Thales S.A. (THLLY) Stock Price & Analysis
Thales S.A. (THLLY) — price $50.17 (-1.24%), as of the Oct 2, 2026 trading session; market cap $51.5B.
Educational signal · not a buy or sell recommendation · How to read this
Thales S.A. · THLLY · Industrials · Aerospace & Defense
Thales S.A. stands as a global technology leader, delivering a wide array of advanced solutions to both civilian and military clients across critical sectors.
Price as of Oct 2, 2026
Key Statistics
No publishable V2 score is available for this stock yet.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $50.17 | |
| Change on the day | -1.24% | |
| 52-week range | $48.75 – $64.14 | |
| Market capitalisation | $51.5B | |
| Price / earnings (trailing) | 30.59 | |
| Shares traded on the day | 16.2K | |
| Beta (volatility vs the S&P 500) | 0.12 | |
| Dividends per share (last 12 months) | $0.90 | |
| Dividend yield (last 12 months) | 1.80% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Management outlook
As you know, a target of adjusted net income to free operating cash flow conversion was upgraded early July, and we now aim at reaching 100% to 110% conversion ratio in 2026, which is obviously strongly supported by the H1 performance.
Jeremie Papin · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations can change.
Source recordsOther perspectives
Council score for Thales (THLLY): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 8, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 8, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the THLLY film — every key number, told as a short cinematic story
~2 min · open the film
What is Thales (THLLY), and what does it report?
Short answer · as of
Thales S.A. stands as a global technology leader, delivering a wide array of advanced solutions to both civilian and military clients across critical sectors. Thales S.A. (THLLY) is classified as Industrials / Aerospace & Defense. Headquarters: 4 Rue De La Verrerie, Meudon, IF, 92190, FR. It employs 84,958 people and is led by Patrice Caine. In Q2 FY2026 it reported revenue of €11.17B and net income of €495M. The market values it at $51.5B.
What do the latest results show for Thales (THLLY)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of €11.17B.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $13.84B Mar 2, 2026
- Latest report · revenue estimate
- $5.24B Mar 2, 2026
- Latest report · revenue vs estimate
- Above estimate Mar 2, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Mar 2, 2026 | $13.84B | $5.24B | $1.1500 | Not available |
| Jul 23, 2025 | $12.09B | $4.89B | $0.7590 | Not available |
| Jul 23, 2024 | $10.21B | Not available | $5.3000 | Not available |
| Dec 31, 2023 | $10.68B | Not available | $1.9800 | Not available |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | €11.17B | €495M | €0.48 (diluted) |
| Q4 FY2025 | €11.78B | €1.00B | €0.97 (diluted) |
| Q2 FY2025 | €10.26B | €664M | €0.64 (diluted) |
| Q4 FY2024 | €11.08B | €19M | €0.02 (diluted) |
What are the financial strengths and risks for Thales (THLLY)?
Short answer
The distress and quality screens read Altman Z 2.33 · Piotroski F 8. Trailing ratios: ROE 18.7% · ROA 3.7% · current ratio 0.83 · earnings yield 3.2% · free-cash-flow yield 8.6%.
What has been published about Thales (THLLY)?
Thales Industrials Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Thales sell beyond defence and aerospace?
Thales also supplies railway signalling and supervision, fare collection, cybersecurity, digital identity, industrial electronics and scientific technologies. These activities expose the company to transport and digital-infrastructure programs as well as military and aviation demand.
Why do rail signalling and digital identity matter to the Thales business mix?
They add customer spending tied to mobility, fare systems, cybersecurity and identity management rather than aircraft or military platforms. Thales therefore combines physical mission systems with digital infrastructure inside the same corporate portfolio.
What is the THLLY stock price today?
The last price recorded on this page for Thales S.A. (THLLY) is $50.17, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Does THLLY pay a dividend?
