Price
No data yet.
Social Signal Score
Analyst Ratings
7 analystsRevenue
$11.17B+117.58%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Patrice Caine
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Employees
- 84,958
- Beta
- 0.12
- Country
- FR
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 2.34
Financials
Revenue
$11.17B+117.6%Net Income
$494.63M+152.9%EBITDA
$1.72B+27.6%Free Cash Flow
$1.90B+1013.6%EPS (diluted)
$0.48+118.2%Shares Outstanding (diluted)
1.03B+14.4%Operating Expenses
$1.87BCash & Debt
$5.05BReturn of Capital
$619.57MDividend per Share
$0.68Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $21.26B | $1.61B | $1.57 |
| 2024 | $20.58B | $1.42B | $1.38 |
| 2023 | $18.43B | $1.02B | $0.98 |
| 2022 | $17.57B | $1.12B | $1.06 |
| 2021 | $16.19B | $1.09B | $1.02 |
| 2020 | $15.37B | $483.40M | $0.45 |
| 2019 | $18.40B | $1.12B | $1.06 |
| 2018 | $15.85B | $981.80M | $0.92 |
| 2017 | $15.80B | $679.80M | $0.64 |
| 2016 | $14.88B | $946.40M | $0.90 |
| 2015 | $14.06B | $765.10M | $0.74 |
| 2014 | $12.97B | $714.20M | $0.70 |
| 2013 | $14.19B | $573.40M | $0.57 |
| 2012 | $14.16B | $585.50M | $0.59 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from THLLY's reported EPS growth of 7.8% a year over 13 years.
- EPS in 5 years
- $2.28
- Implied price
- $66.09
- Return from $50.17
- 5.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $32.86 — -34.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 21 | 25 | 29 | 33 | 37 |
|---|---|---|---|---|---|
| -2.2% | -10.1% | -6.9% | -4.1% | -1.6% | 0.7% |
| 2.8% | -5.5% | -2.2% | 0.8% | 3.4% | 5.8% |
| 7.8% | -0.9% | 2.6% | 5.7% | 8.4% | 10.9% |
| 12.8% | 3.7% | 7.3% | 10.6% | 13.5% | 16.1% |
| 17.8% | 8.3% | 12.1% | 15.5% | 18.5% | 21.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
165+312.50%Social Signal Score
Mentions (6)
- Newsbusinesswire.com·5d ago·Positive
Thales Launches Sentinel Envelope Plus to Protect Software Against AI-Assisted Reverse Engineering MEUDON, France--(BUSINESS WIRE)--Thales, a global leader in advanced technologies, today announced Sentinel Envelope Plus, a new addition to its Sentinel Envelope software protection solution that significantly hardens compiled applications against AI-assisted reverse engineering, automated zero-day vulnerability discovery, and automated exploit generation. Sentinel Envelope Plus applies multiple l
View source ↗ - Newsbusinesswire.com·5d ago·Neutral
Thales Strengthens Data Security Posture Management to Address Emerging Risks of AI MEUDON, France--(BUSINESS WIRE)--Thales, a global leader in advanced technologies for cybersecurity markets, today announced CipherTrust Data Security Posture Management (DSPM). It is the first purpose-built DSPM offering designed to help organizations go beyond discovering exposed sensitive data and applying access-based remediation, enabling them to prioritize risks and protect their most sensitive data directl
View source ↗ - Newsbusinesswire.com·5d ago·Neutral
Thales and Landis+Gyr Enable Smarter, Remotely Managed Connectivity for Smart Meter Fleets AUSTIN, Texas--(BUSINESS WIRE)-- #ThalesIDWallet--As utilities modernize their infrastructure, smart meters are becoming an increasingly important part of the connected energy ecosystem. Landis+Gyr serves more than 2,000 utilities worldwide and has more than 180 million connected intelligent devices in the field. In North America alone, the installed base of smart electricity meters is expected to grow fro
View source ↗ - Newsbusinesswire.com·8d ago·Neutral
Thales Expands Collaboration with Google Cloud to Help Secure Agentic AI Workflows MEUDON, France--(BUSINESS WIRE)--Thales today announced an expanded collaboration with Google Cloud to help enterprises address emerging security and governance challenges associated with agentic AI, bringing integrated protection, visibility, and policy enforcement to AI-driven workflows on Google Cloud. The integration of Thales AI Security Fabric with Google Cloud Gemini Enterprise helps organizations apply sec
View source ↗ - Newsreuters.com·19d ago·Neutral
France's Thales urges international framework on AI development Europe's largest defence technology firm, France-based Thales , called on Thursday for an international framework to govern the development of artificial intelligence.
View source ↗ - Newsseekingalpha.com·27d ago·Negative
Thales: A Defense Powerhouse Trading At A Deep Discount Thales S.A. delivered robust H1 2026 results, with accelerating defense growth, improved aerospace profitability, and exceptional free cash flow. Defence remains the primary growth and margin engine, supported by a strong order book, double-digit growth, and 100 bps margin expansion to 13.8%. Cyber & Digital underperformed, with margin contraction and ongoing pricing and volume pressures, though Cyber sales showed signs of recovery in Q2.
View source ↗
Congress trades
No disclosed congressional trades in THLLY.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.