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Thales (FR:HO)
:HO
France Market
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Thales (HO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 26, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
4.99
Last Year’s EPS
4.48
Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 23, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance driven by significant growth in the Defense segment and robust cash flow management. However, challenges remain in the Cyber & Digital segment and Space segment, with integration issues and low demand impacting growth. Overall, the positive aspects outweigh the negatives, especially with strategic investments and acquisitions showing promising results.
Company Guidance
During the Thales H1 2025 Results Conference Call, the company provided guidance on its financial performance and strategic priorities. Thales reported a robust 8.1% growth in sales, reaching EUR 10.3 billion, with an adjusted EBIT of EUR 1.2 billion, representing a 12.7% organic growth and a margin increase to 12.2%. The order intake was solid at EUR 10.4 billion, achieving a book-to-bill ratio above 1. The company highlighted a strong performance in Defense, driven by substantial contracts like the GBP 1.16 billion deal with the UK Ministry of Defense and the sale of 26 Rafale jets to the Indian Navy. Thales aims for a book-to-bill ratio above 1 for the full year, with organic growth of 6-7% and an adjusted EBIT margin between 12.2% and 12.4%. The strategic focus includes ramping up production capacity, restoring space profitability, maintaining R&D leadership, and creating value from recent acquisitions. Cash flow generation was notable, with a free operational cash flow of EUR 499 million, while net debt increased by EUR 383 million due to seasonal effects.
Strong Financial Performance
Thales achieved an 8.1% increase in organic sales growth, reaching EUR 10.3 billion. Adjusted EBIT recorded a solid 12.7% growth, with a margin of 12.2%.
Defense Segment Success
Defense segment order intake amounted to EUR 5.8 billion, with sales recording a sharp organic growth of 12.7%. The segment is benefiting from the supportive geopolitical context and increased production ramp-up.
Positive Cash Flow Position
The free operational cash flow was particularly strong at EUR 499 million, driven by improved working capital management and customer payments.
Strategic Investments and Acquisitions
Thales is investing EUR 350 million in its Châtellerault site in France and is seeing strong performance from recent acquisitions, including Cobham Aerospace Communications.

Thales (FR:HO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

FR:HO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 26, 2026
2025 (Q4)
4.99 / -
4.482
Jul 23, 2025
2025 (Q2)
4.18 / 4.27
4.211.43% (+0.06)
Mar 04, 2025
2024 (Q4)
4.48 / 4.48
4.57-1.93% (-0.09)
Jul 23, 2024
2024 (Q2)
3.54 / 4.21
3.917.67% (+0.30)
Mar 05, 2024
2023 (Q4)
4.23 / 4.57
3.98414.71% (+0.59)
Jul 21, 2023
2023 (Q2)
3.19 / 3.91
2.6646.99% (+1.25)
Mar 08, 2023
2022 (Q4)
3.98 / 3.98
3.08229.27% (+0.90)
Jul 21, 2022
2022 (Q2)
3.03 / 2.66
2.0331.03% (+0.63)
Mar 03, 2022
2021 (Q4)
3.20 / 3.08
3.31-6.89% (-0.23)
Jul 23, 2021
2021 (Q2)
2.12 / 2.03
1.0986.24% (+0.94)
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

FR:HO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 23, 2025
€243.80€238.00-2.38%
Mar 04, 2025
€219.90€225.43+2.52%
Jul 23, 2024
€151.79€141.62-6.70%
Mar 05, 2024
€133.88€146.03+9.07%
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.

FAQ

When does Thales (FR:HO) report earnings?
Thales (FR:HO) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).
    What is Thales (FR:HO) earnings time?
    Thales (FR:HO) earnings time is at Feb 26, 2026, TBA (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 (Q4) is 4.99.
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