Thales SA

Thales SA is a holding company that engages in the manufacture, marketing, and sale of electronic equipment and systems for aeronautics, naval, and defense sectors. It operates through the following segments: Defense and Security, Digital Identity and Security, Aerospace and Transport. The Defense and Security segment designs and delivers systems for the following domain: land, air, naval, space, and cyberspace. The Digital Identity and Security segment develops digital identity and Security solutions for a private and government customer base and some digital businesses. The aerospace segment encompasses the Avionics and Space Global Business Units. The Transport segment offers Ground Transportation Systems and services such as rail signaling and control systems and passenger payment collection solutions to operators and transport infrastructure manager. The company was founded in 1893 and is headquartered in Paris, France.

MEUDON, France--(BUSINESS WIRE)--Artificial intelligence is the central theme of this year's European Cyber Week from 19-21 November in Rennes, Brittany. In a challenge organised to coincide with the event by France's Defence Innovation Agency (AID), Thales teams have successfully developed a metamodel for detecting AI-generated images. As the use of AI technologies gains traction, and at a time when disinformation is becoming increasingly prevalent in the media and impacting every sector of th.

Thales's Friendly Hackers Unit Invents Metamodel to Detect AI-generated Deepfake Images

Defence and technology firm Thales unveiled new four-year targets on Thursday, predicting more than 25 billion euros ($26.34 billion) of revenues by 2028 as it reaps a decade of cyber investments.

France's Thales sees revenue and profit growth after cyber expansion

Thales' Q3 update shows a 22% increase in order intake, driven by strong defense demand, but the aerospace and digital identity segments face challenges. Sales grew 10.6% to €4.6 billion, with defense showing strong momentum, but space and banking solutions are underperforming, impacting overall growth. Despite underwhelming stock performance, I see a 5% upside for 2025 and 18% for 2026, though free cash flow growth remains limited.

Thales: I'm Bullish, But There Are Clear Risks

Thales S.A. (OTCPK:THLEF) Q3 2024 Q3 2024 Sales/Trading Statement Call October 23, 2024 2:30 AM ET Company Participants Alexandra Boucheron - Vice President, Head, Investor Relations Pascal Bouchiat - Chief Financial Officer Conference Call Participants Olivier Brochet - Redburn Atlantic Chloe Lemaire - Jefferies George Zhao - Bernstein Carlos Iranzo Peris - Bank of America Herve Drouet - CIC Market Solutions Christophe Menard - Deutsche Bank Ross Law - Morgan Stanley Aymeric Poulain - Kepler Cheuvreux Operator Good morning, ladies and gentlemen, and thank you for standing by.

Thales S.A. (THLEF) Q3 2024 Sales/Trading Statement Call

Thales posted orders above analysts' expectations for the first nine months of the year as its defense and security business continued to benefit from robust military spending amid high geopolitical tensions.

Thales Orders Beat Forecasts Amid Defense-Spending Surge

France's Thales reaffirmed full-year targets as it posted nine-month sales up 6.2% on an underlying basis, with its new order intake rising 23% led by defence and security demand.

France's Thales reports higher nine-month sales and orders

Boeing

Boeing closed a deal this month to sell a small defense subsidiary that makes surveillance equipment for the U.S. military, the company said on Sunday, as the planemaker looks to shore up its struggling finances.

Boeing sells small defense surveillance unit to Thales

Hermes International

Kering SA

The CAC 40 index pulled back this week even as its American peers like the Dow Jones, S&P 500, and Nasdaq 100 indices surged to a record high. It retreated to €7,420, its lowest point since September 25, and 9.3% below its highest point this year.

CAC 40 forecast ahead of Thales, Kering, Hermes earnings

ARLINGTON, Va.--(BUSINESS WIRE)-- #ThalesIDWallet--Thales North America CEO Alan Pellegrini will participate in the Morgan Stanley 12th Annual Laguna Conference on Friday, September 13, 2024 at 8:10am PDT, in Dana Point, CA. Mr. Pellegrini will engage in an interactive Fireside Chat about Thales' financial performance and strategic direction, followed by Q&A from the audience. About Thales   Thales (Euronext Paris: HO) is a global leader in advanced technologies specialized in three business domains: Defence.

Thales in Firesides Chat at Morgan Stanley Laguna Conference on September 13th

Thales showed strong sales and EBIT growth, driven by commercial aerospace and defense markets, despite challenges in the space business. The stock remains undervalued compared to peers, with an expected upside of 5% against FY25 earnings and 17% against FY26 earnings. Thales boasts a €47 billion backlog, underpinned by significant order intake in commercial aerospace and defense sectors.

Thales: Despite Underperformance, Strong End-Market Demand And Strategic Moves Signal Potential Upside

Thales S.A. (OTCPK:THLEF) Q2 2024 Earnings Conference Call July 23, 2024 2:30 AM ET Company Participants Alexandra Boucheron - Vice President, Head, Investor Relations Patrice Caine - Chairman & Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Christophe Menard - Deutsche Bank George Zhao - Bernstein Herve Drouet - CIC Market Solutions Ben Heelan - Bank of America George Mcwhirter - Berenberg Tristan Sanson - BNP Paribas David Perry - JPMorgan Aymeric Poulain - Kepler Cheuvreux Operator Good morning, ladies and gentlemen, and thank you for standing by.

Thales S.A. (THLEF) Q2 2024 Earnings Call Transcript

Thales reports strong sales growth in commercial aerospace, defense, and cybersecurity sectors. Order intake increases significantly, driven by large orders in defense and security. Thales has the potential to become a leader in aerospace AI, with applications in cost savings and optimization.