Yes. Thales S.A. (THLLY) shows a trailing 12-month dividend yield of 1.80%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (32 figures)
The 32 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jeremie Papin (Jul 23, 2026): As you know, a target of adjusted net income to free operating cash flow conversion was upgraded early July, and we now aim at reaching 100% to 110% conversion ratio in 2026, which is obviously strongly supported by the H1 performance. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. |
FMP — 25 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $50.17 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T08:44:45.409Z. | |
px.change | Change on the day | -1.24% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $51.5B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-05T08:44:44.430Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
id.business_summary | Business description (FMP excerpt) | Thales S.A. stands as a global technology leader, delivering a wide array of advanced solutions to both civilian and military clients across critical sectors. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | −$0.63 | FMP | Financial Modeling Prep (FMP) · quote | |
px.pe | Price / earnings (trailing) | 30.59 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 16.2K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.12 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Industrials / Aerospace & Defense | FMP | Financial Modeling Prep (FMP) company profile | |
id.hq | Headquarters | 4 Rue De La Verrerie, Meudon, IF, 92190, FR | FMP | Financial Modeling Prep (FMP) company profile — The FMP company description names Courbevoie, France as the headquarters; this page uses the address in this row. | |
id.employees | Employees | 84,958 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Patrice Caine | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_revenue | Revenue, Q2 FY2026 | €11.17B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q2 FY2026 | €495M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-03-02.revenue_actual | Revenue · reported — report date 2026-03-02 | $13.84B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-02.revenue_estimated | Revenue · estimate — report date 2026-03-02 | $5.24B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-02.eps_actual | EPS · reported — report date 2026-03-02 | $1.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-23.revenue_actual | Revenue · reported — report date 2025-07-23 | $12.09B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-23.revenue_estimated | Revenue · estimate — report date 2025-07-23 | $4.89B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-23.eps_actual | EPS · reported — report date 2025-07-23 | $0.7590 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2024-07-23.revenue_actual | Revenue · reported — report date 2024-07-23 | $10.21B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2024-07-23.eps_actual | EPS · reported — report date 2024-07-23 | $5.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2023-12-31.revenue_actual | Revenue · reported — report date 2023-12-31 | $10.68B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2023-12-31.eps_actual | EPS · reported — report date 2023-12-31 | $1.9800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.range52 | 52-week range | $48.75 – $64.14 | UNRECORDED | Stored company-profile observation — Captured 2026-10-03 | |
fin.scores | Distress and quality screens | Altman Z 2.33 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 18.7% · ROA 3.7% · current ratio 0.83 · earnings yield 3.2% · free-cash-flow yield 8.6% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.90 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.80% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-03-02.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($13.84B) with the recorded estimate ($5.24B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
Fact-family notes
- Earnings-history note. Source series as of 2026-03-02. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-03-02.revenue_actual,earn.history.depth.2026-03-02.revenue_estimated,earn.history.depth.2026-03-02.revenue_actual.comparison,earn.history.depth.2026-03-02.eps_actual,earn.history.depth.2025-07-23.revenue_actual,earn.history.depth.2025-07-23.revenue_estimated,earn.history.depth.2025-07-23.eps_actual,earn.history.depth.2024-07-23.revenue_actual,earn.history.depth.2024-07-23.eps_actual,earn.history.depth.2023-12-31.revenue_actual,earn.history.depth.2023-12-31.eps_actual.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Thales S.A. stands as a global technology leader, delivering a wide array of advanced solutions to both civilian and military clients across critical sectors. These encompass aeronautics, space exploration, defense, overall security, ground transportation, and digital identity. Its operations are strategically divided into four key segments: Aerospace; Transport; Defence & Security; and Digital Identity & Security. Within defense and security, Thales develops sophisticated communication, command, and control (C3) systems, alongside mission support and protection technologies. It's also a provider of cutting-edge surveillance, detection, and intelligence platforms, and offers comprehensive training and simulation tools for air, land, naval, and joint military operations. For the aerospace industry, its contributions include air traffic management platforms, state-of-the-art flight decks and avionics, in-flight entertainment and connectivity services, and essential electrical systems. The company further supplies aerospace training, advanced navigation solutions, and comprehensive support for avionics equipment, including specialized vision systems. In the space domain, Thales designs, operates, and deploys satellite-based systems. These are crucial for telecommunications, navigation, earth observation, environmental monitoring, scientific research, space exploration, and the development of orbital infrastructures. Its transport offerings encompass railway signaling, communication, and supervision systems, as well as fare collection management solutions. It also delivers cybersecurity and digitalization systems for railways, alongside a range of solutions for mainline, urban, and intermodal mobility. Beyond these core areas, Thales extends its expertise to diverse industrial and scientific applications. This includes solutions involving radiology, radio frequency (RF) and microwave sources, specialized training and simulation tools, lasers, and microelectronics. These are applied across various sectors such as science, general industry, space, defense, automotive, railway, and energy conversion platforms. Notably, Thales S.A. maintains a strategic partnership with Google LLC. With roots tracing back to its founding in 1893, the company operated under the name Thomson-CSF before officially rebranding as Thales S.A. in 2000. Its global operations are directed from its headquarters in Courbevoie, France. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Aerospace & Defense | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
Data provided for informational purposes only.