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French (CAC) Aerospace and Defense Industry Analysis

UpdatedSep 30, 2025
DataAggregated Company Financials
Companies15
  • 7D1.1%
  • 3M10.8%
  • 1Y49.9%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has remained flat, although notably Thales gained 5.1%. As for the the longer term, the industry is up 49% over the past 12 months. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Sep 2025€364.3b€132.1b€11.2b38x32.5x2.8x
Thu, 28 Aug 2025€338.0b€132.0b€11.2b33.1x30.2x2.6x
Sat, 26 Jul 2025€335.4b€129.8b€5.7b40.3x59.2x2.6x
Mon, 23 Jun 2025€324.7b€128.7b€5.8b38.6x56.3x2.5x
Wed, 21 May 2025€321.7b€128.6b€5.7b28.8x56.1x2.5x
Fri, 18 Apr 2025€280.5b€127.9b€5.5b25.7x50.6x2.2x
Sun, 16 Mar 2025€321.4b€127.7b€5.6b28.8x57.2x2.5x
Tue, 11 Feb 2025€291.6b€121.4b€6.8b33.8x43.1x2.4x
Thu, 09 Jan 2025€268.2b€121.4b€6.8b31.1x39.7x2.2x
Sat, 07 Dec 2024€262.9b€120.7b€6.7b30.5x39x2.2x
Mon, 04 Nov 2024€252.0b€120.6b€6.7b32.2x37.4x2.1x
Wed, 02 Oct 2024€241.5b€119.8b€6.6b31.5x36.8x2x
Fri, 30 Aug 2024€247.9b€119.8b€6.6b32.6x37.7x2.1x
Sun, 28 Jul 2024€238.1b€117.6b€9.2b24.4x25.9x2x
Tue, 25 Jun 2024€256.5b€116.4b€9.0b30x28.4x2.2x
Thu, 23 May 2024€272.0b€116.1b€9.0b29.1x30.1x2.3x
Sat, 20 Apr 2024€266.7b€115.1b€8.9b27.1x29.9x2.3x
Mon, 18 Mar 2024€261.6b€115.1b€8.9b26.5x29.3x2.3x
Wed, 14 Feb 2024€237.1b€112.0b€9.2b23.8x25.7x2.1x
Fri, 12 Jan 2024€231.2b€112.0b€9.2b24.4x25.1x2.1x
Sun, 10 Dec 2023€229.7b€112.0b€9.2b23.8x24.9x2.1x
Tue, 07 Nov 2023€212.4b€110.5b€9.1b24.3x23.4x1.9x
Thu, 05 Oct 2023€207.1b€110.5b€9.1b23.4x22.8x1.9x
Sat, 02 Sep 2023€214.8b€110.5b€9.1b25.6x23.7x1.9x
Mon, 31 Jul 2023€216.3b€110.5b€9.1b25.5x23.8x2x
Wed, 28 Jun 2023€206.9b€105.1b€2.9b24.9x70.5x2x
Fri, 26 May 2023€202.4b€105.1b€2.9b25.3x69x1.9x
Sun, 23 Apr 2023€209.7b€105.4b€3.7b23.7x57.2x2x
Tue, 21 Mar 2023€196.3b€105.7b€3.6b22.4x54.6x1.9x
Thu, 16 Feb 2023€191.6b€98.9b€1.5b22.6x126.4x1.9x
Sat, 14 Jan 2023€187.9b€98.9b€1.5b21.2x124.8x1.9x
Mon, 12 Dec 2022€178.2b€98.6b€1.5b20.4x121.5x1.8x
Wed, 09 Nov 2022€178.7b€98.6b€1.5b20.1x121.9x1.8x
Fri, 07 Oct 2022€151.9b€95.8b€1.2b17.1x126.2x1.6x
Price to Earnings Ratio

126.2x


Total Market Cap: €151.9bTotal Earnings: €1.2bTotal Revenue: €95.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace and Defense Industry Price to Earnings3Y Average 51.5x202320242025
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 32.3x which is lower than its 3-year average PE of 51.6x.
  • The 3-year average PS ratio of 2.1x 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 110% 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 Market0.83%
Industrials0.75%
Aerospace & Defense1.09%
Aerospace and Defense1.09%
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
HO Thales€263.505.1%
+€2.6b		84.8%PE51.7x
SAF Safran€295.800.5%
+€586.6m		40.1%PE28.7x
AIR Airbus€195.780.3%
+€506.4m		49.2%PE31.4x
AM Dassault Aviation société anonyme€286.401.3%
+€281.6m		54.8%PE28.6x
LAT Latécoère€0.01327.9%
+€36.8m		47.8%PS0.2x

