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Thales S.A.: Solid Defense And Avionics Growth Solidify Margin Forecast
Thales is collaborating with Dassault Aviation on the Rafale, which continues to see orders and deliveries supporting defense, in addition to broad-based European spending. Avionics is supporting aerospace, and there is a plan to get synergies out of the space business in a three-way J.V project. Cyber and digital are seeing some recovery, and digital identity is doing alright to help offset destocking pressures.
