Thales SA

Thales SA

THLEF

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Market Cap$54.21B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Thales SAThales SA28.51.68%39%1.32.3

Earnings Call Q2 2024

July 23, 2024 - AI Summary

Thales reported strong commercial momentum in the first half of 2024, with order intake increasing by 26% and reaching €10.8 billion.
Sales grew by 6% organically, exceeding expectations and standing at the top of the guidance range for the year.
EBIT margin improved to 11.5%, driven by a higher gross margin and controlled indirect costs.

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$597.64

Current Fair Value

129.9% upside

Undervalued by 129.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$54.21 Billion
Enterprise Value$68.27 Billion
Dividend Yield$4.53 (1.68%)
Earnings per Share$8.15
Beta0.11
Outstanding Shares205,531,000

Return

Return on Equity38.84%ROE
Return on Assets7.90%
Return on Invested Capital26.91%

Valuation & Multiples

P/E Ratio28.53P/E Ratio
PEG18.86PEG
Price to Sales1.26Price to Sales
Price to Book Ratio6.84Price to Book Ratio
Enterprise Value to Revenue1.6
Enterprise Value to EBIT18.24
Enterprise Value to Net Income22
Total Debt to Enterprise0.27
Debt to Equity2.32Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
March 3, 2026
EPS Estimate
$6.36
Average shareholder expectation
Revenue Estimate
$13.66 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$5.09
Average shareholder expectation
Revenue Estimate
$12.67 B
Average shareholder expectation

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About Thales SA

CEO: Patrice Caine

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, Digita...

Relevant Senate Committees

Appropriations

Determines the specific funding for defense, aerospace, and transport projects that Thales bids on as a contractor.

Armed Services

As a major global defense contractor, Thales is directly affected by the NDAA and military procurement strategies authorized by this committee.

Select Committee on Intelligence

Thales' work in cybersecurity and defense technology aligns with classified intelligence briefings regarding global threats and technological advantages.

Commerce, Science, and Transportation

This committee oversees the FAA and FCC, directly impacting Thales' aerospace segment (avionics) and telecommunications technologies.

Foreign Relations

As a global defense firm, Thales is heavily impacted by US foreign policy, international arms treaties, and sanctions which the committee oversees.

Homeland Security and Governmental Affairs

Thales provides digital identity, cybersecurity, and security solutions for government agencies; this committee oversees procurement and risk management in these sectors.