Thales: The latest figures, news and market research on Thales

Turnover: 17.2 billion EUR (2022)

Country: France

Thanks to its military expertise in cryptography, Thales is a major player in securing communications for a wide range of entities including banks, governments and the armed forces. Its recognized know-how in security has established its position of trust with these key players, protecting their sensitive and strategic exchanges.

Thales continues to expand, and recently acquired Alcatel-Lucent's Cybersecurity and Telecommunications Security services, reinforcing its ability to protect critical data and infrastructure.

The Thales Group is present in several sectors, diversifying its activities to meet contemporary challenges. In addition to its expertise in cryptography and cybersecurity, it plays a key role in aerospace, developing advanced technologies for air and space travel, and also excels in the defense sector, offering innovative solutions for armed forces.

Thales also brings its expertise to the rail transport sector, developing cutting-edge solutions to make travel safer, more efficient and more connected.

With around 80,000 employees worldwide, Thales is shaping a more secure and technologically advanced future for its customers and partners.

may 5, 2021 -

Born in 1893
Number 1 worldwide in electronics for aerospace, transport and security
Four-pillar business model: high-level R&D, digital expertise "by nature", presence in more than half the world's countries and number 1 or 2 position in each of its businesses
Predominantly European presence (55.5%, of which 25% in France)
Accelerated environmental strategy with low-carbon commitments (20% reduction in emissions by 2023), clean tech solutions
Turnaround challenges for the group's least profitable transport division
Two concerted shareholders: Dassault Aviation (24.64%) and the French State (25.68%)

may 6, 2021 - a very promising start to the year for Thalès - source (La Tribune)

Encouraging return to growth after the coronavirus crisis
Higher-than-expected order intake and sales for the first quarter of 2021
31% jump in orders thanks to two Rafales in 2021
Rising demand for military and cybersecurity radars offsets decline in aeronautical business
Thalès confirms sales forecast for 2021 of between 17.1 and 17.9 billion euros
Defense of a diversified business model, between defense, transport, security technologies and aerospace.

News

Thales enters the Top 5 in cybersecurity 26/07/2023

Thales bought Imperva for $3.6 billion (€3.26 billion).
Thales also recently acquired Cobham Aerospace Communications for 1 billion euros, and launched a takeover bid for Tesserent for around 100 million euros.
Thales sold its transport branch to Hitachi for 1.66 billion euros.
The global IT security market is estimated at $136 billion, rising to $198 billion by 2026.
Imperva, the company recently acquired by Thales, posted sales of $496 million last year.
Imperva employs 1,400 people and serves 35% of Fortune 100 companies.
With the acquisition of Imperva, sales of Thales's cybersecurity branch are expected to reach €2.4 billion in 2024, with 8,000 employees, including 6,000 engineers.
Between 2024 and 2027, Thales's Digital Identity and Security branch is expected to achieve annual organic growth of 6 to 7%, reaching sales of between 5.4 and 5.5 billion euros in 2027

Thales makes its biggest acquisition since Gemalto 25/07/2023

Thales has submitted a bid to acquire the US company Imperva, valued at $3.6 billion.
The acquisition of Imperva is expected to boost Thales' cybersecurity sales to €2.4 billion a year.
Imperva is expected to post year-on-year sales of over $500 million in 2022.
Imperva employs over 1,400 people.
The acquisition should enable Thales to achieve sales of between €5.4 and €5.5 billion in 2027 for its defense and security branch.

Aerospace: Thales strengthens its position in connected cockpits 13/07/2023

Thales has announced the acquisition of Cobham Aerospace Communications (CAC) for $1.1 billion.
CAC is expected to generate sales of 200 million euros in 2023.
One third of CAC's sales are in the defense sector.
CAC employs nearly 700 people in France, South Africa, North America and Denmark.

Thales acquires Cobham for $1.1 billion 12/07/2023

Thales in negotiations to acquire Cobham Aerospace Communications for $1.1 billion
Cobham Aerospace Communications is based in Rungis, near Paris, and is a leading supplier of airborne avionics systems in satellite communications, audio/radio management, antennas, lights, clocks and man-machine interfaces.
690 employees, including around 190 engineers.
Cobham Aerospace Communications operates in France, South Africa, USA/Canada and Denmark.
Cobham Aerospace Communications expects to achieve sales of $200 million in 2023.

Thales to launch takeover bid for Australian cybersecurity specialist 13/06/2023

Memorandum of understanding signed between Thales and Tesserent.
Thales proposes to acquire 100% of Tesserent's shares.
Double-digit growth expected in the Australian and New Zealand cybersecurity markets by 2026.

