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Thales Defense & Security

Defense communications, sensing, and EW provider

Overview

Thales Defense & Security, Inc. delivers defense technology and services for air, land, and sea missions in the U.S. and with international partners. Its products include tactical radios, satellite terminals, helmet-mounted displays, optics, radar, underwater sensing, and missile systems that combine hardware and software to enable secure communications, sensing, and targeting for military operations. The company differentiates itself through a 60-year track record, breadth across domains, and the integration of multiple specialties under Thales to provide end-to-end solutions for joint services and multinational partners. Its goal is to equip military customers with reliable, mission-critical systems that protect personnel and support successful operations.

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About Thales Defense & Security

Simplify's Rating
Why Thales Defense & Security is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

CybersecurityDefense

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Clarksburg, West Virginia

Founded

1964

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Simplify's Take

What believers are saying

  • The August 2026 Marine Corps Minerva order exceeds 400 imagers and expands ACV deployment.
  • The June 2026 Army LOCODA award reaches up to 5,000 platforms, scaling production.
  • Tampa Microwave's O3b mPOWER certification opens MEO SATCOM sales across defense customers.

What critics are saying

  • Thales still depends on federal procurement cycles; one program cancellation hits revenue fast.
  • LOCODA, Minerva, and TACAN face entrenched primes and software-defined rivals in 2026.
  • Any Navy TACAN or Army radio slip would expose readiness problems and hurt credibility.

What makes Thales Defense & Security unique

  • Thales Defense & Security pairs U.S. manufacturing with rapid Army and Marine Corps fielding.
  • Clarksburg expansion and dedicated test benches deepen production resilience for TACAN and sensors.
  • LOCODA RAT reached field-ready status in under four months, proving mission-speed delivery.

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Company News

The BayNet
Sep 23rd, 2026
PMA-213, Thales restore TACAN fleet readiness through performance-to-plan framework.

PMA-213, Thales restore TACAN fleet readiness through performance-to-plan framework. by DVIDS September 23, 2026 PORTFOLIO ACQUISITION EXECUTIVE (AVIATION), Patuxent River, Md. - Tactical Air Navigation (TACAN) system production is stabilizing under a joint initiative between the U.S. Navy and Thales USA Inc., eliminating production bottlenecks and securing long-term fleet readiness across Navy and interagency platforms. A collaborative performance-to-plan (P2P) strategy, developed by the Naval Air Traffic Management Systems Program Office (PMA-213), optimizes program execution. This strategy resolves supply chain disruptions and eliminates maintenance bottlenecks that arose during the integration of key navigation aids supplier lines. TACAN systems - primarily the AN/URN-32 and AN/URN-33 systems - serve as vital navigational beacons for naval aviators. Transmitting critical direction and distance data, the systems guide aircraft safely through adverse weather, night operations and degraded environments back to ships and shore installations. Supply chain bottlenecks and corporate transition barriers previously led to a delivery deficit in critical High-Power Amplifiers (HPA), challenging fleet readiness. To sustain continuity, PMA-213 and Thales implemented a data-driven P2P strategy, partnering directly with Naval Supply Systems Command (NAVSUP) and the U.S. Coast Guard to orchestrate a multipronged recovery plan. * Using a tiered hardware strategy, program engineers reallocated Series 1 HPAs from land-based sites to immediately replenish operational fleet requirements at sea, while outfitting new-construction hulls with modern, next-generation Series 2 configurations. * Thales expanded throughput at its facility by investing in dedicated test benches and specialized personnel to accelerate repairs. * The engineering team fielded targeted software updates to align user interfaces across both hardware generations while streamlining data requirements to lower long-term sustainment costs. "By moving away from traditional contracting to a rigorous P2P framework, we turned transparent data into decisive action," said Capt. Walter B. Massenburg Jr., PMA-213 program manager. "Thales worked directly with the government to address structural production and repair challenges, resolving hurdles and accelerating deliveries to our fleet and interagency partners." The recovery drew on an enterprise-wide coalition across the naval aviation and maritime infrastructure, including NAVSUP, Naval Information Warfare Center Pacific, Naval Air Warfare Center Aircraft Division Webster Outlying Field and the Coast Guard. "Our partnership is built on a shared commitment to warfighter readiness," said Sonu Goel, Thales vice president. "By resolving supply chain challenges, investing in dedicated production capacity and aligning our software and hardware, we are strengthening the resilience of the TACAN system to support the fleet and joint partners." With production lead times normalized and maintenance backlogs cleared, the metrics-driven P2P framework deployed by PMA-213 and Thales serves as an acquisition and sustainment blueprint for managing complex defense industrial base transitions. About PMA-213 The Naval Air Traffic Management Systems Program Office (PMA-213) leads the acquisition, development and life-cycle sustainment of air traffic management, shipboard landing and expeditionary air traffic control systems. PMA-213 equips Navy, Marine Corps and allied forces with reliable, secure and interoperable systems that ensure safe flight operations in all operating environments.

