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SAF.PA Euronext Paris Aerospace & Defense

Safran SA

€351,90
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LatestSafran shares rally on record H1 profit and raised outlook
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Mcap
P/E
EV / Rev
Div yield
1,23 %
Op margin
ROE
Net margin
Debt / equity
Beta
52w range
Volume
Day range
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About

Safran SA is a French multinational company that designs and manufactures aircraft engines, equipment, and systems for the aerospace and defense industries.

Business. Safran SA (SAF.PA) is an aerospace and defense company headquartered in France, operating within the Industrial Goods sector. The firm is primarily listed on the Euronext Paris exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryAerospace & Defense
Generated · model-assisted
Sell-side consensus
BUY25 analysts
18 buy7 hold0 sell
Avg 12m price target340,96

Analyst recommendations

25 analysts · consensus Buy
Buy18
Hold7
Sell0
12-month price target
340,96
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
25 analysts · indicative
Ownership
PNC Investments LLC
largest disclosed fund holder
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

2
  • ● MARKETSSafran shares rally on record H1 profit and raised outlook2026-08-03
  • MARKETSIndia pushes aircraft MRO hub status with tax reforms and Safran investment2026-07-23
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,7 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Consumer Discretionary+0,4 %+7,7 %−0,2 %
    Information Technology+0,3 %+7,8 %−0,3 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SAF.PA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    This is the first analysis for Safran SA (SAF.PA), meaning there is no prior basis for computing material changes or deltas in the company's profile. Consequently, no specific shifts in operational metrics, financial performance, or market sentiment can be identified from recent data streams. The cross-source signal data indicates a complete absence of dispatch activity over the observed period from late June through mid-July 2026. Daily counts of relevant signals remained at zero, with no associated sentiment recorded, suggesting a lack of notable news flow or market commentary during this timeframe. In terms of market structure, Safran SA is currently tracked by 12 analysts and holds membership in two major indices. The company’s ownership structure is characterized by a single top holder, while the count of disclosed officers stands at zero in the current dataset. Given the lack of material changes or recent signal activity, the significance of this snapshot lies in establishing a baseline for future monitoring. Investors and analysts should note that any subsequent developments will be measured against this initial state of zero recent signal volume and no prior comparative history.

    Signals & dispatch

    peak dispatch · 2026-07-23

    Composite-score breakdown

    Synthesis

    Business

    Safran SA (SAF.PA) is an aerospace and defense company headquartered in France, operating within the Industrial Goods sector. The firm is primarily listed on the Euronext Paris exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryAerospace & Defense
    AI synthesis
    GENERATED

    Safran's capital structure is characterized by a lack of dilution risk, as the number of basic and diluted shares outstanding is identical at 416,914,220, indicating no dilutive impact from stock options or convertible securities. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    Profitability and returns data are not available in the current valuation snapshot, preventing a direct comparison with industry_config preferred metrics or cohort medians. This absence limits the ability to assess Safran's performance relative to its peers in the Aerospace & Defense industry.

    Segment and geographic exposure data are not disclosed in the available financial snapshot, making it difficult to evaluate revenue concentration or geographic diversification. This lack of detail obscures the company's exposure to regional economic shifts or supply chain disruptions.

    Growth trajectory is not quantified in the current outlook, as no numeric deltas or revenue history are provided. Analysts, however, have issued a mean price target of 340.96 EUR, with a median of 336.20 EUR, suggesting a generally positive sentiment despite a mean recommendation of 2.12 (on a 1-5 scale).

    Risk factors include the inability to assess liquidity risk, which could impact the company's ability to meet short-term obligations. The absence of balance-sheet inputs and no going-concern language in source documents raises concerns about the completeness of the financial data. Dilution risk is currently low, but this could change if new equity offerings are announced in the future.

    Recent events, including filings and transcripts, are not detailed in the available data, limiting the ability to assess management guidance or strategic shifts. Analysts have issued a range of price targets from 257.00 EUR to 395.00 EUR, with 14 "buy" and 7 "hold" recommendations, indicating a generally optimistic outlook.

