Thales reports 8.10 percent sales growth and Thales stock costs EUR 231.30

Published on 10/26/2026 at 11:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nine-month sales reached EUR 16.42 billion, up 8.10 percent organically. Thales stock costs EUR 231.30 on October 26, 2026 beside that growth.

Revenue and guidance details

Thales booked EUR 19.12 billion of orders in the first nine months of 2026, up 15.00 percent organically.
Full-year organic sales growth is expected at 6.00 percent to 7.00 percent, with adjusted EBIT margin guidance of 12.60 percent to 12.80 percent.
Thales stock trades at EUR 231.30 at 11:03 a.m. CEST at Lang & Schwarz on October 26, 2026.
The next dated items are December 2, 2026, for interim dividend detachment, and March 2, 2027, for annual results.

Pop-Art-Comic zeigt Techniker an Radarkonsole mit Satellitenschüssel im Hintergrund — Farbenfrohe Pop-Art-Comicszene mit Radarleitstand illustriert verspielt die technologische Welt von Thales S.A. FR0000121329, Illustration mit AI erstellt.

Thales (ISIN FR0000121329) was trading at EUR 231.30 at Lang & Schwarz on October 26, 2026 at 11:03 a.m. CEST. In a release dated October 22, 2026, Les Echos reported that Thales recorded EUR 19.12 billion of orders and EUR 16.42 billion of sales during the first nine months of 2026.

Orders set the tone

Organic order growth reached 15.00 percent compared with the first nine months of 2025, while organic sales growth reached 8.10 percent. The order book therefore expanded faster than revenue, giving the commercial picture a clear forward bias.

The third quarter contributed EUR 5.47 billion of sales, an organic increase of 8.70 percent. Defense revenue reached EUR 9.36 billion in the first nine months, up 13.00 percent organically, making that segment the main quantified growth engine in the reported period.

What does order growth mean for margins?

The answer is visible in the financial targets. According to the Yahoo Finance transcript of the October 22, 2026 call, management expects full-year organic sales growth at the upper end of the 6.00 percent to 7.00 percent range and potentially beyond. Adjusted EBIT margin guidance remains 12.60 percent to 12.80 percent, while the book-to-bill ratio is expected above 1.10.

When are the next dates?

The release calendar lists December 2, 2026, for interim dividend detachment and March 2, 2027, for the annual results. Those dates give investors two concrete checkpoints after the nine-month update, with the annual release set to provide the next full-year assessment.

Stock and investor context

The figures show a company converting defense and space demand into both orders and revenue, but the margin range remains the key operating constraint to monitor. Thales also booked 29 large orders worth more than EUR 100 million each during the first nine months, totaling EUR 7.57 billion, up 42.00 percent from the comparable period.

Thales was trading at EUR 231.30 at Lang & Schwarz on October 26, 2026 at 11:03 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Thales stock.