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French (CAC) Aerospace & Defense Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies15
  • 7D-0.9%
  • 3M-1.5%
  • 1Y36.6%
  • YTD33.7%

Over the last 7 days, the Aerospace & Defense industry has risen 2.1%, driven by gains from Airbus of 2.9%. In the last 12 months, the industry was up 38%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Dec 2025€356.8b€134.3b€11.3b40.4x31.4x2.7x
Sun, 23 Nov 2025€356.7b€134.2b€11.4b38.5x31.4x2.7x
Tue, 21 Oct 2025€370.3b€132.1b€11.2b36.4x33x2.8x
Thu, 18 Sep 2025€352.7b€132.1b€11.2b36.6x31.5x2.7x
Sat, 16 Aug 2025€349.6b€132.0b€11.2b33.6x31.3x2.6x
Mon, 14 Jul 2025€344.6b€128.7b€5.8b39x59.8x2.7x
Wed, 11 Jun 2025€321.2b€128.7b€5.7b31.3x55.9x2.5x
Fri, 09 May 2025€316.2b€128.6b€5.7b28.1x55.1x2.5x
Sun, 06 Apr 2025€286.6b€127.9b€5.5b27.4x51.7x2.2x
Tue, 04 Mar 2025€320.4b€125.3b€5.4b29.9x59.1x2.6x
Thu, 30 Jan 2025€286.1b€121.4b€6.8b32.8x42.3x2.4x
Sat, 28 Dec 2024€261.6b€121.4b€6.8b29.7x38.7x2.2x
Mon, 25 Nov 2024€253.6b€120.6b€6.7b31.9x37.6x2.1x
Wed, 23 Oct 2024€253.8b€119.8b€6.6b33.2x38.7x2.1x
Fri, 20 Sep 2024€245.5b€119.8b€6.6b31.9x37.4x2x
Sun, 18 Aug 2024€244.3b€119.7b€6.6b32.3x37.3x2x
Tue, 16 Jul 2024€240.2b€116.5b€9.1b26.8x26.5x2.1x
Thu, 13 Jun 2024€259.2b€116.4b€9.0b30.1x28.7x2.2x
Sat, 11 May 2024€271.0b€116.1b€9.0b28.8x30x2.3x
Mon, 08 Apr 2024€272.0b€115.1b€8.9b26.9x30.5x2.4x
Wed, 06 Mar 2024€257.6b€116.4b€9.0b28.1x28.5x2.2x
Fri, 02 Feb 2024€236.6b€112.0b€9.2b24.3x25.7x2.1x
Sun, 31 Dec 2023€224.7b€112.0b€9.2b23.2x24.4x2x
Tue, 28 Nov 2023€220.9b€112.1b€9.2b24.4x24x2x
Thu, 26 Oct 2023€210.8b€110.5b€9.1b24.9x23.2x1.9x
Sat, 23 Sep 2023€206.4b€110.5b€9.1b24.2x22.8x1.9x
Mon, 21 Aug 2023€206.0b€110.5b€9.1b24.9x22.7x1.9x
Wed, 19 Jul 2023€214.0b€105.2b€2.9b26.2x72.7x2x
Fri, 16 Jun 2023€208.3b€105.1b€2.9b25x71x2x
Sun, 14 May 2023€203.7b€105.1b€2.9b26.2x69.5x1.9x
Tue, 11 Apr 2023€207.2b€105.4b€3.7b23.4x56.4x2x
Thu, 09 Mar 2023€200.1b€105.2b€3.6b22.9x56.2x1.9x
Sat, 04 Feb 2023€192.0b€98.9b€1.5b22.2x126.7x1.9x
Mon, 02 Jan 2023€181.1b€98.9b€1.5b21.1x120.2x1.8x
Price to Earnings Ratio

120.2x


Total Market Cap: €181.1bTotal Earnings: €1.5bTotal Revenue: €98.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 44.2x20242025
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 31.4x which is lower than its 3-year average PE of 44.3x.
  • 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-0.39%
Industrials-0.39%
Aerospace & Defense-0.93%
Aerospace and Defense-0.93%
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
FII Lisi€53.005.8%
+€132.6m		139.3%PE38.5x
AIR Airbus€195.960.06%
+€94.7m		26.2%PE30.5x
LAT Latécoère€0.0155.5%
+€10.2m		56.1%PS0.3x
MLUAV Embention Sistemas Inteligentes€45.002.3%
+€6.0m		97.4%PE56.3x
FGA Figeac Aero Société Anonyme€10.900.5%
+€2.2m		84.1%PS1.1x

