Narrative Update • Sep 17
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French (CAC) Infrastructure Industry Analysis
UpdatedSep 21, 2026
DataAggregated Company Financials
Companies5
- 7D-0.01%
- 3M-1.0%
- 1Y7.9%
- YTD5.2%
In the last week, Infrastructure has been flat. As for the the longer term, the industry is up 7.9% over the past 12 months. Earnings are forecast to grow by 7.8% annually.
Industry Valuation and Performance
Has the French Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 21 Sep 2026 | €20.9b | €8.8b | €926.9m | 17.9x | 22.6x | 2.4x |
| Wed, 19 Aug 2026 | €21.2b | €8.8b | €933.6m | 17.1x | 22.8x | 2.4x |
| Fri, 17 Jul 2026 | €21.0b | €8.7b | €713.6m | 22.3x | 29.4x | 2.4x |
| Sun, 14 Jun 2026 | €20.8b | €8.7b | €715.0m | 21.2x | 29.1x | 2.4x |
| Tue, 12 May 2026 | €20.7b | €8.7b | €715.0m | 20.7x | 29x | 2.4x |
| Thu, 09 Apr 2026 | €22.5b | €8.7b | €715.0m | 22.2x | 31.5x | 2.6x |
| Sat, 07 Mar 2026 | €20.4b | €8.7b | €715.5m | 22.5x | 28.6x | 2.4x |
| Mon, 02 Feb 2026 | €20.3b | €8.3b | €363.5m | 21x | 55.9x | 2.4x |
| Wed, 31 Dec 2025 | €19.8b | €8.3b | €363.0m | 33.3x | 54.7x | 2.4x |
| Fri, 28 Nov 2025 | €21.3b | €8.3b | €363.0m | 33x | 58.7x | 2.6x |
| Sun, 26 Oct 2025 | €20.8b | €8.3b | €362.3m | 33.3x | 57.4x | 2.5x |
| Tue, 23 Sep 2025 | €19.4b | €8.3b | €362.3m | 32.5x | 53.7x | 2.3x |
| Thu, 21 Aug 2025 | €21.7b | €8.3b | €362.1m | 36.1x | 59.9x | 2.6x |
| Sat, 19 Jul 2025 | €19.6b | €8.1b | €671.1m | 27x | 29.2x | 2.4x |
| Mon, 16 Jun 2025 | €19.8b | €8.1b | €671.7m | 17.8x | 29.5x | 2.4x |
| Wed, 14 May 2025 | €20.7b | €8.1b | €671.7m | 17.9x | 30.7x | 2.5x |
| Fri, 11 Apr 2025 | €18.2b | €8.1b | €671.7m | 18x | 27.2x | 2.2x |
| Sun, 09 Mar 2025 | €18.8b | €8.1b | €670.7m | 26.6x | 28x | 2.3x |
| Tue, 04 Feb 2025 | €19.5b | €7.9b | €1.1b | 16.5x | 17.4x | 2.5x |
| Thu, 02 Jan 2025 | €19.6b | €7.9b | €1.1b | 16.3x | 17.5x | 2.5x |
| Sat, 30 Nov 2024 | €19.5b | €7.9b | €1.1b | 16.1x | 17.4x | 2.5x |
| Mon, 28 Oct 2024 | €19.5b | €7.9b | €1.1b | 16.4x | 17.4x | 2.5x |
| Wed, 25 Sep 2024 | €20.5b | €7.9b | €1.1b | 16.7x | 18.3x | 2.6x |
| Fri, 23 Aug 2024 | €20.4b | €7.9b | €1.1b | 13.4x | 18.1x | 2.6x |
| Sun, 21 Jul 2024 | €20.7b | €7.7b | €975.4m | 13.5x | 21.3x | 2.7x |
| Tue, 18 Jun 2024 | €19.7b | €7.7b | €975.5m | 13.7x | 20.2x | 2.6x |
| Thu, 16 May 2024 | €21.8b | €7.7b | €975.5m | 14.5x | 22.3x | 2.8x |
| Sat, 13 Apr 2024 | €20.4b | €7.6b | €975.5m | 14.7x | 20.9x | 2.7x |
| Mon, 11 Mar 2024 | €21.2b | €7.7b | €974.3m | 15.9x | 21.8x | 2.8x |
| Wed, 07 Feb 2024 | €21.4b | €7.5b | €943.4m | 17x | 22.7x | 2.8x |
| Fri, 05 Jan 2024 | €20.7b | €7.5b | €943.4m | 16.3x | 21.9x | 2.7x |
| Sun, 03 Dec 2023 | €20.6b | €7.5b | €943.4m | 16x | 21.9x | 2.7x |
| Tue, 31 Oct 2023 | €18.6b | €7.5b | €943.0m | 15.2x | 19.7x | 2.5x |
| Thu, 28 Sep 2023 | €19.3b | €7.5b | €942.0m | 16x | 20.5x | 2.6x |
Price to Earnings Ratio
20.5x
Current Industry PE
- Investors are pessimistic on the French Infrastructure 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 22.6x which is lower than its 3-year average PE of 29.6x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.3% 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 Trends
Which industries have driven the changes within the French Industrials industry?
| FR Market | -1.30% | |
| Industrials | 0.38% | |
| Infrastructure | -0.014% | |
| Highways and Railtracks | 0.58% | |
| Airport Services | -0.55% | |
| Marine Ports and Services | -7.63% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry, which is trading close to its 3-year average PE ratio of 27.9x.
- Analysts are expecting annual earnings growth of 3.8%, which is lower than the prior year's growth of 18.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 11% over the next 5 years.
- In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 3.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GET Getlink | €18.49 | 0.7% +€65.1m | 20.1% | PE30.9x |