Dassault Aviation S.A.
DUAVF · OTC
Company research
Dassault Aviation S.A. (OTC: DUAVF) is a French aerospace and defense company founded in 1929 by Marcel Bloch (later Marcel Dassault) and headquartered in Saint-Cloud, France, with a market capitalization of approximately $25 billion. The company operates with a proven dual expertise, designing, manufacturing, and supporting both military combat aircraft — most notably the Rafale multirole fighter — and premium business jets under its renowned Falcon family, which includes models such as the Falcon 10X, 8X, and 6X. Beyond aviation, Dassault Aviation is also active in space systems and unmanned aerial vehicles, including the nEUROn combat drone demonstrator and participation in the Future Combat Air System (FCAS) program. Led by Chairman and CEO Éric Trappier, the company employs approximately 14,573 people and operates as a subsidiary of Groupe Industriel Marcel Dassault S.A., generating revenues of €6.23 billion in 2024 and serving customers across more than 90 countries.
Research reports
Detailed equity-style valuation using the MUMAK method across geopolitics, industry, fundamentals, sentiment and technicals, highlighting a record €46.6 bn backlog, strong cash position and rising European defense spending while noting that much optimism is already priced in and that execution on Rafale and Falcon deliveries, margin trajectory and geopolitical risks remain key.
AInvest News · March 5, 2026Dassault Aviation: A Conviction Buy in the Sovereign Defense RotationInstitutional-style note arguing Dassault is a “conviction buy” on a €46.6 bn backlog, 19.1% revenue growth to €7.42 bn and a €9.42 bn cash buffer, while flagging execution risks from repeated Falcon delivery shortfalls and reputational risk around Rafale’s perceived combat performance; the thesis is that sovereign defense rotation and successful 2026 delivery of 28 Rafale and 40 Falcon jets can justify the recent share-price rally and further upside.
AeroMorning · March 4, 2026Financial Analysis of Dassault Aviation 2025 ResultsCritical financial review of 2025 results that dissects orders, backlog, margins, cash and R&D, concluding that Dassault has solid, export-driven growth, strong cash and equity and diversified programs, but relatively modest operating margin, sensitivity to taxation and financial results, dependence on export demand and partners, and macro risks such as tariffs, budget uncertainty and supply-chain pressures.
Flash (StockSentinel.ai) · October 19, 2025Dassault Aviation société anonyme (AM.PA) Stock Research ReportComprehensive equity research report built around a backlog-driven undervaluation thesis, emphasizing a €48.3 bn order book, €9.5 bn cash, a dual defense–civil business and a 27% Thales stake, supported by full financial history, peer comparisons, scenario-based DCF/SOTP valuation with large upside across base and high cases, and a detailed risk section covering supply-chain execution, civil-jet cyclicality, margin compression, competitive threats and geopolitical/tariff exposures.