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French (CAC) Industrials Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies111
  • 7D-1.0%
  • 3M-1.5%
  • 1Y17.7%
  • YTD0.2%

In the last week, the Industrials industry is flat overall, with Airbus standing out by going down 3.8%. As for the the longer term, the industry is up 18% 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
Tue, 27 Jan 2026€792.3b€573.0b€33.4b19x23.7x1.4x
Thu, 25 Dec 2025€777.8b€572.4b€33.4b18.6x23.3x1.4x
Sat, 22 Nov 2025€760.3b€576.0b€33.3b21.9x22.8x1.3x
Mon, 20 Oct 2025€790.7b€573.2b€32.9b24.4x24x1.4x
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
Price to Earnings Ratio

192.6x


Total Market Cap: €538.8bTotal Earnings: €2.8bTotal Revenue: €461.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 28.6x202420252026
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 28.6x.
  • 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 Market0.26%
Industrials-0.99%
Industrials4.31%
Trade Distributors4.12%
Transportation3.53%
Building1.71%
Commercial Services1.69%
Electrical1.33%
Construction0.71%
Infrastructure0.59%
Airlines0%0
Professional Services-0.40%
Logistics-0.82%
Machinery-1.20%
Aerospace & Defense-3.28%
Industry PE
  • Investors are most optimistic about the Industrials industry which is trading above its 3-year average PE ratio of 12.3x.
    • 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 33.7x.
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€232.301.0%
+€1.2b		-5.2%PE30.4x
LR Legrand€128.602.7%
+€876.5m		34.7%PE27.5x
SGO Compagnie de Saint-Gobain€83.861.7%
+€709.9m		-5.4%PE14.7x
DG Vinci€117.150.9%
+€527.5m		13.2%PE13.7x
AYV Ayvens€12.105.0%
+€469.7m		70.7%PE11.5x

Latest News

RXL
€35.49
Rexel
7D
3.8%
1Y
38.3%
DG
€117.15
Vinci
7D
0.9%
1Y
13.2%

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
€326.60
Dassault Aviation société anonyme
7D
-0.7%
1Y
56.1%

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
€54.20
Teleperformance
7D
-5.2%
1Y
-39.3%

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.
EXENS
€53.40
Exosens
7D
-7.1%
1Y
143.2%

EXENS: Long Term Defense Contracts Will Drive Future Earnings Power Higher

Analysts now set their fair value estimate for Exosens at $61.00, compared with the prior $60.00, citing adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Theon International Plc completed the acquisition of a 9.8% stake in Exosens for approximately €268.7 million at €54 per share, becoming the second largest shareholder after Groupe HLD (M&A Transaction Closings).
BVI
€27.38
Bureau Veritas
7D
1.3%
1Y
-6.8%
SAF
€307.70
Safran
7D
-3.1%
1Y
30.9%

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.
SGO
€83.86
Compagnie de Saint-Gobain
7D
1.7%
1Y
-5.4%

SGO: U.S. Headwinds And Slow European Recovery Will Pressure Future Upside

Analysts have trimmed their price targets for Compagnie de Saint-Gobain, with changes such as UBS moving to a Sell rating with a cut to €78 from €92 and others lowering targets to €105 and €110. This reflects concerns about U.S. headwinds and a slow European recovery, which feed into a slightly lower fair value estimate and small adjustments to growth, margin and P/E assumptions.
AYV
€12.10
Ayvens
7D
5.0%
1Y
70.7%

AYV: Share Repurchases And Exceptional Dividend Will Support Higher Fair Value Potential

Analysts have nudged their fair value estimate for Ayvens up from €14.0 to €14.5, supported by updated assumptions on discount rate, revenue growth, profit margin and future P/E, along with a higher Street price target of €12.50 from €11.20. Analyst Commentary Recent Street research has centered on the higher price target of €12.50, which sits closer to the updated fair value estimate of €14.5. For you as an investor, that creates a clearer link between what fundamental models suggest and where more optimistic analysts think the shares could trade.
HO
€256.50
Thales
7D
-3.0%
1Y
68.3%
NEX
€128.00
Nexans
7D
2.2%
1Y
35.1%

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
€202.40
Airbus
7D
-3.8%
1Y
22.0%

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.
ALO
€26.38
Alstom
7D
-1.8%
1Y
37.5%
SU
€232.30
Schneider Electric
7D
1.0%
1Y
-5.2%
LR
€128.60
Legrand
7D
2.7%
1Y
34.7%

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Jan 16
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MLHK
€39.00
H&K
7D
-11.0%
1Y
-65.8%

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Jan 06
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