Will France’s Falcon 2000 Albatros Order Reshape Dassault Aviation's (ENXTPA:AM) Defense Leadership?

• On September 26, 2025, the French Defense Procurement and Technology Agency (DGA) placed an order with Dassault Aviation for five Falcon 2000 Albatros aircraft under the AVSIMAR program, complementing previous orders and highlighting the aircraft’s specialized maritime surveillance capabilities.
• This collaboration further cements Dassault’s reputation as a key supplier for France’s defense modernization while showcasing ongoing demand for advanced, multi-mission aircraft solutions.
• We'll explore how this important Falcon 2000 Albatros order strengthens Dassault Aviation's investment case amid robust defense sector growth.

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Dassault Aviation société anonyme Investment Narrative Recap

For investors considering Dassault Aviation, the key conviction centers on the company’s ability to convert a robust order book in defense and business jets into sustainable profit growth, amid global defense spending tailwinds. The recent Falcon 2000 Albatros order strengthens confidence in Dassault’s order backlog, but on its own does not dramatically affect the main short-term catalyst, Rafale export contract deliveries, nor does it resolve the ongoing supply chain risks facing the business.

Among recent announcements, the production of the 300th Rafale stands out as most relevant, reinforcing Dassault’s industrial scale and export momentum, both crucial for near-term revenue realization. This milestone highlights the ongoing importance of Rafale deliveries to growth, particularly as export backlogs remain the company’s leading revenue driver.

However, investors should not lose sight of supply chain disruptions that could unexpectedly...

Read the full narrative on Dassault Aviation société anonyme (it's free!)

Dassault Aviation société anonyme's narrative projects €10.6 billion revenue and €1.6 billion earnings by 2028. This requires 16.4% yearly revenue growth and nearly double the earnings increase from €782.1 million today.

Uncover how Dassault Aviation société anonyme's forecasts yield a €324.07 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Ten different fair value estimates from the Simply Wall St Community range from €304 to €883, underlining a wide spectrum of expectations. Against this backdrop, dependable execution on Rafale export contracts will likely remain pivotal to performance and sentiment, explore how contrasting views might affect your outlook.

Explore 10 other fair value estimates on Dassault Aviation société anonyme - why the stock might be worth just €304.00!

Build Your Own Dassault Aviation société anonyme Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Dassault Aviation société anonyme research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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