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French (CAC) Aerospace & Defense Industry Analysis

UpdatedNov 03, 2025
DataAggregated Company Financials
Companies15
  • 7D1.3%
  • 3M11.9%
  • 1Y51.3%
  • YTD41.9%

Over the last 7 days, the Aerospace & Defense industry has risen 1.3%, driven by gains from Airbus of 2.3%. In the last 12 months, the industry was up 51%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Nov 2025€378.5b€134.2b€11.4b38.8x33.3x2.8x
Thu, 02 Oct 2025€368.0b€132.1b€11.2b38.1x32.8x2.8x
Sat, 30 Aug 2025€337.8b€132.0b€11.2b33.9x30.2x2.6x
Mon, 28 Jul 2025€335.4b€129.8b€5.7b40.3x59.2x2.6x
Wed, 25 Jun 2025€324.2b€128.7b€5.8b40.8x56.2x2.5x
Fri, 23 May 2025€322.4b€128.6b€5.7b28.7x56.2x2.5x
Sun, 20 Apr 2025€280.5b€127.9b€5.5b25.7x50.6x2.2x
Tue, 18 Mar 2025€324.6b€127.7b€5.6b29.2x57.7x2.5x
Thu, 13 Feb 2025€293.9b€121.4b€6.8b32.8x43.5x2.4x
Sat, 11 Jan 2025€268.9b€121.4b€6.8b31x39.8x2.2x
Mon, 09 Dec 2024€262.9b€120.7b€6.7b30.5x39x2.2x
Wed, 06 Nov 2024€255.2b€120.6b€6.7b32.3x37.9x2.1x
Fri, 04 Oct 2024€238.5b€119.8b€6.6b31.6x36.3x2x
Sun, 01 Sep 2024€246.2b€119.8b€6.6b32.7x37.5x2.1x
Tue, 30 Jul 2024€236.5b€117.6b€9.2b24x25.7x2x
Thu, 27 Jun 2024€236.5b€116.4b€9.0b26.4x26.2x2x
Sat, 25 May 2024€271.6b€116.1b€9.0b29x30.1x2.3x
Mon, 22 Apr 2024€265.2b€115.1b€8.9b26.9x29.7x2.3x
Wed, 20 Mar 2024€267.2b€115.1b€8.9b26.8x30x2.3x
Fri, 16 Feb 2024€243.5b€112.0b€9.2b24.5x26.4x2.2x
Sun, 14 Jan 2024€238.4b€112.0b€9.2b24.4x25.8x2.1x
Tue, 12 Dec 2023€229.3b€112.0b€9.2b23.7x24.9x2x
Thu, 09 Nov 2023€215.2b€110.5b€9.1b24.3x23.7x1.9x
Sat, 07 Oct 2023€204.4b€110.5b€9.1b23.3x22.5x1.8x
Mon, 04 Sep 2023€214.8b€110.5b€9.1b25.6x23.7x1.9x
Wed, 02 Aug 2023€214.2b€110.5b€9.1b25.5x23.6x1.9x
Fri, 30 Jun 2023€212.2b€105.1b€2.9b25.6x72.3x2x
Sun, 28 May 2023€205.0b€105.1b€2.9b25.3x69.9x2x
Tue, 25 Apr 2023€210.0b€105.4b€3.7b24.2x57.2x2x
Thu, 23 Mar 2023€201.4b€105.7b€3.6b22.8x56.1x1.9x
Sat, 18 Feb 2023€203.1b€98.9b€1.5b23.9x134x2.1x
Mon, 16 Jan 2023€187.9b€98.9b€1.5b21.2x124.8x1.9x
Wed, 14 Dec 2022€179.5b€98.6b€1.5b20.4x122.4x1.8x
Fri, 11 Nov 2022€177.1b€98.6b€1.5b19.8x120.8x1.8x
Price to Earnings Ratio

120.8x


Total Market Cap: €177.1bTotal Earnings: €1.5bTotal Revenue: €98.6bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace & Defense Industry Price to Earnings3Y Average 48.4x202320242025
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 33.3x which is lower than its 3-year average PE of 48.4x.
  • 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 98% 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-1.39%
Industrials-1.07%
Aerospace & Defense1.28%
Aerospace and Defense1.28%
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
AIR Airbus€214.152.7%
+€4.0b		52.7%PE33.4x
SAF Safran€310.302.2%
+€2.8b		47.1%PE30x
AM Dassault Aviation société anonyme€285.002.2%
+€469.3m		54.7%PE28.5x
EXENS Exosens€49.606.3%
+€149.7m		159.4%PE45.2x
FGA Figeac Aero Société Anonyme€12.004.8%
+€24.3m		109.8%PE147x

Latest News

FII
€49.60
Lisi
7D
-0.5%
1Y
123.4%
AIR
€214.15
Airbus
7D
2.7%
1Y
52.7%

AIR: Delivery Challenges And Order Trends Will Shape Performance Through 2030

Analysts have raised their average fair value estimate for Airbus from EUR 204.75 to EUR 221.65. They cite improved profit margins, stronger revenue growth, and optimistic Q3 performance as key drivers behind the upward price target revisions seen across recent research updates.
AM
€285.00
Dassault Aviation société anonyme
7D
2.2%
1Y
54.7%

AM European Defense Spending Will Drive Medium Term Expansion Beyond Civil Uncertainty

The consensus analyst price target for Dassault Aviation société anonyme has increased from €280 to €325. This reflects analysts' views on the company's position within the current defense sector renewal, despite ongoing concerns about civil segment growth and stock valuation levels.
ALNSE
€42.50
NSE
7D
-8.4%
1Y
43.1%
EXENS
€49.60
Exosens
7D
6.3%
1Y
159.4%

EXENS: Defense Sector Demand And Shareholder Shift Will Shape Outlook

Analysts have raised their price target for Exosens from $47.56 to $48.67, citing incremental improvements in revenue growth, profit margins, and future earnings expectations. What's in the News Theon International Plc has entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, which would make Theon the second largest shareholder, pending regulatory approval.
HO
€249.50
Thales
7D
-0.8%
1Y
70.3%
ALSOG
€25.10
Sogeclair
7D
-7.4%
1Y
43.8%
SAF
€310.30
Safran
7D
2.2%
1Y
47.1%
EXA
€82.30
Exail Technologies
7D
0.7%
1Y
361.8%
MLUAV
€32.00
Embention Sistemas Inteligentes
7D
14.3%
1Y
68.4%

With Embention Sistemas Inteligentes, S.A. (EPA:MLUAV) It Looks Like You'll Get What You Pay For

Oct 18
With Embention Sistemas Inteligentes, S.A. (EPA:MLUAV) It Looks Like You'll Get What You Pay For
ALODY
€34.50
Odyssee Technologies
7D
-3.0%
1Y
n/a
FGA
€12.00
Figeac Aero Société Anonyme
7D
4.8%
1Y
109.8%

Is Now An Opportune Moment To Examine Figeac Aero Société Anonyme (EPA:FGA)?

Oct 03
Is Now An Opportune Moment To Examine Figeac Aero Société Anonyme (EPA:FGA)?
MLHK
€46.00
H&K
7D
-2.1%
1Y
-58.9%

H&K AG (EPA:MLHK) May Have Run Too Fast Too Soon With Recent 27% Price Plummet

Oct 02
H&K AG (EPA:MLHK) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
LAT
€0.014
Latécoère
7D
2.2%
1Y
107.6%
ALTD
€0.027
Tonner Drones
7D
-8.7%
1Y
204.4%