Thales Group

What Thales Group does

Thales Group (Euronext Paris: HO) is a Paris-headquartered global technology company operating across defense, aerospace, space, cybersecurity, digital identity, and public security markets. The company employs approximately 85,000 people across five continents and runs five corporate research centers in France, the United Kingdom, Canada, Singapore, and India, with 34,000 R&D personnel and 22,000 patents. Its defense portfolio spans naval, land, air, space, and joint domains and includes radar systems (GO12, AirMaster C), counter-drone solutions (RapidDestroyer directed-energy weapon, RapidStriker, LGR275 Proxy), missiles and loitering munitions (Lightweight Multirole Missiles, Toutatis), command and control systems (HexaForce, Arcadia), tactical vehicles (4 TROOP), and communications (LOCODA RAT). In aerospace, Thales serves commercial aviation, business aviation, air navigation service providers, and emerging eVTOL/air mobility segments with avionics, in-flight entertainment (FlytEDGE), and air traffic management platforms (TopSky-Air, TopSky-AstraUTM) that manage more than 40% of the world's airspace. Cybersecurity and digital identity offerings include the CipherTrust data security platform, OneWelcome CIAM, Imperva API security, S3NS sovereign cloud, and identity/biometric programs serving 92% of the world's 100 largest banks and 30,000+ organizations.

The company earns revenue primarily through direct enterprise sales to government defense ministries, armed forces, airlines, and large enterprises, with a mix of hardware sales (radars, missiles, avionics, satellites), subscription/recurring revenue (cybersecurity, sovereign cloud, software licensing), and professional services (maintenance, training, simulation). Revenue is split across Defense (largest segment, including a Q1 2026 €3.05 billion defense sales figure with 14.3% organic growth), Aerospace and Civil Aviation, Space (via the Thales Alenia Space joint venture with Leonardo), Cybersecurity and Digital Identity, and Public Security. Thales has ~17,000 suppliers globally, ~450 strategic suppliers, €9.2 billion in annual procurement, and operates wholly-owned subsidiaries such as Thales Defense & Security Inc. (US), OneWelcome, S21sec, Excellium, and Cobham Aerospace Communications, alongside joint ventures including Tessalia (semiconductor packaging with Foxconn and Radiall) and Thales Alenia Space. FY2025 group revenue was €22.1 billion, with Q1 2026 sales of €5.32 billion and order intake up 27% organically to €4.7 billion.

Name

Thales Group

Legal name

Thales Group

Website

https://thalesgroup.com

Company type

Public

Founded year

2000

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Thales Group is a Paris-headquartered global defense, aerospace, space, and cybersecurity prime serving 70+ armed forces, civil aviation authorities, and enterprises across 65 countries with radar, missiles, avionics, ATM, sovereign cloud, and digital identity solutions.

Ownership category

akta.pro rank

Product category

Defense and Aerospace Systems

NAICS

Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing (334511), Guided Missile and Space Vehicle Manufacturing (336414)

SIC

Search, Detection, Navagation, Guidance, Aeronautical Sys (3812), Guided Missiles & Space Vehicles & Parts (3760)

akta.pro primary industry

Military Avionics, Mission Computers & Flight Controls (IMABAMAE)

akta.pro secondary industries

Counter-UAS (C-UAS) Systems & Drone Defense (IMABAIAG), Autonomy Software, AI & Mission Management (UAS/UXV) (IMABAIAH), Avionics Software, Certification & Safety-Critical Systems (DO-178/DO-254) (IMABAFAK), Military Aircraft Platforms (Fixed-Wing) (IMABAMAA)

Keywords

• Defense systems
• Civil avionics
• Air traffic management
• Cybersecurity solutions
• Digital identity

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices11 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Supply Chain, Technology or R&D, Operations, Infrastructure

