Sweden · Delayed Price · Currency is SEK Saab AB Earnings Call Transcripts
Fiscal Year 2026
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Strong organic growth of 23.6% and robust profitability marked the quarter, with all business areas delivering double-digit sales increases and a record order backlog. Investments in capacity and sustainability continue, supporting a positive outlook and medium-term targets.
Fiscal Year 2025
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Achieved record sales, EBIT, and cash flow in 2025, with 25% organic growth and a SEK 275 billion order backlog. Upgraded medium-term growth target to 22% annually through 2027, supported by major contract wins and ongoing capacity expansion.
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Record Q3 sales and EBIT, with order backlog at SEK 202 billion and strong growth across all segments. 2025 guidance raised to 20%-24% organic sales growth, supported by robust demand, major capacity investments, and a solid financial position.
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Q2 saw record sales and order intake, with all segments contributing to 30%+ growth and a raised full-year guidance to 16%-20%. Strong demand, especially in Dynamics and Surveillance, and robust backlog support a positive outlook, despite ongoing investment and cash flow volatility.
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European defense spending is accelerating, driving strong long-term growth, capacity expansion, and innovation in advanced systems and automation. Investments in R&D, digital transformation, and supply chain resilience support a robust order backlog and margin expansion, with a focus on sustainability and evolving customer needs.
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Q1 saw record sales, strong order intake, and growth across all business areas, with profitability and cash flow improving year-over-year. The order backlog reached SEK 189 billion, and the outlook for 2024 is reaffirmed with 12%-16% organic sales growth expected.
Fiscal Year 2024
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Full-year results showed 23.4% organic sales growth, 33% EBIT growth, and a 24% increase in order intake, with a strong international backlog and robust cash flow. 2025 guidance targets 12%-16% sales growth and higher EBIT growth, supported by ongoing investments and new technologies.
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Record order intake and backlog, strong sales and EBIT growth, and robust cash flow marked the quarter, with international demand and capacity expansion driving performance. Margins improved overall, though some business areas saw fluctuations due to mix and R&D investments.
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Order intake reached near-record highs, with strong international demand and a record SEK 183 billion backlog. Sales and EBIT grew over 20% year-over-year, driven by Dynamics and Kockums, while cash flow is set to turn positive in H2. Margin improvement and capacity expansion remain key priorities.