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2026-10-23 16:52 2d ago
2026-10-23 10:47 2d ago
Saab po silných devíti měsících očekává vysokou poptávku
SAABY Saab AB
FMP Stock News 90
Original source text
Saab AB (publ) (SAABY) Q3 2026 Earnings Call October 23, 2026 4:00 AM EDT

Company Participants

Johan Andersson - Head of Investor Relations
Micael Johansson - President, CEO & Director
Anna Wijkander - Chief Financial Officer

Conference Call Participants

David Holmes
Marie-Ange Riggio - Morgan Stanley, Research Division
Fredrik Lithell - Handelsbanken Capital Markets AB, Research Division
William Balksten
Sash Tusa - Agency Partners LLP
Afonso Osorio - Barclays Bank PLC, Research Division

Presentation

Johan Andersson
Head of Investor Relations

Good morning, everyone, and welcome to the presentation of Saab's report for the third quarter 2026. My name is Johan Andersson, and I will be the moderator here today and also responsible for Investor Relations. With me here in Stockholm, I have our CEO, Micael Johansson, and our CFO, Anna Wijkander. Micael and Anna will present the report, and then thereafter, we will start the Q&A session. And remember, you can ask your questions over the telephone conference and you can also post your question via the web interface, and I will read them out here in the studio. So with that, a warm welcome, and over to you, Micael.

Micael Johansson
President, CEO & Director

Thank you, Johan, and most welcome also from my side. Thank you for joining this morning. Maybe not the best weather in Stockholm today, but still weather. Starting with the highlights of the quarter, of course, we still see a huge demand in the market, and investments are going -- ongoing in many countries. Of course, it's a bit different in different parts of Europe to start with in terms of our region. I still think they're moving ahead quite quickly in the right direction. I mean, the Baltic states, the Nordic countries, and also Poland and Germany.

We've had a very strong first 9 months, and we have been growing
2026-10-23 06:59 2d ago
2026-10-23 01:52 2d ago
Nové zakázky Saabu se díky kontraktu na Gripeny pro Ukrajinu více než ztrojnásobily
SAABY Saab AB
FMP Stock News 95
Original source text
Swedish defense giant Saab reported better-than-expected third-quarter earnings and revenue on Friday, as new orders more than tripled from a year earlier, boosted by a deal to supply Gripen fighter jets to Ukraine. 

New orders came in at 65.8 billion Swedish kronor ($6.6 billion), up from 20.9 billion kronor a year earlier, beating FactSet expectations of 56.4 billion kronor.

Third-quarter sales reached 20.6 billion kronor, ahead of FactSet expectations of 20 billion kronor. Earnings before interest and taxes (EBIT) came in at 1.95 billion kronor, also beating forecasts of 1.9 billion kronor.

The results come as European governments race to turn defense spending pledges into military capability.

Saab's order intake included a 24.6 billion kronor contract for 16 Gripen E fighter jets for Ukraine, signed in June and booked in the third quarter. Deliveries are scheduled for 2029-2030.

"The growing customer demand is reflected in major contract awards, including Gripen for Ukraine, GlobalEye and an order related to Germany's new frigates," CEO Micael Johansson said in a statement.

Orders booked in the quarter also include a 10.1 billion kronor order for its military surveillance aircraft GlobalEye to an undisclosed customer in the Middle East, and an 8.7 billion kronor order for systems for German frigates.

European defense stocks over the past 12 months.

Saab, whose products range from Gripen fighter jets and submarines to missiles and advanced electronics, has seen exponential order growth since Russia's full-scale invasion of Ukraine in early 2022.

Even with an ever-growing order book, booming sales, and increasing profitability, Saab stock, like many of its peers, has taken a hit in recent months as some investors question whether valuations have run ahead of the industry's ability to deliver.
2026-07-27 12:36 2mo ago
2026-07-27 07:59 2mo ago
Saab získal zakázku na dvě průzkumná letadla GlobalEye
SAABY Saab AB
FMP Stock News 86
Original source text
A GlobalEye aircraft, manufactured by Saab Technologies, on static design during the fifth day of Dubai Air Show in Dubai, United Arab Emirates November 21, 2019. REUTERS/Christopher Pike/File... Purchase Licensing Rights, opens new tab Read more

OSLO, July 27 (Reuters) - Saab (SAABb.ST), opens new tab ​has received an order for ‌two GlobalEye surveillance aircraft from a country in the Middle East region ​worth 10.1 billion Swedish ​crowns ($1.04 billion), with deliveries in 2030, ⁠the Swedish company said ​on Monday.

