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French (CAC) Aerospace & Defense Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies15
  • 7D5.1%
  • 3M-9.5%
  • 1Y18.9%
  • YTD-7.1%

In the last week, the Aerospace & Defense industry is up 5.1%, with Safran leading the way with a 4.7% gain. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 8.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026€340.9b€138.9b€15.2b34x22.4x2.5x
Wed, 04 Mar 2026€359.0b€137.3b€14.4b36.7x25x2.6x
Fri, 30 Jan 2026€363.2b€134.3b€11.3b38.9x32x2.7x
Sun, 28 Dec 2025€356.8b€134.3b€11.3b40.4x31.4x2.7x
Tue, 25 Nov 2025€350.7b€134.2b€11.4b37.3x30.9x2.6x
Thu, 23 Oct 2025€373.9b€132.1b€11.2b35.5x33.3x2.8x
Sat, 20 Sep 2025€357.3b€132.1b€11.2b37x32x2.7x
Mon, 18 Aug 2025€349.6b€132.0b€11.2b33.6x31.3x2.6x
Wed, 16 Jul 2025€341.3b€128.7b€5.8b41.4x59.2x2.7x
Fri, 13 Jun 2025€319.7b€128.7b€5.8b31.3x55.5x2.5x
Sun, 11 May 2025€313.0b€128.6b€5.7b28.2x54.5x2.4x
Tue, 08 Apr 2025€268.3b€127.9b€5.5b25.5x48.4x2.1x
Thu, 06 Mar 2025€325.6b€126.7b€5.5b29.9x59.1x2.6x
Sat, 01 Feb 2025€288.1b€121.4b€6.8b32.8x42.6x2.4x
Mon, 30 Dec 2024€261.6b€121.4b€6.8b29.7x38.7x2.2x
Wed, 27 Nov 2024€250.0b€120.6b€6.7b30.6x37.1x2.1x
Fri, 25 Oct 2024€253.4b€119.8b€6.6b33x38.6x2.1x
Sun, 22 Sep 2024€243.6b€119.8b€6.6b31.8x37.1x2x
Tue, 20 Aug 2024€244.3b€119.7b€6.6b32x37.3x2x
Thu, 18 Jul 2024€239.3b€116.5b€9.1b26.7x26.4x2.1x
Sat, 15 Jun 2024€246.1b€116.4b€9.0b28.7x27.2x2.1x
Mon, 13 May 2024€271.0b€116.1b€9.0b28.8x30x2.3x
Wed, 10 Apr 2024€267.6b€115.1b€8.9b26.9x30x2.3x
Fri, 08 Mar 2024€256.2b€114.9b€8.9b28.6x28.7x2.2x
Sun, 04 Feb 2024€239.6b€112.0b€9.2b24.3x26x2.1x
Tue, 02 Jan 2024€224.7b€112.0b€9.2b23.2x24.4x2x
Thu, 30 Nov 2023€223.0b€112.1b€9.2b24.3x24.2x2x
Sat, 28 Oct 2023€209.5b€110.5b€9.1b24.7x23.1x1.9x
Mon, 25 Sep 2023€206.4b€110.5b€9.1b24.2x22.8x1.9x
Wed, 23 Aug 2023€209.5b€110.5b€9.1b25.2x23.1x1.9x
Fri, 21 Jul 2023€215.9b€105.2b€2.9b26.5x73.4x2.1x
Sun, 18 Jun 2023€211.2b€105.1b€2.9b25.6x72x2x
Tue, 16 May 2023€204.0b€105.1b€2.9b26.3x69.6x1.9x
Thu, 13 Apr 2023€207.7b€105.4b€3.7b23.4x56.5x2x
Price to Earnings Ratio

56.5x


Total Market Cap: €207.7bTotal Earnings: €3.7bTotal Revenue: €105.4bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 38.1x202420252026
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 22.4x which is lower than its 3-year average PE of 38.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 60% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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 Market3.49%
Industrials4.29%
Aerospace & Defense5.09%
Aerospace and Defense5.09%
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€287.304.7%
+€5.3b		42.7%PE16.6x
AIR Airbus€165.143.7%
+€4.7b		20.7%PE24.9x
HO Thales€267.508.7%
+€4.4b		17.4%PE32.8x
AM Dassault Aviation société anonyme€336.607.5%
+€1.8b		26.2%PE26.7x
EXENS Exosens€65.209.9%
+€299.1m		113.1%PE47.1x

Latest News

HO
€267.50
Thales
7D
8.7%
1Y
17.4%
SAF
€287.30
Safran
7D
4.7%
1Y
42.7%

SAF: Dividend Policy And Bullish Coverage Will Support Future Repricing

Analysts have raised Safran's price target to €342 from €275, with additional bullish coverage helping support a modest adjustment to growth and discount rate assumptions, while the intrinsic fair value estimate remains broadly unchanged at €416. Analyst Commentary Recent Street research on Safran points to a constructive tone, with bullish analysts resetting price targets and formal coverage in a way that aligns with a higher fundamental valuation framework than the current intrinsic estimate of €416 alone might suggest.
AIR
€165.14
Airbus
7D
3.7%
1Y
20.7%

AIR: New Orders And Defense Programs Will Support Future Cash Generation

The analyst fair value estimate for Airbus has shifted from €225.11 to €215.52. This reflects recent Street research in which several firms trimmed price targets and ratings as they reassessed delivery assumptions, near term catalysts, and valuation, even as some still point to positives around A320 output and the defense business.
EXA
€133.00
Exail Technologies
7D
13.9%
1Y
277.8%
EXENS
€65.20
Exosens
7D
9.9%
1Y
113.1%

EXENS: Defense Backlog And New Shareholder Support Will Shape Balanced Outlook

Exosens' analyst price targets have moved higher, with recent updates ranging from about €55 to €71 as analysts factor in their latest views on growth, margins and valuation multiples, while the model's fair value estimate remains steady at €64.83. Analyst Commentary Recent Street research on Exosens clusters around higher price targets in a relatively tight band, giving you a clearer sense of how the market is framing potential risk and reward.
AM
€336.60
Dassault Aviation société anonyme
7D
7.5%
1Y
26.2%

AM: Mixed Rating Shifts And Execution Demands Will Shape Future Return Potential

Analysts have lifted the fair value estimate for Dassault Aviation société anonyme to €300 from about €271.90, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a slightly higher future P/E. This is in line with recent upward shifts in Street price targets from firms such as Jefferies, Citi, and Berenberg, and is offset in part by a more cautious stance from Bernstein.
FII
€55.20
Lisi
7D
8.0%
1Y
114.8%
MLHK
€33.60
H&K
7D
-4.0%
1Y
-78.3%
ALODY
€25.85
Odyssee Technologies
7D
-2.1%
1Y
44.4%

Odyssee Technologies (EPA:ALODY) Shareholders Will Want The ROCE Trajectory To Continue

Feb 03
Odyssee Technologies (EPA:ALODY) Shareholders Will Want The ROCE Trajectory To Continue
LAT
€0.021
Latécoère
7D
9.5%
1Y
56.4%

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