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French (CAC) Aerospace & Defense Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies15
  • 7D-2.9%
  • 3M-2.7%
  • 1Y26.3%
  • YTD-1.0%

Over the last 7 days, the Aerospace & Defense industry has dropped 2.9%, driven by Airbus declining 4.6%. On the other hand Exail Technologies is actually up 14%. In the past year, the industry has gained 26%. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Feb 2026€362.9b€134.3b€11.3b39.2x32x2.7x
Fri, 02 Jan 2026€358.3b€134.3b€11.3b41.4x31.6x2.7x
Sun, 30 Nov 2025€358.5b€134.3b€11.4b38.2x31.6x2.7x
Tue, 28 Oct 2025€374.2b€132.1b€11.2b37.9x33.3x2.8x
Thu, 25 Sep 2025€359.9b€132.1b€11.2b36.6x32.2x2.7x
Sat, 23 Aug 2025€342.9b€132.0b€11.2b34.8x30.7x2.6x
Mon, 21 Jul 2025€348.3b€128.7b€5.8b41.2x60.4x2.7x
Wed, 18 Jun 2025€318.2b€128.7b€5.8b41.7x55.2x2.5x
Fri, 16 May 2025€314.9b€128.6b€5.7b28.3x54.9x2.4x
Sun, 13 Apr 2025€273.0b€127.9b€5.5b25.4x49.2x2.1x
Tue, 11 Mar 2025€306.6b€127.7b€5.6b28.3x54.6x2.4x
Thu, 06 Feb 2025€288.3b€121.4b€6.8b33.3x42.6x2.4x
Sat, 04 Jan 2025€264.5b€121.4b€6.8b29.5x39.1x2.2x
Mon, 02 Dec 2024€259.4b€120.7b€6.7b30.5x38.5x2.2x
Wed, 30 Oct 2024€251.5b€119.8b€6.6b32.5x38.3x2.1x
Fri, 27 Sep 2024€248.4b€119.8b€6.6b31.2x37.8x2.1x
Sun, 25 Aug 2024€246.2b€119.7b€6.6b31.9x37.5x2.1x
Tue, 23 Jul 2024€239.5b€116.5b€9.1b26.8x26.4x2.1x
Thu, 20 Jun 2024€252.8b€116.4b€9.0b29.8x28x2.2x
Sat, 18 May 2024€268.9b€116.1b€9.0b28.6x29.8x2.3x
Mon, 15 Apr 2024€268.1b€115.1b€8.9b27.5x30.1x2.3x
Wed, 13 Mar 2024€255.1b€115.1b€8.9b29.1x28.6x2.2x
Fri, 09 Feb 2024€240.3b€112.0b€9.2b24.1x26.1x2.1x
Sun, 07 Jan 2024€225.6b€112.0b€9.2b24.3x24.5x2x
Tue, 05 Dec 2023€223.7b€112.0b€9.2b23.6x24.3x2x
Thu, 02 Nov 2023€210.4b€110.5b€9.1b24.3x23.2x1.9x
Sat, 30 Sep 2023€209.7b€110.5b€9.1b24.1x23.1x1.9x
Mon, 28 Aug 2023€210.3b€110.5b€9.1b25.2x23.2x1.9x
Wed, 26 Jul 2023€213.1b€104.8b€3.1b23.4x68.8x2x
Fri, 23 Jun 2023€208.4b€105.1b€2.9b25.5x71x2x
Sun, 21 May 2023€210.4b€105.1b€2.9b26.3x71.8x2x
Tue, 18 Apr 2023€209.9b€105.4b€3.7b23.8x57.1x2x
Thu, 16 Mar 2023€192.1b€105.7b€3.6b21.6x53.5x1.8x
Sat, 11 Feb 2023€188.6b€98.9b€1.5b21.6x124.4x1.9x
Price to Earnings Ratio

