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French (CAC) Aerospace & Defense Industry Analysis

UpdatedApr 15, 2025
DataAggregated Company Financials
Companies14
  • 7D5.0%
  • 3M5.0%
  • 1Y3.5%
  • YTD5.9%

Over the last 7 days, the Aerospace & Defense industry has dropped 2.3%, driven by a pullback from H&K of 6.5%. Meanwhile, Thales actually outperformed within the industry, gaining 11% in the last week. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Apr 2025€281.8b€127.9b€5.5b26.3x50.8x2.2x
Thu, 13 Mar 2025€313.5b€127.7b€5.6b27.6x55.8x2.5x
Sat, 08 Feb 2025€289.5b€121.4b€6.8b33.7x42.8x2.4x
Mon, 06 Jan 2025€263.8b€121.4b€6.8b29.5x39x2.2x
Wed, 04 Dec 2024€266.5b€120.7b€6.7b30.8x39.5x2.2x
Fri, 01 Nov 2024€250.6b€120.6b€6.7b32.5x37.2x2.1x
Sun, 29 Sep 2024€246.9b€119.8b€6.6b31.2x37.6x2.1x
Tue, 27 Aug 2024€246.1b€119.7b€6.6b32x37.5x2.1x
Thu, 25 Jul 2024€236.4b€117.5b€9.2b26.4x25.8x2x
Sat, 22 Jun 2024€254.5b€116.4b€9.0b30x28.2x2.2x
Mon, 20 May 2024€268.9b€116.1b€9.0b28.6x29.8x2.3x
Wed, 17 Apr 2024€270.1b€115.1b€8.9b27.6x30.3x2.3x
Fri, 15 Mar 2024€257.7b€115.1b€8.9b26.4x28.9x2.2x
Sun, 11 Feb 2024€239.9b€112.0b€9.2b24x26x2.1x
Tue, 09 Jan 2024€228.8b€112.0b€9.2b24.3x24.8x2x
Thu, 07 Dec 2023€226.0b€112.0b€9.2b23.4x24.5x2x
Sat, 04 Nov 2023€212.5b€110.5b€9.1b24.1x23.4x1.9x
Mon, 02 Oct 2023€209.7b€110.5b€9.1b24.1x23.1x1.9x
Wed, 30 Aug 2023€214.1b€110.5b€9.1b25.6x23.6x1.9x
Fri, 28 Jul 2023€211.8b€108.0b€3.5b26.7x61.3x2x
Sun, 25 Jun 2023€207.2b€105.1b€2.9b25.5x70.6x2x
Tue, 23 May 2023€210.8b€105.1b€2.9b26.5x71.9x2x
Thu, 20 Apr 2023€210.6b€105.4b€3.7b23.8x57.4x2x
Sat, 18 Mar 2023€192.9b€105.7b€3.6b21.6x53.7x1.8x
Mon, 13 Feb 2023€188.6b€98.9b€1.5b21.6x124.4x1.9x
Wed, 11 Jan 2023€185.0b€98.9b€1.5b21.5x122.9x1.9x
Fri, 09 Dec 2022€177.5b€98.6b€1.5b20.2x121x1.8x
Sun, 06 Nov 2022€179.1b€98.6b€1.5b20.1x122.2x1.8x
Tue, 04 Oct 2022€146.4b€95.8b€1.2b16.6x121.6x1.5x
Thu, 01 Sep 2022€159.6b€95.7b€1.2b21.2x134.9x1.7x
Sat, 30 Jul 2022€167.8b€95.8b€1.2b22x141.9x1.8x
Mon, 27 Jun 2022€151.8b€94.4b€6.6b22.7x23x1.6x
Wed, 25 May 2022€159.5b€94.4b€6.6b24.2x24.2x1.7x
Fri, 22 Apr 2022€174.1b€92.9b€5.7b26x30.3x1.9x
Price to Earnings Ratio

30.3x


Total Market Cap: €174.1bTotal Earnings: €5.7bTotal Revenue: €92.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 54.6x202320242025
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 49.2x which is lower than its 3-year average PE of 54.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 11% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the French Industrials industry?

FR Market5.37%
Industrials6.35%
Aerospace & Defense5.03%
Aerospace and Defense5.03%
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
HO Thales€252.5010.8%
+€5.1b
57.8%PE51.5x
SAF Safran€210.804.7%
+€4.0b
1.4%PS3.2x
AM Dassault Aviation société anonyme€301.0012.8%
+€2.7b
44.9%PE25.5x
AIR Airbus€139.261.8%
+€1.9b
-14.9%PE25.9x
EXENS Exosens€32.205.2%
+€81.3m
n/aPE53.3x
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