Thales Revolutionizes Defense And Aerospace With Advanced AI Solutions

Thales S.A. (OTCPK:THLEF) Q1 2024 Earnings Conference Call April 30, 2024 2:30 AM ET Company Participants Alexandra Boucheron – Head-Investor Relations Pascal Bouchiat – Chief Financial Officer Conference Call Participants Victor Allard – Goldman Sachs George Zhao – Bernstein Olivier Brochet – Redburn Atlantic Christophe Menard – Deutsche Bank Ben Heelan – Bank of America Aymeric Poulain – Kepler Cheuvreux Alexandra Boucheron [Call Starts Abruptly] Thales Q1 2024 order intake and sales.

Thales S.A. (THLEF) Q1 2024 Earnings Call Transcript

Leonardo DRS Inc

Raytheon Technologies

There's a general understanding among most financial analysts that defense companies provide significant portfolio stability during recessions. Indeed, these companies, especially defense companies with no commercial exposure, dip directly into the coffers of their countries' governments.

3 Overvalued Defense Stocks to Sell Before the 2024 Election

MEUDON, France--(BUSINESS WIRE)--Thales, a global leader in Software Monetization and Licensing, has expanded its partnership with Neural Labs, a company which provides video analysis for Smart Cities and AI-based Intelligent Transportation Systems (ITS), to enable secure, efficient, and practical solutions for vehicle access control and logistical planning. Thales's Sentinel platform provides services for software licensing, entitlement management, delivery, and protection – helping Neural Lab.

Thales Partners with Neural Labs to Support AI-Powered Smart Cities

Thales S.A. (OTCPK:THLEF) Q4 2023 Earnings Conference Call March 5, 2024 2:30 AM ET Company Participants Alexandra Boucheron - Vice President and Head, Investor Relations Patrice Caine - Chairman and Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Christophe Menard - Deutsche Bank George Zhao - Bernstein David Perry - JPMorgan Aymeric Poulain - Kepler Cheuvreux Tristan Sanson - BNP Paribas Chloe Lemarie - Jefferies Ian Douglas-Pennant - UBS Alexandra Boucheron Good morning, everyone.

Thales S.A. (THLEF) Q4 2023 Earnings Call Transcript

Thales is a French defense contractor with a strong focus on defense contracts, generating over half of its revenues from the defense sector. The company has solid sales trends and expects ongoing organic sales growth of up to 7%, with a solid operating margin of up to 11.8%. While Thales is a good business, the current valuation is not attractive enough to warrant a significant upside, making it a "HOLD" for now.

Thales: Not Valued For Its Long-Term Quality

Thales S.A. (OTCPK:THLEF) Q3 2023 Earnings Conference Call October 31, 2023 3:30 AM ET Company Participants Alexandra Boucheron - IR Pascal Bouchiat - CFO Conference Call Participants Olivier Brochet - Redburn Ross Law - Morgan Stanley Ben Heelan - Bank of America Merrill Lynch George Zhao - AB Bernstein Herve Drouet - CIC Market Solutions Christophe Menard - Deutsche Bank David Perry - JPMorgan Aymeric Poulain - Kepler Cheuvreux Alexandra Boucheron Good morning.

Thales S.A. (THLEF) Q3 2023 Earnings Conference Call Transcript

France's Thales on Tuesday posted a 7.5% underlying rise in nine-month revenues to 12.854 billion euros ($13.62 billion), led by resurgent demand for jetliner components and military equipment.

Thales posts higher nine-month revenues, maintains targets

Thales S.A. (OTCPK:THLEF) Q2 2023 Earnings Conference Call July 21, 2023 2:30 AM ET Company Participants Bertrand Delcaire - Head of Investor Relations Patrice Caine - Chairman & Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Victor Allard - Goldman Sachs Ben Heelan - Bank of America Milene Kerner - Barclays Ross Law - Morgan Stanley Herve Drouet - CIC Market Solutions Olivier Brochet - Redburn Christophe Menard - Deutsche Bank Operator Good morning, ladies and gentlemen and thank you for standing by.

Thales S.A. (THLEF) Q2 2023 Earnings Call Transcript

France's Thales upgraded its full-year revenue forecast after posting faster-than-expected growth for the first half on Friday, buoyed by a recovery in civil aerospace and growth in its digital identity and security business.

France's Thales upgrades sales outlook after solid first half

Thales S.A. products are widely applied. The company trades at a significant discount compared to aerospace and defense companies.

Thales: Buy On Aerospace And AI Strength

GOL Linhas Aereas Inteligentes SA

France's Thales SA will provide maintenance services for Brazilian airline Gol in Brazil instead of abroad, the companies outlined on Tuesday in a deal that aims to cut turnaround time and lower costs.

Thales, Gol ink deal to move maintenance services to Brazil

Thales S.A. (OTCPK:THLEF) Q4 2022 Earnings Conference Call March 8, 2023 2:30 AM ET Company Participants Bertrand Delcaire - Head, Investor Relations Patrice Caine - Chairman and Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Olivier Brochet - Redburn Tristan Sanson - BNP Paribas Ian Douglas-Pennant - UBS Ben Heelan - Bank of America Harry Breach - Stifel David Perry - JPMorgan George Zhao - Bernstein Victor Allard - Goldman Sachs Christophe Menard - Deutsche Bank Operator Good morning, ladies and gentlemen and thank you for standing by.

Thales S.A. (THLEF) Q4 2022 Earnings Call Transcript

The Eastern European conflict is translating into an opportunity for Thales whose stock has delivered an upside. There is also additional business for giant Raytheon whose backlog figures are simply dazzling.

News for Thales SA Stock (THLLY)