Safran: Part Of The Europe-Leading French Defense Supply Chain
Portfolio Pulse from
Safran is benefiting from European defense efforts and a recovery in civil aviation, with expected growth in LEAP engine sales supporting EBIT growth. Despite trading at a discount to peers, Thales is preferred as a defense pick.
March 05, 2025 | 1:45 pm
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Safran is poised for growth due to European defense efforts and civil aviation recovery, with LEAP engine sales expected to boost EBIT. However, it trades at a discount compared to peers like Thales.
Safran is expected to benefit from increased defense spending in Europe and a recovery in civil aviation, which will drive growth in LEAP engine sales and EBIT. Despite trading at a discount, Thales is considered a better defense pick, which may limit the upside potential for Safran.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80