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French (CAC) Industrials Sector Analysis
UpdatedJul 15, 2025
DataAggregated Company Financials
Companies115
- 7D1.5%
- 3M13.6%
- 1Y22.9%
- YTD17.1%
Over the last 7 days, the Industrials industry has risen 1.5%, driven by gains from Airbus of 3.2%. Meanwhile, H&K actually underperformed within the industry, shrinking 9.6% in the last week. This means that the industry has gained 23% over the past year. Earnings are forecast to grow by 18% annually.
Sector Valuation and Performance
Has the French Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Jul 2025 | €762.4b | €564.3b | €25.6b | 22x | 29.8x | 1.4x |
| Thu, 12 Jun 2025 | €734.3b | €565.0b | €25.6b | 19.6x | 28.7x | 1.3x |
| Sat, 10 May 2025 | €721.1b | €564.3b | €25.2b | 18.5x | 28.6x | 1.3x |
| Mon, 07 Apr 2025 | €646.3b | €562.5b | €24.8b | 15.9x | 26.1x | 1.1x |
| Wed, 05 Mar 2025 | €705.9b | €572.9b | €23.7b | 17.3x | 29.8x | 1.2x |
| Fri, 31 Jan 2025 | €675.5b | €561.4b | €25.0b | 15.7x | 27x | 1.2x |
| Sun, 29 Dec 2024 | €647.9b | €562.1b | €25.0b | 17.4x | 25.9x | 1.2x |
| Tue, 26 Nov 2024 | €640.7b | €562.5b | €25.2b | 16.3x | 25.5x | 1.1x |
| Thu, 24 Oct 2024 | €644.3b | €527.9b | €24.7b | 16.8x | 26.1x | 1.2x |
| Sat, 21 Sep 2024 | €636.0b | €528.0b | €24.7b | 14.9x | 25.7x | 1.2x |
| Mon, 19 Aug 2024 | €617.9b | €522.2b | €26.2b | 16.2x | 23.6x | 1.2x |
| Wed, 17 Jul 2024 | €622.0b | €514.1b | €28.8b | 18.4x | 21.6x | 1.2x |
| Fri, 14 Jun 2024 | €643.4b | €514.1b | €28.8b | 17.7x | 22.4x | 1.3x |
| Sun, 12 May 2024 | €667.5b | €513.7b | €28.9b | 16.3x | 23.1x | 1.3x |
| Tue, 09 Apr 2024 | €648.5b | €508.9b | €29.2b | 14.4x | 22.2x | 1.3x |
| Thu, 07 Mar 2024 | €624.6b | €516.1b | €27.9b | 13.4x | 22.4x | 1.2x |
| Sat, 03 Feb 2024 | €607.3b | €527.3b | €28.8b | 15.4x | 21.1x | 1.2x |
| Mon, 01 Jan 2024 | €585.8b | €527.3b | €28.8b | 14.6x | 20.4x | 1.1x |
| Wed, 29 Nov 2023 | €563.3b | €528.9b | €28.8b | 14.2x | 19.5x | 1.1x |
| Fri, 27 Oct 2023 | €509.6b | €520.8b | €28.7b | 12.4x | 17.8x | 1x |
| Sun, 24 Sep 2023 | €534.5b | €520.6b | €28.7b | 14.3x | 18.6x | 1x |
| Tue, 22 Aug 2023 | €538.9b | €519.3b | €28.8b | 15.6x | 18.7x | 1x |
| Thu, 20 Jul 2023 | €558.8b | €500.4b | €22.1b | 16.3x | 25.2x | 1.1x |
| Sat, 17 Jun 2023 | €562.2b | €500.4b | €21.9b | 17.1x | 25.7x | 1.1x |
| Mon, 15 May 2023 | €546.0b | €496.2b | €21.5b | 15.6x | 25.4x | 1.1x |
| Wed, 12 Apr 2023 | €541.1b | €495.6b | €22.2b | 17.8x | 24.4x | 1.1x |
| Fri, 10 Mar 2023 | €556.6b | €494.5b | €6.8b | 18.2x | 82.2x | 1.1x |
| Sun, 05 Feb 2023 | €540.5b | €461.8b | €2.8b | 19.6x | 193.2x | 1.2x |
| Tue, 03 Jan 2023 | €493.6b | €461.7b | €2.8b | 19x | 177.5x | 1.1x |
| Thu, 01 Dec 2022 | €489.0b | €461.0b | €2.7b | 17.2x | 180.4x | 1.1x |
| Sat, 29 Oct 2022 | €480.1b | €455.6b | €2.4b | 15.7x | 202.8x | 1.1x |
| Mon, 26 Sep 2022 | €421.9b | €454.9b | €2.3b | 15.8x | 181.9x | 0.9x |
| Wed, 24 Aug 2022 | €473.1b | €452.6b | €2.1b | 16.3x | 224.2x | 1x |
| Fri, 22 Jul 2022 | €470.0b | €428.7b | €4.3b | 17.4x | 108.9x | 1.1x |
Price to Earnings Ratio
108.9x
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 29.8x which is lower than its 3-year average PE of 52.6x.
- The 3-year average PS ratio of 1.1x 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 81% per year over the last three years.
- Revenues for these companies have grown 9.6% 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 | 0.97% | |
| Industrials | 1.47% | |
| Machinery | 3.32% | |
| Logistics | 3.02% | |
| Trade Distributors | 2.92% | |
| Aerospace & Defense | 2.74% | |
| Building | 1.50% | |
| Industrials | 1.32% | |
| Commercial Services | 0.61% | |
| Airlines | 0% | 0 |
| Construction | -0.022% | |
| Electrical | -0.038% | |
| Professional Services | -0.23% | |
| Infrastructure | -0.27% | |
| Transportation | -0.47% | |
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 29.3%, which is higher than its past year's earnings growth of 17.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 41% over the next 5 years.
- In contrast, the Construction industry is expected to see its earnings grow by 7.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AIR Airbus | €183.00 | 3.2% +€4.5b | 37.6% | PE32.5x | |
| SAF Safran | €281.20 | 2.4% +€2.7b | 39.8% | PS4.2x | |
| HO Thales | €254.60 | 2.5% +€1.3b | 66.1% | PE51.9x | |
| AM Dassault Aviation société anonyme | €308.00 | 3.7% +€860.4m | 82.1% | PE26.1x | |
| SGO Compagnie de Saint-Gobain | €99.74 | 1.6% +€769.7m | 26.9% | PE17.5x |
