Company Thales

Equities

HO

FR0000121329

Aerospace & Defense

Market Closed - Euronext Paris 11:35:06 2023-12-08 am EST Intraday chart for Thales 5-day change 1st Jan Change
138.95 EUR +2.55% -0.14% +16.47%

Business Summary

Thales is one of the European leaders in manufacturing and marketing of electronic equipment and systems for the defense and security, aerospace, and transportation sectors. Net sales (including intragroup) break down by activity sector as follows:

- defense and security systems (52.9%): C4I defense and security systems (control and monitoring systems, communication, protection, cyber-security, and other systems), defense mission systems, naval systems, electronic war systems, drones, air operation systems (air defense, air surveillance), ground defense systems and missiles;

- aerospace systems (26.7%): avionics equipment (cockpit, cabin multimedia, and simulation equipment), space systems (satellites, payloads, etc.);

- digital identification and security solutions (20.5%).

Besides, the group detains 35% of holdings in Naval Group (manufacture of naval equipment for defense and nuclear energy sectors).

Net sales are distributed geographically as follows: Europe (56.6%), North America (13.7%), Australia and New Zealand (5.5%) and other (24.2%).

Number of employees : 82,696

Sales per Business

EUR in Million2021Weight2022Weight Delta
Defense & Security
52.1 %
8,633 53.3 % 9,154 52.1 % +6.03%
Aerospace
26.8 %
4,463 27.6 % 4,705 26.8 % +5.42%
Digital Identity & Security
20.6 %
2,995 18.5 % 3,618 20.6 % +20.81%
Other
0.5 %
101 0.6 % 93 0.5 % -8.21%

Sales per region

EUR in Million2021Weight2022Weight Delta
France
27.5 %
4,545 28.1 % 4,827 27.5 % +6.20%
Rest of Europe
23.3 %
3,719 23.0 % 4,101 23.3 % +10.27%
United States and Canada
13.7 %
1,952 12.1 % 2,415 13.7 % +23.72%
Asia
11.8 %
2,057 12.7 % 2,068 11.8 % +0.53%
Near and Middle East
6.8 %
1,084 6.7 % 1,189 6.8 % +9.69%
United Kingdom
5.8 %
940 5.8 % 1,019 5.8 % +8.40%
Rest of the World
5.6 %
901 5.6 % 991 5.6 % +9.99%
Australia and New Zealand
5.5 %
994 6.1 % 958 5.5 % -3.62%

Managers

Managers TitleAgeSince
Chief Executive Officer 53 2001
Director of Finance/CFO 63 2012
Chief Tech/Sci/R&D Officer - 2015
Chief Operating Officer - 2006
Chief Tech/Sci/R&D Officer - 2016
Corporate Officer/Principal 49 2020
Corporate Officer/Principal - 1997
Sales & Marketing - 2019
Human Resources Officer - 2021
Corporate Officer/Principal - 1980

Members of the board

Members of the board TitleAgeSince
Director/Board Member 85 2009
Director/Board Member 74 2012
Director/Board Member 70 2007
Director/Board Member 63 2009
Director/Board Member 55 2020
Chief Executive Officer 53 2001
Director/Board Member 55 -
Director/Board Member 59 -
Director/Board Member 53 2017
Director/Board Member 54 2021

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 210,210,140 94,548,994 ( 44.98 %) 1,734,060 ( 0.8249 %) 44.98 %

Shareholders

NameEquities%Valuation
Government of France
26.06 %
54,788,714 26.06 % 8 058 M €
53,041,296 25.23 % 7 801 M €
Thales SA Employees Stock Ownership Plan
3.011 %
6,330,466 3.011 % 931 M €
The Vanguard Group, Inc.
1.619 %
3,402,473 1.619 % 500 M €
THALES
1.559 %
3,277,303 1.559 % 482 M €
Capital International Ltd.
1.520 %
3,194,621 1.520 % 470 M €
Norges Bank Investment Management
1.422 %
2,990,195 1.422 % 440 M €
Capital Research & Management Co. (World Investors)
1.223 %
2,570,029 1.223 % 378 M €
Templeton Global Advisors Ltd.
0.9637 %
2,025,777 0.9637 % 298 M €
GQG Partners LLC
0.9004 %
1,892,654 0.9004 % 278 M €
NameEquities%Valuation
Todd Asset Management LLC
0.0702 %
737,981 0.0702 % 22 M €
Lazard Asset Management LLC
0.0198 %
207,758 0.0198 % 6 M €
Eagle Global Advisors LLC
0.006184 %
65,000 0.006184 % 2 M €
RhumbLine Advisers LP
0.001126 %
11,831 0.001126 % 348 021 €
PNC Investments LLC
0.000082 %
862 0.000082 % 25 357 €
First Horizon Advisors, Inc.
0.000010 %
103 0.000010 % 3 030 €
Copeland Capital Management LLC
0.000009 %
97 0.000009 % 2 853 €
Private Capital Group LLC
0.000009 %
92 0.000009 % 2 706 €
Cornerstone Planning Group LLC
0.000000 %
4 0.000000 % 118 €

Holdings

NameEquities%Valuation
3,277,303 1.56% 482,030,772 $

Company contact information

Thales SA

45, rue de Villiers

92200, Neuilly-sur-Seine

+33 1 57 77 80 00

http://www.thalesgroup.com
address Thales(HO)

Group companies

NameCategory and Sector
CMT Medical Technologies Ltd.
Health Technology - Medical Specialties
Naval Group SA
Producer Manufacturing - Trucks/Construction/Farm Machinery
Société Européenne de Systèmes Optiques SA
Electronic Technology - Electronic Production Equipment
Thales Training & Simulation Ltd.
Commercial Services - Miscellaneous Commercial Services
Thales e-Security Ltd.
Commercial Services - Miscellaneous Commercial Services
Thales Air Defence Ltd.
Electronic Technology - Aerospace & Defense
Thales Underwater Systems Ltd.
Electronic Technology - Aerospace & Defense
TDA Armements SAS
Electronic Technology - Aerospace & Defense
Thales AVS France SAS
Electronic Technology - Aerospace & Defense

Sales per Business

Sales per region

Trading Rating :
Investor Rating :
ESG Refinitiv :
B-
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
138.95EUR
Average target price
156.06EUR
Spread / Average Target
+12.32%
Consensus

Quarterly revenue - Rate of surprise

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