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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.15Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: Saab reported record order intake, a very large SEK 275 billion backlog, strong organic sales growth (~25%), substantial EBIT improvement (+37% year) and excellent cash generation (cash conversion ~68%), and upgraded medium‑term revenue targets. Business areas Dynamics, Surveillance, Kockums and Aeronautics showed momentum with notable contract wins (Gripen Colombia, GlobalEye, Poland A26 selection). Key challenges noted were cash‑flow volatility, supply‑chain/material constraints, capacity ramp needs and program‑specific issues such as the T‑7 under‑absorption and remaining unprofitable items in Surveillance. Political/timing risks around some large platform contracts remain. Overall the positives (record orders, strong financials, backlog and upgraded targets) outweigh the execution and timing risks.Company Guidance
Record Order Intake and Large Backlog
Order bookings SEK 169 billion in 2025 with an exceptionally strong Q4 order intake of SEK 100 billion (versus SEK 17 billion in Q4 2024, ~+488%), resulting in a record backlog of SEK 275 billion (≈3.5x 2025 sales).
Strong Revenue Growth
Group sales approximately SEK 79–80 billion for 2025, with organic sales growth around 25% (reported growth c. 24.1% / organic 25.6% referenced), underpinning the upgraded medium‑term revenue ambition.
Substantial Profitability Improvement
Full‑year EBIT grew ~37% to an EBIT margin of 9.8% (up from 8.9% prior year). Q4 EBIT growth was especially strong at ~50% year‑over‑year.
Very Strong Cash Generation and Balance Sheet
Operating cash flow around SEK 12 billion for the year, cash conversion ~68% (above the >60% mid‑term target). Net liquidity improved to SEK ~4 billion; cash & liquid investments SEK 18.7 billion plus SEK 6 billion unutilized RCF.
Upgraded Medium‑Term Targets
Medium‑term revenue target upgraded to 22% average growth for '23–'27 (implies roughly 20% average for 2026–27). Reiterated targets to grow EBIT faster than sales and maintain cash conversion >60%.
Business Area Momentum — Dynamics
Dynamics recorded very high demand with a backlog of SEK 90 billion, strong capacity investments and reported growth (quarter‑to‑quarter growth cited ~50%); full‑year EBIT growth for Dynamics ~46% and full‑year EBIT margin ~18.1%.
Business Area Momentum — Surveillance and Key Wins
Surveillance saw strong execution and deliveries (Q4 EBIT growth ~83%). Notable contract wins include GlobalEye orders (France and activities for Sweden) and continuing demand for sensors and EW equipment.
Kockums Selection by Poland
Selection by Poland for A26 submarines (major strategic/platform win), supporting increased submarine capacity and industrial collaboration; Saab Kockums reported ~20% growth and strong project execution.
Aeronautics Contracts and Expansion
Gripen E contract for Colombia (EUR 3.1 billion) progressing as planned; increased Gripen production capacity (Sweden and Brazil) and ongoing discussions for further sovereign/industrial collaborations (e.g., Canada, Ukraine).
Sustainability and Governance Progress
Adopted a human rights due diligence policy; share of women in management increased to 29%; emissions reduced 7% YoY and company is at ~36% reduction toward a 42% 2030 target; top CDP rankings (top ~4%).
Dividend and Returns to Shareholders
Board proposes a 20% higher dividend, SEK 2.40 per share, reflecting strong cash flows and balance sheet strength.
Investments to Support Growth
CapEx increased to SEK 7.2 billion in 2025 (from SEK 4.8 billion prior year, ~+50%), with continued planned investments in new factories (U.S., India), capacity and R&D to meet demand.
SAABY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAABY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $30.72 | $31.83 | +3.59% |
Feb 06, 2026 | $35.35 | $36.37 | +2.90% |
Oct 24, 2025 | $26.20 | $27.75 | +5.91% |
Jul 18, 2025 | $24.55 | $28.88 | +17.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Saab AB Unsponsored ADR (SAABY) report earnings?
Saab AB Unsponsored ADR (SAABY) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Saab AB Unsponsored ADR (SAABY) earnings time?
Saab AB Unsponsored ADR (SAABY) earnings time is at Jul 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is SAABY EPS forecast?
Currently, no data Available