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Thales SA Unsponsored ADR (THLLY)
OTHER OTC:THLLY
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
―Last Year’s EPS
1.07Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 04, 2025
|% Change Since: 10.33%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
Thales exhibited strong financial performance with record order intake and sales growth, driven by the Defence segment and successful acquisitions. However, challenges remain in the Space segment's profitability and in the supply chain. Overall, the positive aspects slightly outweigh the negatives.Company Guidance
The call provided a comprehensive overview of Thales' 2024 financial performance and future guidance. Key highlights included a record order intake of €25.3 billion, driven by six contracts each exceeding €500 million, resulting in a book-to-bill ratio of 1.23. Sales grew by 8.3% organically, reaching €20.6 billion, with the adjusted EBIT increasing by 13% and a margin of 11.8%. The adjusted net income group share rose to €1.9 billion, despite higher financial expenses, and the free operating cash flow grew by 9%, surpassing €2 billion. The Board proposed a 9% dividend increase to €3.70 per share. In terms of extra-financial performance, Thales achieved significant reductions in CO2 emissions and surpassed gender diversity targets. For 2025, Thales aims for a book-to-bill ratio above 1, organic sales growth of 5% to 6%, and an adjusted EBIT margin of 12.2% to 12.4%, while focusing on ramping up capacity, restoring Space profitability, maintaining R&D leadership, and capitalizing on recent acquisitions.Record Order Intake and Sales Growth
Thales achieved a record order intake of €25.3 billion, with sales growing by 8.3% organically to €20.6 billion, driven by strong growth in Defence and successful acquisitions.
Double-Digit EBIT and Cash Flow Growth
Adjusted EBIT increased by over 13% with a margin improvement to 11.8%, while free operating cash flow from continued activities increased by 9%, exceeding €2 billion.
Strong Performance in Defence Segment
Defence orders reached €14.7 billion with a book-to-bill ratio of 1.34, supported by large contracts, leading to a sales growth of 13.3% organically.
CSR Achievements
Thales reduced CO2 emissions from Scope 1 and 2 by 56.8% and Scope 3 by 24.7% compared to 2018, achieving its 2030 targets ahead of schedule.
Successful Integration of Acquisitions
The integration of Imperva and Cobham AeroComms was successful, contributing positively to operational performance and profitability.
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THLLY 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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THLLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 04, 2025 | $46.64 | $48.01 | +2.94% |
| Jul 23, 2024 | $33.51 | $31.15 | -7.04% |
| Mar 05, 2024 | $29.68 | $32.39 | +9.13% |
| Jul 21, 2023 | $30.75 | $29.19 | -5.07% |
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.
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FAQ
When does Thales SA Unsponsored ADR (THLLY) report earnings?
Thales SA Unsponsored ADR (THLLY) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Thales SA Unsponsored ADR (THLLY) earnings time?
Thales SA Unsponsored ADR (THLLY) 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 THLLY EPS forecast?
Currently, no data Available
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