Added to YB: 2026-06-30
Pitch date: 2026-06-26
SAF.PA [bullish]
Safran SA
+1.32%
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 137.9B
Pitch Price
EUR 332.10
Price Target
450.00 (+34%)
Dividend
1.01%
EV/EBITDA
21.96
P/E
19.38
EV/Sales
4.39
Sector
Aerospace and Defense
Category
growth
There's a 50%-margin monopoly hiding inside the airline industry that'll print cash for the next ten years - Safran SA
SAF.PA: French aerospace co; 50-50 GE JV owns CFM, history's top jet engine franchise. CFM56 base entering peak overhaul years; LEAP installed base tripling by 2030, spares revenue only began hitting P&L 2025. Op income >€5B 2025, guided >€7B by 2028. EV ~€142B, 3%+ FCF yield. Target €400-500 by next yr, stop ~€280. Weak USD adds tailwind.
Read full article (2 min)