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French (CAC) Aerospace and Defense Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies15
  • 7D2.2%
  • 3M-6.3%
  • 1Y8.5%
  • YTDn/a

The Aerospace and Defense industry is up 2.2% in the last week, with Safran up 4.9%. This means that the industry has gained 8.5% over the past year. Looking forward, earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 May 2026€340.0b€138.1b€15.0b29.3x22.7x2.5x
Tue, 07 Apr 2026€340.9b€138.9b€15.2b34x22.4x2.5x
Thu, 05 Mar 2026€364.5b€137.3b€14.4b37.8x25.4x2.7x
Sat, 31 Jan 2026€363.8b€134.3b€11.3b38.7x32.1x2.7x
Mon, 29 Dec 2025€356.8b€134.3b€11.3b40.4x31.4x2.7x
Wed, 26 Nov 2025€354.3b€134.2b€11.4b37.6x31.2x2.6x
Fri, 24 Oct 2025€377.1b€132.1b€11.2b37.7x33.6x2.9x
Sun, 21 Sep 2025€357.3b€132.1b€11.2b37x32x2.7x
Tue, 19 Aug 2025€348.9b€132.0b€11.2b34.1x31.2x2.6x
Thu, 17 Jul 2025€341.0b€128.7b€5.8b41.2x59.2x2.7x
Sat, 14 Jun 2025€316.7b€128.7b€5.8b32.8x55x2.5x
Mon, 12 May 2025€313.0b€128.6b€5.7b28.2x54.5x2.4x
Wed, 09 Apr 2025€279.3b€127.9b€5.5b26.1x50.4x2.2x
Fri, 07 Mar 2025€326.4b€127.7b€5.6b28.6x58.1x2.6x
Sun, 02 Feb 2025€288.1b€121.4b€6.8b32.8x42.6x2.4x
Tue, 31 Dec 2024€260.7b€121.4b€6.8b29.6x38.6x2.1x
Thu, 28 Nov 2024€251.4b€120.6b€6.7b30.2x37.3x2.1x
Sat, 26 Oct 2024€253.1b€119.8b€6.6b32.8x38.6x2.1x
Mon, 23 Sep 2024€243.6b€119.8b€6.6b31.8x37.1x2x
Wed, 21 Aug 2024€243.6b€119.7b€6.6b31.8x37.1x2x
Fri, 19 Jul 2024€237.6b€116.5b€9.1b26.4x26.2x2x
Sun, 16 Jun 2024€246.1b€116.4b€9.0b28.7x27.2x2.1x
Tue, 14 May 2024€268.1b€116.1b€9.0b28.5x29.7x2.3x
Thu, 11 Apr 2024€268.0b€115.1b€8.9b27.3x30x2.3x
Sat, 09 Mar 2024€254.7b€115.1b€8.9b28.8x28.6x2.2x
Mon, 05 Feb 2024€239.6b€112.0b€9.2b24.3x26x2.1x
Wed, 03 Jan 2024€226.1b€112.0b€9.2b23.4x24.5x2x
Fri, 01 Dec 2023€223.3b€112.0b€9.2b23.4x24.2x2x
Sun, 29 Oct 2023€209.5b€110.5b€9.1b24.7x23.1x1.9x
Tue, 26 Sep 2023€205.5b€110.5b€9.1b24x22.7x1.9x
Thu, 24 Aug 2023€211.3b€110.5b€9.1b25.2x23.3x1.9x
Sat, 22 Jul 2023€213.1b€104.3b€3.0b25.2x70.3x2x
Mon, 19 Jun 2023€211.2b€105.1b€2.9b25.6x72x2x
Wed, 17 May 2023€207.9b€105.1b€2.9b26.4x70.9x2x
Price to Earnings Ratio

70.9x


Total Market Cap: €207.9bTotal Earnings: €2.9bTotal Revenue: €105.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Aerospace and Defense Industry Price to Earnings3Y Average 37x202420252026
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 22.7x which is lower than its 3-year average PE of 37.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
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 Market0.50%
Industrials1.78%
Aerospace & Defense2.20%
Aerospace and Defense2.20%
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
SAF Safran€286.304.9%
+€5.5b		15.4%PE16.6x
AIR Airbus€179.882.9%
+€3.9b		13.5%PE28.2x
FII Lisi€65.405.1%
+€146.3m		131.1%PE47.2x
FGA Figeac Aero Société Anonyme€10.9610.4%
+€45.4m		24.5%PS1.1x
ALSOG Sogeclair€36.6010.2%
+€10.4m		55.1%PE19.6x

Latest News

SAF
€286.30
Safran
7D
4.9%
1Y
15.4%
EXENS
€60.05
Exosens
7D
-7.4%
1Y
72.1%
Narrative Update • May 09

EXENS: Defense Backlog And Higher P E Range Will Shape Upside Outlook

Exosens' updated analyst price target has edged higher by about €0.30, with the adjustment supported by recent target increases from Berenberg, JPMorgan, Deutsche Bank and Citi. These changes reflect refreshed assumptions on growth, profitability and P/E multiples.
AM
€290.00
Dassault Aviation société anonyme
7D
-2.3%
1Y
-7.8%
ALTD
€0.035
Tonner Drones
7D
4.9%
1Y
75.1%
AIR
€179.88
Airbus
7D
2.9%
1Y
13.5%
ALSOG
€36.60
Sogeclair
7D
10.2%
1Y
55.1%
LAT
€0.015
Latécoère
7D
3.3%
1Y
8.4%
HO
€227.90
Thales
7D
-2.6%
1Y
-7.5%
Narrative Update • Apr 23

HO: Defence Strength And Rising Earnings Assumptions Will Drive Future Upside Potential

Analysts have lifted the Thales price target by roughly €9, supported by updated assumptions on fair value, revenue growth, profit margin, a slightly lower future P/E multiple, and recent target changes from several research houses including UBS, Deutsche Bank, Citi, JPMorgan and Jefferies. Analyst Commentary Recent research has focused on how current execution, especially in different business segments, lines up with where the shares are trading and where analysts see fair value.
FII
€65.40
Lisi
7D
5.1%
1Y
131.1%
MLHK
€35.00
H&K
7D
-4.6%
1Y
-78.1%
EXA
€109.20
Exail Technologies
7D
-11.7%
1Y
104.9%
ALNSE
€49.20
NSE
7D
-5.7%
1Y
11.8%
MLUAV
€37.00
Embention Sistemas Inteligentes
7D
-6.1%
1Y
74.5%
FGA
€10.96
Figeac Aero Société Anonyme
7D
10.4%
1Y
24.5%
Analysis Article • Feb 13

Returns On Capital Are Showing Encouraging Signs At Figeac Aero Société Anonyme (EPA:FGA)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...