Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 18, 2026
DataAggregated Company Financials
Companies6
- 7D-2.1%
- 3M2.4%
- 1Y-1.7%
- YTD5.9%
Over the last 7 days, the Infrastructure industry has dropped 2.1%, driven by a pullback from Aeroports de Paris of 4.6%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 7.2% 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 |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | €21.1b | €8.8b | €933.6m | 17.1x | 22.6x | 2.4x |
| Thu, 16 Jul 2026 | €21.1b | €8.7b | €713.6m | 22.4x | 29.6x | 2.4x |
| Sat, 13 Jun 2026 | €20.8b | €8.7b | €715.0m | 21.2x | 29.1x | 2.4x |
| Mon, 11 May 2026 | €20.9b | €8.7b | €715.0m | 20.7x | 29.2x | 2.4x |
| Wed, 08 Apr 2026 | €21.7b | €8.7b | €715.0m | 22.9x | 30.4x | 2.5x |
| Fri, 06 Mar 2026 | €20.7b | €8.7b | €715.5m | 22.9x | 29x | 2.4x |
| Sun, 01 Feb 2026 | €20.3b | €8.3b | €363.0m | 35.3x | 56x | 2.4x |
| Tue, 30 Dec 2025 | €19.8b | €8.3b | €363.0m | 33.4x | 54.5x | 2.4x |
| Thu, 27 Nov 2025 | €21.0b | €8.3b | €363.0m | 32.5x | 57.8x | 2.5x |
| Sat, 25 Oct 2025 | €20.8b | €8.3b | €362.3m | 33.3x | 57.4x | 2.5x |
| Mon, 22 Sep 2025 | €19.4b | €8.3b | €362.3m | 32.3x | 53.6x | 2.3x |
| Wed, 20 Aug 2025 | €21.8b | €8.3b | €362.1m | 35.8x | 60.1x | 2.6x |
| Fri, 18 Jul 2025 | €19.5b | €8.1b | €671.1m | 27x | 29.1x | 2.4x |
| Sun, 15 Jun 2025 | €19.8b | €8.1b | €671.7m | 17.8x | 29.5x | 2.4x |
| Tue, 13 May 2025 | €20.6b | €8.1b | €671.7m | 17.9x | 30.7x | 2.5x |
| Thu, 10 Apr 2025 | €17.7b | €8.1b | €671.7m | 17.3x | 26.3x | 2.2x |
| Sat, 08 Mar 2025 | €18.8b | €8.1b | €670.7m | 26.6x | 28x | 2.3x |
| Mon, 03 Feb 2025 | €19.5b | €7.9b | €1.1b | 16.6x | 17.4x | 2.5x |
| Wed, 01 Jan 2025 | €19.6b | €7.9b | €1.1b | 16.3x | 17.5x | 2.5x |
| Fri, 29 Nov 2024 | €19.6b | €7.9b | €1.1b | 16.1x | 17.5x | 2.5x |
| Sun, 27 Oct 2024 | €19.5b | €7.9b | €1.1b | 16.4x | 17.4x | 2.5x |
| Tue, 24 Sep 2024 | €20.4b | €7.9b | €1.1b | 14.9x | 18.2x | 2.6x |
| Thu, 22 Aug 2024 | €20.3b | €7.9b | €1.1b | 13.3x | 18.1x | 2.6x |
| Sat, 20 Jul 2024 | €20.7b | €7.7b | €975.4m | 13.5x | 21.3x | 2.7x |
| Mon, 17 Jun 2024 | €19.8b | €7.7b | €975.5m | 13.9x | 20.3x | 2.6x |
| Wed, 15 May 2024 | €21.9b | €7.7b | €975.5m | 14.5x | 22.5x | 2.9x |
| Fri, 12 Apr 2024 | €20.4b | €7.6b | €975.5m | 14.5x | 21x | 2.7x |
| Sun, 10 Mar 2024 | €21.2b | €7.7b | €974.3m | 15.9x | 21.8x | 2.8x |
| Tue, 06 Feb 2024 | €21.2b | €7.5b | €943.4m | 16.9x | 22.5x | 2.8x |
| Thu, 04 Jan 2024 | €20.4b | €7.5b | €943.4m | 16.1x | 21.7x | 2.7x |
| Sat, 02 Dec 2023 | €20.6b | €7.5b | €943.4m | 16x | 21.9x | 2.7x |
| Mon, 30 Oct 2023 | €18.5b | €7.5b | €943.0m | 15.2x | 19.6x | 2.5x |
| Wed, 27 Sep 2023 | €19.1b | €7.5b | €942.0m | 15.9x | 20.3x | 2.5x |
| Fri, 25 Aug 2023 | €20.1b | €7.5b | €944.6m | 16.6x | 21.3x | 2.7x |
Price to Earnings Ratio
21.3x
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 | -2.02% | |
| Industrials | -0.33% | |
| Infrastructure | -2.12% | |
| Highways and Railtracks | 0.52% | |
| Marine Ports and Services | 0% | 0 |
| Airport Services | -4.51% | |
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 14.9x.
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 | €18.82 | 1.8% +€184.5m | 10.9% | PE31.4x | |
| MLAIG Andino Inversiones Global | €3.00 | 6.4% +€3.7m | 0% | n/a | |
| ALGIR Signaux Girod | €16.45 | 1.5% +€247.5k | 9.3% | PS0.2x | |
| ALTOU Touax | €3.99 | 0.3% +€69.8k | -27.7% | PE16.2x |