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French (CAC) Aerospace & Defense Industry Analysis

UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies15
  • 7D3.3%
  • 3M2.0%
  • 1Y27.9%
  • YTD2.2%

The Aerospace & Defense industry is up 3.3% in the last week, with Safran up 8.1%. In the last 12 months, the industry was up 28%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Feb 2026€374.7b€134.3b€11.3b37.9x33x2.8x
Mon, 12 Jan 2026€391.2b€134.3b€11.3b43.8x34.5x2.9x
Wed, 10 Dec 2025€355.9b€134.3b€11.4b44.5x31.3x2.7x
Fri, 07 Nov 2025€369.7b€134.2b€11.4b42.4x32.6x2.8x
Sun, 05 Oct 2025€375.1b€132.1b€11.2b35.6x33.4x2.8x
Tue, 02 Sep 2025€340.2b€132.0b€11.2b33.5x30.4x2.6x
Thu, 31 Jul 2025€335.3b€129.8b€5.7b40.5x59.2x2.6x
Sat, 28 Jun 2025€336.5b€128.7b€5.8b40.7x58.4x2.6x
Mon, 26 May 2025€315.8b€128.6b€5.7b28x55x2.5x
Wed, 23 Apr 2025€278.9b€127.9b€5.5b25.4x50.3x2.2x
Fri, 21 Mar 2025€320.4b€127.8b€5.5b31.2x57.8x2.5x
Sun, 16 Feb 2025€293.9b€121.4b€6.8b33.1x43.5x2.4x
Tue, 14 Jan 2025€266.4b€121.4b€6.8b31x39.4x2.2x
Thu, 12 Dec 2024€261.9b€120.7b€6.7b28.3x38.8x2.2x
Sat, 09 Nov 2024€260.0b€120.6b€6.7b34.5x38.6x2.2x
Mon, 07 Oct 2024€239.7b€119.8b€6.6b31.7x36.5x2x
Wed, 04 Sep 2024€240.2b€119.8b€6.6b31.7x36.6x2x
Fri, 02 Aug 2024€238.3b€119.7b€6.6b31.3x36.3x2x
Sun, 30 Jun 2024€233.3b€116.5b€9.0b25.9x25.8x2x
Tue, 28 May 2024€256.9b€111.2b€8.3b32.2x30.8x2.3x
Thu, 25 Apr 2024€269.7b€115.1b€8.9b27.4x30.2x2.3x
Sat, 23 Mar 2024€272.7b€115.1b€8.9b26.9x30.6x2.4x
Mon, 19 Feb 2024€242.3b€115.8b€9.3b24.5x26.1x2.1x
Wed, 17 Jan 2024€235.3b€112.0b€9.2b24.4x25.5x2.1x
Fri, 15 Dec 2023€225.3b€112.0b€9.2b23.4x24.4x2x
Sun, 12 Nov 2023€214.2b€112.1b€9.2b24.2x23.3x1.9x
Tue, 10 Oct 2023€205.8b€110.5b€9.1b24.1x22.7x1.9x
Thu, 07 Sep 2023€215.3b€110.5b€9.1b25.8x23.7x1.9x
Sat, 05 Aug 2023€212.7b€110.5b€9.1b25.2x23.4x1.9x
Mon, 03 Jul 2023€214.3b€105.1b€2.9b25.9x73.1x2x
Wed, 31 May 2023€202.8b€105.1b€2.9b25x69.2x1.9x
Fri, 28 Apr 2023€206.4b€105.4b€3.7b23.3x56.3x2x
Sun, 26 Mar 2023€197.8b€105.7b€3.6b23x55.1x1.9x
Tue, 21 Feb 2023€199.9b€105.1b€3.6b23.9x56.3x1.9x
Price to Earnings Ratio

56.3x


Total Market Cap: €199.9bTotal Earnings: €3.6bTotal Revenue: €105.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 40x202420252026
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 33.0x which is lower than its 3-year average PE of 40.0x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 47% per year over the last three years.
  • Revenues for these companies have grown 8.5% 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 Market0.11%
Industrials2.59%
Aerospace & Defense3.34%
Aerospace and Defense3.34%
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€332.808.1%
+€10.2b		35.3%PE31.7x
AM Dassault Aviation société anonyme€329.804.0%
+€1.0b		50.7%PE33x
AIR Airbus€192.420.6%
+€884.1m		14.2%PE30x
FII Lisi€59.009.3%
+€228.6m		120.1%PE42.9x
EXENS Exosens€56.508.2%
+€218.3m		158.2%PE51.5x

Latest News

FGA
€9.56
Figeac Aero Société Anonyme
7D
-2.4%
1Y
23.2%

Returns On Capital Are Showing Encouraging Signs At Figeac Aero Société Anonyme (EPA:FGA)

Feb 13
Returns On Capital Are Showing Encouraging Signs At Figeac Aero Société Anonyme (EPA:FGA)
SAF
€332.80
Safran
7D
8.1%
1Y
35.3%

Safran (EPA:SAF) Knows How To Allocate Capital Effectively

Feb 12
Safran (EPA:SAF) Knows How To Allocate Capital Effectively
HO
€245.20
Thales
7D
-0.8%
1Y
48.3%

HO: Cyber Execution Risks Will Temper Upside Despite Defense And AI Security Momentum

Analysts have nudged their price expectations for Thales higher by €5, supported by slightly stronger assumptions on revenue growth and profit margins, as well as a modest adjustment to the future P/E they apply. Analyst Commentary Recent research has been generally constructive on Thales, with several firms adjusting their stances and price assumptions.
MLHK
€31.00
H&K
7D
-7.7%
1Y
-73.9%
AM
€329.80
Dassault Aviation société anonyme
7D
4.0%
1Y
50.7%

AM: Raised Sales Guidance And Execution Risks Will Pressure Future Returns

Analysts have inched their fair value estimate for Dassault Aviation société anonyme higher to €271.90, supported by recent price target increases at several firms and updated assumptions around discount rate, revenue, profit margin, and future P/E. Analyst Commentary Recent Street research on Dassault Aviation société anonyme shows that, while some firms have adjusted price targets higher, there is also a clear pocket of caution emerging.
MLUAV
€50.00
Embention Sistemas Inteligentes
7D
4.2%
1Y
142.7%
EXENS
€56.50
Exosens
7D
8.2%
1Y
158.2%

EXENS: Defense Contracts And New Shareholder Support Will Strengthen Future Earnings Power

Analysts have maintained their price target for Exosens at €61.00. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which they view as offsetting one another.
EXA
€111.40
Exail Technologies
7D
1.5%
1Y
379.1%
AIR
€192.42
Airbus
7D
0.6%
1Y
14.2%

AIR: Delivery Outperformance And New Orders Will Support Future Upside

Analysts have raised their fair value estimate for Airbus from €244 to €269. This revision reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E, following mixed recent Street research that includes both target increases and cuts, as well as rating downgrades.
FII
€59.00
Lisi
7D
9.3%
1Y
120.1%

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)
ALSOG
€29.80
Sogeclair
7D
-1.0%
1Y
60.2%
LAT
€0.018
Latécoère
7D
10.8%
1Y
88.2%

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