Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 12, 2026
DataAggregated Company Financials
Companies6
- 7D-1.6%
- 3M3.8%
- 1Y2.8%
- YTD8.3%
Over the last 7 days, the Infrastructure industry has dropped 1.6%, driven by a pullback from Aeroports de Paris of 2.6%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 7.3% 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 |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | €21.6b | €8.8b | €933.6m | 17.6x | 23.1x | 2.5x |
| Fri, 10 Jul 2026 | €21.1b | €8.7b | €713.6m | 22.5x | 29.6x | 2.4x |
| Sun, 07 Jun 2026 | €20.7b | €8.7b | €715.0m | 21.7x | 29x | 2.4x |
| Tue, 05 May 2026 | €20.6b | €8.7b | €715.0m | 20.6x | 28.8x | 2.4x |
| Thu, 02 Apr 2026 | €21.4b | €8.7b | €714.6m | 25.3x | 29.9x | 2.5x |
| Sat, 28 Feb 2026 | €22.0b | €8.7b | €715.5m | 22.9x | 30.7x | 2.5x |
| Mon, 26 Jan 2026 | €19.7b | €8.3b | €363.0m | 33.8x | 54.4x | 2.4x |
| Wed, 24 Dec 2025 | €19.9b | €8.3b | €363.0m | 33.5x | 54.9x | 2.4x |
| Fri, 21 Nov 2025 | €20.4b | €8.3b | €363.0m | 32.1x | 56.1x | 2.4x |
| Sun, 19 Oct 2025 | €20.4b | €8.3b | €362.3m | 32.9x | 56.4x | 2.5x |
| Tue, 16 Sep 2025 | €20.0b | €8.3b | €362.1m | 33.4x | 55.4x | 2.4x |
| Thu, 14 Aug 2025 | €21.0b | €8.3b | €362.1m | 35.2x | 58x | 2.5x |
| Sat, 12 Jul 2025 | €19.4b | €8.1b | €671.1m | 27.5x | 29x | 2.4x |
| Mon, 09 Jun 2025 | €20.2b | €8.1b | €671.7m | 17.6x | 30.1x | 2.5x |
| Wed, 07 May 2025 | €20.8b | €8.1b | €671.7m | 17.9x | 31x | 2.6x |
| Fri, 04 Apr 2025 | €18.6b | €8.1b | €672.2m | 22.7x | 27.7x | 2.3x |
| Sun, 02 Mar 2025 | €18.7b | €8.2b | €694.7m | 25.4x | 26.9x | 2.3x |
| Tue, 28 Jan 2025 | €19.0b | €7.9b | €1.1b | 16.1x | 17x | 2.4x |
| Thu, 26 Dec 2024 | €19.5b | €7.9b | €1.1b | 16.2x | 17.4x | 2.5x |
| Sat, 23 Nov 2024 | €19.5b | €7.9b | €1.1b | 16.1x | 17.4x | 2.5x |
| Mon, 21 Oct 2024 | €20.2b | €7.9b | €1.1b | 16.7x | 18x | 2.6x |
| Wed, 18 Sep 2024 | €20.9b | €7.9b | €1.1b | 13.9x | 18.6x | 2.7x |
| Fri, 16 Aug 2024 | €20.3b | €7.9b | €1.1b | 13.4x | 18x | 2.6x |
| Sun, 14 Jul 2024 | €20.8b | €7.7b | €975.4m | 13.5x | 21.4x | 2.7x |
| Tue, 11 Jun 2024 | €22.2b | €7.7b | €975.5m | 14.4x | 22.8x | 2.9x |
| Thu, 09 May 2024 | €21.6b | €7.7b | €975.5m | 14.6x | 22.2x | 2.8x |
| Sat, 06 Apr 2024 | €20.8b | €7.6b | €975.5m | 14.5x | 21.4x | 2.7x |
| Mon, 04 Mar 2024 | €21.2b | €7.7b | €974.3m | 15.9x | 21.8x | 2.8x |
| Wed, 31 Jan 2024 | €21.1b | €7.5b | €943.4m | 16.8x | 22.4x | 2.8x |
| Fri, 29 Dec 2023 | €20.8b | €7.5b | €943.4m | 16.3x | 22.1x | 2.8x |
| Sun, 26 Nov 2023 | €20.6b | €7.5b | €943.4m | 16x | 21.8x | 2.7x |
| Tue, 24 Oct 2023 | €18.2b | €7.5b | €943.0m | 15x | 19.3x | 2.4x |
| Thu, 21 Sep 2023 | €20.1b | €7.5b | €942.0m | 16.2x | 21.3x | 2.7x |
| Sat, 19 Aug 2023 | €19.9b | €7.5b | €944.6m | 16.4x | 21x | 2.6x |
Price to Earnings Ratio
21x
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 23.1x 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 | 0.56% | |
| Industrials | 0.37% | |
| Infrastructure | -1.61% | |
| Marine Ports and Services | 0.76% | |
| Highways and Railtracks | -0.56% | |
| Airport Services | -2.54% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 27.6x.
- Analysts are expecting annual earnings growth of 2.8%, which is lower than the prior year's growth of 18.9% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 14.8x.
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 2.8% 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 | €18.62 | 0.4% +€43.4m | 11.8% | PE31.1x | |
| ALTPC Société Marseillaise du Tunnel Prado Carénage | €27.00 | 0.4% +€583.8k | -2.9% | PE15x | |
| ALTOU Touax | €4.00 | 1.5% +€418.5k | -30.3% | PE16.3x |