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French (CAC) Aerospace & Defense Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies15
  • 7D0.02%
  • 3M-3.8%
  • 1Y22.3%
  • YTD-2.2%

The Aerospace & Defense industry has stayed flat over the last week. As for the the longer term, the industry is up 26% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the French Aerospace & Defense Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026€358.3b€134.3b€11.3b36.3x31.6x2.7x
Sat, 10 Jan 2026€391.2b€134.3b€11.3b43.8x34.5x2.9x
Mon, 08 Dec 2025€353.5b€134.3b€11.4b41x31.1x2.6x
Wed, 05 Nov 2025€378.5b€134.2b€11.4b41.6x33.3x2.8x
Fri, 03 Oct 2025€374.7b€132.1b€11.2b37.2x33.4x2.8x
Sun, 31 Aug 2025€337.8b€132.0b€11.2b33.9x30.2x2.6x
Tue, 29 Jul 2025€330.9b€129.8b€5.7b40.5x58.4x2.5x
Thu, 26 Jun 2025€326.5b€128.7b€5.8b39.6x56.7x2.5x
Sat, 24 May 2025€315.8b€128.6b€5.7b28x55x2.5x
Mon, 21 Apr 2025€280.5b€127.9b€5.5b25.7x50.6x2.2x
Wed, 19 Mar 2025€326.0b€127.7b€5.6b29.3x58x2.6x
Fri, 14 Feb 2025€294.4b€121.4b€6.8b32x43.6x2.4x
Sun, 12 Jan 2025€268.9b€121.4b€6.8b31x39.8x2.2x
Tue, 10 Dec 2024€262.6b€120.7b€6.7b30.1x38.9x2.2x
Thu, 07 Nov 2024€258.3b€120.6b€6.7b33.2x38.3x2.1x
Sat, 05 Oct 2024€239.7b€119.8b€6.6b31.7x36.5x2x
Mon, 02 Sep 2024€246.2b€119.8b€6.6b32.7x37.5x2.1x
Wed, 31 Jul 2024€241.8b€117.6b€9.2b24.6x26.3x2.1x
Fri, 28 Jun 2024€235.7b€116.4b€9.0b26.4x26.1x2x
Sun, 26 May 2024€271.6b€116.1b€9.0b29x30.1x2.3x
Tue, 23 Apr 2024€265.2b€115.1b€8.9b26.9x29.7x2.3x
Thu, 21 Mar 2024€268.8b€115.1b€8.9b26.7x30.1x2.3x
Sat, 17 Feb 2024€243.5b€112.0b€9.2b24.9x26.4x2.2x
Mon, 15 Jan 2024€238.4b€112.0b€9.2b24.4x25.8x2.1x
Wed, 13 Dec 2023€231.0b€112.0b€9.2b23.6x25.1x2.1x
Fri, 10 Nov 2023€213.6b€110.5b€9.1b24.1x23.5x1.9x
Sun, 08 Oct 2023€204.4b€110.5b€9.1b23.3x22.5x1.8x
Tue, 05 Sep 2023€215.1b€110.5b€9.1b25.8x23.7x1.9x
Thu, 03 Aug 2023€213.2b€110.5b€9.1b25.4x23.5x1.9x
Sat, 01 Jul 2023€214.3b€105.1b€2.9b25.9x73.1x2x
Mon, 29 May 2023€205.0b€105.1b€2.9b25.3x69.9x2x
Wed, 26 Apr 2023€208.0b€105.4b€3.7b24.2x56.7x2x
Fri, 24 Mar 2023€200.6b€105.7b€3.6b22.9x55.9x1.9x
Sun, 19 Feb 2023€203.2b€98.9b€1.5b23.9x134x2.1x
Price to Earnings Ratio

134x


Total Market Cap: €203.2bTotal Earnings: €1.5bTotal Revenue: €98.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 40.2x202420252026
Current Industry PE
  • Investors are pessimistic on the French Aerospace & Defense 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 32.1x which is lower than its 3-year average PE of 40.2x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 96% per year over the last three years.
  • Revenues for these companies have grown 11% 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 industry?

