EU defense stocks rise

Note: This section contains information in English only.
Source: Dukascopy Bank SA
Donald Trump's "America First" policy has forced Europe to revisit the topic of continental security. Security company stocks have seen a significant increase in price as new spending plans in the EU are being implemented.

Thales, a global technology company that specializes in aerospace, defense, and security, has benefited from these geopolitical changes.

Thales reported strong 2024 results with €25.3 billion in order intake, up 9%, and €20.6 billion in sales, up 11.7%. Adjusted EBIT rose by 13.4% to €2.42 billion, representing 11.8% of sales, while adjusted net income increased 7% to €1.9 billion. Consolidated net income surged by 39% to €1.42 billion, mainly due to the resolution of pension scheme-related expenses. Free operating cash flow from continuing operations was €2.14 billion, up 9%, with a cash conversion ratio of 114%. Thales proposed a dividend of €3.70 per share, reflecting 40% of adjusted net income, with an interim dividend of €0.85 paid in December and the balance of €2.85 to be paid in May 2025. The order book reached a record €51 billion, supported by 35 large orders over €100 million, totaling €8.67 billion.

The company experienced strong growth in both emerging and mature markets, with orders in emerging markets up 39%. The Aerospace segment saw 14% growth, and the Defence segment set a record with €14.7 billion in orders, while the Cyber & Digital segment showed stable performance. For 2025, Thales expects organic sales growth of 5-6%, resulting in sales between €21.7 billion and €21.9 billion, with an adjusted EBIT margin between 12.2% and 12.4%.

Back to articles

Actual Topics

Wed, 12 Mar 2025 12:06:57 GMT

Best Buy quarter earnings

Best Buy's total revenue for Q4 FY25 was $13.95 billion, down 4.8% from the previous year. Domestic revenue dropped 5.2% to $12.72 billion, but comparable sales grew by 0.5%, with strong performance in computing. GAAP operating income was 1.6% of revenue, down from 3.8% last year. GAAP diluted EPS dropped to $0.54 due to a $475 million goodwill impairment, but

Wed, 05 Mar 2025 08:39:28 GMT

Target Q4 and Full-Year 2024 earnings report

Target Corporation reported a mixed performance for Q4 and full-year 2024. For Q4, the company saw a 1.5% increase in comparable sales, driven by strong digital growth (+8.7%) and categories like Toys, Electronics, and Apparel. However, Q4 EPS was $2.41, down from $2.98 in Q4 2023. Operating income for Q4 dropped 21.3%, totaling $1.5 billion. For the full year, Target's

Subscribe to "Fundamental Analysis" feed

Abonnieren
Um mehr über die Forex/CFD Handelsplattform von Dukascopy Bank SA, sowie über den SWFX und weitere handelsbezogene Informationen zu erfahren,
rufen Sie uns bitte an oder hinterlassen Sie eine Rückrufanfrage.
Für weitere Informationen über eine mögliche Zusammenarbeit,
bitte rufen Sie uns an oder fordern Sie einen Rückruf an.
Um mehr über die Dukascopy Bank Binären Optionen zu lernen /Forex Handelsplattform, SWFX und andere Handelsbezogenen Informationen,
bitte rufen Sie uns an oder fordern Sie einen Rückruf an.
Um mehr über die Forex/CFD Handelsplattform von Dukascopy Bank SA, sowie über den SWFX und weitere Handelsbezogenen Informationen zu erfahren,
rufen Sie uns bitte an oder hinterlassen Sie eine Rückrufanfrage.
Um mehr über Krypto Handel/CFD/ Forex Handelsplattform, SWFX und andere Handelsbezogenen Informationen zu erfahren,
bitte rufen Sie uns an oder fordern Sie einen Rückruf an.
Um mehr über Business Introducer und andere Handelsbezogenen Informationen zu erfahren,
bitte rufen Sie uns an oder fordern Sie einen Rückruf an.
Für weitere Informationen über eine mögliche Zusammenarbeit,
rufen Sie uns bitte an oder bitten Sie um einen Rückruf.