GlobalEye aircraft have active ​and passive sensors that provide long-range real-time detection and identification of objects ​in the air, at ​sea and over land, enabling situational ‌awareness ⁠and early discovery of threats, according to Saab.

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"The increasing international interest in GlobalEye reflects ​its effectiveness ​and ⁠reliability in modern air defence operations," Saab CEO ​Micael Johansson said in ​a ⁠statement.

No further information regarding the order or the customer ⁠will ​be provided, the ​company added.

($1 = 9.6887 Swedish crowns)

Reporting by Terje ​Solsvik, editing by Elviira Luoma

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-07-17 07:32 3mo ago
2026-07-17 02:21 3mo ago
Saab překonal odhady a hlásí rekordní zakázky
SAABY Saab AB
FMP Stock News 92
Original source text
Swedish defense company Saab beat earnings expectations in the second quarter, as booming demand for military equipment propelled the fighter jet maker to another quarter of record orders backlog.

Shares rose as much as 4.5% in early trading in Stockholm, while other major European defense names were in the red.

New order bookings in the quarter ended June were 68.4 billion Swedish crowns ($7.1 billion), above the FactSet estimates of 57.1 billion Swedish crowns, which included a Polish submarine deal worth 47 billion crowns.

The total backlog amounted to 317.7 billion crowns, up from 197.6 billion a year ago and marking a fifth consecutive quarter of order book growth.

It comes as European governments ramp up defense spending, driving up book orders with the region's companies, in response to Russia's growing threat and invasion of Ukraine.

U.S. President Donald Trump's push to shift the responsibility of defending Europe onto the region's own governments – and his threat to withdraw troops from the continent – has hastened this urgency.

"We operate in a market with structurally growing demand and remain focused on scaling capacity, delivering to customers, and advancing new capabilities," said Saab CEO Micael Johansson in a statement. 

Investors are increasingly focusing on companies' ability to execute and deliver, as well as growing order books.

Sales came in at 25.5 billion crowns, beating FactSet estimates of 23.9 billion crowns, while operating profit (EBIT) was 2.8 billion crowns, compared to expectations of 2.4 billion crowns.

Saab, whose products range from Gripen fighter jets and submarines to missiles and advanced electronics, has seen exponential order growth since Russia's full-scale invasion of Ukraine in early 2022. 

Earlier this month, NATO Secretary General Mark Rutte said the alliance would order up to 10 spy planes from Saab, in a deal that could be worth nearly $5 billion based on the price of the GlobalEye aircraft.

Even with an ever-growing order book, booming sales, and increasing profitability, Saab stock, like many of its peers, has taken a hit in recent months as investors question whether valuations have run ahead of the industry's ability to deliver.

European defense stocks have fallen this year.

While defense spending remains unequal among European NATO countries, most countries have made progress on increasing the means devoted to military capabilities. 

Sweden joined NATO only in 2024, citing Russia's increasing aggression and a shifting geopolitical landscape. Saab's home country has increased defense spending as a share of GDP to 2.5% from 1.2% in 2021, according to SIPRI data.
2026-07-07 12:29 3mo ago
2026-07-07 07:38 3mo ago
NATO vybralo Saab GlobalEye místo Boeingu
SAABY Saab AB
FMP Stock News 86
Original source text
Item 1 of 5 A GlobalEye aircraft, manufactured by Saab Technologies, on static design during the fifth day of Dubai Air Show in Dubai, United Arab Emirates November 21, 2019. REUTERS/Christopher Pike/File Photo

[1/5]A GlobalEye aircraft, manufactured by Saab Technologies, on static design during the fifth day of Dubai Air Show in Dubai, United Arab Emirates November 21, 2019. REUTERS/Christopher Pike/File Photo Purchase Licensing Rights, opens new tab

SummaryCompaniesSaab valued the potential purchase at up to $4.5 billionSays could start deliveries in 2030 if a deal were signed soonPrice could range from roughly $400 million to $450 million per aircraftANKARA, July 7 (Reuters) - NATO announced a roughly $4.5 billion plan on Tuesday to buy up to 10 ‌Saab (SAABb.ST), opens new tab GlobalEye surveillance planes to replace ageing AWACS early warning aircraft, backing a Swedish system over a rival solution from U.S. planemaker Boeing (BA.N), opens new tab.

Secretary-General Mark Rutte said the replacement of Cold War-era Airborne Warning and Control System (AWACS) planes, best known for their rotating radomes, ​with a new system based on smaller business jets would tackle threats like drone swarms.

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"This will ensure ​we keep NATO's... surveillance and early warning capability strong and credible for decades to ⁠come," he said during an event at a NATO summit.

