Thales S.A.'s (EPA:HO) Earnings Haven't Escaped The Attention Of Investors
Jan 15
Have your own idea? Try our Stock Screener
French (CAC) Aerospace and Defense Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies14
- 7D4.0%
- 3M9.6%
- 1Y16.7%
- YTDn/a
Airbus is up 3.4%, leading the way for the Aerospace and Defense industry, which has gained 3.2%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 21% annually.
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, 21 Jan 2025 | €277.2b | €121.4b | €6.8b | 31.9x | 41x | 2.3x |
| Thu, 19 Dec 2024 | €265.1b | €121.3b | €6.7b | 29.6x | 39.3x | 2.2x |
| Sat, 16 Nov 2024 | €252.9b | €120.6b | €6.7b | 32.6x | 37.5x | 2.1x |
| Mon, 14 Oct 2024 | €242.2b | €119.8b | €6.6b | 31.1x | 36.9x | 2x |
| Wed, 11 Sep 2024 | €237.2b | €119.8b | €6.6b | 31.5x | 36.1x | 2x |
| Fri, 09 Aug 2024 | €238.2b | €119.7b | €6.6b | 31.5x | 36.3x | 2x |
| Sun, 07 Jul 2024 | €243.5b | €116.5b | €9.1b | 27.5x | 26.9x | 2.1x |
| Tue, 04 Jun 2024 | €267.8b | €116.1b | €9.0b | 28.6x | 29.6x | 2.3x |
| Thu, 02 May 2024 | €261.2b | €116.1b | €9.0b | 27.2x | 28.9x | 2.2x |
| Sat, 30 Mar 2024 | €275.5b | €115.1b | €8.9b | 26.9x | 30.9x | 2.4x |
| Mon, 26 Feb 2024 | €244.7b | €116.0b | €9.3b | 25.6x | 26.4x | 2.1x |
| Wed, 24 Jan 2024 | €234.5b | €112.0b | €9.2b | 23.8x | 25.4x | 2.1x |
| Fri, 22 Dec 2023 | €223.9b | €112.0b | €9.2b | 23.1x | 24.3x | 2x |
| Sun, 19 Nov 2023 | €220.6b | €112.1b | €9.2b | 24.6x | 23.9x | 2x |
| Tue, 17 Oct 2023 | €210.0b | €110.5b | €9.1b | 24.9x | 23.1x | 1.9x |
| Thu, 14 Sep 2023 | €214.2b | €110.5b | €9.1b | 25.5x | 23.6x | 1.9x |
| Sat, 12 Aug 2023 | €212.4b | €110.5b | €9.1b | 25.3x | 23.4x | 1.9x |
| Mon, 10 Jul 2023 | €208.3b | €105.2b | €2.9b | 24.9x | 70.8x | 2x |
| Wed, 07 Jun 2023 | €204.8b | €105.1b | €2.9b | 24.8x | 69.8x | 1.9x |
| Fri, 05 May 2023 | €201.9b | €105.4b | €3.7b | 24.2x | 55x | 1.9x |
| Sun, 02 Apr 2023 | €203.8b | €105.3b | €3.7b | 22.9x | 55.4x | 1.9x |
| Tue, 28 Feb 2023 | €201.8b | €105.1b | €3.6b | 22.9x | 56.8x | 1.9x |
| Thu, 26 Jan 2023 | €194.1b | €98.9b | €1.5b | 22.3x | 128.9x | 2x |
| Sat, 24 Dec 2022 | €181.9b | €98.9b | €1.5b | 21.2x | 120.8x | 1.8x |
| Mon, 21 Nov 2022 | €178.2b | €98.6b | €1.5b | 20x | 121.5x | 1.8x |
| Wed, 19 Oct 2022 | €162.2b | €95.8b | €1.2b | 18.8x | 134.7x | 1.7x |
| Fri, 16 Sep 2022 | €155.3b | €95.7b | €1.2b | 18.7x | 131.3x | 1.6x |
| Sun, 14 Aug 2022 | €171.8b | €95.7b | €1.2b | 22.3x | 145.3x | 1.8x |
| Tue, 12 Jul 2022 | €158.0b | €94.4b | €6.6b | 23.7x | 23.9x | 1.7x |
| Thu, 09 Jun 2022 | €168.8b | €94.4b | €6.6b | 23.6x | 25.6x | 1.8x |
| Sat, 07 May 2022 | €166.3b | €94.4b | €6.6b | 24.2x | 25.2x | 1.8x |
| Mon, 04 Apr 2022 | €170.8b | €92.9b | €5.7b | 24.7x | 29.8x | 1.8x |
| Wed, 02 Mar 2022 | €162.0b | €92.7b | €5.6b | 27.1x | 28.9x | 1.7x |
| Fri, 28 Jan 2022 | €164.4b | €94.8b | €6.8b | 21x | 24x | 1.7x |
Price to Earnings Ratio
24x
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 40.7x which is lower than its 3-year average PE of 52.6x.
- The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Aerospace and Defense industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 8.6% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Comparison
How does French Aerospace and Defense compare with similar industries?
| FR Market | 4.25% | |
| Industrials | 4.20% | |
| Aerospace & Defense | 4.04% | |
| Aerospace and Defense | 4.04% | |
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 | €163.42 | 5.1% +€6.3b | 8.9% | PE39.5x | |
| SAF Safran | €226.70 | 3.6% +€3.3b | 31.8% | PE57.7x | |
| HO Thales | €149.60 | 3.8% +€1.1b | 11.2% | PE32.2x | |
| MLHK H&K | €114.00 | 3.6% +€141.9m | 14.0% | PE158x | |
| FII Lisi | €26.40 | 8.9% +€98.0m | 20.0% | PE21.6x |
