French (CAC) Aerospace and Defense Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Tue, 07 Jul 2026	€397.2b	€138.2b	€15.0b	30.1x	26.4x	2.9x
Thu, 04 Jun 2026	€334.3b	€138.2b	€15.0b	26.6x	22.3x	2.4x
Sat, 02 May 2026	€332.8b	€138.1b	€15.0b	31.4x	22.2x	2.4x
Mon, 30 Mar 2026	€324.4b	€138.9b	€15.2b	32.8x	21.3x	2.3x
Wed, 25 Feb 2026	€374.6b	€137.4b	€14.4b	39.8x	26.1x	2.7x
Fri, 23 Jan 2026	€375.8b	€134.3b	€11.3b	41.2x	33.1x	2.8x
Sun, 21 Dec 2025	€360.1b	€134.3b	€11.3b	40x	31.7x	2.7x
Tue, 18 Nov 2025	€372.5b	€134.2b	€11.4b	42.1x	32.8x	2.8x
Thu, 16 Oct 2025	€365.7b	€132.1b	€11.2b	35.8x	32.6x	2.8x
Sat, 13 Sep 2025	€355.6b	€132.0b	€11.2b	33.1x	31.8x	2.7x
Mon, 11 Aug 2025	€339.4b	€132.0b	€11.2b	34x	30.4x	2.6x
Wed, 09 Jul 2025	€338.0b	€128.7b	€5.8b	37.3x	58.6x	2.6x
Fri, 06 Jun 2025	€330.8b	€128.7b	€5.7b	30.4x	57.6x	2.6x
Sun, 04 May 2025	€310.4b	€128.6b	€5.7b	27.4x	54x	2.4x
Tue, 01 Apr 2025	€313.4b	€127.9b	€5.5b	31.6x	56.5x	2.5x
Thu, 27 Feb 2025	€301.2b	€125.2b	€5.4b	27.4x	55.5x	2.4x
Sat, 25 Jan 2025	€285.0b	€121.4b	€6.8b	32.8x	42.2x	2.3x
Mon, 23 Dec 2024	€260.5b	€121.3b	€6.7b	29.6x	38.6x	2.1x
Wed, 20 Nov 2024	€253.2b	€120.6b	€6.7b	33.2x	37.6x	2.1x
Fri, 18 Oct 2024	€254.7b	€119.8b	€6.6b	32.5x	38.8x	2.1x
Sun, 15 Sep 2024	€240.7b	€119.8b	€6.6b	31.9x	36.7x	2x
Tue, 13 Aug 2024	€238.3b	€119.7b	€6.6b	31.7x	36.3x	2x
Thu, 11 Jul 2024	€241.7b	€116.5b	€9.1b	26.9x	26.7x	2.1x
Sat, 08 Jun 2024	€263.4b	€116.4b	€9.0b	30.3x	29.2x	2.3x
Mon, 06 May 2024	€262.4b	€116.1b	€9.0b	27.3x	29x	2.3x
Wed, 03 Apr 2024	€270.8b	€115.1b	€8.9b	26.6x	30.4x	2.4x
Fri, 01 Mar 2024	€248.9b	€116.0b	€9.3b	25.9x	26.9x	2.1x
Sun, 28 Jan 2024	€238.3b	€112.0b	€9.2b	23.7x	25.8x	2.1x
Tue, 26 Dec 2023	€224.4b	€112.0b	€9.2b	23.1x	24.3x	2x
Thu, 23 Nov 2023	€222.5b	€112.1b	€9.2b	24.8x	24.2x	2x
Sat, 21 Oct 2023	€204.9b	€110.5b	€9.1b	24.6x	22.6x	1.9x
Mon, 18 Sep 2023	€216.2b	€110.5b	€9.1b	24.7x	23.8x	2x
Wed, 16 Aug 2023	€209.7b	€110.5b	€9.1b	25.1x	23.1x	1.9x
Fri, 14 Jul 2023	€214.7b	€105.2b	€2.9b	26.2x	73x	2x

Current Industry PE

Investors are pessimistic on the French Aerospace and 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 26.2x which is lower than its 3-year average PE of 34.5x.

The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.

Past Earnings Growth

The earnings for companies in the Aerospace and Defense industry have grown 72% per year over the last three years.
Revenues for these companies have grown 9.5% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does French Aerospace and Defense compare with similar industries?


FR Market	1.48%
Industrials	3.88%
Aerospace & Defense	8.01%
Aerospace and Defense	8.01%

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?

Company	Last Price	7D	1Y	Valuation
AIR Airbus	€209.40	9.3% +€14.0b	18.1%	PE32.9x
SAF Safran	€357.10	6.1% +€8.5b	30.0%	PE20.6x
HO Thales	€241.10	9.3% +€4.2b	-2.9%	PE29.6x
AM Dassault Aviation société anonyme	€311.20	9.7% +€2.1b	4.8%	PE24.7x
FII Lisi	€71.70	9.6% +€288.0m	87.2%	PE51.8x

Thales S.A. (ENXTPA:HO) signed a binding agreement to acquire 35.66% stake in Exail Technologies (ENXTPA:EXA) from Gorgé family for approximately €810 million.

Thales S.A. (ENXTPA:HO) signed a binding agreement to acquire 35.66% stake in Exail Technologies (ENXTPA:EXA) from Gorgé family for approximately €810 million on July 6, 2026. Under the terms of the acquisition, Thales S.A. will pay €134 in cash per share. The acquisition will enable Thales and Exail to combine their complementary strengths and to accelerate their development in the field of quantum sensors. The purchase price of €134 per Exail share implies an EV/2027 EBIT multiple of 24x post cost synergies8 and 20x post cost and revenue synergies. Upon completion of the acquisition, Thales S.A. will launch a mandatory tender offer to acquire remaining 64.34% stake in Exail Technologies for €134 in cash per share. The transaction will be financed through mix of cash and debt to be raised. The transaction is subject to satisfaction of customary antitrust and regulatory approvals. The deal has been unanimously approved by the board of directors of Exail Technologies. The transaction is expected to close by Q3 2027. The transaction is anticipated to be accretive to Thales’s adjusted earnings per share in the first year post-acquisition.

French (CAC) Aerospace and Defense Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Thales S.A. (ENXTPA:HO) signed a binding agreement to acquire 35.66% stake in Exail Technologies (ENXTPA:EXA) from Gorgé family for approximately €810 million.

Exail Technologies Falls 21% After Bond Talks With ICG Collapse

SAF: Neutral Stance Weighs Execution Risks Against Emerging Sustainable Aviation Fuel Potential

SAS and China Eastern Announce $19b Airbus A330 Orders Extending Widebody Backlog

Upcoming dividend of €0.06 per share

Exosens Wins Record Czech Deal to Supply 17,000 Night Vision Tubes Through 2032

Court Decision Opens EU Green Taxonomy to Dassault Aviation Business Jets

Concerns Surrounding Embention Sistemas Inteligentes' (EPA:MLUAV) Performance

Price target increased by 7.7% to €64.07

Latécoère S.A., Annual General Meeting, Jun 04, 2026