EuropaWire
Aug 12th, 2026
Marine Corps combat vehicles to receive Thales dual-band thermal and visible imaging systems.

Marine Corps combat vehicles to receive Thales dual-band thermal and visible imaging systems. (IN BRIEF) Thales Defense & Security, Inc. has received an order for more than 400 SharpView Dual Camera - Minerva imagers for U.S. Marine Corps combat vehicles. The systems will support the modernisation of Amphibious Combat Vehicle Personnel and Command variants by replacing or augmenting legacy camera systems with advanced dual-band imaging technology. The Minerva camera combines thermal and visible imaging in a compact sensor, helping crews operate in darkness, dust, smoke, glare, adverse weather and other degraded visual conditions. Thales said the technology improves situational awareness, obstacle detection, crew confidence and survivability, while offering the Marine Corps a mature solution that can be fielded without developing a new system from scratch. (PRESS RELEASE) LA DÉFENSE, 12-Aug-2026 - /EuropaWire/ - Thales Defense & Security, Inc., a U.S. subsidiary of Thales, has received an order for more than 400 SharpView Dual Camera - Minerva imagers for U.S. Marine Corps combat vehicles. The order supports the Marine Corps' modernisation of its Amphibious Combat Vehicle Personnel and Command variants, known as ACV-P and ACV-C. The Minerva imagers will augment legacy camera systems with advanced dual-band imaging technology designed to improve situational awareness and support safer, more efficient vehicle operation. The SharpView Dual Camera - Minerva combines thermal and visible imaging capabilities in a single compact sensor. This enables combat vehicle crews to maintain clearer vision in demanding operating environments, including darkness, dust, smoke, glare and adverse weather. By improving image quality under severely degraded visual conditions, the system helps Marines identify obstacles sooner, navigate more effectively and maintain battlefield awareness during day and night operations. Chris Beauparant, Vice President, Sensors and Missile Systems at Thales Defense & Security, Inc., said Marines depend on advanced and rugged technology to make rapid decisions in complex and fast-changing environments. He said the Minerva camera gives crews a more complete view of the battlefield, helping them detect hazards earlier, manoeuvre more effectively and operate with greater confidence. Beauparant added that the Marine Corps can field these capabilities quickly by using a mature and proven solution, avoiding the time, cost and risk involved in developing a new system. The SharpView Dual Camera - Minerva has been designed specifically for modern combat vehicles. Its compact configuration allows it to integrate into existing vehicle platforms, while its military-grade ruggedness supports continuous operation in extreme environments. The system provides clear, real-time imagery to help crews maintain awareness and respond effectively as conditions change. Thales said the selection of Minerva for Marine Corps combat vehicles reflects increasing demand for systems that improve battlefield awareness and survivability for deployed forces. The system has also been selected for evaluation and testing under the U.S. Army's XM30 programme, which is focused on next-generation combat vehicle modernisation with improved crew protection and situational awareness. Thales brings more than 30 years of expertise in cooled and uncooled thermal imaging technologies. The company supplies combat-proven imaging and sensor solutions to more than 50 armed forces worldwide. Its systems are designed to protect crews, improve vehicle performance and support operational readiness in challenging defence environments. Through the order for Minerva imagers, Thales is strengthening its role in the modernisation of military vehicle vision systems and supporting the U.S. Marine Corps' efforts to enhance combat vehicle awareness, mobility and crew protection. About Thales Thales (Euronext Paris: HO) is a global leader in advanced technologies for the Defence, Aerospace, and Cyber & Digital sectors. Its portfolio of innovative products and services helps address several major challenges: sovereignty, security, sustainability and inclusion. The Group allocates €4.5 billion per year in Research & Development in key areas, particularly for critical environments, such as Artificial Intelligence, Cybersecurity, Quantum and Cloud technologies. Thales has more than 85,000 employees in 65 countries. In 2025, the Group generated sales of €22.1 billion. Recent images of Thales and its Defense, Aerospace and Cyber & Digital activities can be found on the Thales Media Library. For any specific requests, please contact the Media Relations team. About Thales in the U.S. For more than a century, Thales has delivered proven, trusted and secure solutions to customers across the United States. The company brings a strong national footprint and a deeply skilled workforce dedicated to anticipating and exceeding customer needs. Backed by extensive manufacturing capabilities, Thales works closely with customers and local industries to solve complex challenges for every operational environment. Media Contact: MORE ON THALES, ETC.: EDITOR'S PICK:

Thales
Jun 24th, 2026
Thales expands Clarksburg, Maryland manufacturing.