124.4x


Total Market Cap: €188.6bTotal Earnings: €1.5bTotal Revenue: €98.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 40.8x202420252026
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 32.0x which is lower than its 3-year average PE of 40.8x.
  • 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 Market-0.97%
Industrials0.54%
Aerospace & Defense-2.95%
Aerospace and Defense-2.95%
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
EXA Exail Technologies€115.005.9%
+€108.6m		487.3%PE1701.7x
MLUAV Embention Sistemas Inteligentes€48.8020.8%
+€50.3m		144.0%PE61.1x
FII Lisi€54.200.9%
+€22.9m		96.0%PE39.4x
ALNSE NSE€44.003.5%
+€4.9m		54.4%PE69.3x

Latest News

FII
€54.20
Lisi
7D
0.9%
1Y
96.0%

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)
HO
€253.10
Thales
7D
-2.8%
1Y
58.9%

HO: Space Joint Venture And Defense Positioning Will Shape Balanced Upside Potential

Narrative Update The analyst price target for Thales has edged higher by about €1.53 to €281.22, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate and a lower future P/E following recent target increases and rating changes from Berenberg, Bernstein and Morgan Stanley. Analyst Commentary Recent research updates on Thales point to a generally constructive stance, with price targets adjusted upward and at least one rating moved higher.
AM
€312.20
Dassault Aviation société anonyme
7D
-4.2%
1Y
42.6%

AM: Raised Guidance And Sector Rerating Concerns Will Pressure Future Returns

Analysts have lifted their price targets on Dassault Aviation société anonyme, with fair value estimates moving from about €243 to €272, citing updated assumptions on discount rates, profit margins and future P/E. At the same time, recent research includes both higher target prices and a rating downgrade that points to more mixed expectations for European defense shares into 2026.
EXENS
€51.70
Exosens
7D
-3.5%
1Y
124.8%

EXENS: Long Term Defense Contracts Will Drive Future Earnings Power Higher

Analysts now set their fair value estimate for Exosens at $61.00, compared with the prior $60.00, citing adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Theon International Plc completed the acquisition of a 9.8% stake in Exosens for approximately €268.7 million at €54 per share, becoming the second largest shareholder after Groupe HLD (M&A Transaction Closings).
SAF
€300.70
Safran
7D
-0.4%
1Y
24.6%

SAF: UK R&T Expansion And Overweight Rating Will Support Repricing

Analysts lifted their fair value estimate for Safran to €382 from €370, citing updated assumptions on growth, profitability and P/E. They also noted a higher Street price target of €350.
MLUAV
€48.80
Embention Sistemas Inteligentes
7D
20.8%
1Y
144.0%
AIR
€188.26
Airbus
7D
-3.5%
1Y
12.8%

AIR: Delivery Execution Risks Will Limit Upside Despite Raised Expectations

Analysts have lifted their Airbus fair value estimate from €145.46 to €169.92, reflecting a series of higher price targets and updated assumptions on revenue growth, profit margins and future P/E multiples following recent research updates on the stock. Analyst Commentary Recent research updates show a cluster of higher price targets for Airbus, with several firms lifting their valuations following Q3 results and updated guidance.
EXA
€115.00
Exail Technologies
7D
5.9%
1Y
487.3%

Market Participants Recognise Exail Technologies' (EPA:EXA) Revenues Pushing Shares 29% Higher

Jan 13
Market Participants Recognise Exail Technologies' (EPA:EXA) Revenues Pushing Shares 29% Higher
ALNSE
€44.00
NSE
7D
3.5%
1Y
54.4%

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
€10.60
Figeac Aero Société Anonyme
7D
-2.3%
1Y
37.3%
MLHK
€35.00
H&K
7D
-5.9%
1Y
-70.8%

H&K (EPA:MLHK) Has A Pretty Healthy Balance Sheet

Jan 06
H&K (EPA:MLHK) Has A Pretty Healthy Balance Sheet
LAT
€0.017
Latécoère
7D
-7.8%
1Y
91.9%

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