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French (CAC) Aerospace and Defense Industry Analysis

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies15
  • 7D-1.0%
  • 3M6.5%
  • 1Y45.8%
  • YTDn/a

The Aerospace and Defense industry has stayed flat over the last week. The past year has been better, since the industry has gained 46% in that time. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Nov 2025€369.3b€134.2b€11.4b41.8x32.5x2.8x
Wed, 15 Oct 2025€369.6b€132.1b€11.2b34.7x32.9x2.8x
Fri, 12 Sep 2025€354.0b€132.0b€11.2b32.9x31.7x2.7x
Sun, 10 Aug 2025€339.4b€132.0b€11.2b34x30.4x2.6x
Tue, 08 Jul 2025€337.1b€128.7b€5.8b35.6x58.5x2.6x
Thu, 05 Jun 2025€333.3b€128.7b€5.7b30.2x58x2.6x
Sat, 03 May 2025€310.4b€128.6b€5.7b27.4x54x2.4x
Mon, 31 Mar 2025€318.2b€127.8b€5.5b31x57.4x2.5x
Wed, 26 Feb 2025€296.8b€125.2b€5.4b27x54.7x2.4x
Fri, 24 Jan 2025€285.5b€121.4b€6.8b32.9x42.2x2.4x
Sun, 22 Dec 2024€260.5b€121.3b€6.7b29.6x38.6x2.1x
Tue, 19 Nov 2024€253.9b€120.6b€6.7b32.6x37.7x2.1x
Thu, 17 Oct 2024€247.5b€119.8b€6.6b32.1x37.7x2.1x
Sat, 14 Sep 2024€240.7b€119.8b€6.6b31.9x36.7x2x
Mon, 12 Aug 2024€239.1b€119.7b€6.6b31.7x36.5x2x
Wed, 10 Jul 2024€239.4b€116.5b€9.1b26.6x26.4x2.1x
Fri, 07 Jun 2024€266.7b€116.4b€9.0b28.1x29.5x2.3x
Sun, 05 May 2024€262.4b€116.1b€9.0b27.3x29x2.3x
Tue, 02 Apr 2024€275.5b€115.1b€8.9b26.9x30.9x2.4x
Thu, 29 Feb 2024€249.6b€116.0b€9.3b25.5x27x2.2x
Sat, 27 Jan 2024€238.3b€112.0b€9.2b23.7x25.8x2.1x
Mon, 25 Dec 2023€224.4b€112.0b€9.2b23.1x24.3x2x
Wed, 22 Nov 2023€222.0b€112.1b€9.2b24.9x24.1x2x
Fri, 20 Oct 2023€208.5b€110.5b€9.1b24.6x23x1.9x
Sun, 17 Sep 2023€216.2b€110.5b€9.1b24.7x23.8x2x
Tue, 15 Aug 2023€212.1b€110.5b€9.1b25.2x23.4x1.9x
Thu, 13 Jul 2023€213.5b€105.2b€2.9b25.9x72.6x2x
Sat, 10 Jun 2023€205.2b€105.1b€2.9b24.7x70x2x
Mon, 08 May 2023€201.9b€105.1b€2.9b25.8x69.3x1.9x
Wed, 05 Apr 2023€205.4b€105.3b€3.7b23.3x55.9x2x
Fri, 03 Mar 2023€200.7b€105.1b€3.6b22.8x56.5x1.9x
Sun, 29 Jan 2023€191.9b€98.9b€1.5b22.2x126.6x1.9x
Tue, 27 Dec 2022€181.9b€98.9b€1.5b21.2x120.8x1.8x
Thu, 24 Nov 2022€179.5b€98.6b€1.5b20.2x122.4x1.8x
Price to Earnings Ratio

122.4x


Total Market Cap: €179.5bTotal Earnings: €1.5bTotal Revenue: €98.6bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace and Defense Industry Price to Earnings3Y Average 47.4x202320242025
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 33.0x which is lower than its 3-year average PE of 47.5x.
  • 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 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 Comparison

How does French Aerospace and Defense compare with similar industries?

FR Market1.75%
Industrials0.48%
Aerospace & Defense-0.95%
Aerospace and Defense-0.95%
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
AM Dassault Aviation société anonyme€286.804.2%
+€907.4m		49.5%PE28.7x
HO Thales€242.700.6%
+€287.5m		60.3%PE47.7x
FII Lisi€49.255.7%
+€121.1m		130.1%PE35.8x
EXA Exail Technologies€83.408.0%
+€105.2m		348.9%PE1234.1x
MLUAV Embention Sistemas Inteligentes€37.4010.0%
+€20.3m		87.0%PE46.8x

Latest News

AM
€286.80
Dassault Aviation société anonyme
7D
4.2%
1Y
49.5%

AM: European Defense Upside Will Drive Near-Term Performance Despite Civil Headwinds

Analysts have modestly increased their price target for Dassault Aviation société anonyme from €280 to €325. This reflects ongoing strength in the European defense sector, despite concerns about civil ramp delivery and valuations.
EXENS
€46.25
Exosens
7D
-1.4%
1Y
126.8%

EXENS: Recent Stake Acquisition and Defense Contract Will Shape Outlook Through 2028

Analysts have raised their price target for Exosens from $48.67 to $49.67, citing improved revenue growth forecasts and a slightly lower discount rate as key factors behind the increase. What's in the News Theon International Plc entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, making Theon the second largest shareholder upon completion.
HO
€242.70
Thales
7D
0.6%
1Y
60.3%

HO: Defense And Aerospace Momentum Will Drive Upside From Robust Sector Demand

Analysts have slightly raised their fair value estimate for Thales from €279.13 to €279.69. This reflects ongoing strength in Defense and Aerospace, though some concerns remain over Cyber margin pressures.
AIR
€207.30
Airbus
7D
-1.8%
1Y
49.6%
SAF
€305.90
Safran
7D
-1.0%
1Y
40.1%

Shareholders Would Enjoy A Repeat Of Safran's (EPA:SAF) Recent Growth In Returns

Nov 09
Shareholders Would Enjoy A Repeat Of Safran's (EPA:SAF) Recent Growth In Returns
FGA
€12.05
Figeac Aero Société Anonyme
7D
1.3%
1Y
114.4%
MLUAV
€37.40
Embention Sistemas Inteligentes
7D
10.0%
1Y
87.0%
FII
€49.25
Lisi
7D
5.7%
1Y
130.1%
ALNSE
€41.00
NSE
7D
-4.4%
1Y
42.4%
EXA
€83.40
Exail Technologies
7D
8.0%
1Y
348.9%
LAT
€0.014
Latécoère
7D
5.2%
1Y
102.9%
ALTD
€0.028
Tonner Drones
7D
9.0%
1Y
190.6%