Thales SA

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, Digital Identity and Security, Aerospace and Transport. The Defense and Security segment designs and delivers systems for the following domain: land, air, naval, space, and cyberspace. The Digital Identity and Security segment develops digital identity and Security solutions for a private and government customer base and some digital businesses. The aerospace segment encompasses the Avionics and Space Global Business Units. The Transport segment offers Ground Transportation Systems and services such as rail signaling and control systems and passenger payment collection solutions to operators and transport infrastructure manager. The company was founded in 1893 and is headquartered in Paris, France.

Thales S.A. (OTCPK:THLEF) Q1 2024 Earnings Conference Call April 30, 2024 2:30 AM ET Company Participants Alexandra Boucheron – Head-Investor Relations Pascal Bouchiat – Chief Financial Officer Conference Call Participants Victor Allard – Goldman Sachs George Zhao – Bernstein Olivier Brochet – Redburn Atlantic Christophe Menard – Deutsche Bank Ben Heelan – Bank of America Aymeric Poulain – Kepler Cheuvreux Alexandra Boucheron [Call Starts Abruptly] Thales Q1 2024 order intake and sales.

Thales S.A. (THLEF) Q1 2024 Earnings Call Transcript

Leonardo DRS Inc

Raytheon Technologies

There's a general understanding among most financial analysts that defense companies provide significant portfolio stability during recessions. Indeed, these companies, especially defense companies with no commercial exposure, dip directly into the coffers of their countries' governments.

3 Overvalued Defense Stocks to Sell Before the 2024 Election

MEUDON, France--(BUSINESS WIRE)--Thales, a global leader in Software Monetization and Licensing, has expanded its partnership with Neural Labs, a company which provides video analysis for Smart Cities and AI-based Intelligent Transportation Systems (ITS), to enable secure, efficient, and practical solutions for vehicle access control and logistical planning. Thales's Sentinel platform provides services for software licensing, entitlement management, delivery, and protection – helping Neural Lab.

Thales Partners with Neural Labs to Support AI-Powered Smart Cities

Thales S.A. (OTCPK:THLEF) Q4 2023 Earnings Conference Call March 5, 2024 2:30 AM ET Company Participants Alexandra Boucheron - Vice President and Head, Investor Relations Patrice Caine - Chairman and Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Christophe Menard - Deutsche Bank George Zhao - Bernstein David Perry - JPMorgan Aymeric Poulain - Kepler Cheuvreux Tristan Sanson - BNP Paribas Chloe Lemarie - Jefferies Ian Douglas-Pennant - UBS Alexandra Boucheron Good morning, everyone.

Thales S.A. (THLEF) Q4 2023 Earnings Call Transcript

Thales is a French defense contractor with a strong focus on defense contracts, generating over half of its revenues from the defense sector. The company has solid sales trends and expects ongoing organic sales growth of up to 7%, with a solid operating margin of up to 11.8%. While Thales is a good business, the current valuation is not attractive enough to warrant a significant upside, making it a "HOLD" for now.

Thales: Not Valued For Its Long-Term Quality

Thales S.A. (OTCPK:THLEF) Q3 2023 Earnings Conference Call October 31, 2023 3:30 AM ET Company Participants Alexandra Boucheron - IR Pascal Bouchiat - CFO Conference Call Participants Olivier Brochet - Redburn Ross Law - Morgan Stanley Ben Heelan - Bank of America Merrill Lynch George Zhao - AB Bernstein Herve Drouet - CIC Market Solutions Christophe Menard - Deutsche Bank David Perry - JPMorgan Aymeric Poulain - Kepler Cheuvreux Alexandra Boucheron Good morning.

Thales S.A. (THLEF) Q3 2023 Earnings Conference Call Transcript

France's Thales on Tuesday posted a 7.5% underlying rise in nine-month revenues to 12.854 billion euros ($13.62 billion), led by resurgent demand for jetliner components and military equipment.

Thales posts higher nine-month revenues, maintains targets

Thales S.A. (OTCPK:THLEF) Q2 2023 Earnings Conference Call July 21, 2023 2:30 AM ET Company Participants Bertrand Delcaire - Head of Investor Relations Patrice Caine - Chairman & Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Victor Allard - Goldman Sachs Ben Heelan - Bank of America Milene Kerner - Barclays Ross Law - Morgan Stanley Herve Drouet - CIC Market Solutions Olivier Brochet - Redburn Christophe Menard - Deutsche Bank Operator Good morning, ladies and gentlemen and thank you for standing by.

Thales S.A. (THLEF) Q2 2023 Earnings Call Transcript

France's Thales upgraded its full-year revenue forecast after posting faster-than-expected growth for the first half on Friday, buoyed by a recovery in civil aerospace and growth in its digital identity and security business.

France's Thales upgrades sales outlook after solid first half

Thales S.A. products are widely applied. The company trades at a significant discount compared to aerospace and defense companies.

Thales: Buy On Aerospace And AI Strength

GOL Linhas Aereas Inteligentes SA

France's Thales SA will provide maintenance services for Brazilian airline Gol in Brazil instead of abroad, the companies outlined on Tuesday in a deal that aims to cut turnaround time and lower costs.

