Thales

http://www.thalesgroup.com/
https://www.linkedin.com/company/thales/

Thales, also known as Thales S.A., is a publicly owned company headquartered in France. Founded in 2000, with approximately 70,830 employees, it reported $25.0B in revenue as of 2025. The company specializes in IT services and IT consulting, and it designs, develops, and manufactures electrical systems, devices, and equipment for the aerospace, defense, transportation, and security sectors.

2025 Revenue

Founded

2000

Headcount

62,671

Headquarters

France

Primary Segment

IT Services and IT Consulting

Ownership

Publicly Owned

Deployments

News Summary:

On July 24, 2026, Thales secured an agreement to supply twelve Ground Master 200 Multi-Mission All-in-one (GM200 MM/A) radars to Romania, bolstering the nation's airspace protection. The Romanian General Directorate for Armaments and the French Direction Générale de l’Armement (DGA) signed the agreement. Earlier on the same day, Thales reported strong first-half 2026 growth, with orders, sales, and profitability climbing due to sustained demand for its defense and aerospace technology. This followed the company's Q2 earnings call on July 23, 2026, which detailed strong commercial momentum, margin gains, and a sharp improvement in cash generation. Order intake for the first half surged to €12.5 billion, representing a 22% organic jump, with the book-to-bill ratio reaching 1.14. Adjusted EBIT climbed to nearly €1.4 billion, up approximately 10% reported and 11% organically, contributing to an improved adjusted EBIT margin of 12.5%, in line with its full-year target. The company also paid down a significant portion of debt and modestly upgraded its guidance.

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Thales offers 3 products in the enterprise tech and pro AV industries. Thales's product portfolio comprises of digital signage and professional display, enterprise and telecoms software and enterprise security.

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Thales's revenues were $25.0B in 2025. Caretta Research has split Thales's revenue into 3 different product categories.

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Jul

31st

2026

14:06

B2B Tag

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Thales Group

Jul

31st

2026

13:03

Capital Investment, Emerging Tech, B2B Tag, Investments, Facility Expansion

Thales executive: Brazil’s strategic autonomy is ‘not overstated’

Omnisys received the certification as a strategic defense company in 2024. Photo: Omnisys Thales has turned a factory in São Paulo's industrial belt into one of its global radar production hubs. Omnisys, the group's Brazilian subsidiary and a certified Strategic Defense Company under the Defense Ministry, completed the largest expansion in its history this week, an investment of more than BRL 120 million (USD 23.6m).

The Brazilian Report

Jul

31st

2026

11:31

Procurement and Sales, Supply Chain and Procurement, Tenders and Contracts

GPS Jammers Can’t Touch TACAN: NATO Just Secured Its Air Base Navigation Backup for 32 Nations

When a military air base stands up at a forward location and GPS signals are being jammed, aircraft cannot land on GPS alone.

Tech Times

Jul

31st

2026

11:01

Regulatory and Legal, Robotics, Procurement and Sales, Tenders and Contracts, Mergers and Acquisitions

Thales to Launch Mandatory Tender Offer for Exail Technologies After Gorgé Family Stake Acquisition

(IN BRIEF) Thales and Exail Technologies have signed a tender offer agreement setting out the terms for Thales’ planned acquisition of Exail Technologies shares and ODIRNANE bonds not held by the Gorgé family. The agreement follows the announcement of negotiations on 6 July 2026.

Europawire

Jul

31st

2026

08:30

B2B Tag, Regulatory Compliance

New data law pushes companies beyond compliance checklists

In a trust-based business environment, readiness for the Personal Data Protection Law is better treated as a governance, resilience, and trust issue than as a legal checklist. Vietnam’s digital economy is no longer asking only how quickly businesses can digitise.

Vietnam Investment Review

Jul

31st

2026

07:31

Procurement and Sales, Mergers and Acquisitions

Thales signs tender offer deal to buy drone maker Exail

Thales (TCFP.PA), opens new tab said on Friday it had signed a tender offer agreement with Exail Technologies setting out the terms of its planned acquisition ‌of the drone maker, advancing a deal announced earlier this month that would expand its position in the drone warfare market.■

Reuters

Jul

31st

2026

06:42

B2B Tag, Tenders and Contracts

Deployable TACAN: Thales NATO Win

Thales has been selected by the NATO Support & Procurement Agency (NSPA) to deliver a next-generation deployable TACAN navigation system to the Spanish Air & Space Force [1][1], reinforcing its standing as a trusted supplier within allied defense procurement.

The Futurum Group

Jul

31st

2026

06:30

B2B Tag, Tenders and Contracts

Rafale to Receive Laser-Guided 68-Millimeter Rockets

The French Defense Procurement Agency (DGA) has completed the successful integration of laser-guided 68-millimeter rockets onto the Rafale fighter jet. The system, known as “Ladac” (Lutte anti-drone sur avion de combat), is intended to provide a cost-effective defense against drones such as Shahed models.

Militaeraktuell (at)

Jul

31st

2026

06:30

New Offerings, Artificial Intelligence, B2B Tag, New Offerings, Tenders and Contracts

Singapore selects Thales for next-generation AI-powered air traffic management system serving one of Asia's busiest airspaces

To address the rapid growth in air traffic, the Civil Aviation Authority of Singapore (CAAS) has selected Thales to develop Singapore's NexGen Air Traffic Management System (ATMS) and air traffic control radars. Scheduled to enter operational service by 2030, the NexGen ATMS will enable air traffic controllers to provide air traffic control services safely and efficiently, handling up to one million aircraft movements annually.

MarketScreener India

Jul

31st

2026

06:30

New Offerings, Artificial Intelligence, B2B Tag, New Offerings, Tenders and Contracts

Singapore selects Thales for next-generation AI-powered air traffic management system serving one of Asia's busiest airspaces

MarketScreener

Jul

31st

2026

06:30

Emerging Tech, Procurement and Sales, B2B Tag, Tenders and Contracts, Facility Expansion

Thales in Gorgonzola secures a NATO contract for Spain

This is the first order of its kind from NATO, and could be the first of many. The Thales site in Gorgonzola – the French group’s centre of expertise for avionics systems – has secured a contract to develop a mobile tactical communications system, a high-tech order worth several million euros for the Spanish Ministry of Defence.

Il Sole 24 Ore

Jul

31st

2026

06:30

Funding Activities, B2B Tag, Funding

Thales : welcomes certainty investment for UK nuclear deterrent submarine programme

Europe United Kingdom Submarine Share options Facebook X Whatsapp Linkedin Email Type News In Brief Published 31 July 2026 Thales has welcomed the Government's announcement linked to investment for the UK's nuclear deterrent submarine programme. The company says the "certainty" provided will help the defence industry plan and invest confidently, supporting delivery of warfighting capability on time and sustaining operational availability, performance and safety across the in-service fleet.

MarketScreener

Thales's customers primarily consist of engineering Services, airlines and Aviation and enterprise and telecoms software companies. Examples of Thales's customers include Lufthansa, ZTE and L&T Technology Services. Examples of Thales's suppliers include Cognacq-Jay Image and Net Display Systems.

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Analysis

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Thales

2025 Revenue

Founded

Headcount

Headquarters

Primary Segment

Ownership

Deployments

News Summary:

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