SAF.PA · Safran SA
EURO STOXX 50 · Euronext Paris
Risiko 4/10 · Aerospace Compounder · €343.00 ▲ 2.94%
Kennzahlen
- Price €343.00
- Market cap €142.1B
- P/E (ttm) 19.99
- Div yield 1.01%
- 52-wk range €262.60 – €360.80
Wichtigste Risiken
- LEAP engine production ramp bottlenecks (OEM delivery schedules and revenue recognition) — HIGH
- Aerospace supply-chain tightness (Titanium, castings, labor constraints) — MED
- Air-travel demand cyclicality (Aftermarket services revenue in downturns) — MED
- Defence program execution (Helicopter engine and military program delays) — LOW
Fazit
Exceptional aftermarket moat on LEAP creates highly visible, growing, high-margin revenues; supply-chain ramp risk is real but demand visibility is unusually strong.
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