Thales lifts 2026 sales outlook: Thales stock stays below EUR 274.20 high

Published on 10/28/2026 at 10:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Thales lifts 2026 sales growth to the upper end of 6%-7%. Thales stock costs EUR 234.85 on October 28, 2026 below its EUR 274.20 high.

Orders and outlook shape Thales

Thales reported EUR 19.12 billion in nine-month order intake on October 22, 2026.
Sales reached EUR 16.422 billion in the first nine months of 2026, with organic growth of 8.1 percent.
Thales stock traded at EUR 234.85 at 10:38 a.m. CET at Lang & Schwarz on October 28, 2026.
The interim dividend ex-date is December 2, 2026.

Thales, FR0000121329, Illustration mit AI erstellt.

Thales (ISIN FR0000121329) lifted its 2026 organic sales outlook to the upper end of its 6% to 7% range, potentially beyond, in its October 22, 2026 update. The group reported EUR 19.12 billion in order intake for the first nine months, while Thales stock traded at EUR 234.85 at Lang & Schwarz on October 28, 2026, below its EUR 274.20 52-week high.

The nine-month figures

The Thales release published by WebDisclosure on October 22, 2026 said order intake rose 14% on a reported basis and 15% organically from the first nine months of 2025. Sales reached EUR 16.422 billion, up 7.6% on a reported basis and 8.1% organically.

Defence remained the largest operating driver. Defence sales reached EUR 9.358 billion in the first nine months, up 13.0% organically, while Aerospace sales rose 4.0% organically to EUR 4.237 billion. Cyber and Digital sales were broadly stable at EUR 2.742 billion, up 0.2% organically.

What does the outlook mean?

The updated sales view gives investors a clearer operating benchmark for the final quarter. Thales kept its adjusted EBIT margin target at 12.6% to 12.8% and its operating free cash flow conversion target at 100% to 110% for fiscal year 2026.

The order book also shows concentration in large programs. Thales recorded 29 orders worth more than EUR 100 million in the first nine months, totaling EUR 7.570 billion, up 42% from the same period of 2025. The release said 11 of those orders were booked in the third quarter.

Dates for the dividend

The next two dated corporate events in the release are the interim dividend ex-date on December 2, 2026, followed by the interim dividend payment on December 4, 2026. The company also lists full-year 2025 results for March 2, 2027.

Stock context

Thales stock was trading at EUR 234.85 at Lang & Schwarz on October 28, 2026 at 10:38 a.m. CET. The quote places the stock below its EUR 274.20 52-week high and above its EUR 211.90 52-week low.

The further course of trading is shown by the continuously updated real-time quote of Thales stock.