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French (CAC) Aerospace and Defense Industry Analysis

UpdatedNov 19, 2025
DataAggregated Company Financials
Companies15
  • 7D-2.5%
  • 3M7.8%
  • 1Y44.7%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has dropped 2.5%, driven by a pullback from Airbus of 3.2%. This takes the industry's 12 month performance to a gain of 45%. 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
Wed, 19 Nov 2025€365.9b€134.2b€11.4b41.4x32.2x2.7x
Fri, 17 Oct 2025€371.5b€132.1b€11.2b35.2x33.1x2.8x
Sun, 14 Sep 2025€355.6b€132.0b€11.2b33.1x31.8x2.7x
Tue, 12 Aug 2025€337.0b€132.0b€11.2b33x30.1x2.6x
Thu, 10 Jul 2025€343.0b€128.7b€5.8b37x59.5x2.7x
Sat, 07 Jun 2025€328.4b€128.7b€5.7b31.1x57.2x2.6x
Mon, 05 May 2025€310.4b€128.6b€5.7b27.4x54.1x2.4x
Wed, 02 Apr 2025€319.6b€127.9b€5.5b31.3x57.6x2.5x
Fri, 28 Feb 2025€300.1b€125.2b€5.4b27.3x55.4x2.4x
Sun, 26 Jan 2025€285.0b€121.4b€6.8b32.8x42.2x2.3x
Tue, 24 Dec 2024€259.5b€121.3b€6.7b29.5x38.4x2.1x
Thu, 21 Nov 2024€253.6b€120.6b€6.7b32.7x37.6x2.1x
Sat, 19 Oct 2024€253.6b€119.8b€6.6b32.4x38.6x2.1x
Mon, 16 Sep 2024€240.7b€119.8b€6.6b31.9x36.7x2x
Wed, 14 Aug 2024€239.5b€119.7b€6.6b31.9x36.5x2x
Fri, 12 Jul 2024€240.4b€116.5b€9.1b26.6x26.5x2.1x
Sun, 09 Jun 2024€263.4b€116.4b€9.0b30.3x29.2x2.3x
Tue, 07 May 2024€265.0b€116.1b€9.0b27.7x29.3x2.3x
Thu, 04 Apr 2024€272.3b€115.1b€8.9b26.9x30.5x2.4x
Sat, 02 Mar 2024€248.1b€116.0b€9.3b25.6x26.8x2.1x
Mon, 29 Jan 2024€238.3b€112.0b€9.2b23.7x25.8x2.1x
Wed, 27 Dec 2023€224.4b€112.0b€9.2b23.1x24.3x2x
Fri, 24 Nov 2023€223.1b€112.1b€9.2b24.8x24.2x2x
Sun, 22 Oct 2023€204.9b€110.5b€9.1b24.6x22.6x1.9x
Tue, 19 Sep 2023€215.1b€110.5b€9.1b24.8x23.7x1.9x
Thu, 17 Aug 2023€209.2b€110.5b€9.1b25.1x23x1.9x
Sat, 15 Jul 2023€212.0b€105.2b€2.9b26x72.1x2x
Mon, 12 Jun 2023€205.2b€105.1b€2.9b24.7x70x2x
Wed, 10 May 2023€201.7b€105.1b€2.9b26.1x69.2x1.9x
Fri, 07 Apr 2023€207.2b€105.3b€3.7b23.4x56.4x2x
Sun, 05 Mar 2023€202.1b€105.2b€3.6b23x56.8x1.9x
Tue, 31 Jan 2023€191.3b€98.9b€1.5b21.9x126.2x1.9x
Thu, 29 Dec 2022€182.0b€98.9b€1.5b21.2x120.9x1.8x
Sat, 26 Nov 2022€180.4b€98.6b€1.5b20.4x123x1.8x
Price to Earnings Ratio

123x


Total Market Cap: €180.4bTotal Earnings: €1.5bTotal Revenue: €98.6bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace and Defense Industry Price to Earnings3Y Average 47.2x202320242025
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 32.8x which is lower than its 3-year average PE of 47.2x.
  • 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 Market-2.29%
Industrials-2.37%
Aerospace & Defense-2.45%
Aerospace and Defense-2.45%
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€281.401.8%
+€391.1m		44.0%PE28.1x
FII Lisi€48.856.7%
+€139.4m		129.9%PE35.5x
EXA Exail Technologies€82.5010.4%
+€132.4m		343.5%PE1220.7x
MLUAV Embention Sistemas Inteligentes€40.0014.3%
+€29.9m		100.0%PE50.1x
FGA Figeac Aero Société Anonyme€12.303.4%
+€17.6m		118.9%PE150.7x

Latest News

SAF
€299.20
Safran
7D
-3.1%
1Y
37.2%

SAF: Aftermarket Performance Will Support Earnings Resilience Amid Market Uncertainty

Analysts have modestly raised their fair value estimate for Safran to €328.67. They cite improved revenue growth expectations and continued optimism about the company’s aftermarket earnings resilience.
AIR
€204.15
Airbus
7D
-3.2%
1Y
48.7%

AIR: Order Wins And Production Expansion Will Support Balanced Outlook Amid Execution Risks

Analysts have raised their price target for Airbus from €221.65 to €224.40, citing continued revenue growth, improved profit margins, and strong quarterly results as key factors supporting the modest upward revision. Analyst Commentary Recent analyst updates on Airbus reflect a balance of optimism around execution and growth, along with some caution regarding valuation and strategic headwinds.
AM
€281.40
Dassault Aviation société anonyme
7D
1.8%
1Y
44.0%

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
€45.40
Exosens
7D
-1.9%
1Y
121.3%

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
€238.80
Thales
7D
-0.7%
1Y
55.1%

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.
FGA
€12.30
Figeac Aero Société Anonyme
7D
3.4%
1Y
118.9%
ALODY
€32.45
Odyssee Technologies
7D
1.4%
1Y
n/a
MLUAV
€40.00
Embention Sistemas Inteligentes
7D
14.3%
1Y
100.0%
FII
€48.85
Lisi
7D
6.7%
1Y
129.9%
ALNSE
€40.90
NSE
7D
-2.6%
1Y
41.0%
ALSOG
€25.20
Sogeclair
7D
-0.4%
1Y
40.4%
EXA
€82.50
Exail Technologies
7D
10.4%
1Y
343.5%
MLHK
€46.00
H&K
7D
-1.7%
1Y
-55.8%

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
ALTD
€0.027
Tonner Drones
7D
-0.4%
1Y
203.4%