8x1.3x
Sat, 09 Mar 2024€625.1b€515.1b€27.7b13.9x22.5x1.2x
Mon, 05 Feb 2024€607.3b€527.3b€28.8b15.4x21.1x1.2x
Wed, 03 Jan 2024€585.6b€527.3b€28.8b14.6x20.4x1.1x
Fri, 01 Dec 2023€566.8b€528.8b€28.8b14.3x19.7x1.1x
Sun, 29 Oct 2023€511.4b€520.8b€28.7b12.4x17.8x1x
Tue, 26 Sep 2023€532.8b€520.6b€28.7b14.1x18.6x1x
Thu, 24 Aug 2023€547.4b€519.3b€28.8b15.6x19x1.1x
Sat, 22 Jul 2023€561.1b€500.0b€22.1b16.3x25.4x1.1x
Mon, 19 Jun 2023€562.2b€500.4b€21.9b17.1x25.7x1.1x
Wed, 17 May 2023€549.8b€496.6b€22.0b15.6x25x1.1x
Fri, 14 Apr 2023€542.1b€495.8b€22.2b18.3x24.5x1.1x
Sun, 12 Mar 2023€547.2b€496.2b€6.8b16.9x80.6x1.1x
Tue, 07 Feb 2023€532.2b€461.8b€2.8b19.9x190.2x1.2x
Price to Earnings Ratio

190.2x


Total Market Cap: €532.2bTotal Earnings: €2.8bTotal Revenue: €461.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 28x202420252026
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 23.7x which is lower than its 3-year average PE of 28.0x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 129% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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 Market-1.12%
Industrials-0.59%
Electrical4.67%
Construction2.96%
Infrastructure2.94%
Machinery1.74%
Trade Distributors1.53%
Transportation0.83%
Building0.038%
Industrials0%0
Airlines0%0
Commercial Services-0.12%
Logistics-1.17%
Professional Services-1.38%
Aerospace & Defense-4.29%
Industry PE
  • Investors are most optimistic about the Industrials industry which is trading above its 3-year average PE ratio of 12.4x.
    • Analysts are expecting annual earnings growth of 60.0% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Logistics industry, which is trading below its 3-year average of 33.8x.
Forecasted Growth
  • Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 60% over the next 5 years.
  • In contrast, the Building industry is expected to see its earnings grow by 7.3% 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
SU Schneider Electric€242.304.5%
+€5.9b		-1.2%PE31.7x
DG Vinci€121.153.1%
+€1.9b		15.9%PE14.1x
LR Legrand€135.005.5%
+€1.8b		36.5%PE28.8x
EN Bouygues€45.612.5%
+€428.8m		48.9%PE16.7x
GET Getlink€16.714.3%
+€374.2m		8.1%PE35.3x

Latest News

LR
€135.00
Legrand
7D
5.5%
1Y
36.5%

Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking

Jan 29
Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking
EN
€45.61
Bouygues
7D
2.5%
1Y
48.9%

Bouygues SA (EPA:EN) Not Flying Under The Radar

Jan 29
Bouygues SA (EPA:EN) Not Flying Under The Radar
SPIE
€46.20
SPIE
7D
-1.5%
1Y
43.5%
SU
€242.30
Schneider Electric
7D
4.5%
1Y
-1.2%

SU: Energy Partnerships And New Facilities Will Drive Outperformance Over The Next Years

The analyst price target for Schneider Electric has been nudged slightly higher to €274.05 from €272.83, with analysts pointing to a modestly higher fair value estimate, a small uplift in projected profit margin, and a broadly steady future P/E assumption as key supports for the revised view. What's in the News Schneider Electric and McLaren Racing agreed a long term energy technology partnership, covering multiple racing teams and using Schneider Electric solutions to support power management at race circuits and at McLaren's Technology Centre in Woking, UK (Client Announcements).
HO
€256.00
Thales
7D
-1.0%
1Y
64.0%

HO: Space Joint Venture And Defense Positioning Will Shape Balanced Upside Potential

