Added to YB: 2026-09-04
Pitch date: 2026-09-01
SAF.PA [bullish]
Safran SA
+0.36%
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 137.5B
Pitch Price
EUR 330.30
Price Target
N/A
Dividend
0.99%
EV/EBITDA
20.95
P/E
35.61
EV/Sales
4.07
Sector
Aerospace and Defense
Category
growth
Safran (SAF France): Engine aftermarket strength extends well beyond the current cycle
SAF.PA (quick overview): Safran’s CFM56 aftermarket should support earnings through 2030, with retirements not accelerating materially before 2029, firm pricing and roughly 2,400 annual shop visits; a shift toward more extensive maintenance could lift revenue above assumptions. LEAP production growth and improving service economics add further growth, while physical workshop capacity limits CFM56 volumes and the legacy fleet begins to mature later this decade.
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