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Olfa Taamallah ...
  • Yan Derocles

Thales : Preview T1 2023– Une croissance organique dans le haut de la guidance 2023

>Un démarrage de l’année un peu lent en prises de commandes… - Thales publiera son T1 2023 le 5 mai. A l’image des années précédentes, nous tablons sur un démarrage lent en termes de prises de commandes à 3 282 M€, soit un book-to-bill de 0.84x (vs 0.81x au T1 2022). Les commandes majeures ont fait défaut sur ce trimestre avec la communication d’un seul contrat supérieur à 100 M€ pour la fourniture de 6 smallsats qui feront partie de la constellation italienne d’obser...
Underlying
Thales SA

Thales is an electronics and systems group, serving defense, aeronautics, transport, space and security markets. Co.'s operations can be divided into four operating segments: Aerospace (Avionics, Space), Transportation (Ground Transport Systems), Defence & Security (Secure Communications & Information Systems Land and Air Systems, Defence Mission Systems), and DCNS. Co. designs and delivers systems for all four environments: air, land, sea and space. These systems detect and assess threats, manage information, support command decisions and control engagements through to threat neutralization. Co. is active in ground transportation; air transport; navigation systems.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Olfa Taamallah

Yan Derocles

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