FR Market0.38%
Industrials2.80%
Aerospace & Defense0.017%
Aerospace and Defense0.017%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SAF Safran€304.901.4%
+€1.7b		23.7%PE29x
AM Dassault Aviation société anonyme€321.603.0%
+€735.3m		48.1%PE32.2x
EXENS Exosens€53.202.9%
+€76.1m		141.8%PE48.5x
FII Lisi€55.302.0%
+€50.3m		107.1%PE40.2x
MLUAV Embention Sistemas Inteligentes€50.002.5%
+€7.2m		147.5%PE62.6x

Latest News

HO
€245.90
Thales
7D
-2.8%
1Y
53.5%

HO: Cyber Execution Risks Will Temper Upside Despite Defense And AI Security Momentum

Analysts have nudged their price expectations for Thales higher by €5, supported by slightly stronger assumptions on revenue growth and profit margins, as well as a modest adjustment to the future P/E they apply. Analyst Commentary Recent research has been generally constructive on Thales, with several firms adjusting their stances and price assumptions.
MLHK
€31.00
H&K
7D
-11.4%
1Y
-73.5%
AM
€321.60
Dassault Aviation société anonyme
7D
3.0%
1Y
48.1%

AM: Raised Sales Guidance And Execution Risks Will Pressure Future Returns

Analysts have inched their fair value estimate for Dassault Aviation société anonyme higher to €271.90, supported by recent price target increases at several firms and updated assumptions around discount rate, revenue, profit margin, and future P/E. Analyst Commentary Recent Street research on Dassault Aviation société anonyme shows that, while some firms have adjusted price targets higher, there is also a clear pocket of caution emerging.
MLUAV
€50.00
Embention Sistemas Inteligentes
7D
2.5%
1Y
147.5%
EXENS
€53.20
Exosens
7D
2.9%
1Y
141.8%

EXENS: Defense Contracts And New Shareholder Support Will Strengthen Future Earnings Power

Analysts have maintained their price target for Exosens at €61.00. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which they view as offsetting one another.
SAF
€304.90
Safran
7D
1.4%
1Y
23.7%

SAF: UK R&T Expansion And Decarbonization Focus Will Support Repricing

Analysts have maintained their fair value estimate for Safran at €382.00, citing only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any significant change in their underlying view. What's in the News Safran is setting up Safran Tech UK, its first Research & Technology centre outside France, as part of a plan to broaden its R&T footprint globally (Key Developments).
EXA
€110.60
Exail Technologies
7D
-3.8%
1Y
383.0%
AIR
€187.24
Airbus
7D
-0.5%
1Y
10.2%

AIR: Delivery Outperformance And New Orders Will Support Future Upside

Analysts have raised their fair value estimate for Airbus from €244 to €269. This revision reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E, following mixed recent Street research that includes both target increases and cuts, as well as rating downgrades.
FII
€55.30
Lisi
7D
2.0%
1Y
107.1%

A Look At The Intrinsic Value Of Lisi S.A. (EPA:FII)

Jan 31
A Look At The Intrinsic Value Of Lisi S.A. (EPA:FII)
ALSOG
€29.90
Sogeclair
7D
1.7%
1Y
63.8%
ALNSE
€43.00
NSE
7D
-2.3%
1Y
50.9%

NSE S.A.'s (EPA:ALNSE) Share Price Not Quite Adding Up

Jan 10
NSE S.A.'s (EPA:ALNSE) Share Price Not Quite Adding Up
FGA
€9.80
Figeac Aero Société Anonyme
7D
-7.5%
1Y
26.6%
LAT
€0.017
Latécoère
7D
1.8%
1Y
84.6%

Even With A 26% Surge, Cautious Investors Are Not Rewarding Latécoère S.A.'s (EPA:LAT) Performance Completely

Jan 03
Even With A 26% Surge, Cautious Investors Are Not Rewarding Latécoère S.A.'s (EPA:LAT) Performance Completely
ALTD
€0.031
Tonner Drones
7D
2.0%
1Y
144.4%