Saab AB (OTCPK:SAABF)
$ 68.36 +2.87 (+4.38%) Market Cap: 37.42 Bil Enterprise Value: 37.64 Bil PE Ratio: 48.90 PB Ratio: 7.10 GF Score: 82/100

Q1 2026 Saab AB Earnings Call Transcript

Apr 23, 2026 / 08:00 AM GMT
Release Date Price: $63.79 (+4.20%)

Key Points

Positve
  • Saab AB (SAABF) reported substantial organic growth of 23.6% in Q1 2026, indicating strong market momentum.
  • The company achieved a significant EBIT growth of 32%, driven by increased top-line revenue and operational efficiency.
  • Saab AB (SAABF) has a solid order backlog of $274 billion, positioning it well for long-term growth.
  • The Dynamics business area showed excellent demand with a book-to-bill ratio of 1.2, indicating strong future revenue potential.
  • The company is making strategic investments in production capacity, including new facilities in Sweden, the US, and India, to support future growth.
Negative
  • The Aeronautics segment faced margin pressure due to increased R&D amortization and negative currency effects.
  • The T7 program continues to challenge profitability and ramp-up, impacting the Aeronautics segment's EBIT margin negatively.
  • Free cash flow was slightly negative at minus 300 million, impacted by higher supplementary tax payments.
  • There are ongoing challenges in securing timely production ramp-up for the T7 program, which may take a couple of years to resolve.
  • The company faces potential geopolitical risks and uncertainties in securing contracts, as seen with the potential loss of a contract to the F-16 in Peru.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SAABb.ST - Saab AB
Q1 2026 Saab AB Earnings Call
Apr 23, 2026 / 08:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning, everyone, and welcome to the presentation for Saab's report for the first quarter of 2026. My name is Johan Andersen and responsible for the Investor Relations, and I will be the moderator here today. Here in Stockholm, I have our CEO, Michael Johansson and our CFO, Anna Vikander.

Michael and Anna will present the report, and thereafter, we will have a Q&A session. And I remind you that you can both ask your questions over the telephone conference, or you can write your question in the web interface, and I will read it out here in Stockholm. So with that, warm welcome, and I'll hand over to you, Michael.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-----------
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot