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French (CAC) Aerospace and Defense Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies15
  • 7D-5.1%
  • 3M5.6%
  • 1Y8.0%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has dropped 5.1%, driven by Safran declining 5.8%. On the other hand H&K is actually up 30%. This takes the industry's 12 month performance to a gain of 8.0%. Earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026€373.2b€138.2b€15.0b28.9x24.8x2.7x
Tue, 09 Jun 2026€342.9b€138.2b€15.0b27.8x22.8x2.5x
Thu, 07 May 2026€355.8b€138.1b€15.0b30.3x23.7x2.6x
Sat, 04 Apr 2026€340.9b€138.9b€15.2b34x22.4x2.5x
Mon, 02 Mar 2026€375.6b€137.3b€14.4b39.7x26.1x2.7x
Wed, 28 Jan 2026€374.2b€134.3b€11.3b39.4x33x2.8x
Fri, 26 Dec 2025€356.8b€134.3b€11.3b40.4x31.4x2.7x
Sun, 23 Nov 2025€356.7b€134.2b€11.4b38.5x31.4x2.7x
Tue, 21 Oct 2025€370.3b€132.1b€11.2b36.4x33x2.8x
Thu, 18 Sep 2025€352.7b€132.1b€11.2b36.6x31.5x2.7x
Sat, 16 Aug 2025€349.6b€132.0b€11.2b33.6x31.3x2.6x
Mon, 14 Jul 2025€344.6b€128.7b€5.8b39x59.8x2.7x
Wed, 11 Jun 2025€321.2b€128.7b€5.7b31.3x55.9x2.5x
Fri, 09 May 2025€316.2b€128.6b€5.7b28.1x55.1x2.5x
Sun, 06 Apr 2025€286.6b€127.9b€5.5b27.4x51.7x2.2x
Tue, 04 Mar 2025€320.4b€125.3b€5.4b29.9x59.1x2.6x
Thu, 30 Jan 2025€286.1b€121.4b€6.8b32.8x42.3x2.4x
Sat, 28 Dec 2024€261.6b€121.4b€6.8b29.7x38.7x2.2x
Mon, 25 Nov 2024€253.6b€120.6b€6.7b31.9x37.6x2.1x
Wed, 23 Oct 2024€253.8b€119.8b€6.6b33.2x38.7x2.1x
Fri, 20 Sep 2024€245.5b€119.8b€6.6b31.9x37.4x2x
Sun, 18 Aug 2024€244.3b€119.7b€6.6b32.3x37.3x2x
Tue, 16 Jul 2024€240.2b€116.5b€9.1b26.8x26.5x2.1x
Thu, 13 Jun 2024€259.2b€116.4b€9.0b30.1x28.7x2.2x
Sat, 11 May 2024€271.0b€116.1b€9.0b28.8x30x2.3x
Mon, 08 Apr 2024€272.0b€115.1b€8.9b26.9x30.5x2.4x
Wed, 06 Mar 2024€257.6b€116.4b€9.0b28.1x28.5x2.2x
Fri, 02 Feb 2024€236.6b€112.0b€9.2b24.3x25.7x2.1x
Sun, 31 Dec 2023€224.7b€112.0b€9.2b23.2x24.4x2x
Tue, 28 Nov 2023€220.9b€112.1b€9.2b24.4x24x2x
Thu, 26 Oct 2023€210.8b€110.5b€9.1b24.9x23.2x1.9x
Sat, 23 Sep 2023€206.4b€110.5b€9.1b24.2x22.8x1.9x
Mon, 21 Aug 2023€206.0b€110.5b€9.1b24.9x22.7x1.9x
Wed, 19 Jul 2023€214.0b€105.2b€2.9b26.2x72.7x2x
Price to Earnings Ratio

72.7x


Total Market Cap: €214.0bTotal Earnings: €2.9bTotal Revenue: €105.2bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace and Defense Industry Price to Earnings3Y Average 34.3x202420252026
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 24.8x which is lower than its 3-year average PE of 34.3x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
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-1.83%
Industrials-4.48%
Aerospace & Defense-5.12%
Aerospace and Defense-5.12%
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
MLHK H&K€32.5030.0%
+€266.1m		-69.0%PE22x
EXA Exail Technologies€123.901.1%
+€23.8m		31.3%PE705.7x
ALUAV Embention Sistemas Inteligentes€40.002.6%
+€6.0m		63.9%PE47.9x
ALSOG Sogeclair€37.500.3%
+€305.6k		33.9%PE20.1x

Latest News

AIR
€197.26
Airbus
7D
-4.3%
1Y
7.7%
MLHK
€32.50
H&K
7D
30.0%
1Y
-69.0%
EXA
€123.90
Exail Technologies
7D
1.1%
1Y
31.3%
Narrative Update • Jul 10

EXA: Fair Value View Will Center On Tender Offer Execution Risk

The analyst fair value estimate for Exail Technologies has been adjusted from €105 to €128.50, as analysts align their targets more closely with recent Street research around the agreed €134 per share acquisition price and updated assumptions for growth, profitability, discount rate, and future P/E multiples. Analyst Commentary Recent Street research on Exail Technologies has turned more cautious as the agreed €134 per share acquisition price becomes the primary reference point for valuation.
HO
€223.30
Thales
7D
-6.3%
1Y
-11.0%
Narrative Update • Jul 09

HO: Defence Strength And Exail Acquisition Will Support Future Earnings Rerating

The analyst price target for Thales has been updated to €330, compared with the previous fair value reference of €354.79, as analysts factor in revised assumptions for the discount rate, revenue growth, profit margins, and future P/E, alongside recent research highlighting higher Street price targets and the planned Exail acquisition. Analyst Commentary Recent Street research on Thales highlights a generally constructive tone, with several bullish analysts refining their views following the updated price target and the planned Exail acquisition.
EXENS
€57.75
Exosens
7D
-2.1%
1Y
40.9%
Narrative Update • Jul 08

EXENS: Future Defense Contracts And Funding Will Test Fair Current Pricing

Analysts have nudged their view on Exosens higher, with the latest price targets moving toward about €60 as they adjust fair value assumptions and P/E expectations in light of recent research. Analyst Commentary Recent research on Exosens points to a more measured stance, with price targets converging around €60 and ratings that lean toward a wait and see approach rather than a clear conviction call.
SAF
€336.10
Safran
7D
-5.8%
1Y
20.3%
Narrative Update • Jul 02

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

The analyst price target for Safran has been reduced by about €14 to reflect updated valuation work, which incorporates a slightly higher discount rate and modest tweaks to growth and profitability assumptions. This is broadly in line with the recent series of mostly lower Street price targets and neutral views on the stock.
AM
€287.00
Dassault Aviation société anonyme
7D
-6.2%
1Y
-5.2%
FGA
€11.34
Figeac Aero Société Anonyme
7D
-6.9%
1Y
5.5%
ALUAV
€40.00
Embention Sistemas Inteligentes
7D
2.6%
1Y
63.9%
Analysis Article • Jun 18

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

Embention Sistemas Inteligentes, S.A.'s ( EPA:MLUAV ) healthy profit numbers didn't contain any surprises for...
ALSOG
€37.50
Sogeclair
7D
0.3%
1Y
33.9%
FII
€65.40
Lisi
7D
-7.2%
1Y
68.6%
LAT
€0.014
Latécoère
7D
-2.7%
1Y
5.1%