総合バリュエーションレンジ · 保守的 €220–€260 / 妥当 €270–€310 / 楽観的 €340–€380。€298.5 時点で 妥当な本源的価値レンジ内。
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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. The company operates through three segments: Aerospace Propulsion; Aircraft Equipment, Defense and Aerosystems; and Aircraft Interiors. The Aerospace Propulsion segment designs, develops, produces, and markets propulsion and mechanical power transmission systems for commercial aircraft, military transport, training and combat aircraft, civil and military helicopters, and drones; and offers maintenance, repair, and overhaul (MRO) services, as well as sells spare parts. The Aircraft Equipment, Defense and Aerosystems segment provides landing gears and brakes; nacelles and reversers; avionics, such as flight controls and onboard information systems; security systems, including evacuation slides and oxygen masks; onboard computers and fuel systems; electrical power management systems and related engineering services; optronic equipment and sights, navigation equipment and sensors, infantry, and drones; MRO services; and sells spare parts. The Aircraft Interiors segment designs, develops, manufactures, and markets aircraft seats for passengers and crew; cabin equipment, overhead bins, class dividers, passenger service units, cabin interior solutions, chilling systems, galleys, electrical inserts, and trolleys; and cabin equipment and passenger comfort-focused solutions such as water distribution, lavatories, air systems, and in-flight entertainment and connectivity (IFEC) solutions. The company's products and services are used in commercial civil and military aircrafts, and helicopters. Safran SA was founded in 1896 and is headquartered in Paris, France.
沿革
Safran SA was formed in 2005 through the merger of Snecma and Sagem and listed in Paris; its CFM International joint venture with General Electric traces back to a 1974 partnership. In 2018 it acquired Zodiac Aerospace (cabin interiors/oxygen systems) for $9.1B. The 2020-2021 COVID downturn cut group revenue by 33%, the only major trough in the prior two decades. In 2024 it launched a three-year €5B share buyback, and in 2025 it renegotiated the CFM joint-venture agreement with GE, extending it to 2050.
業界での地位
Safran is France's leading narrowbody aero-engine supplier, operating CFM International as a 50/50 joint venture with GE Aerospace; the CFM56 and LEAP families hold close to 75% share in the mid-thrust narrowbody class. 2025 revenue was €31.2B, split roughly 78% civil aviation and 22% defense and space. Its aftermarket annuity rests on a large installed base of about 23,000 CFM56 and 7,500 LEAP engines. Other units include Helicopter Engines, Electrical & Power, Cabin, and Landing Systems; competitors include GE Aerospace, RTX (Pratt & Whitney), Rolls-Royce and MTU Aero. The French government holds 11.2% of voting rights.
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