Narrative Update • May 01
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French (CAC) Infrastructure Industry Analysis
UpdatedMay 23, 2026
DataAggregated Company Financials
Companies6
- 7D2.4%
- 3M-3.0%
- 1Y0.6%
- YTD5.7%
Last week, the Infrastructure industry hasn't moved much but Aeroports de Paris is up 4.5% in that time. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | €21.1b | €8.7b | €715.0m | 21.4x | 29.5x | 2.4x |
| Mon, 20 Apr 2026 | €22.2b | €8.7b | €715.0m | 22.3x | 31.1x | 2.6x |
| Wed, 18 Mar 2026 | €20.3b | €8.7b | €715.5m | 23.2x | 28.4x | 2.3x |
| Fri, 13 Feb 2026 | €21.4b | €8.3b | €363.5m | 21.4x | 58.9x | 2.6x |
| Sun, 11 Jan 2026 | €20.6b | €8.3b | €363.0m | 34.7x | 56.9x | 2.5x |
| Tue, 09 Dec 2025 | €20.7b | €8.3b | €363.0m | 32.2x | 57.1x | 2.5x |
| Thu, 06 Nov 2025 | €21.0b | €8.3b | €363.0m | 33.5x | 57.8x | 2.5x |
| Sat, 04 Oct 2025 | €20.0b | €8.3b | €362.3m | 33.2x | 55.3x | 2.4x |
| Mon, 01 Sep 2025 | €20.1b | €8.3b | €362.1m | 34.1x | 55.6x | 2.4x |
| Wed, 30 Jul 2025 | €19.8b | €8.0b | €611.1m | 31.8x | 32.4x | 2.5x |
| Fri, 27 Jun 2025 | €19.6b | €8.1b | €671.7m | 17.5x | 29.1x | 2.4x |
| Sun, 25 May 2025 | €20.9b | €8.1b | €671.7m | 18.7x | 31.1x | 2.6x |
| Tue, 22 Apr 2025 | €19.4b | €8.1b | €671.7m | 17.5x | 28.8x | 2.4x |
| Thu, 20 Mar 2025 | €18.7b | €8.1b | €670.7m | 27.3x | 27.9x | 2.3x |
| Sat, 15 Feb 2025 | €20.4b | €7.9b | €1.1b | 18.9x | 18.3x | 2.6x |
| Mon, 13 Jan 2025 | €19.0b | €7.9b | €1.1b | 16.1x | 17x | 2.4x |
| Wed, 11 Dec 2024 | €20.2b | €7.9b | €1.1b | 16x | 18.1x | 2.6x |
| Fri, 08 Nov 2024 | €18.9b | €7.9b | €1.1b | 16.4x | 16.9x | 2.4x |
| Sun, 06 Oct 2024 | €19.7b | €7.9b | €1.1b | 16.7x | 17.6x | 2.5x |
| Tue, 03 Sep 2024 | €20.8b | €7.9b | €1.1b | 13.4x | 18.5x | 2.6x |
| Thu, 01 Aug 2024 | €21.2b | €7.9b | €1.1b | 13.5x | 18.9x | 2.7x |
| Sat, 29 Jun 2024 | €19.8b | €7.7b | €975.5m | 13.5x | 20.3x | 2.6x |
| Mon, 27 May 2024 | €21.3b | €7.7b | €975.5m | 14.5x | 21.8x | 2.8x |
| Wed, 24 Apr 2024 | €20.5b | €7.7b | €975.5m | 14.6x | 21x | 2.7x |
| Fri, 22 Mar 2024 | €21.2b | €7.7b | €976.9m | 13.5x | 21.7x | 2.8x |
| Sun, 18 Feb 2024 | €20.5b | €7.8b | €1.0b | 15.5x | 20.4x | 2.6x |
| Tue, 16 Jan 2024 | €20.9b | €7.5b | €943.4m | 16.3x | 22.2x | 2.8x |
| Thu, 14 Dec 2023 | €21.0b | €7.5b | €943.4m | 16.3x | 22.2x | 2.8x |
| Sat, 11 Nov 2023 | €19.5b | €7.5b | €943.0m | 15.8x | 20.7x | 2.6x |
| Mon, 09 Oct 2023 | €18.6b | €7.5b | €943.0m | 15.5x | 19.8x | 2.5x |
| Wed, 06 Sep 2023 | €20.5b | €7.5b | €944.6m | 16.7x | 21.7x | 2.7x |
| Fri, 04 Aug 2023 | €20.5b | €7.5b | €944.6m | 16.7x | 21.8x | 2.7x |
| Sun, 02 Jul 2023 | €21.6b | €6.6b | €788.5m | 18.7x | 27.4x | 3.3x |
| Tue, 30 May 2023 | €23.2b | €6.6b | €785.8m | 19.8x | 29.5x | 3.5x |
Price to Earnings Ratio
29.5x
Current Industry PE
- Investors are relatively neutral on the French Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 29.4x.
- The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have declined 3.1% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.3% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Industrials industry?
| FR Market | 2.05% | |
| Industrials | 1.58% | |
| Infrastructure | 2.39% | |
| Airport Services | 4.47% | |
| Highways and Railtracks | 0.27% | |
| Marine Ports and Services | -3.59% | |
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 1.9%, which is higher than its past year's earnings growth of 0.9% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 14.1x.
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 65% over the next 5 years.
- This is better than its past earnings decline of 29% per year.
- In contrast, the Highways and Railtracks industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| ADP Aeroports de Paris | €109.20 | 4.5% +€465.0m | -4.4% | PE28.3x | |
| GET Getlink | €18.45 | 0.3% +€27.1m | 6.8% | PE31.3x | |
| ALGIR Signaux Girod | €16.50 | 3.1% +€495.0k | 12.2% | PE21.4x |