Narrative Update The analyst price target for Thales has edged higher by about €1.53 to €281.22, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate and a lower future P/E following recent target increases and rating changes from Berenberg, Bernstein and Morgan Stanley. Analyst Commentary Recent research updates on Thales point to a generally constructive stance, with price targets adjusted upward and at least one rating moved higher.
ADP
€111.50
Aeroports de Paris
7D
1.9%
1Y
1.4%

ADP: Traffic Resilience And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their fair value estimate for Aeroports de Paris to €122.17 from €125.67, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with recent Street research in which a major bank reduced its price target by €14. Analyst Commentary Bullish Takeaways Bullish analysts view the updated fair value of €122.17 as still supported by the company’s ability to translate traffic and commercial activity into earnings, even with more conservative assumptions on discount rates and P/E.
DG
€121.15
Vinci
7D
3.1%
1Y
15.9%

DG: Concession Cash Flows Will Support Higher Medium Term Fair Value Potential

Analysts have made a small adjustment to Vinci's price targets, with recent research pointing to modestly higher fair value expectations in a range of €135 to €139, supported by revised assumptions for discount rate, revenue growth, margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the modest uplift in price targets as consistent with their revised assumptions on discount rates and expected P/E, which together point to slightly higher implied equity value for Vinci.
AM
€319.80
Dassault Aviation société anonyme
7D
-4.3%
1Y
46.8%

AM: Raised Guidance And Sector Rerating Concerns Will Pressure Future Returns

Analysts have lifted their price targets on Dassault Aviation société anonyme, with fair value estimates moving from about €243 to €272, citing updated assumptions on discount rates, profit margins and future P/E. At the same time, recent research includes both higher target prices and a rating downgrade that points to more mixed expectations for European defense shares into 2026.
TEP
€54.60
Teleperformance
7D
-7.0%
1Y
-39.8%

TEP: Future Earnings Guidance Reset Will Create A More Attractive Entry

Analysts have reduced their fair value estimate for Teleperformance to €70 from €91. This change reflects a lower Street price target and updated assumptions on discount rate, revenue growth, profit margin and future P/E.
BVI
€27.10
Bureau Veritas
7D
-0.8%
1Y
-10.1%
SAF
€301.00
Safran
7D
-3.0%
1Y
25.5%

SAF: UK R&T Expansion And Overweight Rating Will Support Repricing

Analysts lifted their fair value estimate for Safran to €382 from €370, citing updated assumptions on growth, profitability and P/E. They also noted a higher Street price target of €350.
FGR
€124.95
Eiffage
7D
3.0%
1Y
44.8%

FGR: Index Inclusion And Concession Wins Will Support Higher Future P E Multiples

Narrative Update on Eiffage Analysts have lifted their price target on Eiffage by €4 to €172, reflecting updated assumptions on fair value and future P/E, alongside recent Street research support. Analyst Commentary Recent Street research includes a move in the official price target to €172 from €168, with an Overweight stance maintained.
NEX
€132.90
Nexans
7D
4.1%
1Y
41.2%

NEX: Higher P E Assumptions Will Likely Limit Future Upside

Narrative Update: Nexans Analysts have nudged their fair value estimate for Nexans higher from €100.00 to about €104.50, citing recent price target increases and rating changes that reflect updated views on discount rates, revenue trends, margins and future P/E assumptions. Analyst Commentary Recent research on Nexans highlights a mix of optimism and caution, with several firms fine tuning their views on the stock.
AIR
€193.40
Airbus
7D
-6.5%
1Y
15.7%

AIR: Delivery Execution Risks Will Limit Upside Despite Raised Expectations

Analysts have lifted their Airbus fair value estimate from €145.46 to €169.92, reflecting a series of higher price targets and updated assumptions on revenue growth, profit margins and future P/E multiples following recent research updates on the stock. Analyst Commentary Recent research updates show a cluster of higher price targets for Airbus, with several firms lifting their valuations following Q3 results and updated guidance.
MLHK
€37.00
H&K
7D
-10.2%
1Y
-67.5%

H&K (EPA:MLHK) Has A Pretty Healthy Balance Sheet

Jan 06
H&K (EPA:MLHK) Has A Pretty Healthy Balance Sheet
GET
€16.71
Getlink
7D
4.3%
1Y
8.1%