THALES
Aerospace & Defense · Industrials
1 appearance
Latest appearance 2026-10-22
Analyst
CIC CIB
Equibles does not estimate personal net worth.
Herve Drouet is recorded as Analyst at CIC CIB. Herve Drouet has spoken on 3 earnings calls across 3 companies, most recently for THALES on October 22, 2026. Those appearances were for THALES, SAFRAN and AIRBUS SE. The companies whose calls Herve Drouet spoke on are classified in the Industrials sector.
“I mean you have pointed that the mix is okay but the volume side of digital is still under pressure I was wondering, is there particular segments within digital which are more under pressure in terms of volume, and how do you see that trend evolving in the near term over time?”
“Thank you for taking my questions, two as well on my side. the first one on pricing and bargaining power I mean obviously I mean you mentioned the demand in all segments are overwhelmingly above supply I was wondering looking in in next year do you believe the pricing dynamics you currently enjoyed could could could…”
“The first one, the figure of 32 million euros I believe we've seen in the first quarter, is it something we are likely to see on a recurring in the region of 150 million euros for the full year? and the second question is on the adjustment regarding we work I was wondering I mean initially I believed like the end of…”
CIC CIB
Analyst
Transcript header (unverified)
THALES
Aerospace & Defense · Industrials
SAFRAN
Aerospace & Defense · Industrials
AIRBUS SE
Aerospace & Defense · Industrials
Q3 2026 Order intake & Sales
THALES
Safran Half Year 2026 results
SAFRAN
Airbus Q1 2026 Earnings Release conference call
AIRBUS SE