Thales Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Thales kazanç ve gelirin sırasıyla yıllık 11% ve 7.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 24.4% olacağı tahmin edilmektedir.
Anahtar bilgiler
11.0%
Kazanç büyüme oranı
11.91%
EPS büyüme oranı
| Aerospace & Defense kazanç büyümesi | 9.0% |
| Gelir büyüme oranı | 7.3% |
| Gelecekteki özkaynak getirisi | 24.42% |
| Analist kapsamı | Good |
| Son güncelleme | 19 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • May 10
HO: Defence Resilience And Cyber Recovery Will Support Stronger Future Earnings
Narrative update The updated analyst price target for Thales now reflects a modest uplift of €3 to €10 in recent Street research, as analysts factor in slightly higher assumed discount rates, largely unchanged growth and margin expectations, and a small adjustment to future P/E assumptions. Analyst Commentary Recent research on Thales shows a mixed tone, with several price target increases sitting alongside a rating downgrade.Anlatı Güncellemesi • Apr 23
HO: Defence Strength And Rising Earnings Assumptions Will Drive Future Upside Potential
Analysts have lifted the Thales price target by roughly €9, supported by updated assumptions on fair value, revenue growth, profit margin, a slightly lower future P/E multiple, and recent target changes from several research houses including UBS, Deutsche Bank, Citi, JPMorgan and Jefferies. Analyst Commentary Recent research has focused on how current execution, especially in different business segments, lines up with where the shares are trading and where analysts see fair value.
Anlatı Güncellemesi • Apr 09
HO: Defence Strength And Cyber Recovery Will Support Future Earnings Rerating
Narrative Update on Thales The analyst price target for Thales has been revised to €308, up from €284, as analysts weigh stronger views on the Defence business and recent target increases against concerns around Cyber & Digital earnings and higher expected interest and tax charges. Analyst Commentary Recent research on Thales gives you a mix of optimism and caution.Anlatı Güncellemesi • Mar 26
HO: Defence Strength And Cyber Turnaround Will Support Stronger Medium Term Earnings Power
The analyst price target for Thales has been lifted modestly, with the new fair value estimate moving by about €1 to €354.79. Analysts are factoring in slightly different discount rate assumptions alongside updated views on revenue growth, profit margins, and future P/E, supported by recent upgrades and target increases from several firms, as well as a downgrade that cited Cyber & Digital headwinds and higher expected interest and tax charges.Anlatı Güncellemesi • Mar 11
HO: Defense Exposure And Margin Gains Will Support Stronger Medium Term Earnings Power
Analysts have lifted their average price target on Thales to about €356 from roughly €338, reflecting a slightly higher fair value view even as they balance stronger defence and margin expectations with more cautious assumptions for revenue growth and interest costs. Analyst Commentary Recent research shows a mix of views on Thales, with some firms becoming more cautious on execution in certain divisions, while others highlight what they see as attractive defence exposure and scope for improved returns.Anlatı Güncellemesi • Feb 25
HO: Local Champion Positioning In Defense And Technology Will Drive Upside Potential
Analysts have raised their fair value estimate for Thales from €281.22 to €285.67, citing recent upgrades and higher price targets. These changes reflect more constructive views on its role as a European defense and technology "local champion," with a portfolio they consider better positioned relative to peers.
