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French (CAC) Industrials Sector Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies112
  • 7D-0.03%
  • 3M4.8%
  • 1Y19.0%
  • YTD18.8%

Over the last 7 days, the Industrials industry has remained flat, although notably Schneider Electric gained 4.1%. The past year has been better, since the industry has gained 18% in that time. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025€773.1b€576.1b€33.3b21.9x23.2x1.3x
Sun, 02 Nov 2025€801.7b€575.4b€33.1b24.6x24.2x1.4x
Tue, 30 Sep 2025€784.6b€573.2b€32.9b22.2x23.9x1.4x
Thu, 28 Aug 2025€739.7b€572.2b€31.3b19.7x23.7x1.3x
Sat, 26 Jul 2025€765.3b€565.5b€25.5b21.8x30.1x1.4x
Mon, 23 Jun 2025€725.1b€564.9b€25.6b19.5x28.3x1.3x
Wed, 21 May 2025€738.3b€565.0b€25.6b18.9x28.9x1.3x
Fri, 18 Apr 2025€662.8b€562.6b€24.8b17.1x26.8x1.2x
Sun, 16 Mar 2025€729.6b€576.8b€24.1b16.4x30.3x1.3x
Tue, 11 Feb 2025€692.6b€563.2b€25.5b16.7x27.2x1.2x
Thu, 09 Jan 2025€659.5b€561.9b€25.0b16.3x26.4x1.2x
Sat, 07 Dec 2024€659.3b€561.4b€25.0b16.4x26.3x1.2x
Mon, 04 Nov 2024€642.7b€529.5b€24.8b16.8x25.9x1.2x
Wed, 02 Oct 2024€628.6b€527.9b€24.7b16.6x25.5x1.2x
Fri, 30 Aug 2024€632.0b€523.2b€26.2b16.1x24.1x1.2x
Sun, 28 Jul 2024€618.3b€547.1b€29.3b17.1x21.1x1.1x
Tue, 25 Jun 2024€627.3b€514.1b€28.8b17.4x21.8x1.2x
Thu, 23 May 2024€667.4b€513.6b€28.8b17.8x23.1x1.3x
Sat, 20 Apr 2024€637.6b€508.8b€29.2b14.5x21.9x1.3x
Mon, 18 Mar 2024€633.8b€515.7b€28.0b13.4x22.6x1.2x
Wed, 14 Feb 2024€590.4b€513.6b€28.1b13.3x21x1.1x
Fri, 12 Jan 2024€583.7b€527.3b€28.8b14.5x20.3x1.1x
Sun, 10 Dec 2023€583.5b€527.4b€28.8b14.3x20.3x1.1x
Tue, 07 Nov 2023€532.2b€524.4b€28.8b12.9x18.5x1x
Thu, 05 Oct 2023€532.4b€520.7b€28.7b13.6x18.6x1x
Sat, 02 Sep 2023€554.6b€519.4b€28.8b15.6x19.3x1.1x
Mon, 31 Jul 2023€567.3b€517.8b€28.7b15.7x19.7x1.1x
Wed, 28 Jun 2023€545.2b€500.4b€21.9b17.2x24.9x1.1x
Fri, 26 May 2023€542.6b€500.5b€21.9b17x24.8x1.1x
Sun, 23 Apr 2023€550.3b€496.0b€22.2b17.1x24.8x1.1x
Tue, 21 Mar 2023€527.8b€490.7b€22.0b18x24x1.1x
Thu, 16 Feb 2023€537.1b€468.8b€3.2b20.3x165.5x1.1x
Sat, 14 Jan 2023€521.9b€461.8b€2.8b19x187.1x1.1x
Mon, 12 Dec 2022€494.3b€461.7b€2.7b17x180.8x1.1x
Price to Earnings Ratio

180.8x


Total Market Cap: €494.3bTotal Earnings: €2.7bTotal Revenue: €461.7bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 36.2x202320242025
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 23.0x which is lower than its 3-year average PE of 36.2x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 130% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market0.10%
Industrials-0.029%
Electrical3.23%
Transportation1.91%
Trade Distributors1.48%
Logistics0.69%
Airlines0%0
Commercial Services-0.11%
Aerospace & Defense-0.93%
Professional Services-1.11%
Construction-1.32%
Building-1.66%
Infrastructure-2.19%
Machinery-2.47%
Industrials-2.87%
Industry PE
  • Investors are most optimistic about the Industrials industry which is trading above its 3-year average PE ratio of 10.2x.
    • 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 33.4x.
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 8.6% 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
SU Schneider Electric€237.554.1%
+€5.3b		-4.5%PE31.1x
SAF Safran€294.001.7%
+€2.1b		38.7%PE28.4x
AYV Ayvens€11.423.9%
+€349.5m		81.4%PE10.9x
EN Bouygues€43.371.9%
+€313.8m		51.6%PE15.9x
EXENS Exosens€46.5012.7%
+€266.5m		156.2%PE42.4x

