Safran Shares Soar 11% at Opening Following US-Iran Ceasefire
Safran saw a dramatic rise this Wednesday morning, recording an 11.2% increase to 314.70 euros, up from 283 euros the previous day. The aerospace engine manufacturer's stock benefits from a strong upward movement on the CAC 40, which is up by 4.37% during the session, following the announcement of a ceasefire between the United States and Iran.
Ceasefire Announcement Marks a Turnaround for Markets
The announcement on April 8 of a ceasefire agreement between Washington and Tehran, after more than five weeks of strikes on Iranian territory, marks a turning point for the markets. The prospect of reopening the Strait of Hormuz, through which about a fifth of the world's oil transits, led to a 15% drop in Brent crude prices, falling to $92.99. For Safran, whose engines equip a major portion of the global airline fleet, the geopolitical easing and the reduction in energy costs represent a dual favorable lever: jet fuel, indexed to the price of oil, heavily weighs on the expenses of the group's airline customers. The movement is not only concerning the French engine manufacturer. Airbus is up by 7.08% while Schneider Electric advances by 8.08%, illustrating a generalized rebound of major European industrial stocks. The SBF 120 is up by 4.30% in session. Talks scheduled for Friday in Pakistan, under the mediation of this country, will be crucial to confirm the sustainability of this appeasement. Safran will publish its first quarter 2026 results on April 23, an event that will allow to measure the operational impact of the past period of tensions.
Technical Recovery for Safran Stock
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From a technical standpoint, Safran's stock is making a significant catch-up. Prior to this session, the share price was still below its 50-day moving average (311.03 euros) and displayed an RSI of 39, indicating a zone of relative weakness for several weeks. This morning's surge brings the share price to 314.70 euros, above this MA50 and close to the upper limit of the Bollinger Bands (323.63 euros), positioning the price at the high end of its recent fluctuation channel. Over three months, the performance remains slightly negative at -2.45%, but the gain over one year reaches 56.33%, reflecting the underlying bullish trajectory of the stock. The major technical support is located at 274.40 euros, a level that has served as a floor during recent pullback sessions. The resistance to watch is established at 346.60 euros. The company's general assembly is scheduled for May 21, another milestone in the calendar for the coming weeks.
"2025 a été une année remarquable pour nos activités, portées par un trafic passagers record et une dynamique soutenue dans la défense."
Safran publie des résultats annuels 2025 solides: chiffre d'affaires consolidé de 31,189 milliards d'euros (+12,5 % YoY), résultat opérationnel courant consolidé de 4,787 milliards d'euros (+14,4 %), EBITDA de 6,318 milliards d'euros, cash-flow libre de 3,921 milliards d'euros; perspectives 2026: CA attendu en hausse de 12-15 %, COI entre 6,1 et 6,2 milliards d'euros et FCF entre 4,4 et 4,6 milliards d'euros, ambi tions 2028 relevées.
Risks mentioned
Capacités de production de la chaîne d’approvisionnement
Opportunities identified
Croissance soutenue des activités d’après-vente et défense
Livraisons et contenu des services liés au LEAP et à l’aéronautique civile
Dynamique du trafic aérien favorable et extension des commandes dans la défense
Outlook / guidance
Expected revenue: Le chiffre d'affaires 2026 est attendu entre 12 % et 15 % de hausse par rapport à l'année 2025.
Expected EBITDA: EBITDA 2026 attendu entre 6,1 et 6,2 milliards d'euros.
Management commentary: Pour 2026, Safran prévoit une croissance du chiffre d'affaires entre 12 % et 15 %, un résultat opérationnel courant entre 6,1 et 6,2 milliards d'euros et un flux de trésorerie libre entre 4,4 et 4,6 milliards d'euros, sous réserve de l'exécution des livraisons et du calendrier de paiement des États clients.
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