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French (CAC) Industrials Sector Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies112
  • 7D4.9%
  • 3M-1.8%
  • 1Y22.7%
  • YTD1.4%

In the last week, the Industrials industry is up 4.9%, with Schneider Electric up 10%. Meanwhile, Alstom actually underperformed within the industry, shrinking 8.0% in the last week. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026€801.4b€580.4b€37.4b22.5x21.4x1.4x
Thu, 12 Mar 2026€795.8b€580.4b€38.5b21.1x20.7x1.4x
Sat, 07 Feb 2026€814.1b€573.0b€33.4b19x24.4x1.4x
Mon, 05 Jan 2026€794.0b€572.4b€33.4b18.8x23.8x1.4x
Wed, 03 Dec 2025€762.2b€576.1b€33.3b21.7x22.9x1.3x
Fri, 31 Oct 2025€802.9b€575.4b€33.0b23.7x24.3x1.4x
Sun, 28 Sep 2025€784.3b€573.2b€32.9b22.5x23.9x1.4x
Tue, 26 Aug 2025€753.8b€572.0b€31.3b21.2x24.1x1.3x
Thu, 24 Jul 2025€758.7b€554.3b€25.3b20.6x29.9x1.4x
Sat, 21 Jun 2025€725.1b€564.9b€25.6b19.5x28.3x1.3x
Mon, 19 May 2025€729.9b€565.0b€25.6b18.6x28.5x1.3x
Wed, 16 Apr 2025€672.7b€562.4b€24.8b17x27.2x1.2x
Fri, 14 Mar 2025€712.7b€576.8b€24.1b16.2x29.5x1.2x
Sun, 09 Feb 2025€687.5b€563.2b€25.5b16.5x27x1.2x
Tue, 07 Jan 2025€659.5b€561.9b€25.0b17.2x26.4x1.2x
Thu, 05 Dec 2024€657.5b€561.4b€25.0b16.4x26.3x1.2x
Sat, 02 Nov 2024€642.7b€529.5b€24.9b16.8x25.9x1.2x
Mon, 30 Sep 2024€644.9b€528.2b€24.7b16.7x26.1x1.2x
Wed, 28 Aug 2024€626.1b€522.2b€26.2b16.2x23.9x1.2x
Fri, 26 Jul 2024€603.1b€515.8b€29.1b17x20.7x1.2x
Sun, 23 Jun 2024€621.6b€514.1b€28.8b17.5x21.6x1.2x
Tue, 21 May 2024€668.7b€513.6b€28.8b18x23.2x1.3x
Thu, 18 Apr 2024€630.7b€508.8b€29.2b14.6x21.6x1.2x
Sat, 16 Mar 2024€633.8b€515.7b€28.0b13.4x22.6x1.2x
Mon, 12 Feb 2024€597.9b€513.4b€28.1b13.3x21.3x1.2x
Wed, 10 Jan 2024€584.4b€527.3b€28.8b14.6x20.3x1.1x
Fri, 08 Dec 2023€576.4b€527.4b€28.8b14.3x20x1.1x
Sun, 05 Nov 2023€535.0b€524.4b€28.8b12.8x18.6x1x
Tue, 03 Oct 2023€539.6b€520.7b€28.7b13.9x18.8x1x
Thu, 31 Aug 2023€556.8b€519.3b€28.8b15.6x19.4x1.1x
Sat, 29 Jul 2023€567.6b€506.7b€27.9b16.3x20.3x1.1x
Mon, 26 Jun 2023€545.3b€500.4b€21.9b17.4x24.9x1.1x
Wed, 24 May 2023€553.0b€500.5b€21.9b16.8x25.2x1.1x
Fri, 21 Apr 2023€552.2b€495.9b€22.2b17.3x24.9x1.1x
Price to Earnings Ratio

