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French (CAC) Industrials Sector Analysis

UpdatedDec 27, 2025
DataAggregated Company Financials
Companies111
  • 7D-0.4%
  • 3M-0.3%
  • 1Y20.5%
  • YTD19.2%

In the last week, Industrials has been flat. The past year has been better, since the industry has gained 21% in that time. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Dec 2025€777.7b€572.4b€33.4b18.6x23.3x1.4x
Tue, 25 Nov 2025€756.2b€576.0b€33.3b21.7x22.7x1.3x
Thu, 23 Oct 2025€803.6b€573.2b€32.9b23.9x24.4x1.4x
Sat, 20 Sep 2025€777.1b€573.0b€32.9b18.9x23.6x1.4x
Mon, 18 Aug 2025€775.0b€572.0b€31.3b21.3x24.8x1.4x
Wed, 16 Jul 2025€757.5b€564.3b€25.6b21.9x29.6x1.3x
Fri, 13 Jun 2025€731.5b€565.0b€25.6b19.5x28.5x1.3x
Sun, 11 May 2025€719.1b€564.3b€25.2b18.5x28.5x1.3x
Tue, 08 Apr 2025€617.2b€562.5b€24.8b15.9x24.9x1.1x
Thu, 06 Mar 2025€733.2b€574.3b€23.7b18.2x30.9x1.3x
Sat, 01 Feb 2025€685.4b€561.4b€25.0b15.7x27.4x1.2x
Mon, 30 Dec 2024€647.9b€561.9b€25.0b17.3x25.9x1.2x
Wed, 27 Nov 2024€636.6b€562.5b€25.2b16.3x25.3x1.1x
Fri, 25 Oct 2024€644.8b€527.9b€24.7b16.1x26.1x1.2x
Sun, 22 Sep 2024€636.0b€528.0b€24.7b15.3x25.7x1.2x
Tue, 20 Aug 2024€620.7b€522.2b€26.2b16.5x23.7x1.2x
Thu, 18 Jul 2024€616.6b€514.1b€28.8b18.3x21.4x1.2x
Sat, 15 Jun 2024€605.9b€514.1b€28.8b17.6x21x1.2x
Mon, 13 May 2024€667.5b€513.7b€28.9b16.3x23.1x1.3x
Wed, 10 Apr 2024€636.4b€508.9b€29.2b14.4x21.8x1.3x
Fri, 08 Mar 2024€626.1b€514.9b€27.7b13.6x22.6x1.2x
Sun, 04 Feb 2024€607.3b€527.3b€28.8b15.4x21.1x1.2x
Tue, 02 Jan 2024€585.8b€527.3b€28.8b14.6x20.4x1.1x
Thu, 30 Nov 2023€565.6b€528.9b€28.8b14.4x19.6x1.1x
Sat, 28 Oct 2023€511.4b€520.8b€28.7b12.4x17.8x1x
Mon, 25 Sep 2023€534.5b€520.6b€28.7b14.3x18.6x1x
Wed, 23 Aug 2023€544.7b€519.3b€28.8b15.6x18.9x1x
Fri, 21 Jul 2023€562.6b€500.4b€21.9b16.2x25.7x1.1x
Sun, 18 Jun 2023€562.2b€500.4b€21.9b17.1x25.7x1.1x
Tue, 16 May 2023€547.0b€496.6b€22.0b15.6x24.9x1.1x
Thu, 13 Apr 2023€542.3b€495.6b€22.2b17.8x24.5x1.1x
Sat, 11 Mar 2023€547.2b€494.9b€6.8b18.3x80.4x1.1x
Mon, 06 Feb 2023€538.2b€461.8b€2.8b19.6x192.4x1.2x
Wed, 04 Jan 2023€494.8b€461.7b€2.8b19.3x177.9x1.1x
Price to Earnings Ratio

177.9x


Total Market Cap: €494.8bTotal Earnings: €2.8bTotal Revenue: €461.7bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 33x20242025
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 23.3x which is lower than its 3-year average PE of 33.1x.
  • 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 7.4% 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 Market-0.39%
Industrials-0.39%
Trade Distributors1.67%
Industrials1.01%
Transportation0.78%
Infrastructure0.53%
Machinery0.43%
Electrical0.12%
Logistics0.072%
Professional Services0.067%
Airlines0%0
Building-0.11%
Construction-0.20%
Commercial Services-0.42%
Aerospace & Defense-0.93%
Industry PE
  • Investors are most optimistic about the Industrials industry which is trading above its 3-year average PE ratio of 11.1x.
    • 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 33.5x.
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 8.0% 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
LR Legrand€127.301.2%
+€405.6m		35.4%PE27.2x
AYV Ayvens€11.352.3%
+€210.5m		75.4%PE10.8x
GET Getlink€15.811.8%
+€151.8m		2.8%PE33.4x
FII Lisi€53.005.8%
+€132.6m		139.3%PE38.5x
RXL Rexel€33.221.2%
+€120.1m		35.8%PE39.3x

Latest News

SU
€235.25
Schneider Electric
7D
-0.3%
1Y
-2.4%
EXENS
€46.45
Exosens
7D
-3.1%
1Y
138.3%

EXENS: German Defense Contract Will Drive Earnings Power Higher

Analysts have raised their price target on Exosens from 50.50 dollars to 60.00 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a richer future earnings multiple supported by a marginally lower discount rate. What's in the News Exosens and Theon International secured a landmark OCCAR contract to supply 100,000 Mikron binocular devices embedding 200,000 16mm tubes for the German Armed Forces and additional devices for Belgium, a deal valued at more than EUR 500 million and described as likely the largest night vision contract ever concluded globally (Key Developments).
RXL
€33.22
Rexel
7D
1.2%
1Y
35.8%

RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes

The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.
HO
€228.60
Thales
7D
-0.5%
1Y
65.6%

HO: Defense Strength And Cyber Drag Will Shape Mid Term Performance

Analysts have raised their price target on Thales to EUR 230 from EUR 220, citing a series of upward revisions to Street targets and increasing confidence in the company’s ability to sustain mid single digit organic growth and resilient margins despite lingering cyber headwinds. Analyst Commentary Recent Street research reflects a more nuanced stance on Thales, with rising price targets tempered by lingering concerns around certain business segments and the durability of current valuation multiples.
JCQ
€20.75
Jacquet Metals
7D
14.6%
1Y
20.4%

Jacquet Metals (EPA:JCQ) Is Experiencing Growth In Returns On Capital

Dec 25
Jacquet Metals (EPA:JCQ) Is Experiencing Growth In Returns On Capital
AYV
€11.35
Ayvens
7D
2.3%
1Y
75.4%

AYV: Raised Expectations And Capital Returns Will Shape A Measured Earnings Outlook

Analysts have raised their price target on Ayvens from EUR 11.96 to EUR 12.50, citing recent target increases and rating upgrades that reflect greater confidence in the company's potential growth and profitability. Analyst Commentary Recent research updates on Ayvens reflect growing optimism around the company’s earnings trajectory and strategic positioning, while also highlighting execution risks as the firm pursues its growth plans.
LR
€127.30
Legrand
7D
1.2%
1Y
35.4%

LR: Expanding Data Center Exposure Will Drive Stronger Long-Term Cash Generation

Our analyst fair value estimate for Legrand has inched up to EUR 167 from EUR 165 as analysts factor in improving cash generation, stronger data center driven growth prospects, and slightly higher expected margins, partially offset by a modestly higher discount rate. Analyst Commentary Recent Street research reflects a generally constructive stance on Legrand, with a series of rating changes and price target revisions clustering around the EUR 150 to EUR 167 range.
DG
€119.65
Vinci
7D
-0.1%
1Y
20.8%

DG: Traffic And Concession Cash Flows Will Drive Long-Term Upside Potential

Analysts have nudged their price target for Vinci slightly lower to approximately €135.74 from about €136.19, reflecting modest tweaks to the discount rate and long term growth assumptions while maintaining broadly stable margin and valuation expectations. What's in the News Vinci reported November 2025 traffic with VINCI Autoroutes intercity networks down 3.4%, mainly due to calendar effects, while VINCI Airports passenger traffic rose 2.9% and commercial movements increased 2.2% (company operating update).
NEX
€124.80
Nexans
7D
1.9%
1Y
18.7%

Is It Too Late To Consider Buying Nexans S.A. (EPA:NEX)?

Dec 22
Is It Too Late To Consider Buying Nexans S.A. (EPA:NEX)?
GET
€15.81
Getlink
7D
1.8%
1Y
2.8%
EN
€44.30
Bouygues
7D
-0.6%
1Y
55.3%

EN: Margin Execution Risks Will Likely Curb Upside After Recent Share Rally

Bouygues fair value estimate has been raised to EUR 38 from EUR 35, as analysts point to stronger expected revenue growth, improving margins, and a higher Street price target range despite a modest cut by one firm. Analyst Commentary Recent Street research presents a mixed picture for Bouygues, with a higher consolidated fair value reflecting stronger growth assumptions even as some targets are trimmed at the margin.
AF
€11.31
Air France-KLM
7D
-3.0%
1Y
39.7%
SAF
€299.30
Safran
7D
-2.3%
1Y
41.8%

SAF: Upgraded Outlook And UK Expansion Will Shape Balanced Risk Reward Outlook

Analysts have raised their price target on Safran to approximately EUR 268 from about EUR 232, citing stronger than expected revenue growth, modestly improved profit margins, and a higher justified future earnings multiple supported by recent upward target revisions from major brokerages. Analyst Commentary Recent commentary from major Wall Street firms has reinforced a broadly constructive view on Safran, with upward price target revisions reflecting confidence in sustained earnings growth and cash generation.
AIR
€195.96
Airbus
7D
0.06%
1Y
26.2%

AIR: Expanding Output And Order Momentum Will Drive Future Cash Generation Confidence

Our Airbus fair value estimate ticks up modestly to EUR 224.75 from EUR 224.40 as analysts lift price targets, citing stronger than expected Q3 revenue growth, resilient margins, robust free cash flow, and reaffirmed guidance despite incremental tariff and cost headwinds. Analyst Commentary Recent Street research remains broadly constructive on Airbus, with a series of price target increases clustered around the high EUR 200s and a few more cautious voices tempering expectations.
AM
€271.80
Dassault Aviation société anonyme
7D
-1.1%
1Y
41.0%

AM: Rising Defense Demand Will Support Stronger Earnings Trajectory

Analysts have modestly trimmed their price target on Dassault Aviation société anonyme to approximately EUR 383 from about EUR 384. This reflects slightly higher discount-rate assumptions, even as they acknowledge improving revenue growth prospects, stronger profit margins, and a normalization in future valuation multiples.
FII
€53.00
Lisi
7D
5.8%
1Y
139.3%

Earnings Tell The Story For Lisi S.A. (EPA:FII)

Dec 09
Earnings Tell The Story For Lisi S.A. (EPA:FII)