Added to YB: 2026-06-17
Pitch date: 2026-06-11
SAF.PA [neutral]
Safran SA
+5.68%
current return
Author Info
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Company Info
Safran SA, together with its subsidiaries, engages in the aerospace and defense businesses in France, rest of Europe, the Americas, the Asia-Pacific, Africa, and the Middle East.
Market Cap
EUR 131.2B
Pitch Price
EUR 306.60
Price Target
N/A
Dividend
1.09%
EV/EBITDA
20.88
P/E
18.43
EV/Sales
4.18
Sector
Aerospace and Defense
Category
growth
Safran (SAF France): Defence electronics emerges
SAF.PA (update): Defence electronics nearing €2bn rev, +17% CAGR 2022-25 on AASM Hammer ramp; book-to-bill 1.6x, orders +60% last yr. Diversified portfolio (optronics, navigation, seekers, counter-drone) + Safran.AI (rev €28m→€75m). EU rearmament tailwind. Aerospace still core; market underprices defence optionality. Recent fuel/airline weakness improves valuation.
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