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Last updated : 15/09/2026 - 17h13
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Safran and MBDA selected by the DGA for the Thundart missile, to succeed the LRU

Safran Electronics & Defense and MBDA have been selected by the Directorate General of Armament for the long-range ground strike market.

The two groups must provide the THUNDART solution, intended to prepare the succession of the Unitary Rocket Launcher within the French Army.


Safran and MBDA selected by the DGA for the Thundart missile, to succeed the LRU

The DGA notifies the long-range ground strike market

Safran Electronics & Defense and MBDA announced on September 10, 2026 the notification by the Directorate General of Armament (DGA) of the long-range ground strike market.

The two companies are selected to provide the THUNDART solution, designed to renew France's capability for ground strike in tactical depth, preparing the succession of the Unitary Rocket Launcher (LRU).

Jointly developed by the two groups, THUNDART will provide the French Army with a precision strike capability at long range. Designed, developed and manufactured in France, it aims to offer French armed forces operational independence by 2030.

An equal partnership joint venture planned for January 2027

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The first phase of the partnership made it possible to undertake development work, validated by a demonstration firing carried out in April 2026.

To manage the next phase of the program, a joint venture held equally by Safran Electronics & Defense and MBDA will be created in the Paris region from January 2027.

This structure will ensure the development, production and in-service support of THUNDART, as well as its future adaptations to other environments and allied export markets.

The program distributed across several French industrial sites

Based on already mature sub-systems, the program mobilizes several dozen engineers and must support industrial activity at the sites of the two groups as well as at their subcontractors.

The jobs involved, in both engineering and production, are distributed across several French regions: Aquitaine, Brittany, Centre-Val de Loire, Île-de-France, Pays de la Loire and Provence-Alpes-Côte d'Azur.

MBDA, Safran's partner on this program, is owned by Airbus (37.5%), BAE Systems (37.5%) and Leonardo (25%).



Sector Aéronautique et Défense Aéronautique / spatiale


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Context

Period
  • Period: S1 2026
Key reported figures
  • Revenue: 17 245 millions d'euros
  • Quarterly revenue: 17 245 millions d'euros
  • Revenue growth: 16,8 %
  • EBITDA: 3 410 millions d'euros
  • EBITDA margin: 19,8 %
  • Net income: 1 750 millions d'euros
  • -1 667 millions d'euros
Outlook / guidance
  • Management commentary: Perspectives 2026 (données ajustées) : Safran relève ses objectifs et vise désormais une augmentation du chiffre d'affaires de l'ordre de 15 % (contre 12 % à 15 % auparavant), un résultat opérationnel courant de 6,4 à 6,5 Mds€ (contre 6,1 à 6,2 Mds€ auparavant) et un cash-flow libre de 4,7 à 4,9 Mds€ (contre 4,4 à 4,6 Mds€ auparavant).

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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