Anlatı Güncellemesi • Feb 10
HO: Cyber Execution Risks Will Temper Upside Despite Defense And AI Security Momentum
Analysts have nudged their price expectations for Thales higher by €5, supported by slightly stronger assumptions on revenue growth and profit margins, as well as a modest adjustment to the future P/E they apply. Analyst Commentary Recent research has been generally constructive on Thales, with several firms adjusting their stances and price assumptions.Anlatı Güncellemesi • Jan 27
HO: Space Joint Venture And Defense Positioning Will Shape Balanced Upside Potential
Narrative Update The analyst price target for Thales has edged higher by about €1.53 to €281.22, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate and a lower future P/E following recent target increases and rating changes from Berenberg, Bernstein and Morgan Stanley. Analyst Commentary Recent research updates on Thales point to a generally constructive stance, with price targets adjusted upward and at least one rating moved higher.Anlatı Güncellemesi • Jan 12
HO: Cyber Margin Drag Will Constrain Upside Despite Defense And Aerospace Execution
Analysts have nudged their price targets on Thales higher into a €250 to €275 range, pointing to solid Q3 performance in Defense and Aerospace, a slightly lower discount rate, and a modestly higher future P/E assumption, while continuing to flag Cyber as a key margin headwind. Analyst Commentary Recent research on Thales has centered on how to balance strong Q3 delivery in Defense and Aerospace with ongoing pressure in Cyber and questions around how much optimism is already reflected in current valuation multiples.Anlatı Güncellemesi • Dec 26
HO: Defense Strength And Cyber Drag Will Shape Mid Term Performance
Analysts have raised their price target on Thales to EUR 230 from EUR 220, citing a series of upward revisions to Street targets and increasing confidence in the company’s ability to sustain mid single digit organic growth and resilient margins despite lingering cyber headwinds. Analyst Commentary Recent Street research reflects a more nuanced stance on Thales, with rising price targets tempered by lingering concerns around certain business segments and the durability of current valuation multiples.Anlatı Güncellemesi • Dec 12
HO: Defense And Aerospace Momentum Will Drive Stronger Medium Term Earnings Power
Analysts have nudged their fair value estimate for Thales slightly higher to about EUR 338 from EUR 337, citing a series of recent price target increases that reflect solid Defense and Aerospace performance, partially offset by ongoing Cyber margin concerns. Analyst Commentary Bullish analysts have recently raised their targets for Thales, highlighting confidence in the company’s ability to execute on its growth strategy despite lingering concerns in Cyber.Analiz Makalesi • Nov 23
Thales (EPA:HO) Is Due To Pay A Dividend Of €0.95
The board of Thales S.A. ( EPA:HO ) has announced that it will pay a dividend of €0.95 per share on the 4th of...Anlatı Güncellemesi • Nov 10
HO: Defense And Aerospace Momentum Will Drive Upside From Robust Sector Demand
Analysts have slightly raised their fair value estimate for Thales from €279.13 to €279.69. This reflects ongoing strength in Defense and Aerospace, though some concerns remain over Cyber margin pressures.Analiz Makalesi • Oct 28
Thales (EPA:HO) Is Due To Pay A Dividend Of €0.95
The board of Thales S.A. ( EPA:HO ) has announced that it will pay a dividend of €0.95 per share on the 4th of...Anlatı Güncellemesi • Oct 27
European Defense Expansion and Cyber Efforts Will Drive Aerospace and Space Opportunities
Analysts have modestly raised their fair value estimate for Thales to EUR 279.13. This reflects continued optimism around stronger Aerospace performance and steady revenue growth forecasts.Anlatı Güncellemesi • Sep 20
European Defense And Cybersecurity Trends Will Fuel Aerospace And Space Opportunities
Thales' consensus analyst price target saw a slight downward revision to €275.56 as bullish drivers such as strong defense sector demand and order visibility were partially offset by valuation concerns, though the overall outlook remains broadly positive. Analyst Commentary Bullish analysts cite robust rearmament cycles and elevated defense sector demand as key drivers for higher price targets.Analiz Makalesi • Aug 25
Investors Appear Satisfied With Thales S.A.'s (EPA:HO) Prospects
Thales S.A.'s ( EPA:HO ) price-to-earnings (or "P/E") ratio of 45.6x might make it look like a strong sell right now...
