Thales reported €19.1 billion in order intake for the first nine months of 2026, an organic increase of 15%. [6, 8] Sales rose 8.1% organically to €16.4 billion over the same period. [6, 8] The defense and aerospace divisions drove the performance.
Thales raised its full-year organic sales growth forecast to the upper end of its 6% to 7% range, with potential to exceed it. [6, 11]
The company also announced major contracts secured in the third quarter, including orders for the Rafale’s next-generation radar and SAMP/T NG air-defense systems, as well as a contract for Eutelsat’s Iris² satellite constellation. [10]
Despite the announcements, Thales shares edged down. Some analysts suggested investors were waiting for more detailed earnings figures. [8]