Narrative Update • May 10

Over the last 7 days, the Aerospace & Defense industry has dropped 5.0%, driven by Airbus declining 5.8%. Over the past 12 months, the industry was up 5.2%. Looking forward, earnings are forecast to grow by 9.1% annually.
Has the French Aerospace & Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 15 May 2026 | €331.5b | €138.1b | €15.0b | 28.6x | 22.1x | 2.4x |
| Sun, 12 Apr 2026 | €352.2b | €139.0b | €15.2b | 33.9x | 23.2x | 2.5x |
| Tue, 10 Mar 2026 | €356.3b | €138.9b | €15.2b | 33.1x | 23.4x | 2.6x |
| Thu, 05 Feb 2026 | €358.2b | €134.3b | €11.3b | 38x | 31.6x | 2.7x |
| Sat, 03 Jan 2026 | €368.4b | €134.3b | €11.3b | 42.2x | 32.5x | 2.7x |
| Mon, 01 Dec 2025 | €358.5b | €134.3b | €11.4b | 38.2x | 31.6x | 2.7x |
| Wed, 29 Oct 2025 | €374.5b | €132.1b | €11.2b | 37.8x | 33.4x | 2.8x |
| Fri, 26 Sep 2025 | €359.5b | €132.1b | €11.2b | 36.2x | 32x | 2.7x |
| Sun, 24 Aug 2025 | €342.9b | €132.0b | €11.2b | 34.8x | 30.7x | 2.6x |
| Tue, 22 Jul 2025 | €348.3b | €128.7b | €5.8b | 40.8x | 60.4x | 2.7x |
| Thu, 19 Jun 2025 | €321.0b | €128.7b | €5.8b | 40.3x | 55.7x | 2.5x |
| Sat, 17 May 2025 | €317.4b | €128.6b | €5.7b | 28.5x | 55.3x | 2.5x |
| Mon, 14 Apr 2025 | €273.0b | €127.9b | €5.5b | 25.4x | 49.2x | 2.1x |
| Wed, 12 Mar 2025 | €306.5b | €127.7b | €5.6b | 27.9x | 54.5x | 2.4x |
| Fri, 07 Feb 2025 | €288.7b | €121.4b | €6.8b | 32.8x | 42.7x | 2.4x |
| Sun, 05 Jan 2025 | €263.8b | €121.4b | €6.8b | 29.5x | 39x | 2.2x |
| Tue, 03 Dec 2024 | €262.4b | €120.7b | €6.7b | 30.6x | 38.9x | 2.2x |
| Thu, 31 Oct 2024 | €250.6b | €119.8b | €6.6b | 32.5x | 38.2x | 2.1x |
| Sat, 28 Sep 2024 | €246.9b | €119.8b | €6.6b | 31.2x | 37.6x | 2.1x |
| Mon, 26 Aug 2024 | €246.2b | €119.7b | €6.6b | 31.9x | 37.5x | 2.1x |
| Wed, 24 Jul 2024 | €238.6b | €116.5b | €9.1b | 26.7x | 26.3x | 2x |
| Fri, 21 Jun 2024 | €255.3b | €116.4b | €9.0b | 30x | 28.3x | 2.2x |
| Sun, 19 May 2024 | €268.9b | €116.1b | €9.0b | 28.6x | 29.8x | 2.3x |
| Tue, 16 Apr 2024 | €270.1b | €115.1b | €8.9b | 27.6x | 30.3x | 2.3x |
| Thu, 14 Mar 2024 | €256.9b | €115.1b | €8.9b | 29.3x | 28.8x | 2.2x |
| Sat, 10 Feb 2024 | €239.9b | €112.0b | €9.2b | 24x | 26x | 2.1x |
| Mon, 08 Jan 2024 | €225.6b | €112.0b | €9.2b | 24.3x | 24.5x | 2x |
| Wed, 06 Dec 2023 | €223.0b | €112.0b | €9.2b | 23.5x | 24.2x | 2x |
| Fri, 03 Nov 2023 | €213.9b | €110.5b | €9.1b | 24.6x | 23.6x | 1.9x |
| Sun, 01 Oct 2023 | €209.7b | €110.5b | €9.1b | 24.1x | 23.1x | 1.9x |
| Tue, 29 Aug 2023 | €213.8b | €110.5b | €9.1b | 25.5x | 23.5x | 1.9x |
| Thu, 27 Jul 2023 | €213.5b | €104.8b | €3.1b | 23.2x | 68.9x | 2x |
| Sat, 24 Jun 2023 | €207.2b | €105.1b | €2.9b | 25.5x | 70.6x | 2x |
| Mon, 22 May 2023 | €210.4b | €105.1b | €2.9b | 26.3x | 71.8x | 2x |
71.8x
Which industries have driven the changes within the French Industrials industry?
| FR Market | -1.61% | |
| Industrials | -3.00% | |
| Aerospace & Defense | -4.96% | |
| Aerospace and Defense | -4.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EXA Exail Technologies | €114.30 | 1.9% +€35.6m | 122.8% | PE651.1x | |
| MLUAV Embention Sistemas Inteligentes | €38.00 | 2.2% +€4.8m | 79.2% | PE47.6x | |
| ALODY Odyssee Technologies | €22.30 | 4.0% +€1.4m | 3.7% | PE23.5x | |
| ALTD Tonner Drones | €0.036 | 1.7% +€328.6k | 96.2% | PS165.7x |