Thales a démarré 2026 en force, porté par un bond historique des commandes Défense
泰雷兹集团2026年开局强劲，国防订单创历史性飞跃。第一季度，该集团新获订单额达47亿欧元，同比增长27%；营收53亿欧元，增长近10%。这一表现使其确认了2026年全部财务目标。
在持续的地缘政治紧张局势推动全球防务需求背景下，泰雷兹的业绩增长尤为显著。第一季度订单激增主要得益于国防和安全业务板块的强劲表现，反映了各国政府加强军事能力和关键基础设施保护的长期趋势。
尽管面临供应链紧张和通胀压力等运营挑战，集团通过严格的定价管理和运营效率提升，维持了稳健的利润率。管理层表示，当前订单储备已达历史高位，为今明两年的营收增长奠定了坚实基础。
泰雷兹同时强调，其在数字身份与安全、航空航天等民用领域的业务也保持稳定发展，体现了集团业务的多元化和抗风险能力。分析师指出，其订单增长势头预计将在未来几个季度持续，进一步巩固其在全球防务电子和关键系统领域的领先地位。
Thales has opened its 2026 fiscal year with robust first-quarter results, driven by a historic surge in defense orders. The French aerospace, defense, and technology group reported a 27% year-on-year increase in orders to €4.7 billion, while revenue rose nearly 10% to €5.3 billion. This strong performance confirms the company's full-year financial targets for 2026.
The standout performance came from the Defense & Security segment, where orders skyrocketed by 47% to €2.8 billion. This historic jump is attributed to heightened geopolitical tensions globally, which are driving increased defense spending and reinforcing the strategic relevance of Thales's portfolio. Key contracts contributing to this surge include major orders for air defense systems, notably the Ground Master 200 and 400 radars, secure communications equipment, and naval combat systems.
The Aerospace segment also performed solidly, with orders up 7% to €1.4 billion, supported by the ongoing recovery in civil aviation and demand for in-flight entertainment and connectivity systems. The Digital Identity & Security segment saw more modest order growth of 2%, reaching €0.5 billion.
Based on this strong start, Thales reaffirmed its full-year 2026 guidance, which includes organic sales growth between 4% and 6% and an EBIT margin ranging from 12.5% to 13%. The company's order book now stands at a record €46.7 billion, providing high visibility for future revenue. Management highlighted that the current geopolitical climate is creating a sustained cycle of demand for defense and security technologies, positioning Thales for continued growth.
Avec 4,7 Md€ de prises de commandes en hausse de 27% et un chiffre d’affaires de 5,3 Md€ en progression de près de 10% au premier trimestre, Thales confirme l’ensemble de ses objectifs financiers pour 2026. Thales publie des résultats du premier trimestre 2026 en nette progression, dans un contexte géopolitique qui renforce la pertinence […]
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Thales reported a record defense order surge in Q1 2026, with orders up 27% to €4.7B, confirming its full-year targets amid a supportive geopolitical climate.
Thales — French multinational specializing in aerospace, defense, and security technology.
Strongly track — The order surge is a key indicator of sustained growth in the European defense sector.