Revenue model

1. Defense Systems and Solutions: Thales generates the majority of revenue from defense contracts including naval, land, air, space, and joint defense systems. Revenue includes sale of radar systems, communication systems, weapons, missiles, electronic warfare, and command solutions to armed forces worldwide.
2. Aerospace and Civil Aviation: Revenue from avionics, air traffic management, in-flight entertainment systems, and flight management systems for commercial and civil aviation customers.
3. Cybersecurity and Digital Identity: Revenue from identity management platforms, data security solutions, hardware security modules, and sovereign cloud services for enterprises and governments.
4. Space Systems: Revenue from satellite systems, telecommunications, Earth observation, navigation, and space exploration through Thales Alenia Space joint venture.
5. Professional Services and Support: Revenue from maintenance, training, simulation, and support services for installed systems.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Thales Group designs, manufactures and integrates advanced systems for defense (radars, missiles, electronic warfare, command-and-control, tactical vehicles), aerospace (avionics, air traffic management, in-flight entertainment), space (satellites, navigation, Earth observation), cybersecurity and digital identity (encryption, IAM, sovereign cloud) and civil identity (biometric eID, border control). Products and solutions are sold primarily to government defense ministries, armed forces, civil-aviation operators, space agencies, banks and critical-infrastructure operators worldwide.

Product overview

Thales Group is a global technology leader providing advanced solutions across defense, aerospace, cyber and digital, and civil identity sectors. The portfolio operates as a platform-plus-modules architecture with distinct product families: Defense systems include naval (submarines, surface ships), land (tactical vehicles, artillery, radar), air (radars, missiles, combat aircraft systems), space, and cyber solutions. Civil Aviation offerings span air traffic management (TopSky-Air, TopSky-AstraUTM), in-flight entertainment (FlytEDGE/FlytEDGE Aura), and avionics (AirMaster C radar). Cybersecurity products include CipherTrust Data Security Platform, OneWelcome Identity Platform, Imperva API Security, and OT XDR. Civil Identity solutions encompass eID cards, biometric systems, and Smart Digital Platform. Space products through Thales Alenia Space include Spacebus satellites, navigation systems, and exploration modules. Enterprise offerings cover payment cards, IoT connectivity (eSIM/iSIM), and software licensing. Advanced Technologies encompass AI/ML (CortAIx), biometrics, quantum, optics, and simulation. Key recent launches include Gladiator AI training analytics, RapidStriker air defense, RapidDestroyer directed energy weapon, LOCODA tactical radio, X-Fire modular launcher, HexaForce command system, 4 TROOP tactical vehicle, and Toutatis loitering munition.

Differentiator

Problem solved

Functional benefit

Brands

• Thales Alenia Space: Joint venture between Thales (67%) and Leonardo (33%) providing end-to-end solutions for telecommunications, Earth observation, space exploration and navigation
• S3NS
• Thales Defense & Security, Inc.

Quantifiable outcome

• 2/3 of aircraft that take off and land in the world use Thales equipment
• +6 more outcomes

Named customers14 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability22 records

Feature15 records

Partnerships

20 partnerships are on record, tiered core and secondary.

