Safran SA - ADR

Safran SA - ADR

SAFRY

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Market Cap$147.2B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Safran SA - ADRSafran SA - ADR17.81.09%44%2.61.7

Earnings Call Q4 2024

February 14, 2025 - AI Summary

Record Financial Performance in 2024: Safran reported revenues of EUR 27.3 billion, an 18% increase year-over-year (YOY), with a recurring operating profit of EUR 4.1 billion, up 30%. The recurring operating margin reached 15.1%, reflecting a 150 basis point expansion, significantly driven by strong aftermarket activity, particularly a 25% growth in the civil aftermarket.
Positive Spare Parts Outlook: Guidance for spare parts growth has been upgraded to "high single-digit plus," suggesting potential for double-digit growth in 2025. This is attributed to increased shop visits and engine inductions, with mid-single-digit growth expected for shop visits and around 2,300 expected in 2025.
Challenges in Original Equipment (OE) Deliveries: OE deliveries for LEAP engines are projected to be down 10% in 2024 due to supply chain constraints, though Equipment & Defense and Aircraft Interiors segments are experiencing growth. The supply chain remains a risk as pressure persists, complicating ramp-up plans, especially for LEAP engines.

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$54.46

Current Fair Value

40.4% downside

Overvalued by 40.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$147.20 Billion
Enterprise Value$165.62 Billion
Dividend Yield$0.98 (1.09%)
Earnings per Share$4.13
Beta0.97
Outstanding Shares1,671,002,000

Return

Return on Equity43.78%ROE
Return on Assets10.51%
Return on Invested Capital16.43%

Valuation & Multiples

P/E Ratio17.82P/E Ratio
PEG-4.54PEG
Price to Sales2.61Price to Sales
Price to Book Ratio10.15Price to Book Ratio
Enterprise Value to Revenue2.82
Enterprise Value to EBIT48.73
Enterprise Value to Net Income25
Total Debt to Enterprise0.15
Debt to Equity1.7Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
February 13, 2026
EPS Estimate
$1.27
Average shareholder expectation
Revenue Estimate
$19.54 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$1.49
Average shareholder expectation
Revenue Estimate
$20.20 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.11% 0.00%
Total Invested$142.60M 10.82%
Investors Holding24 2.00%

ESG Score

No data

About Safran SA

CEO: Philippe Petitcolin

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical expertise for all tax legislation, directly influencing corporate tax structures and fiscal policy that impact Safran's financial planning and profitability.

Finance

This committee controls taxation and trade policy, both of which are critical for a multinational manufacturer like Safran, directly impacting corporate profitability, international sales, and tariffs.

Appropriations

This committee directly allocates discretionary federal spending, with its subcommittees determining the precise funding for defense, aerospace, and research projects that Safran relies upon for its contracts and revenue.

Armed Services

This committee directly oversees the Department of Defense and authorizes the annual NDAA, which determines specific defense programs, R&D funding, and revenue streams critical for Safran as a major defense contractor.

Select Committee on Intelligence

Overseeing the Intelligence Community, this committee provides members with classified information on global threats, which can directly influence defense spending priorities and the demand for Safran's defense and security products.

Commerce, Science, and Transportation

This committee has vast jurisdiction over the aerospace industry via the FAA and science/R&D, directly impacting Safran's aerospace products, safety regulations, and technological development.

Foreign Relations

As a multinational defense company, Safran is directly impacted by U.S. foreign policy, treaties, export controls, and sanctions, which are all guided by this committee.