Added to YB: 2026-06-17
Pitch date: 2026-06-14
SAF.PA [neutral]
Safran SA
+1.25%
current return
Author Info
No bio for this author
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 320.00
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: the giant that makes the world fly
SAF.PA (overview): French aerospace giant, ~19% annualized 10yr return. Dominant single-aisle engine duopoly via CFM (GE JV) w/ LEAP exclusive on 737 MAX, ~60% A320neo, COMAC C919. 12,900 LEAP backlog (7+ yrs), targeting 48-50K fleet. 'Razor/blade' model, 65% propulsion rev from services. Key catalyst: LEAP accounting reserves unlocking 2025-26 as durability matures + aging CFM56 fleet boosting spares.
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