Business description: Thales

Thales is one of the European leaders in manufacturing and marketing of electronic equipment and systems for the aerospace, defense and security sectors. Net sales break down by product group as follows:

- defense and security systems (53.3%): 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 (26.6%): avionics equipment (cockpit, cabin multimedia, and simulation equipment), space systems (satellites, payloads, etc.);

- digital identification and security solutions (19.9%);

- other (0.5%).

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

Net sales are distributed geographically as follows: France (28.8%), the United Kingdom (6.6%), Europe (25.1%), North America (14.2%), Australia and New Zealand (4.6%) and other (20.7%).

Number of employees: 80,605

Sales by Activity: Thales

Fiscal Period: December20202021202220232024

Defence (Excluding of Digital I&S)

8.37B 8.96B 9.52B 10.18B 11.32B

Aerospace

4.31B 4.55B 4.81B 5.34B 5.64B

Cyber & Digital

3.02B 3.03B 3.68B 3.42B 4.15B

Other

-333M -358M -440M -514M -528M

Transport

1.62B - - - -
See all business segments

Geographical breakdown of sales: Thales

Fiscal Period: December20202021202220232024

France

4.23B 4.54B 4.83B 5.44B 5.93B

Rest of Europe

4.02B 3.72B 4.1B 4.58B 5.16B

North America

1.95B 1.95B 2.42B 2.58B 2.92B

Asia

2.31B 2.06B 2.07B 1.73B 1.98B

United Kingdom

1.18B 940M 1.02B 1.21B 1.36B

Near and Middle East

1.2B 1.08B 1.19B 1.11B 1.21B

Rest of The World

1.1B 901M 991M 974M 1.09B

Australia and New Zealand

990M 994M 958M 812M 940M
See all geographic segments

Executive Committee: Thales

Manager TitleAgeSince
Chief Executive Officer 55 2014-12-22
Director of Finance/CFO 65 2012-03-31
Chief Operating Officer 56 2023-09-30
Chief Tech/Sci/R&D Officer 51 -
Chief Tech/Sci/R&D Officer - 2016-01-27
See THALES governance

Composition of the Board of Directors: Thales

Director TitleAgeSince
Director/Board Member 72 2010-02-15
Director/Board Member 65 2009-05-18
Director/Board Member 65 2010-02-15
Director/Board Member 76 2012-05-14
Chairman 55 2014-12-22
Director/Board Member 75 2013-09-16
Director/Board Member 61 2016-09-11
Director/Board Member 57 2021-05-05
Director/Board Member 64 2018-01-29
Director/Board Member 56 2021-05-05
Composition of the Board of Directors

Shareholders: Thales

NameEquities%Valuation
Government of France
26.6 %
54,788,714 26.6 % 14 332 M €
26.59 %
54,750,000 26.59 % 14 322 M €
Thales SA Employees Stock Ownership Plan
2.93 %
6,034,825 2.93 % 1 579 M €
Rathbones Asset Management Ltd.
0.3377 %
695,496 0.3377 % 182 M €
0.2762 %
568,735 0.2762 % 149 M €
NameEquities%Valuation
Valicenti Advisory Services, Inc.
0.005324 %
54,823 0.005324 % 3 M €
RhumbLine Advisers LP
0.000987 %
10,163 0.000987 % 531 708 €
Atlatl Advisers LLC
0.000493 %
5,079 0.000493 % 265 723 €
GAMMA Investing LLC
0.000246 %
2,531 0.000246 % 132 417 €
Westside Investment Management LLC
0.000039 %
405 0.000039 % 21 189 €
List of THALES shareholders

Holdings: Thales

NameEquities%Valuation
568,735 0.28% 148,774,234 $
904,649 10% 5,837,392 $

Company details: Thales

Thales SA

4, rue de la Verrerie

92189, Paris

+33 1 57 77 80 00

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

Group companies: Thales

NameCategory and Sector
Thales Systems Romania SRL
Thales Systems Romania SRL
Information Technology Services
Information Technology Services
Miscellaneous Commercial Services
See all subsidiaries

Satellite Design & Manufacture

Change 5d. change 1-year change 3-years change Capi.($)
+1.18%+3.08%+65.90%+90.21% 55.71B
+2.25%+6.21%+106.65%+241.31% 9.9B
-0.95%+7.85%+65.03%+126.72% 8.73B
+4.41%+42.83%+368.89%+240.93% 5.72B
+3.52%-1.00%+5.91%+52.58% 3.54B
0.00%-3.11%+136.96%+231.81% 2.45B
+0.73%-1.20%-10.95% - 1.66B
+4.06%+8.09% - - 1.02B
+0.96%+11.48%+5.63%-30.52% 929M
+0.58%+14.48%+71.73%+21.91% 688M
Average +1.67%+7.84%+90.64%+121.87% 9.04B
Weighted average by Cap. +1.37%+5.97%+87.29%+121.37%
See all sector performances
Trader
Investor
Global
Quality
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
231.10EUR
Average target price
275.00EUR
Spread / Average Target
+19.00%
Consensus

Quarterly revenue - Rate of surprise