Company Thales

Equities

HO

FR0000121329

Aerospace & Defense

Market Closed - Euronext Paris 11:35:12 2024-04-18 am EDT Pre-market 02:25:53 am
155.2 EUR -1.18% Intraday chart for Thales 156.8 +1.03%

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 break down by product group as follows:

- defense and security systems (53.4%): 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 (28.4%): avionics equipment (cockpit, cabin multimedia, and simulation equipment), space systems (satellites, payloads, etc.);

- digital identification and security solutions (18.2%).

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 (29.5%), the United Kingdom (6.6%), Europe (24.8%), the United States and Canada (14%), Asia (9.4%), Near and Middle East (6%), Australia and New Zealand (4.4%) and other (5.3%).

Number of employees: 78,600

Sales per Business

EUR in Million2022Weight2023Weight Delta
Defense & Security
53.2 %
9,154 52.1 % 9,796 53.2 % +7.01%
Aerospace
28.3 %
4,705 26.8 % 5,211 28.3 % +10.75%
Digital Identity & Security
18.2 %
3,618 20.6 % 3,347 18.2 % -7.48%
Other
0.4 %
93 0.5 % 75 0.4 % -18.75%

Sales per region

EUR in Million2022Weight2023Weight Delta
France
29.5 %
4,827 27.5 % 5,437 29.5 % +12.64%
Rest of Europe
24.8 %
4,101 23.3 % 4,578 24.8 % +11.63%
United States and Canada
14.0 %
2,415 13.7 % 2,581 14.0 % +6.87%
Asia
9.4 %
2,068 11.8 % 1,728 9.4 % -16.44%
United Kingdom
6.6 %
1,019 5.8 % 1,208 6.6 % +18.55%
Near and Middle East
6.0 %
1,189 6.8 % 1,111 6.0 % -6.56%
Rest of the World
5.3 %
991 5.6 % 974 5.3 % -1.72%
Australia and New Zealand
4.4 %
958 5.5 % 812 4.4 % -15.24%

Managers

Managers TitleAgeSince
Chief Executive Officer 54 01-12-31
Director of Finance/CFO 63 12-03-31
Chief Tech/Sci/R&D Officer 50 20-05-04
Chief Tech/Sci/R&D Officer - 16-01-27
Investor Relations Contact - 23-07-03
Corporate Officer/Principal - 17-08-31
Corporate Officer/Principal 54 -
Human Resources Officer - 21-03-31
Corporate Officer/Principal - 17-08-31
Corporate Officer/Principal 65 85-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 86 09-05-18
Director/Board Member 70 07-03-31
Director/Board Member 63 09-05-18
Director/Board Member - 23-09-27
Chief Executive Officer 54 01-12-31
Director/Board Member 47 Jan. 28
Director/Board Member 55 -
Director/Board Member 59 -
Director/Board Member 55 21-05-05
Director/Board Member 60 22-05-10

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 210,210,140 92,741,268 ( 44.12 %) 3,541,786 ( 1.685 %) 44.12 %

Shareholders

NameEquities%Valuation
Government of France
26.06 %
54,788,714 26.06 % 9 352 M €
53,041,296 25.23 % 9 054 M €
Thales SA Employees Stock Ownership Plan
3.011 %
6,330,466 3.011 % 1 081 M €
THALES
1.559 %
3,277,303 1.559 % 559 M €
Predica Prévoyance Dialogue du Crédit Agricole SA (Invt Port)
0.8981 %
1,887,800 0.8981 % 322 M €
Amundi Asset Management SA (Investment Management)
0.7865 %
1,653,243 0.7865 % 282 M €
DNCA Finance SA
0.7627 %
1,603,185 0.7627 % 274 M €
Groupe des Assurances du Crédit Mutuel SA
0.5515 %
1,159,258 0.5515 % 198 M €
Crédit Mutuel Asset Management SA
0.5102 %
1,072,393 0.5102 % 183 M €
OFI Invest Asset Management SA
0.3489 %
733,525 0.3489 % 125 M €
NameEquities%Valuation
Todd Asset Management LLC
0.0685 %
719,628 0.0685 % 25 M €
RhumbLine Advisers LP
0.001119 %
11,761 0.001119 % 401 509 €
PNC Investments LLC
0.000082 %
864 0.000082 % 29 496 €
GAMMA Investing LLC
0.000075 %
789 0.000075 % 26 936 €
First Horizon Advisors, Inc.
0.000010 %
103 0.000010 % 3 516 €
Copeland Capital Management LLC
0.000009 %
97 0.000009 % 3 311 €

Holdings

NameEquities%Valuation
3,277,303 1.56% 559,415,991 $

Company contact information

Thales SA

Tour Carpe Diem 31, Place des Corolles

92400, Paris

+33 1 57 77 80 00

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

Group companies

NameCategory and Sector
Medical Specialties
Trucks/Construction/Farm Machinery
Electronic Production Equipment
Miscellaneous Commercial Services
Miscellaneous Commercial Services
Aerospace & Defense
Aerospace & Defense
Aerospace & Defense
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
155.2 EUR
Average target price
162.8 EUR
Spread / Average Target
+4.87%
Consensus

Quarterly revenue - Rate of surprise