With U.S. President Donald Trump repeatedly pressing allies to ​spend more on defence and buy more U.S. equipment, Rutte took pains to underline the international pedigree of the ​system which is mounted on top of Bombardier Global 6500 business jets.

"Like its predecessor, GlobalEye is a transatlantic programme, delivered by European and Canadian industries with essential contributions from US industries. It is a real success story, again, made in NATO," he told ​delegates.

Trump has repeatedly criticised European allies for relying on the U.S. for their security, while pressing them to ​buy more U.S. weapons. He has also threatened at times to quit NATO.

GlobalEye competes with Boeing's E-7 Wedgetail, an early warning ‌and command-and-control ⁠aircraft based on the 737 jetliner and designed to oversee and direct battle.

NATO said GlobalEye was a mission-proven system but did not elaborate.

Saab's shares rose near 4% on Tuesday, outperforming the European aerospace and defence index (.SXPARO), opens new tab that edged lower.

POTENTIAL DELIVERIES FROM 2030Reuters reported on Thursday that NATO would replace its Boeing E-3 Sentry AWACS jets with Saab's ​Swedish GlobalEye.

Technically, NATO is now ​entering into formal negotiations ⁠with Saab after making its provisional selection public.

Saab CEO Micael Johansson valued the purchase at up to $4.5 billion and told reporters that the Swedish group would be able ​to start deliveries in 2030 if a deal were signed soon.

He added that the ​final price ⁠had not been agreed but that it would be between roughly $400 million and $450 million per aircraft.

The final number of aircraft had been unclear as planners debated whether to order a more expensive version capable of mid-air refuelling.

A person familiar with ⁠the ​matter said the GlobalEyes would not initially have this capability but that ​it was expected to be added in a later update.

The current AWACS fleet can be refuelled in flight, a capability that has proved ​valuable for missions near Ukraine.

Reporting by Sabine Siebold, Additional reporting by Tim Hepher, Louise Rasmussen, Editing by Alexandra Hudson

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-07-02 12:42 3mo ago
2026-07-02 07:41 3mo ago
NATO nahradí AWACS letouny Saab GlobalEye
SAABY Saab AB
FMP Stock News 78
Original source text
Banners displaying the NATO logo are placed at the entrance of new NATO headquarters during the move to the new building, in Brussels, Belgium April 19, 2018. REUTERS/Yves Herman Purchase Licensing Rights, opens new tab

BERLIN/PARIS, July 2 (Reuters) - NATO will announce plans ​at next week's ‌Ankara summit to replace its ageing ​fleet of ​AWACS aircraft with GlobalEye ⁠surveillance planes ​from Sweden's Saab (SAABb.ST), opens new tab, four ​sources familiar with the matter said.

NATO, whose ​members are ​due to meet in the ‌Turkish ⁠capital on July 7 and 8, did not ​immediately ​respond ⁠to a request for comment. ​Saab declined ​to ⁠comment.

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Reporting by Sabine Siebold and ⁠Tim ​Hepher, Additional ​reporting by Simon Johnson; editing ​by Barbara Lewis

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-06-29 12:47 3mo ago
2026-06-29 07:56 3mo ago
Saab dodá Polsku tři ponorky A26
SAABY Saab AB
FMP Stock News 92
Original source text
The Saab Technologies logo is displayed during the fifth day of Dubai Air Show in Dubai, United Arab Emirates November 21, 2019. REUTERS/Christopher Pike/File Photo Purchase Licensing Rights, opens new tab

STOCKHOLM, June 29 (Reuters) - Sweden's ​Saab (SAABb.ST), opens new tab said on Monday it ‌had signed a 47 billion crown ($4.83 billion) contract with Poland for three A26-type ​submarines.

Saab said in a statement the contract ​also includes a weapon package and ⁠a training and support package with ​final deliveries scheduled for 2038.

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Poland announced ​last year that it had chosen Saab to supply it with three submarines, in a multi-billion-dollar ​deal that forms a key ​element of Warsaw's efforts to bolster its defences ‌in ⁠the Baltic Sea.

"Sweden and Poland have successfully concluded negotiations on Poland's acquisition of three A26 submarines from Saab," ​the Swedish ​government ⁠said in a separate statement.

"The agreement is a significant ​step in strengthening Poland's naval ​capabilities ⁠and at the same time contributes to Sweden and Poland deepening their security ⁠and ​industrial policy cooperation," ​it said.

($1 = 9.7251 Swedish crowns)

Reporting by Anna Ringstrom ​and Johan Ahlander, editing by Essi Lehto

Our Standards: The Thomson Reuters Trust Principles., opens new tab