• Defense Conseil International (DCI)coreStrategic or Co-development Partner · 24 June 2026Partnership to integrate Thales' HexaForce multi-domain command solution into France's military training programs through DCI's Operational Command Academy. HexaForce supports command posts operating across land, air, sea, cyber, and space domains.
• Dutch Ministry of DefencecoreStrategic or Co-development Partner · 23 June 2026Agreement to expand radar production and testing infrastructure at Thales' Hengelo facilities. Includes near-field radar test site with anechoic chamber, expanded printed circuit board production, and additional radar test tower. Targeting 60% increase in antenna production capacity by 2028.
• Hanwha AerospacecoreStrategic or Co-development Partner · 22 June 2026MoU to integrate Hanwha's Chunmoo guided missiles (80km, 160km, 290km range) with Thales' X-Fire modular launcher platform for international markets. Aims to develop scalable precision-strike capabilities for European and global defense requirements.
• ArquussecondaryStrategic or Co-development Partner · 22 June 2026MoU to integrate Thales' SpinFire 120mm rifled mortar family into Arquus vehicles, with demonstrators (120MC and 120mm vehicle-mounted 2R2M) displayed at Eurosatory 2026. Targeting export markets with Thales supplying weapon systems and Arquus handling vehicle integration.
• Aura AerosecondaryStrategic or Co-development Partner · 22 June 2026Partnership to develop the Enbata, a Medium Altitude Long Endurance (MALE) ISR drone for France's sovereign military capabilities. Features fly-by-wire controls, open architecture, and integrates Thales' AirMaster C airborne radar with AI capabilities.
• Renault GroupcoreStrategic or Co-development Partner · 19 June 2026Strategic agreement to jointly develop and mass-produce Toutatis loitering munitions at 1,000 units per month starting 2027. Combines Thales' defense technology with Renault's large-scale manufacturing capacity to establish sovereign French drone industry.
• MeskosecondaryStrategic or Co-development Partner · 19 June 2026Agreement to localize production of 70mm rocket systems in Poland, with Polish Armaments Group subsidiaries handling motor assembly and key component manufacturing. Part of Poland's effort to expand domestic defense manufacturing capacity.
• Renault GroupcoreStrategic or Co-development Partner · 18 June 2026Joint development of 4 TROOP 4x4 tactical vehicle prototype functioning as mobile command center for UAV and UGV coordination. Integrates Thales' Combat Digital Platform with Renault's industrial manufacturing capabilities.
• Dassault SystemessecondaryStrategic or Co-development Partner · 18 June 2026Partnership with Serbia's Military Technical Institute and UTVA Avio to enhance Serbia's technological and industrial defence capabilities as part of Rafale fighter jet procurement. Includes establishing AI laboratory for autonomous weapons systems.
• Identity FusionsecondaryImplementation/ SI/ Consulting Partner · 17 June 2026Served as Availity's IAM advisor and implementation partner for migration to Thales OneWelcome Identity Platform.
• AvailitysecondaryTechnology or Integration · 15 June 2026Availity selected Thales OneWelcome Identity Platform to modernize identity infrastructure handling billions of healthcare transactions. Migration conducted through Identity Fusion consultancy to avoid disrupting critical healthcare services.
• Dassault AviationcoreStrategic or Co-development Partner · 15 June 2026Cooperation under India-France Special Global Strategic Partnership for potential sixth-generation fighter aircraft co-design, co-development, and co-production. Thales provides avionics including RBE2 XG radar and SPECTRA electronic warfare suite for Rafale jets.
• BoeingsecondaryTechnology or Integration · 14 June 2026Thales acquired digital receiver technology from Boeing to strengthen its defense electronics capabilities.
• RECARO Aircraft SeatingsecondaryChannel Partner/ Reseller/ Distributor · 9 June 2026RECARO supplies seats for Eve Air Mobility's eVTOL aircraft alongside Thales systems.
• FACCsecondaryChannel Partner/ Reseller/ Distributor · 9 June 2026FACC supplies flight control surfaces including tails and rudders for Eve Air Mobility's eVTOL aircraft alongside Thales.
• Teledyne E2VsecondaryTechnology or Integration · 5 June 2026Partnership for RapidDestroyer radio frequency directed energy weapon trials. Teledyne E2V contributed to successful testing that neutralized 80 drones in April 2026 at Pershore, UK. Upgraded four-panel effector design improved power focus and targeting accuracy.
• ENAC (École Nationale de l'Aviation Civile)secondaryStrategic or Co-development Partner · 27 May 2026Strategic partnership signed at Airspace World exhibition in Lisbon to advance air traffic management through AI-based solutions. Combines Thales' industrial expertise in control systems, AI, and cybersecurity with ENAC's academic and regulatory competencies to reduce airline fuel consumption and CO2 emissions by up to 10%.
• Google CloudcoreTechnology or Integration · 26 May 2026Strategic partnership to establish sovereign cloud offering in Germany. Thales creates a new locally operated German entity to manage dedicated infrastructure, designed to meet German regulatory requirements including C5 and C3A frameworks. General availability targeted by end of 2026.
• CoheresecondaryTechnology or Integration · 26 May 2026Partnership to deploy AI solutions across telecommunications, enterprise cloud, and national security infrastructure in Canada. Cohere positions itself as Canada's national AI champion competing with US, China, and France at AI frontier.
• HoneywellsecondaryChannel Partner/ Reseller/ Distributor · 21 May 2026Honeywell supplies sensors, guidance and navigation systems for Eve Air Mobility's eVTOL aircraft alongside Thales contributions.