Thales, Gol ink deal to move maintenance services to Brazil

Thales S.A. (OTCPK:THLEF) Q4 2022 Earnings Conference Call March 8, 2023 2:30 AM ET Company Participants Bertrand Delcaire - Head, Investor Relations Patrice Caine - Chairman and Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants Olivier Brochet - Redburn Tristan Sanson - BNP Paribas Ian Douglas-Pennant - UBS Ben Heelan - Bank of America Harry Breach - Stifel David Perry - JPMorgan George Zhao - Bernstein Victor Allard - Goldman Sachs Christophe Menard - Deutsche Bank Operator Good morning, ladies and gentlemen and thank you for standing by.

Thales S.A. (THLEF) Q4 2022 Earnings Call Transcript

The Eastern European conflict is translating into an opportunity for Thales whose stock has delivered an upside. There is also additional business for giant Raytheon whose backlog figures are simply dazzling.

Thales Is Better Than Raytheon When Considering Cybersecurity

French defence and technology group Thales plans to hire 12,000 new staff this year as there is strong demand across its product range, CEO Patrice Caine said in an interview with French weekly Le Journal du Dimanche.

French defence group Thales to recruit 12,000 staff as orders boom

Thales S.A. (OTCPK:THLEF) Q2 2022 Earnings Conference Call July 21, 2022 2:30 AM ET Company Participants Bertrand Delcaire - Head of Investor Relations Patrice Caine - Chairman and Chief Executive Officer Pascal Bouchiat - Chief Financial Officer Conference Call Participants George Zhao - Bernstein Ben Heelan - Bank of America Andrew Humphrey - Morgan Stanley Christophe Menard - Deutsche Bank Tristan Sanson - BNP David Perry - JPMorgan Operator Good morning, ladies and gentlemen and thank you for standing by.

Thales S.A.'s (THLEF) CEO Patrice Caine on Q2 2022 Results - Earnings Call Transcript

PARIS LA DÉFENSE--(BUSINESS WIRE)--Thales announced a new cloud data protection solution that will protect SAP customers' sensitive data in SAP applications in public cloud environments. Together, the two companies are offering new capabilities that enable security teams to own and centralise the control of their encryption keys across public clouds while helping meet compliance and regulatory requirements. The solution enables customers to leverage the potential of SAP technology in the cloud

Thales Delivers Solution to Help SAP Customers Control their Data in the Cloud

LM Ericsson Telefon

QUALCOMM

Swedish telecom equipment maker Ericsson, French aerospace group Thales and U.S. chipmaker Qualcomm plan to work jointly to develop a satellite-driven 5G network to improve terrestrial connectivity.

Tests in Space: Ericsson, Qualcomm, Thales expand 5G horizon

PARIS LA DÉFENSE--(BUSINESS WIRE)--As organisations continue their digital transformation journeys and move more of their workloads, networking, and security frameworks to the cloud, there is increasing pressure for businesses to rollout sufficiently robust security solutions to safeguard their networks. A long-standing collaboration between the two global cybersecurity leaders, Thales and Palo Alto Networks, will help support this widespread cloud migration, allowing organisations to implement

Thales and Palo Alto Networks Deliver New Security Integrations to Help Organisations Implement Zero Trust Security

Thales won a ten-year contract to deliver advanced tactical radios to the U.S. Army as one of two vendors in a deal with an overall volume of $6 billion, the French defence group said on Monday.

France's Thales wins major contract for U.S. Army

Thales posted a 32% rise in operating income and record cashflow, as Europe's largest defence electronics company swung back into the black in its aerospace business and saw higher margins in digital security.

French company Thales' annual core profits rise 32%

French defence group Thales reaffirmed full-year financial forecasts as it reported a 1.4% dip in underlying third-quarter sales, dampened by comparisons with the easing of a first wave of COVID-19 lockdowns a year earlier.

France's Thales maintains 2021 targets as Q3 sales slip

Alphabet

Defence company Thales and Google are partnering to offer state-vetted cloud computing services for the storage of some of France's most sensitive data, the companies said on Wednesday.

France's Thales partners with Google on secure cloud services

PARIS and SUNNYVALE, Calif., Oct. 6, 2021 /PRNewswire/ -- Thales and Google Cloud today announced a strategic agreement to co-develop a sovereign hyperscale cloud offering for France.

Thales and Google Cloud Announce Strategic Partnership to Jointly Develop a Trusted Cloud Offering in France

Hitachi Ltd

Thales, Europe's largest defence electronics company, confirmed on Wednesday it was in advanced talks to sell its railway signalling business to Japan's Hitachi in a deal that values the division at 1.66 billion euros ($2 billion).

Thales to sell signalling business to Hitachi in $2 billion deal

PARIS LA DÉFENSE--(BUSINESS WIRE)--Thales selected by Lockheed Martin to deliver up to 55 airborne anti-submarine warfare sonars for the U.S, Indian, Greek and Danish Navies.

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