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French (CAC) Aerospace and Defense Industry Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies15
  • 7D6.7%
  • 3M2.5%
  • 1Y42.2%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has risen 6.7%, driven by gains from Airbus of 6.1%. This takes the industry's 12 month performance to a gain of 42%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Jan 2026€377.9b€134.3b€11.3b44.3x33.3x2.8x
Thu, 04 Dec 2025€356.1b€134.3b€11.4b40.2x31.3x2.7x
Sat, 01 Nov 2025€378.5b€134.2b€11.4b37.7x33.3x2.8x
Mon, 29 Sep 2025€363.0b€132.1b€11.2b37.4x32.3x2.7x
Wed, 27 Aug 2025€339.4b€132.0b€11.2b33.8x30.4x2.6x
Fri, 25 Jul 2025€337.6b€129.8b€5.7b39.5x59.6x2.6x
Sun, 22 Jun 2025€324.7b€128.7b€5.8b38.6x56.3x2.5x
Tue, 20 May 2025€320.7b€128.6b€5.7b28.8x55.9x2.5x
Thu, 17 Apr 2025€286.3b€127.9b€5.5b26x51.6x2.2x
Sat, 15 Mar 2025€321.4b€127.7b€5.6b28.8x57.2x2.5x
Mon, 10 Feb 2025€289.5b€121.4b€6.8b33.7x42.8x2.4x
Wed, 08 Jan 2025€265.8b€121.4b€6.8b30.1x39.3x2.2x
Fri, 06 Dec 2024€261.3b€120.7b€6.7b30.6x38.7x2.2x
Sun, 03 Nov 2024€252.0b€120.6b€6.7b32.2x37.4x2.1x
Tue, 01 Oct 2024€242.9b€119.8b€6.6b30.7x37x2x
Thu, 29 Aug 2024€247.0b€119.7b€6.6b32.3x37.7x2.1x
Sat, 27 Jul 2024€238.1b€117.6b€9.2b24.4x25.9x2x
Mon, 24 Jun 2024€254.5b€116.4b€9.0b30x28.2x2.2x
Wed, 22 May 2024€272.2b€116.1b€9.0b29x30.1x2.3x
Fri, 19 Apr 2024€266.7b€115.1b€8.9b27.1x29.9x2.3x
Sun, 17 Mar 2024€261.6b€115.1b€8.9b26.5x29.3x2.3x
Tue, 13 Feb 2024€238.7b€112.0b€9.2b23.8x25.9x2.1x
Thu, 11 Jan 2024€230.9b€112.0b€9.2b24.4x25x2.1x
Sat, 09 Dec 2023€229.7b€112.0b€9.2b23.8x24.9x2.1x
Mon, 06 Nov 2023€212.5b€110.5b€9.1b24.1x23.4x1.9x
Wed, 04 Oct 2023€207.1b€110.5b€9.1b24x22.8x1.9x
Fri, 01 Sep 2023€216.9b€110.5b€9.1b25.7x23.9x2x
Sun, 30 Jul 2023€216.3b€110.5b€9.1b25.5x23.8x2x
Tue, 27 Jun 2023€206.9b€105.1b€2.9b24.8x70.5x2x
Thu, 25 May 2023€202.4b€105.1b€2.9b25.3x69x1.9x
Sat, 22 Apr 2023€209.7b€105.4b€3.7b23.7x57.2x2x
Mon, 20 Mar 2023€192.9b€105.7b€3.6b22.9x53.7x1.8x
Wed, 15 Feb 2023€191.6b€98.9b€1.5b22x126.4x1.9x
Fri, 13 Jan 2023€186.9b€98.9b€1.5b21.3x124.1x1.9x
Price to Earnings Ratio

124.1x


Total Market Cap: €186.9bTotal Earnings: €1.5bTotal Revenue: €98.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace and Defense Industry Price to Earnings3Y Average 43.3x202420252026
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 33.3x which is lower than its 3-year average PE of 43.3x.
  • 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 and 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 Comparison

How does French Aerospace and Defense compare with similar industries?

FR Market1.38%
Industrials3.98%
Aerospace & Defense6.70%
Aerospace and Defense6.70%
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€209.405.3%
+€8.3b		32.2%PE32.6x
SAF Safran€312.705.1%
+€6.4b		44.8%PE30.2x
HO Thales€247.907.9%
+€3.7b		77.6%PE48.7x
AM Dassault Aviation société anonyme€291.607.0%
+€1.5b		48.4%PE29.2x
EXENS Exosens€52.909.1%
+€223.4m		157.3%PE48.2x

Latest News

EXENS
€52.90
Exosens
7D
9.1%
1Y
157.3%
MLHK
€46.80
H&K
7D
10.4%
1Y
-58.2%

H&K (EPA:MLHK) Has A Pretty Healthy Balance Sheet

Jan 06
H&K (EPA:MLHK) Has A Pretty Healthy Balance Sheet
FGA
€10.70
Figeac Aero Société Anonyme
7D
-1.4%
1Y
79.5%
AIR
€209.40
Airbus
7D
5.3%
1Y
32.2%
FII
€56.30
Lisi
7D
6.4%
1Y
146.9%

With EPS Growth And More, Lisi (EPA:FII) Makes An Interesting Case

Dec 29
With EPS Growth And More, Lisi (EPA:FII) Makes An Interesting Case
HO
€247.90
Thales
7D
7.9%
1Y
77.6%

HO: Defense Strength And Cyber Drag Will Shape Mid Term Performance

Analysts have raised their price target on Thales to EUR 230 from EUR 220, citing a series of upward revisions to Street targets and increasing confidence in the company’s ability to sustain mid single digit organic growth and resilient margins despite lingering cyber headwinds. Analyst Commentary Recent Street research reflects a more nuanced stance on Thales, with rising price targets tempered by lingering concerns around certain business segments and the durability of current valuation multiples.
SAF
€312.70
Safran
7D
5.1%
1Y
44.8%

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.
AM
€291.60
Dassault Aviation société anonyme
7D
7.0%
1Y
48.4%

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.
EXA
€95.20
Exail Technologies
7D
15.1%
1Y
406.9%