Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 06, 2026
DataAggregated Company Financials
Companies6
- 7D2.6%
- 3M4.5%
- 1Y8.9%
- YTD10.2%
Over the last 7 days, the Infrastructure industry has risen 2.6%, driven by gains from Aeroports de Paris of 5.0%. This takes the industry's 12 month performance to a gain of 8.9%. As for the next few years, earnings are expected to grow by 7.3% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | €22.0b | €8.8b | €933.6m | 17.8x | 23.5x | 2.5x |
| Sat, 04 Jul 2026 | €21.9b | €8.7b | €713.6m | 23.5x | 30.7x | 2.5x |
| Mon, 01 Jun 2026 | €21.8b | €8.7b | €715.0m | 21.2x | 30.5x | 2.5x |
| Wed, 29 Apr 2026 | €21.4b | €8.7b | €715.0m | 21.6x | 29.9x | 2.5x |
| Fri, 27 Mar 2026 | €20.3b | €8.7b | €714.6m | 24.6x | 28.4x | 2.3x |
| Sun, 22 Feb 2026 | €21.7b | €8.6b | €652.5m | 22x | 33.3x | 2.5x |
| Tue, 20 Jan 2026 | €19.7b | €8.3b | €363.0m | 34.1x | 54.2x | 2.4x |
| Thu, 18 Dec 2025 | €21.3b | €8.3b | €363.0m | 32.3x | 58.6x | 2.6x |
| Sat, 15 Nov 2025 | €20.8b | €8.3b | €363.0m | 33.2x | 57.4x | 2.5x |
| Mon, 13 Oct 2025 | €19.9b | €8.3b | €362.3m | 32.3x | 54.9x | 2.4x |
| Wed, 10 Sep 2025 | €19.9b | €8.3b | €362.1m | 33.1x | 54.9x | 2.4x |
| Fri, 08 Aug 2025 | €20.4b | €8.3b | €362.1m | 34.7x | 56.3x | 2.4x |
| Sun, 06 Jul 2025 | €19.5b | €8.1b | €671.1m | 27.7x | 29.1x | 2.4x |
| Tue, 03 Jun 2025 | €20.8b | €8.1b | €671.7m | 17.6x | 31x | 2.6x |
| Thu, 01 May 2025 | €20.2b | €8.1b | €671.7m | 17.6x | 30x | 2.5x |
| Sat, 29 Mar 2025 | €18.6b | €8.1b | €672.2m | 22.3x | 27.6x | 2.3x |
| Mon, 24 Feb 2025 | €19.0b | €8.2b | €694.7m | 25.1x | 27.3x | 2.3x |
| Wed, 22 Jan 2025 | €19.5b | €7.9b | €1.1b | 16.3x | 17.4x | 2.5x |
| Fri, 20 Dec 2024 | €19.5b | €7.9b | €1.1b | 16x | 17.5x | 2.5x |
| Sun, 17 Nov 2024 | €18.9b | €7.9b | €1.1b | 16.3x | 16.9x | 2.4x |
| Tue, 15 Oct 2024 | €20.1b | €7.9b | €1.1b | 16.7x | 18x | 2.6x |
| Thu, 12 Sep 2024 | €20.6b | €7.9b | €1.1b | 13.6x | 18.4x | 2.6x |
| Sat, 10 Aug 2024 | €20.0b | €7.9b | €1.1b | 13.4x | 17.8x | 2.5x |
| Mon, 08 Jul 2024 | €20.8b | €7.7b | €975.4m | 14.2x | 21.3x | 2.7x |
| Wed, 05 Jun 2024 | €22.0b | €7.7b | €975.5m | 14.6x | 22.6x | 2.9x |
| Fri, 03 May 2024 | €21.1b | €7.7b | €975.5m | 14.6x | 21.6x | 2.8x |
| Sun, 31 Mar 2024 | €21.4b | €7.6b | €975.5m | 14.3x | 21.9x | 2.8x |
| Tue, 27 Feb 2024 | €21.3b | €7.8b | €1.0b | 16x | 21.1x | 2.7x |
| Thu, 25 Jan 2024 | €20.9b | €7.5b | €943.4m | 16.5x | 22.2x | 2.8x |
| Sat, 23 Dec 2023 | €20.8b | €7.5b | €943.4m | 16.2x | 22.1x | 2.8x |
| Mon, 20 Nov 2023 | €20.5b | €7.5b | €943.4m | 16.1x | 21.7x | 2.7x |
| Wed, 18 Oct 2023 | €18.7b | €7.5b | €943.0m | 15.4x | 19.8x | 2.5x |
| Fri, 15 Sep 2023 | €19.6b | €7.5b | €942.1m | 16x | 20.8x | 2.6x |
| Sun, 13 Aug 2023 | €20.7b | €7.5b | €944.6m | 16.9x | 21.9x | 2.7x |
Price to Earnings Ratio
21.9x
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 23.5x 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 | 2.55% | |
| Industrials | 6.78% | |
| Infrastructure | 2.62% | |
| Airport Services | 4.97% | |
| Highways and Railtracks | 0.068% | |
| Marine Ports and Services | -2.48% | |
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 | €18.55 | 0.1% +€10.9m | 12.7% | PE31x | |
| ALGIR Signaux Girod | €16.20 | 1.9% +€297.0k | 9.5% | PS0.2x |