Latest News

SPIE
€46.56
SPIE
7D
1.6%
1Y
57.3%
ELIS
€23.78
Elis
7D
-2.3%
1Y
26.4%
SAF
€294.00
Safran
7D
1.7%
1Y
38.7%

SAF: Aftermarket Momentum And Recovery Will Drive Earnings Resilience This Cycle

Safran's analyst price target has increased to EUR 360 from EUR 320, as analysts cite stronger than expected profit generation and resilience within the European aerospace sector. Analyst Commentary Recent street research highlights a generally optimistic stance among major financial institutions, supported by a series of upward price target revisions for Safran.
SU
€237.55
Schneider Electric
7D
4.1%
1Y
-4.5%

SU: Exposure To Data Center Demand Will Drive Outperformance Over The Next Two Years

The analyst price target for Schneider Electric has increased slightly from EUR 265 to EUR 264. This reflects continued optimism from analysts due to positive sector tailwinds and expectations for above-peer growth and margin improvement.
AIR
€197.02
Airbus
7D
-3.5%
1Y
28.3%

AIR: Order Wins And Expanding Output Will Shape Balanced Outlook Amid Execution Risks

Airbus's analyst price targets have been raised, with some now as high as EUR 240. Analysts cite stronger than expected Q3 results and maintained guidance as key reasons for their increased optimism.
RXL
€32.74
Rexel
7D
1.2%
1Y
31.0%

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Dec 01
Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden
ALO
€21.92
Alstom
7D
-3.4%
1Y
1.5%

ALO: Price Momentum And Leadership Change Will Drive Near-Term Performance

Alstom's analyst price target has been modestly raised from €23.59 to €23.72, as analysts cite continued optimism stemming from incremental improvements in revenue growth and fair value projections. Analyst Commentary Recent updates from street research highlight a continued sense of optimism among analysts regarding Alstom’s near-term prospects, as well as areas of lingering caution that shape current price targets and ratings.
EN
€43.37
Bouygues
7D
1.9%
1Y
51.6%

Is Bouygues (EPA:EN) Using Too Much Debt?

Nov 30
Is Bouygues (EPA:EN) Using Too Much Debt?
EXENS
€46.50
Exosens
7D
12.7%
1Y
156.2%

EXENS: Major Defense Contract Will Drive Demand Momentum Through 2028

Analysts have slightly adjusted their price target for Exosens, maintaining it at $49.67. The updated expectations reflect a marginal decrease in projected revenue growth, which is offset by a modest improvement in anticipated profit margins.
HO
€224.70
Thales
7D
-0.8%
1Y
58.1%
SGO
€84.34
Compagnie de Saint-Gobain
7D
-1.7%
1Y
-4.2%

SGO: Profit Margins And Cost Controls Will Drive Stronger Performance Ahead

The analyst price target for Compagnie de Saint-Gobain has been revised down slightly, from approximately €107.52 to €106.28 per share. Analysts attribute this change to modest adjustments in discount rates and growth expectations.
AYV
€11.42
Ayvens
7D
3.9%
1Y
81.4%

AYV: Upgraded Ratings And Special Dividend Will Influence Earnings Prospects Ahead

The analyst price target for Ayvens has increased slightly from €11.75 to €11.96. Analysts cite improved profit margins and recent upgrades in research sentiment as key drivers for the upward revision.
NEX
€129.90
Nexans
7D
4.0%
1Y
18.7%
DG
€119.50
Vinci
7D
-2.3%
1Y
18.4%

DG: Diversified Model And Traffic Resilience Will Drive Long-Term Earnings Momentum

Vinci's analyst price target has been revised down slightly from €138.24 to €136.69 as analysts cite a modest decrease in expected revenue growth, while profit margin projections remain steady. Analyst Commentary Analyst sentiment on Vinci remains mixed, reflecting both confidence in the company's strategy and caution over recent adjustments to price targets.
BVI
€26.80
Bureau Veritas
7D
-1.7%
1Y
-9.2%
ADP
€123.30
Aeroports de Paris
7D
-3.0%
1Y
8.0%

Paris Airport Modernization And Air France Collaboration Will Fuel Progress

Analysts have slightly reduced their price target for Aéroports de Paris to €122.73 from €124, citing modest changes in financial assumptions and a recently lowered benchmark from sector research. Analyst Commentary Bullish Takeaways Bullish analysts continue to see potential for long-term growth, supported by stable traffic and gradual recovery in international travel.