    This is the first analysis for Safran SA (SAF.PA), meaning there is no prior basis for computing material changes or deltas in the company's profile. Consequently, no specific shifts in operational metrics, financial performance, or market sentiment can be identified from recent data streams. The cross-source signal data indicates a complete absence of dispatch activity over the observed period from late June through mid-July 2026. Daily counts of relevant signals remained at zero, with no associated sentiment recorded, suggesting a lack of notable news flow or market commentary during this timeframe. In terms of market structure, Safran SA is currently tracked by 12 analysts and holds membership in two major indices. The company’s ownership structure is characterized by a single top holder, while the count of disclosed officers stands at zero in the current dataset. Given the lack of material changes or recent signal activity, the significance of this snapshot lies in establishing a baseline for future monitoring. Investors and analysts should note that any subsequent developments will be measured against this initial state of zero recent signal volume and no prior comparative history.

    Key takeaways
    • Safran's capital structure shows no dilution risk, with basic and diluted shares outstanding being equal.
    • Analysts have issued a generally positive outlook, with a mean price target of 340.96 EUR and 14 "buy" recommendations.
    • Liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language in source documents.
    • Profitability and returns data are not available, limiting the ability to compare Safran's performance with industry peers.
    • Segment and geographic exposure data are not disclosed, obscuring the company's revenue concentration and regional diversification.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Quarterly
    Annual
    ANNUALFiled 2026-02-13
    FY 2026 · Full-year highlights

    Revenue €31.19B, +12,5% YoY; Operating income +2,8% YoY.

    Revenue€31.19B+12,5 % YoY
    Operating income€4.31B+2,8 % YoY
    Net income€7.18B+1 176,0 % YoY
    Free cash flow€5.96B+510,6 % YoY
    EPS
    Operating cash flow€5.72B+20,9 % YoY
    Financials
    Income statement
    Revenue€31.19B
    Gross profit€14.63B
    Operating income€4.31B
    Net income€7.18B
    Margins
    Gross margin46.9%
    Operating margin13.8%
    Net margin23.0%
    FCF margin19.1%
    Balance sheet
    Total assets€61.81B
    Total liabilities€46.98B
    Total equity€14.84B
    Cash & equivalents€4.38B
    Long-term debt€5.33B
    Cash flow
    Operating cash flow€5.72B
    CapEx-€1.59B
    Free cash flow€5.96B
    SBC
    P&L flow · revenue → net income
    Revenue €31.19BOperating costs €26.88BNet income €7.18B
    Highlights
    • Revenue €31.19B, +12,5% YoY
    • Operating income +2,8% YoY
    • Net income +1 176,0% YoY
    • Free cash flow +510,6% YoY
    • Net margin 23.0%

    Valuation FY

    Market price
    €351,90
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    10,07
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    25
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-01 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate10,07
    Revenueno estimateno estimate35,7B EUR
    Operating incomeno estimateno estimate6,2B EUR
    Full-year consensus mean (period as reported by source) · consensus in EUR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution25 analysts
    Strong buy4
    Buy14
    Hold7
    Sell0
    Strong sell0
    12-month price target€340,96 · Median €336,20
    Low €257,00High €395,00
    Operating income · consensus6,2B EUR
    EPS surprise
    −24,6 %
    reported vs consensus · miss
    Revenue surprise
    −12,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low€257,00
    Mean€340,96
    Median€336,20
    High€395,00
    Spot€351,90
    −3.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    2 tracked
    AssetTypeCommodityCountryRole
    KUZEY YILDIZI SVesselRegistered owner
    KUZEY YILDIZI SVesselManager
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Safran SA Market data — financials · 2026-05-29
    • Safran SA Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Top holders

    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    — missing data

    Short positioning

    — missing data
    Index membership
    CAC 40
    EURO STOXX 50

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SAF.PACanonical
    Euronext Paris · EUR

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · 2026-07-23
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-02-13 06:00 UTCEARNINGSAnnual results — FY 2026 Revenue EUR 31.19B · Net EUR 7.18B
    2025-02-14 06:59 UTCEARNINGSQuarterly results — Q4 2024
    2025-02-14 06:59 UTCEARNINGSAnnual results — FY 2025 Revenue EUR 27.72B · Net EUR -667.0M
    2025-02-14 06:57 UTCEARNINGSQuarterly results — Q4 2024 Revenue EUR 6.68B
    2024-02-15 09:42 UTCEARNINGSAnnual results — FY 2024 Revenue EUR 23.65B · Net EUR 3.44B
    2023-02-17 06:00 UTCEARNINGSAnnual results — FY 2023 Revenue EUR 19.52B · Net EUR -2.46B
    2022-02-24 14:45 UTCEARNINGSAnnual results — FY 2022 Revenue EUR 15.13B · Net EUR 43.0M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage