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Thales (FR:HO)
:HO
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
4.48Last Year’s EPS
3.9Same Quarter Last Year
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 04, 2025
|% Change Since: 10.03%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
Thales delivered a strong financial performance in 2024 with record order intake, sales growth, and successful integration of recent acquisitions. However, challenges in the Space segment and digital identity market slowdown were notable concerns. Overall, the positive achievements outweigh the negative aspects, indicating robust business health and strategic progress.Company Guidance
During the recent call, Thales provided an optimistic outlook for its 2025 performance, driven by strong results in 2024. Thales achieved a record order intake of €25.3 billion, with a book-to-bill ratio of 1.23, and sales growth of 8.3% on an organic basis, crossing €20.6 billion. The adjusted EBIT increased by more than 13%, with a margin improvement to 11.8%, and adjusted net income group share rose by 7% to €1.9 billion. Free operating cash flow from continued activities increased by 9%, surpassing €2 billion. For 2025, Thales targets a book-to-bill ratio above 1, organic sales growth of 5% to 6%, and an adjusted EBIT margin between 12.2% and 12.4%. The company also emphasized its strategic priorities, including ramping up capacity, restoring profitability in its Space business, maintaining R&D leadership, and capitalizing on recent acquisitions like Imperva and Cobham AeroComms. In terms of corporate social responsibility, Thales reported significant reductions in CO2 emissions and improvements in gender diversity and anti-corruption training.Record Order Intake and Backlog
Thales achieved a record order intake of €25.3 billion in 2024, with a book-to-bill ratio of 1.23, driven by 35 large orders and strong demand in Defence and Space segments.
Sales and EBIT Growth
Sales grew organically by 8.3%, reaching €20.6 billion, while adjusted EBIT rose by 13% with a margin improvement to 11.8%.
Strong Cash Flow and Dividend Increase
Free operating cash flow increased by 9%, exceeding €2 billion, with a proposed 9% dividend increase to €3.70 per share.
CO2 Emissions Reduction
Thales achieved a 56.8% reduction in Scope 1 and 2 CO2 emissions compared to 2018, surpassing its 2030 targets ahead of schedule.
Successful Integration of Acquisitions
The integration of Imperva and Cobham AeroComms was successful, contributing positively to the group's performance.
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FR:HO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FR:HO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 04, 2025 | €222.40 | €228.00 | +2.52% |
| Jul 23, 2024 | €153.52 | €143.24 | -6.70% |
| Mar 05, 2024 | €135.41 | €147.69 | +9.07% |
| Jul 21, 2023 | €136.41 | €129.89 | -4.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Thales (FR:HO) report earnings?
Thales (FR:HO) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Thales (FR:HO) earnings time?
Thales (FR:HO) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Thales stock?
The P/E ratio of Thales is N/A.
What is FR:HO EPS forecast?
FR:HO EPS forecast for the fiscal quarter 2025 (Q2) is 4.48.
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