Scale indicators34 records

Recent moves8 records

Expansion highlights7 records

Broad incumbents

• Lockheed Martin: US-based global defense prime with overlapping portfolio in missile defense, radar, avionics (F-35), and integrated air defense systems. Thales and Lockheed compete on air defense radars (LTAMDS vs GO12/SMART-L) and missile systems, while partnering via MBDA. Comparable as the largest Western defense prime Thales benchmarks itself against.
• RTX (Raytheon Technologies): US defense prime with Collins Aerospace (avionics, ATM) and Raytheon Missiles & Defense directly comparable to Thales' avionics, air traffic management, and missile businesses. Compete on radar, Patriot air defense systems, and Patriot vs. Thales SAMP/T surface-to-air systems.
• Airbus: European aerospace prime; competes with Thales in commercial avionics/aircraft, ATM (via Airbus Defence and Space), and is partner in proposed Bromo space merger. Significant overlap in air traffic management, military aircraft, and space (satellites, OneWeb) markets.
• Northrop Grumman: US defense prime; competes with Thales on military aerospace (B-21, AESA radar), integrated air and missile defense (IBCS), and C4ISR systems. Both companies are top-tier suppliers of military radar and electronic warfare systems to NATO.

Direct peers

• BAE Systems: UK-headquartered global defense prime with parallel portfolio across electronic warfare, radar, combat vehicles, and combat aircraft avionics. BAE is the closest European-headquartered peer to Thales, competing on Type 26 frigate electronics, Eurofighter avionics, and shared platforms like Tempest/GCAP FCAS program.
• Leonardo: Italian defense and aerospace prime; 33% partner in Thales Alenia Space joint venture and proposed co-merger partner in Bromo. Directly competes with Thales in radar, avionics (M-346 vs. Rafale avionics), helicopters, and cyber/digital identity (Leonardo's CITI 4 and CSIRT programs).
• Saab: Swedish defense and aerospace company competing in radar (Saab Giraffe vs. Thales GO12/SMART-L), air defense, missiles (Safran-MBDA won French deep-fire tender over Thales), and ATM. Strong Nordic/European defense overlap, particularly in short-range air defense and counter-drone systems.
• Rheinmetall: German defense prime benefiting from European rearmament; directly comparable in land defense (air defense systems, armored vehicles, ammunition) and a partner-competitor with Thales via joint programs in ammunition and air defense. Both are major beneficiaries of ReArm Europe procurement uplift.
• Hensoldt: German defense electronics specialist; pure-play comparable to Thales' defense electronics segment in radar (TRML-4D vs. Thales GM400), IFF, electronic warfare, and optronics. Direct competitor on European ground-based air defense radar contracts.
• Elbit Systems: Israeli defense electronics company competing with Thales on electro-optic systems, UAV/drone defense (ReDrone), electronic warfare, and C4I solutions. Direct competitor in C-UAS and tactical communications markets across Europe and Asia.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/thalesgroup
• Facebookfacebook.com/thalesgroup
• LinkedInlinkedin.com/company/thales

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries7 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A28 records

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Thales Group