Latest News

MLUAV
€45.00
Embention Sistemas Inteligentes
7D
2.3%
1Y
97.4%
ALODY
€26.60
Odyssee Technologies
7D
1.3%
1Y
83.4%

Here's Why We Think Odyssee Technologies (EPA:ALODY) Might Deserve Your Attention Today

Dec 21
Here's Why We Think Odyssee Technologies (EPA:ALODY) Might Deserve Your Attention Today
LAT
€0.015
Latécoère
7D
5.5%
1Y
56.1%

Does Latécoère (EPA:LAT) Have A Healthy Balance Sheet?

Dec 20
Does Latécoère (EPA:LAT) Have A Healthy Balance Sheet?
SAF
€299.30
Safran
7D
-2.3%
1Y
41.8%

SAF: Upgraded Outlook And UK Expansion Will Shape Balanced Risk Reward Outlook

Analysts have raised their price target on Safran to approximately EUR 268 from about EUR 232, citing stronger than expected revenue growth, modestly improved profit margins, and a higher justified future earnings multiple supported by recent upward target revisions from major brokerages. Analyst Commentary Recent commentary from major Wall Street firms has reinforced a broadly constructive view on Safran, with upward price target revisions reflecting confidence in sustained earnings growth and cash generation.
AIR
€195.96
Airbus
7D
0.06%
1Y
26.2%

AIR: Expanding Output And Order Momentum Will Drive Future Cash Generation Confidence

Our Airbus fair value estimate ticks up modestly to EUR 224.75 from EUR 224.40 as analysts lift price targets, citing stronger than expected Q3 revenue growth, resilient margins, robust free cash flow, and reaffirmed guidance despite incremental tariff and cost headwinds. Analyst Commentary Recent Street research remains broadly constructive on Airbus, with a series of price target increases clustered around the high EUR 200s and a few more cautious voices tempering expectations.
AM
€271.80
Dassault Aviation société anonyme
7D
-1.1%
1Y
41.0%

AM: Rising Defense Demand Will Support Stronger Earnings Trajectory

Analysts have modestly trimmed their price target on Dassault Aviation société anonyme to approximately EUR 383 from about EUR 384. This reflects slightly higher discount-rate assumptions, even as they acknowledge improving revenue growth prospects, stronger profit margins, and a normalization in future valuation multiples.
FGA
€10.90
Figeac Aero Société Anonyme
7D
0.5%
1Y
84.1%
EXENS
€46.45
Exosens
7D
-3.1%
1Y
138.3%

EXENS: Extended Defense Contracts And Equity Stake Will Support Steady Outlook

Analysts have raised their price target on Exosens from approximately $49.67 to $51.33, citing a modestly lower discount rate and slightly higher expected future valuation multiples, despite marginally softer revenue growth and profit margin assumptions. What's in the News Exosens and Theon International extended their long term commercial agreement for Image Intensifier Tubes by three years to cover potential deliveries through 2030, with Theon set to convert 2027 and 2028 options into firm orders and increase its annual purchase volumes (company announcement).
HO
€228.60
Thales
7D
-0.5%
1Y
65.6%

HO: Defense And Aerospace Momentum Will Drive Stronger Medium Term Earnings Power

Analysts have nudged their fair value estimate for Thales slightly higher to about EUR 338 from EUR 337, citing a series of recent price target increases that reflect solid Defense and Aerospace performance, partially offset by ongoing Cyber margin concerns. Analyst Commentary Bullish analysts have recently raised their targets for Thales, highlighting confidence in the company’s ability to execute on its growth strategy despite lingering concerns in Cyber.
FII
€53.00
Lisi
7D
5.8%
1Y
139.3%

Earnings Tell The Story For Lisi S.A. (EPA:FII)

Dec 09
Earnings Tell The Story For Lisi S.A. (EPA:FII)
MLHK
€44.00
H&K
7D
-3.9%
1Y
-61.4%

Shareholders Can Be Confident That H&K's (EPA:MLHK) Earnings Are High Quality

Dec 06
Shareholders Can Be Confident That H&K's (EPA:MLHK) Earnings Are High Quality
ALNSE
€39.10
NSE
7D
-0.5%
1Y
35.3%
EXA
€81.70
Exail Technologies
7D
-2.5%
1Y
371.7%
ALTD
€0.026
Tonner Drones
7D
-2.6%
1Y
127.2%