24.9x


Total Market Cap: €552.2bTotal Earnings: €22.2bTotal Revenue: €495.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 23.8x202420252026
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 21.4x which is lower than its 3-year average PE of 23.8x.
  • 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 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 Market2.97%
Industrials4.93%
Electrical9.80%
Trade Distributors7.60%
Building6.89%
Commercial Services4.99%
Logistics4.79%
Aerospace & Defense3.74%
Professional Services2.83%
Construction2.66%
Transportation2.56%
Infrastructure0.97%
Airlines0%0
Industrials-4.71%
Machinery-6.25%
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 25.2%, which is higher than its past year's earnings decline of 10.0% per year.
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 7.3% 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€267.5514.7%
+€19.3b		28.2%PE36.1x
SAF Safran€317.4012.2%
+€14.3b		47.3%PE18.4x
AIR Airbus€172.766.2%
+€8.0b		22.6%PE26x
LR Legrand€149.2510.0%
+€3.6b		57.9%PE31.3x
SGO Compagnie de Saint-Gobain€77.749.6%
+€3.3b		-13.8%PE13.1x

Latest News

LAT
€0.015
Latécoère
7D
-3.1%
1Y
2.6%
DG
€135.40
Vinci
7D
3.7%
1Y
14.6%
SAF
€317.40
Safran
7D
12.2%
1Y
47.3%
EN
€52.66
Bouygues
7D
5.2%
1Y
43.3%

EN: Elevated Expectations And Rich P/E Will Likely Restrain Future Share Price Upside

Narrative Update on Bouygues The analyst price target for Bouygues has moved higher into a €47.80 to €62 range, reflecting updated analyst views that support a slightly lower discount rate, a modestly reduced revenue growth and profit margin outlook, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Bouygues points to a split view, with some major houses more constructive on the shares and others flagging risks around execution, growth, and valuation.
AAA
€2.60
Alan Allman Associates
7D
-11.0%
1Y
-43.0%
AIR
€172.76
Airbus
7D
6.2%
1Y
22.6%
LR
€149.25
Legrand
7D
10.0%
1Y
57.9%
EXENS
€63.65
Exosens
7D
-3.5%
1Y
89.7%

EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Earnings Power

Exosens' updated analyst price target has shifted from €61.00 to €75.00. This reflects analysts' revised fair value views, supported by a series of recent target increases from major banks citing their latest assessments on growth, profitability and P/E assumptions.
SU
€267.55
Schneider Electric
7D
14.7%
1Y
28.2%

SU: Conviction List Support And AI Data Centers Will Drive Future Upside

Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.
RXL
€37.67
Rexel
7D
11.1%
1Y
67.7%

RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution

Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.
SGO
€77.74
Compagnie de Saint-Gobain
7D
9.6%
1Y
-13.8%

SGO: Fair Value View Will Outlast U.S. Headwinds And Slow European Recovery

Analysts have trimmed the fair value estimate for Compagnie de Saint-Gobain from about €129.54 to €126.00, reflecting a series of reduced price targets across the Street and caution around U.S. headwinds and a slower than expected European recovery. Analyst Commentary Street research on Compagnie de Saint-Gobain has become more cautious, with several firms trimming their price targets while keeping broadly constructive views on execution and medium term growth potential.
ALO
€22.84
Alstom
7D
-4.9%
1Y
14.9%

ALO: Future Execution On Major Contracts Will Support Upside Potential

Alstom's updated analyst price target edges higher to €31, with analysts pointing to slightly stronger revenue growth and margin assumptions, along with a modestly lower future P/E multiple. Analyst Commentary Recent research updates show a mix of views on Alstom, with some firms turning more cautious while others are raising valuation markers.
CEN
€57.40
Groupe CRIT
7D
-0.3%
1Y
-5.0%
ALESE
€9.60
Entech
7D
-1.5%
1Y
28.0%
CRI
€8.33
Compagnie Chargeurs Invest
7D
-3.9%
1Y
-22.6%
EXE
€32.10
EXEL Industries
7D
-2.4%
1Y
-11.1%