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THALES Earnings Calls
| Release date | Mar 03, 2026 |
| EPS estimate | $6.36 |
| EPS actual | $6.19 |
| EPS Surprise | -2.67% |
| Revenue estimate | 5.694B |
| Revenue actual | 13.66B |
| Revenue Surprise | 139.92% |
| Release date | Jun 30, 2025 |
| EPS estimate | $4.93 |
| EPS actual | $3.79 |
| EPS Surprise | -23.12% |
| Revenue estimate | 12.208B |
| Revenue actual | 12.086B |
| Revenue Surprise | -1.00% |
| Release date | May 15, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $4.64 |
| EPS actual | $2.02 |
| EPS Surprise | -56.47% |
| Revenue estimate | 10.94B |
| Revenue actual | 11.477B |
| Revenue Surprise | 4.92% |
Last 4 Quarters for THALES
Below you can see how THLEF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | $141.80 |
| EPS estimate | $4.64 |
| EPS actual | $2.02 |
| EPS surprise | -56.47% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $141.75 |
| Dec 26, 2024 | $141.75 |
| Dec 27, 2024 | $141.75 |
| Dec 30, 2024 | $145.20 |
| Dec 31, 2024 | $141.80 |
| Jan 02, 2025 | $141.80 |
| Jan 03, 2025 | $141.80 |
| Jan 06, 2025 | $142.00 |
| Jan 07, 2025 | $142.00 |
| 4 days before | 0.0353% |
| 4 days after | 0.141% |
| On release day | 0% |
| Change in period | 0.176% |
| Release date | May 15, 2025 |
| Price on release | $280.00 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 09, 2025 | $276.11 |
| May 12, 2025 | $264.00 |
| May 13, 2025 | $265.30 |
| May 14, 2025 | $269.02 |
| May 15, 2025 | $280.00 |
| May 16, 2025 | $281.50 |
| May 19, 2025 | $287.49 |
| May 20, 2025 | $289.99 |
| May 21, 2025 | $292.25 |
| 4 days before | 1.41% |
| 4 days after | 4.38% |
| On release day | 0.536% |
| Change in period | 5.85% |
| Release date | Jun 30, 2025 |
| Price on release | $291.95 |
| EPS estimate | $4.93 |
| EPS actual | $3.79 |
| EPS surprise | -23.12% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $277.90 |
| Jun 25, 2025 | $285.61 |
| Jun 26, 2025 | $295.50 |
| Jun 27, 2025 | $290.85 |
| Jun 30, 2025 | $291.95 |
| Jul 01, 2025 | $283.00 |
| Jul 02, 2025 | $285.00 |
| Jul 03, 2025 | $286.10 |
| Jul 07, 2025 | $286.60 |
| 4 days before | 5.06% |
| 4 days after | -1.83% |
| On release day | -3.07% |
| Change in period | 3.13% |
| Release date | Mar 03, 2026 |
| Price on release | $288.66 |
| EPS estimate | $6.36 |
| EPS actual | $6.19 |
| EPS surprise | -2.67% |
| Date | Price |
|---|---|
| Feb 25, 2026 | $299.35 |
| Feb 26, 2026 | $294.55 |
| Feb 27, 2026 | $305.83 |
| Mar 02, 2026 | $299.38 |
| Mar 03, 2026 | $288.66 |
| Mar 04, 2026 | $289.35 |
| Mar 05, 2026 | $276.21 |
| Mar 06, 2026 | $276.50 |
| Mar 09, 2026 | $299.99 |
| 4 days before | -3.57% |
| 4 days after | 3.93% |
| On release day | 0.239% |
| Change in period | 0.214% |
THALES Earnings Call Transcript Summary of Q4 2025
Thales reported a strong 2025: record order intake (EUR 25.3bn), sales of EUR 22.1bn (organic +8.8%), adjusted EBIT margin of 12.4% and adjusted net income above EUR 2bn. Free operating cash flow hit a record ~EUR 2.6bn, driving a sharp reduction in net debt to EUR 1.6bn and enabling a proposed dividend increase to EUR 3.90 per share (+5.5%). Defence remained the primary growth engine (record orders, backlog ~EUR 42bn, strong book-to-bill), with notable success for SAMP/T NG and continued ramp-ups to meet rearmament demand. Aerospace (Avionics and Space) delivered solid growth and margin recovery, while Space saw improvement and positive EBIT after restructuring. Cyber & Digital was the laggard: Cyber Products faced integration-related disruption (Imperva) but showed signs of recovery in Q4; overall Cyber & Digital sales were broadly flat and margin held at ~13.7% (recurring closer to 13%). Strategic priorities for 2026: capture profitable growth (capacity ramp-up, >9,000 hires planned), operational excellence and AI-driven productivity (cortAIx scaled across product lines), restore Cyber growth, and progress on the proposed space JV with Airbus and Leonardo (BROMO) targeting operations in 2027 subject to approvals. 2026 guidance: book-to-bill >1; organic sales growth 6–7% (EUR 23.3–23.6bn); adjusted EBIT margin 12.6–12.8%; free operating cash flow conversion 95–100%.