Latest News

FII
€46.45
Lisi
7D
-2.7%
1Y
75.3%

Here's Why We Think Lisi (EPA:FII) Might Deserve Your Attention Today

Sep 28
Here's Why We Think Lisi (EPA:FII) Might Deserve Your Attention Today
LAT
€0.013
Latécoère
7D
27.9%
1Y
47.8%
MLHK
€51.50
H&K
7D
-1.0%
1Y
-52.3%

A Look At The Fair Value Of H&K AG (EPA:MLHK)

Sep 23
A Look At The Fair Value Of H&K AG (EPA:MLHK)
EXA
€98.00
Exail Technologies
7D
-1.9%
1Y
460.0%

Exail Technologies' (EPA:EXA) Performance Is Even Better Than Its Earnings Suggest

Sep 22
Exail Technologies' (EPA:EXA) Performance Is Even Better Than Its Earnings Suggest
HO
€263.50
Thales
7D
5.1%
1Y
84.8%

European Defense And Cybersecurity Trends Will Fuel Aerospace And Space Opportunities

Thales' consensus analyst price target saw a slight downward revision to €275.56 as bullish drivers such as strong defense sector demand and order visibility were partially offset by valuation concerns, though the overall outlook remains broadly positive. Analyst Commentary Bullish analysts cite robust rearmament cycles and elevated defense sector demand as key drivers for higher price targets.
SAF
€295.80
Safran
7D
0.5%
1Y
40.1%

Air Travel And Defense Will Shape Aerospace Markets By 2028

Consensus analyst price targets for Safran have been raised to €311.43, reflecting improved sector outlooks, robust aerospace demand recovery, and ongoing strength in the engine aftermarket, with broad-based institutional confidence supporting expectations for continued earnings growth and capital returns. Analyst Commentary Bullish analysts highlight strong demand recovery in the European aerospace market, especially as travel demand outpaces supply.
AIR
€195.78
Airbus
7D
0.3%
1Y
49.2%

Emerging Markets And Decarbonization Will Shape Future Aviation

Analysts have raised their price target for Airbus to €200.26, supported by strong aircraft replacement demand, a durable order backlog, improved supply chain management, and a positive long-term outlook for air travel and deliveries. Analyst Commentary Bullish analysts cite pent-up aircraft replacement demand providing revenue and earnings visibility through at least 2030.
ALSOG
€25.60
Sogeclair
7D
-0.4%
1Y
31.6%

Shareholders Will Be Pleased With The Quality of Sogeclair's (EPA:ALSOG) Earnings

Sep 19
Shareholders Will Be Pleased With The Quality of Sogeclair's (EPA:ALSOG) Earnings
EXENS
€44.00
Exosens
7D
0.8%
1Y
117.8%
ALTD
€0.026
Tonner Drones
7D
-7.0%
1Y
223.2%
AM
€286.40
Dassault Aviation société anonyme
7D
1.3%
1Y
54.8%

International Defense Orders And Business Jets Will Expand Global Presence

Analysts raised Dassault Aviation’s price target to €329.00, citing strong order momentum, sustained Rafale production rates, and the increasing value of its Thales stake as drivers of improved fundamentals and long-term outlook. Analyst Commentary Strong order momentum has led to a significant increase in backlog, supporting higher valuation expectations.
ALNSE
€43.40
NSE
7D
3.1%
1Y
45.6%

Returns On Capital Signal Tricky Times Ahead For NSE (EPA:ALNSE)

Aug 28
Returns On Capital Signal Tricky Times Ahead For NSE (EPA:ALNSE)
MLUAV
€23.40
Embention Sistemas Inteligentes
7D
-2.5%
1Y
25.8%

Embention Sistemas Inteligentes (EPA:MLUAV) Is Achieving High Returns On Its Capital

Aug 25
Embention Sistemas Inteligentes (EPA:MLUAV) Is Achieving High Returns On Its Capital
FGA
€11.65
Figeac Aero Société Anonyme
7D
3.6%
1Y
98.8%