Report
Olfa Taamallah ...
  • Yan Derocles

Thales : What can we expect from the CMD on 14 November?

>Medium-term targets already partly unveiled but leverage exists... - Thales will hold its CMD on 14 November and will take the opportunity to unveil its financial targets for 2028. Admittedly, part of the scenario is already known - for nearly two-thirds of the group - since the management has already reiterated that it anticipates i/ average organic growth of 6-7% per year for the defence & security segment (52% of group sales) with profitability stabilising around ...
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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