Narrative Update • May 25
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Italian (Borsa Italiana) Aerospace and Defense Industry Analysis
UpdatedMay 31, 2026
DataAggregated Company Financials
Companies5
- 7D4.9%
- 3M-4.7%
- 1Y4.1%
- YTDn/a
In the last week, the Aerospace and Defense industry is up 4.9%, with Leonardo up 4.0%. This means that the industry has gained 4.1% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Industry Valuation and Performance
Has the Italian Aerospace and Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 31 May 2026 | €33.7b | €20.5b | €1.3b | 39.4x | 25.8x | 1.6x |
| Tue, 28 Apr 2026 | €32.0b | €20.2b | €1.2b | 41.6x | 25.8x | 1.6x |
| Thu, 26 Mar 2026 | €35.9b | €20.2b | €1.2b | 27.8x | 28.9x | 1.8x |
| Sat, 21 Feb 2026 | €35.8b | €19.8b | €1.1b | 32.1x | 33.5x | 1.8x |
| Mon, 19 Jan 2026 | €36.0b | €19.8b | €1.1b | 32.2x | 33.6x | 1.8x |
| Wed, 17 Dec 2025 | €27.6b | €19.8b | €1.1b | 25.2x | 25.8x | 1.4x |
| Fri, 14 Nov 2025 | €30.6b | €19.8b | €1.1b | 28x | 28.6x | 1.6x |
| Sun, 12 Oct 2025 | €32.1b | €19.3b | €1.1b | 29.1x | 30.4x | 1.7x |
| Tue, 09 Sep 2025 | €28.4b | €19.3b | €1.1b | 41.2x | 26.9x | 1.5x |
| Thu, 07 Aug 2025 | €29.7b | €19.3b | €1.1b | 40.6x | 28.1x | 1.5x |
| Sat, 05 Jul 2025 | €27.2b | €18.8b | €1.0b | 42x | 26.8x | 1.4x |
| Mon, 02 Jun 2025 | €31.9b | €18.8b | €1.0b | 41.4x | 31.5x | 1.7x |
| Wed, 30 Apr 2025 | €26.7b | €18.3b | €1.1b | 42.2x | 24.6x | 1.5x |
| Fri, 28 Mar 2025 | €27.3b | €18.3b | €1.1b | 48.8x | 25.2x | 1.5x |
| Sun, 23 Feb 2025 | €20.8b | €17.6b | €1.1b | 29.5x | 19.3x | 1.2x |
| Tue, 21 Jan 2025 | €17.1b | €17.6b | €1.1b | 27.5x | 15.9x | 1x |
| Thu, 19 Dec 2024 | €15.4b | €17.6b | €1.1b | 24.4x | 14.3x | 0.9x |
| Sat, 16 Nov 2024 | €14.7b | €17.6b | €717.8m | 26.2x | 20.5x | 0.8x |
| Mon, 14 Oct 2024 | €12.2b | €16.9b | €1.0b | 22.8x | 12.2x | 0.7x |
| Wed, 11 Sep 2024 | €12.1b | €16.8b | €1.0b | 32x | 12.1x | 0.7x |
| Fri, 09 Aug 2024 | €12.8b | €16.8b | €1.0b | 36x | 12.7x | 0.8x |
| Sun, 07 Jul 2024 | €13.5b | €16.4b | €719.5m | 37.4x | 18.8x | 0.8x |
| Tue, 04 Jun 2024 | €14.5b | €16.4b | €719.4m | 38x | 20.2x | 0.9x |
| Thu, 02 May 2024 | €13.0b | €15.7b | €674.0m | 41.3x | 19.4x | 0.8x |
| Sat, 30 Mar 2024 | €14.0b | €15.7b | €674.3m | 37.3x | 20.7x | 0.9x |
| Mon, 26 Feb 2024 | €11.4b | €15.6b | €821.7m | 35.8x | 13.9x | 0.7x |
| Wed, 24 Jan 2024 | €9.7b | €15.6b | €821.7m | 34.3x | 11.9x | 0.6x |
| Fri, 22 Dec 2023 | €8.9b | €15.6b | €821.7m | 32.6x | 10.8x | 0.6x |
| Sun, 19 Nov 2023 | €8.9b | €15.6b | €821.7m | 31.3x | 10.8x | 0.6x |
| Tue, 17 Oct 2023 | €8.6b | €15.5b | €871.7m | 30.4x | 9.9x | 0.6x |
| Thu, 14 Sep 2023 | €8.4b | €15.5b | €873.1m | 16.8x | 9.6x | 0.5x |
| Sat, 12 Aug 2023 | €8.1b | €15.5b | €867.8m | 13.9x | 9.3x | 0.5x |
| Mon, 10 Jul 2023 | €6.6b | €15.2b | €899.8m | 13.8x | 7.3x | 0.4x |
| Wed, 07 Jun 2023 | €6.3b | €15.2b | €899.8m | 13.6x | 7x | 0.4x |
Price to Earnings Ratio
7x
Current Industry PE
- Investors are optimistic on the Italian Aerospace and Defense industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.8x which is higher than its 3-year average PE of 19.7x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Aerospace and Defense industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Italian Aerospace and Defense compare with similar industries?
| IT Market | 0.96% | |
| Industrials | 1.75% | |
| Aerospace & Defense | 4.90% | |
| Aerospace and Defense | 4.90% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LDO Leonardo | €54.42 | 4.0% +€1.2b | 0.4% | PE24.3x | |
| AVIO Avio | €43.07 | 19.3% +€319.7m | 102.2% | PE188.3x | |
| OS Officina Stellare | €47.50 | 19.0% +€45.9m | 236.9% | PE213.9x |