Thales S.A. (0IW5) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Thales First Half twenty twenty six Results Conference Call. The presentation will be held by Patrice Caine, Thales' Chairman and CEO and Jeremy Papin, Thales' CFO. It will be followed by a question and answer session. I must advise you that this conference is being recorded. I would now like to hand the conference over to Mr. Louis Igonnet, VP Head of Investor Relations. Please go ahead, sir. Thank you. Good morning, everyone, and welcome to this presentation of Thales H1 twenty twenty six results. I'm Louis Gonnet, Head of IR for Thales. With me today in the room are Patrice Kane, our Chairman and CEO and Jaime Papin, our CFO. As usual, this presentation is webcasted live on our website, thalesgroup.com, where the slides and press release are also available for download. A replay will be available soon after the end of the events. With that, I'd like to turn over the call to Patrice Ken. Good morning everyone and welcome to Thales twenty twenty six Half Year Results Conference Call. So let me begin with a few highlights of our performance in the first half of the year and I'm on slide number two. So first, we delivered robust order intake, mainly driven by defense and space. Once again, demonstrating the strength and the relevance of our products and solutions. Notable examples include major contracts to supply satellites to Luxembourg and Turkey or air surveillance systems to Qatar or radars to The UAE. Our sales growth was driven by the successful ramp up of our defense activities, especially in sensors and effectors, together with the rebound in cyber and the resilience of our aerospace business. From an operational perspective, our continued focus on efficiency and competitiveness res...