Thales expands Clarksburg, Maryland manufacturing. June 23, 2026 Montgomery County, MD's Economic Development Corporation has posted an article about the newly expanded Thales facility in Clarksburg, Maryland. Visit The County's Article To Read More. PRESS CONTACTS Thales, Media Relations Thales Defense & Security, Inc. Paul D. Mehney +1 (240) 957-1387 [email protected] Please Visit: Thales Defense & Security, Inc. - www.thalesdsi.com

Business Wire
Jun 23rd, 2026
Thales wins US Army order for up to 5,000 LOCODA radios developed in under four months

Thales Defense & Security has secured an order for up to 5,000 Low Cost Data Architecture Radio Adaptable Transport platforms from the US Army. The company developed the solution from concept to field-ready status in under four months. The LOCODA RAT platform modernises voice and data communications across Army vehicle platforms, reusing existing radio mounts and supporting multiple radios and mission modules. It provides secure connectivity with AES-256 encryption and supports both wideband and narrowband waveforms. The system uses a commercial off-the-shelf approach for scalable production whilst reducing integration complexity and lifecycle costs. It supports single-channel, multi-channel and multi-transport modes with standardised interfaces for power, GPS, audio and data connectivity. The order supports the Army's tactical communications infrastructure modernisation efforts.

SatNews
Nov 4th, 2025
Thales unveils WaveLINK @ the IEC Telecom stand during the Europort 2025 event

Thales unveils WaveLINK @ the IEC Telecom stand during the Europort 2025 event. November 4, 2025 Maritime safety regulations have evolved rapidly over the past decade, with new IMO and EU directives pushing for modern, always-on communication capabilities on board. In support of the demand and prioritization of global maritime safety, Thales Defense & Security, Inc. is excited to introduce WaveLINK, a next-generation GMDSS solution that's powered by Iridium Certus and developed in collaboration with North Invent, who added the design and processing for the WaveLINK panel. According to the International Maritime Organisation (IMO), the Global Maritime Distress and Safety System (GMDSS) remains the backbone of global search-and-rescue coordination, ensuring that no ship in distress can disappear without a trace. The introduction of WaveLINK at the IEC Telecom stand during Europort 2025 marks a milestone in maritime communications, combining full GMDSS functionality with a flexible design that complements existing Certus terminals already in service across the global fleet. Going beyond mandatory GMDSS features, including distress alerting, safety voice and maritime safety information (MSI), long-range identification and tracking (LRIT), and the ship security alert system (SSAS), WaveLINK provides truly global coverage via the global Iridium Certus network. Additionally, the system is equipped with OpenBridge front-end software, ensuring intuitive operation and seamless integration for vessel owners already familiar with the platform. Unlike conventional safety terminals that remain idle until an emergency occurs, WaveLINK actively supports daily operations while remaining ready for critical response. It goes beyond core GMDSS functions by enabling a range of industry-specific applications, such as fish-catch reporting and search-and-rescue coordination, already in the pipeline for the near future, as well as an unlimited range of tailor-made integrations upon request. In addition to its expanded capabilities, WaveLINK removes key barriers to adoption. The terminal is priced competitively against traditional GMDSS equipment, significantly increasing value for fleet owners. Furthermore, owners of the popular VesseLINK solution can expect a seamless upgrade as the simple addition of a WaveLINK panel will transform existing VesseLINK systems into a fully GMDSS-certified terminal without additional satellite hardware. Our goal was to reimagine GMDSS equipment as more than an emergency lifeline," said Steve Noel, VP Satcom Solutions of Thales Defense & Security, Inc... "WaveLINK is scalable by design and ready to host digital services across Iridium's reliable network. By combining safety, connectivity, and intelligence within one platform, we are transforming the mostly dormant GMDSS terminal into a true co-pilot at sea." Alf Stian Mauritz, Group Chief Strategy Officer of IEC Telecom Group, said, "The addition of WaveLINK aligns perfectly with our service-driven portfolio. IEC Telecom specializes in comprehensive communication systems designed to go beyond core functionality and bring tangible value on board. As a long-standing partner of Thales, we are excited to be the first service provider to unveil this new solution to the market."

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