Yeni Anlatı • Mar 09
Debt Costs Will Rise, But Defence Contracts Will Open Future Opportunities
Increased financial expenses due to higher debt costs from recent acquisitions may affect future earnings growth.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 27,912 | 2,482 | 2,813 | 3,774 | 14 |
| 12/31/2027 | 25,662 | 2,224 | 2,525 | 3,464 | 17 |
| 12/31/2026 | 23,748 | 1,863 | 2,272 | 3,256 | 16 |
| 12/31/2025 | 22,136 | 1,675 | 2,565 | 3,322 | N/A |
| 9/30/2025 | 21,743 | 1,360 | 2,583 | 3,293 | N/A |
| 6/30/2025 | 21,349 | 1,046 | 2,601 | 3,265 | N/A |
| 3/31/2025 | 20,963 | 1,027 | 2,308 | 2,951 | N/A |
| 12/31/2024 | 20,577 | 1,007 | 2,015 | 2,638 | N/A |
| 9/30/2024 | 19,891 | 980 | 1,417 | 2,041 | N/A |
| 6/30/2024 | 19,205 | 953 | 820 | 1,444 | N/A |
| 3/31/2024 | 18,817 | 951 | 895 | 1,520 | N/A |
| 12/31/2023 | 18,428 | 949 | 971 | 1,596 | N/A |
| 9/30/2023 | 18,228 | 1,063 | 1,306 | 1,926 | N/A |
| 6/30/2023 | 18,028 | 1,178 | 1,642 | 2,256 | N/A |
| 3/31/2023 | 17,799 | 1,145 | 2,051 | 2,625 | N/A |
| 12/31/2022 | 17,569 | 1,112 | 2,461 | 2,995 | N/A |
| 9/30/2022 | 17,174 | 1,120 | 2,593 | 3,089 | N/A |
| 6/30/2022 | 16,780 | 1,129 | 2,725 | 3,183 | N/A |
| 3/31/2022 | 16,486 | 1,050 | 2,554 | 3,008 | N/A |
| 12/31/2021 | 16,192 | 971 | 2,383 | 2,833 | N/A |
| 6/30/2021 | 15,289 | 773 | 1,853 | 2,253 | N/A |
| 3/31/2021 | 15,330 | 607 | 1,322 | 1,712 | N/A |
| 12/31/2020 | 15,371 | 441 | 791 | 1,171 | N/A |
| 9/30/2020 | 17,476 | 557 | 1,038 | 1,481 | N/A |
| 6/30/2020 | 17,962 | 630 | 1,125 | 1,616 | N/A |
| 3/31/2020 | 18,182 | 876 | 1,196 | 1,693 | N/A |
| 12/31/2019 | 18,401 | 1,122 | 1,267 | 1,770 | N/A |
| 9/30/2019 | 17,497 | 1,102 | N/A | 1,412 | N/A |
| 6/30/2019 | 16,592 | 1,082 | N/A | 1,053 | N/A |
| 3/31/2019 | 16,224 | 1,032 | N/A | 1,073 | N/A |
| 12/31/2018 | 15,855 | 982 | N/A | 1,093 | N/A |
| 9/30/2018 | 15,708 | 910 | N/A | 1,137 | N/A |
| 6/30/2018 | 15,561 | 838 | N/A | 1,182 | N/A |
| 3/31/2018 | 15,394 | 759 | N/A | 1,448 | N/A |
| 12/31/2017 | 15,228 | 680 | N/A | 1,713 | N/A |
| 9/30/2017 | 15,193 | 771 | N/A | 1,596 | N/A |
| 6/30/2017 | 15,158 | 862 | N/A | 1,478 | N/A |
| 3/31/2017 | 15,021 | 904 | N/A | 1,408 | N/A |
| 12/31/2016 | 14,885 | 946 | N/A | 1,338 | N/A |
| 9/30/2016 | 14,724 | 915 | N/A | 1,592 | N/A |
| 6/30/2016 | 14,562 | 883 | N/A | 1,845 | N/A |
| 3/31/2016 | 14,313 | 824 | N/A | 1,656 | N/A |
| 12/31/2015 | 14,063 | 765 | N/A | 1,468 | N/A |
| 9/30/2015 | 13,844 | 656 | N/A | 1,286 | N/A |
| 6/30/2015 | 13,626 | 548 | N/A | 1,104 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: HO 'nin tahmini kazanç büyümesi (yıllık 11% ) tasarruf oranının ( 2.5% ) üzerindedir.
Kazançlar ve Piyasa: HO şirketinin kazançlarının (yıllık 11% ) French pazarından (yıllık 12.4% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: HO şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: HO şirketinin gelirinin (yıllık 7.3% ) French pazarından (yıllık 5.6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: HO şirketinin gelirinin (yıllık 7.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: HO 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 24.4 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 16:21 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Thales S.A. 27 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Milene Kerner | Barclays |
| Joseph Campbell | Barclays |
| George Mcwhirter | Berenberg |