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French (CAC) Industrials Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies113
  • 7D2.7%
  • 3M6.1%
  • 1Y23.1%
  • YTD18.3%

In the last week, the Industrials industry is up 2.7%, with Thales up 13%. In the same time, Air France-KLM was down 8.9%. This takes the industry's 12 month performance to a gain of 23%. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025€775.8b€573.0b€31.1b23.1x24.9x1.4x
Fri, 15 Aug 2025€772.4b€572.0b€31.3b20.5x24.7x1.4x
Sun, 13 Jul 2025€762.4b€564.3b€25.6b22.1x29.8x1.4x
Tue, 10 Jun 2025€742.1b€565.0b€25.6b18.5x29x1.3x
Thu, 08 May 2025€711.4b€564.3b€25.2b18.6x28.2x1.3x
Sat, 05 Apr 2025€646.2b€562.5b€24.8b15.9x26.1x1.1x
Mon, 03 Mar 2025€703.5b€572.9b€23.7b17.9x29.7x1.2x
Wed, 29 Jan 2025€676.7b€561.4b€25.0b15.7x27.1x1.2x
Fri, 27 Dec 2024€642.0b€562.1b€25.0b16.9x25.7x1.1x
Sun, 24 Nov 2024€643.8b€562.5b€25.2b16.1x25.6x1.1x
Tue, 22 Oct 2024€648.6b€527.8b€24.7b16.3x26.2x1.2x
Thu, 19 Sep 2024€625.8b€523.3b€26.2b15.4x23.9x1.2x
Sat, 17 Aug 2024€617.9b€522.2b€26.2b16.2x23.6x1.2x
Mon, 15 Jul 2024€625.1b€514.1b€28.8b18.2x21.7x1.2x
Wed, 12 Jun 2024€633.0b€514.1b€28.8b17.8x22x1.2x
Fri, 10 May 2024€665.3b€513.7b€28.9b16.1x23x1.3x
Sun, 07 Apr 2024€641.4b€508.9b€29.2b14.4x22x1.3x
Tue, 05 Mar 2024€621.7b€515.7b€28.2b13.5x22.1x1.2x
Thu, 01 Feb 2024€602.0b€527.3b€28.8b15.6x20.9x1.1x
Sat, 30 Dec 2023€585.8b€527.4b€28.8b14.5x20.4x1.1x
Mon, 27 Nov 2023€564.3b€528.9b€28.8b14x19.6x1.1x
Wed, 25 Oct 2023€508.2b€520.8b€28.7b12.9x17.7x1x
Fri, 22 Sep 2023€539.4b€520.6b€28.7b14.2x18.8x1x
Sun, 20 Aug 2023€538.9b€519.3b€28.8b15.5x18.7x1x
Tue, 18 Jul 2023€556.8b€500.4b€22.1b16.3x25.2x1.1x
Thu, 15 Jun 2023€561.0b€500.4b€21.9b17.3x25.6x1.1x
Sat, 13 May 2023€546.0b€496.0b€21.5b15.6x25.5x1.1x
Mon, 10 Apr 2023€535.9b€495.6b€22.2b17.8x24.2x1.1x
Wed, 08 Mar 2023€554.2b€494.1b€6.7b18.1x82.4x1.1x
Fri, 03 Feb 2023€538.8b€461.8b€2.8b19.5x192.6x1.2x
Sun, 01 Jan 2023€487.4b€461.7b€2.8b18.3x175.2x1.1x
Tue, 29 Nov 2022€489.9b€461.0b€2.7b17.4x180.7x1.1x
Thu, 27 Oct 2022€476.2b€455.6b€2.4b15.7x201.2x1x
Sat, 24 Sep 2022€421.9b€454.9b€2.3b15.8x181.4x0.9x
Price to Earnings Ratio

181.4x


Total Market Cap: €421.9bTotal Earnings: €2.3bTotal Revenue: €454.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 47.9x202320242025
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 24.9x which is lower than its 3-year average PE of 47.9x.
  • 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 137% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market1.05%
Industrials2.71%
Machinery5.18%
Aerospace & Defense4.32%
Transportation3.59%
Electrical2.61%
Building0.83%
Logistics0.59%
Trade Distributors0.55%
Construction0.55%
Infrastructure0.27%
Airlines0%0
Professional Services-1.50%
Commercial Services-1.52%
Industrials-1.91%
Industry PE
  • Investors are most optimistic about the Machinery industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 27.0%, which is higher than its past year's earnings decline of 35.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 71% over the next 5 years.
  • In contrast, the Building industry is expected to see its earnings grow by 8.6% 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€253.307.7%
+€3.7b
74.8%PE49.7x
AIR Airbus€191.701.7%
+€2.5b
48.9%PE30.8x
AM Dassault Aviation société anonyme€293.205.2%
+€1.1b
55.9%PE29.3x
SGO Compagnie de Saint-Gobain€93.121.2%
+€600.7m
15.0%PE18.1x
AYV Ayvens€9.762.6%
+€200.0m
62.4%PE11x

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