Analysis Article • Jul 26
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 03, 2026
DataAggregated Company Financials
Companies6
- 7D6.3%
- 3M7.0%
- 1Y12.7%
- YTD11.1%
Over the last 7 days, the Infrastructure industry has risen 6.3%, driven by gains from Aeroports de Paris of 13%. This takes the industry's 12 month performance to a gain of 13%. Looking forward, earnings are forecast to grow by 7.4% 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, 03 Aug 2026 | €22.1b | €8.8b | €933.6m | 18.2x | 23.7x | 2.5x |
| Wed, 01 Jul 2026 | €21.6b | €8.7b | €713.6m | 23.4x | 30.3x | 2.5x |
| Fri, 29 May 2026 | €21.6b | €8.7b | €715.0m | 21.1x | 30.3x | 2.5x |
| Sun, 26 Apr 2026 | €21.6b | €8.7b | €715.0m | 21.8x | 30.1x | 2.5x |
| Tue, 24 Mar 2026 | €19.9b | €8.7b | €714.6m | 25.3x | 27.9x | 2.3x |
| Thu, 19 Feb 2026 | €21.6b | €8.3b | €363.5m | 21.8x | 59.5x | 2.6x |
| Sat, 17 Jan 2026 | €19.8b | €8.3b | €363.0m | 34.1x | 54.6x | 2.4x |
| Mon, 15 Dec 2025 | €21.6b | €8.3b | €363.0m | 32.3x | 59.5x | 2.6x |
| Wed, 12 Nov 2025 | €21.0b | €8.3b | €363.0m | 33.4x | 57.8x | 2.5x |
| Fri, 10 Oct 2025 | €19.9b | €8.3b | €362.3m | 32.3x | 54.9x | 2.4x |
| Sun, 07 Sep 2025 | €19.8b | €8.3b | €362.1m | 33.1x | 54.7x | 2.4x |
| Tue, 05 Aug 2025 | €19.8b | €8.3b | €362.1m | 34.1x | 54.8x | 2.4x |
| Thu, 03 Jul 2025 | €19.7b | €8.1b | €671.1m | 27.9x | 29.3x | 2.4x |
| Sat, 31 May 2025 | €21.1b | €8.1b | €671.7m | 18.4x | 31.4x | 2.6x |
| Mon, 28 Apr 2025 | €19.7b | €8.1b | €671.7m | 17.7x | 29.3x | 2.4x |
| Wed, 26 Mar 2025 | €18.7b | €8.1b | €672.2m | 21.4x | 27.9x | 2.3x |
| Fri, 21 Feb 2025 | €19.2b | €7.9b | €1.1b | 19x | 17.1x | 2.4x |
| Sun, 19 Jan 2025 | €19.5b | €7.9b | €1.1b | 16.3x | 17.5x | 2.5x |
| Tue, 17 Dec 2024 | €19.6b | €7.9b | €1.1b | 16x | 17.5x | 2.5x |
| Thu, 14 Nov 2024 | €18.6b | €7.9b | €1.1b | 16.3x | 16.6x | 2.4x |
| Sat, 12 Oct 2024 | €20.1b | €7.9b | €1.1b | 16.7x | 18x | 2.6x |
| Mon, 09 Sep 2024 | €20.6b | €7.9b | €1.1b | 13.5x | 18.4x | 2.6x |
| Wed, 07 Aug 2024 | €19.9b | €7.9b | €1.1b | 13.3x | 17.7x | 2.5x |
| Fri, 05 Jul 2024 | €20.5b | €7.7b | €975.4m | 14x | 21.1x | 2.7x |
| Sun, 02 Jun 2024 | €22.0b | €7.7b | €975.5m | 14.5x | 22.5x | 2.9x |
| Tue, 30 Apr 2024 | €20.5b | €7.7b | €975.5m | 14.6x | 21x | 2.7x |
| Thu, 28 Mar 2024 | €21.5b | €7.6b | €975.5m | 14x | 22x | 2.8x |
| Sat, 24 Feb 2024 | €21.7b | €7.8b | €1.0b | 16.3x | 21.6x | 2.8x |
| Mon, 22 Jan 2024 | €20.3b | €7.5b | €943.4m | 16x | 21.5x | 2.7x |
| Wed, 20 Dec 2023 | €20.9b | €7.5b | €943.4m | 16.2x | 22.2x | 2.8x |
| Fri, 17 Nov 2023 | €20.4b | €7.5b | €943.4m | 16.1x | 21.7x | 2.7x |
| Sun, 15 Oct 2023 | €18.7b | €7.5b | €943.0m | 15.4x | 19.8x | 2.5x |
| Tue, 12 Sep 2023 | €20.0b | €7.5b | €944.6m | 16.3x | 21.2x | 2.7x |
| Thu, 10 Aug 2023 | €20.8b | €7.5b | €944.6m | 16.9x | 22x | 2.8x |
Price to Earnings Ratio
22x
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 23.7x 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 | 0.95% | |
| Industrials | 2.35% | |
| Infrastructure | 6.26% | |
| Airport Services | 12.62% | |
| Marine Ports and Services | 0% | 0 |
| Highways and Railtracks | -0.30% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 27.5x.
- 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, although it looks like investor sentiment has improved given that it's trading above 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 | |
|---|---|---|---|---|---|
| ADP Aeroports de Paris | €119.90 | 12.7% +€1.3b | 11.7% | PE19.9x | |
| ALTOU Touax | €4.06 | 2.5% +€697.6k | -23.7% | PE16.5x | |
| ALGIR Signaux Girod | €16.85 | 4.0% +€643.5k | 16.2% | PS0.2x | |
| ALTPC Société Marseillaise du Tunnel Prado Carénage | €27.00 | 0.4% +€583.8k | -2.2% | PE15x |