Made in France" chips for the space industry 08/06/2023

NanoXplore is a French company founded in 2010 specializing in electronic components for the space industry.
Thales Alenia Space (TAS) is teaming up with NanoXplore to integrate French "NG Ultra" processors into its new flexible and reconfigurable Space Inspire satellites.
A second, similar partnership is due to be signed shortly with Airbus Space to equip its NeoSat range of new-generation satellites.
Second-generation Galileo satellites could also use NanoXplore electronic components.
German satellite manufacturer OHB begins working with NanoXplore.
The company has grown from 6 employees in 2014 to 90 employees today.
NanoXplore has invested a total of €70 million, including €30 million in the development of the NG Ultra chip.
The company has signed an industrial agreement with STMicroelectronics, which manufactures the electronic circuitry for its components in Rennes, prior to assembly.

Thales Alenia Space takes command of the telecom satellite market 27/03/2023

- Thales Alenia Space (TAS) has won more than half of the world market for telecommunications satellites in 2022
- 5 of the 6 spacecraft sold by TAS in 2022 are the new Space Inspire reconfigurable orbiters
- TAS hopes to sell 4 per year in the future
- 400 people work for 3 years on each large geostationary satellite
- TAS to hire 300 employees by 2022
- TAS sales in 2022: 2.15 billion euros
- TAS target for 2025: 2.5 billion euros

Gemalto has become a Thales nugget 09/03/2023

Thales business was driven by defense, especially internationally: 29 orders over €100 million, 52% of sales and three-quarters of the group's order book (€40.9 billion)
Gemalto (15,000 employees), acquired for €4.8 billion at the end of 2017, accounted for 20% of Thales sales
Gemalto, renamed DIS, grew by 21% and its profitability soared (operating margin of 13.7%)
DIS combines the assets of Gemalto with those of Thales e-security, digital, artificial intelligence and data analysis.
DIS is benefiting from fast-growing markets, particularly in cybersecurity, from the recovery in demand for biometrics (passports, ID cards) and from price increases.
CB and SIM activities retained
DIS has contributed to making Thales Europe's leading player in cybersecurity, with sales of 1.5 billion euros, split between Europe and North America.
A specialist in 5G, identity authentication, biometrics, the Internet of Things, drone detection and identification, DIS is accelerating in post-quantum technologies, 6G and man-machine interface

Financial Data

DUNS: 552059024

Legal Name: THALES

Address: PL DES COROLLES TOUR CARPE DIEM ESPLANADE NORD, 92400 COURBEVOIE

Number of employees: Between 500 and 999 employees (2020)

Capital: 630 630 420 EUR

Financial Data:

Year	2021	2020	2016
Turnover	245 200 000	237 800 000	233 000 000
Gross margin (€)	654 500 000	620 600 000	635 000 000
EBITDA (€)	-66 400 000	-88 300 000	-70 000 000
Operating profit (€)	-101 300 000	-90 000 000	-93 000 000
Net profit (€)	452 200 000	509 300 000	431 000 000
Turnover growth rate (%)	3,1	-5,8	12
Ebitda margin rate (%)	-27,1	-37,1	-30
Operating margin rate (%)	-41,3	-37,8	-39,9
Working Capital (turnover days)	-9 662,2	3 397,2	521,6
Working Capital requirements (turnover days)	148	57,1	111,2
Net margin (%)	184,4	214,2	185
Added value / Turnover (%)	-117,2	-117,7	-93,6
Wages and social charges (€)	222 400 000	212 700 000	-
Salaries / Turnover (%)	90,7	89,4	-

Company Managers:

Position	First Name	Last Name	Age
Director	ERIC	TRAPPIER	63
Director	LOIK	SEGALEN	63
Director	PHILIPPE	KNOCHE	54
Director	EMMANUEL	MOULIN	55
Director	CHARLES	EDELSTENNE	85
Director	PHILIPPE	LEPINAY	69
Director	ANN	TAYLOR	76
Director	ANNE-CLAIRE	TAITTINGER	74
Director	MARIE-FRANCOISE	GUYOT	73
Director	ARMELLE	TIELEMAN	53
Director	BERNARD	FONTANA	62
Director	ANNE	RIGAIL	54
Director	DELPHINE	GENY	55
Chairman of the Board of Directors	PATRICE	CAINE	53
Director representing employees	ANNE-MARIE	HUNOT	59
Director representing employees	NADINE	RELIER	60