Q3 2025 Saab AB Earnings Call Transcript

Oct 24, 2025 / 08:00 AM GMT

Release Date Price: $27.75 (+5.96%)

Transcript

Key Points

Positve

Saab AB (SAABF) reported a strong quarter with a 21% organic growth in the first nine months, leading to an upgraded outlook for 2025 with expected growth between 20% to 24%.
The company achieved a record order intake of 21 billion SEK in the third quarter, with an additional 16 billion SEK in orders secured in October.
Saab AB (SAABF) has a robust order backlog of 202 billion SEK, with 73% of orders being international, indicating strong global demand.
The company is experiencing significant growth in its Dynamics and Surveillance segments, with Dynamics growing by 34% and Surveillance achieving its strongest-ever top-line performance.
Saab AB (SAABF) is making strategic investments in capacity expansion and new technologies, including AI and autonomous systems, to meet increasing market demand and maintain technological relevance.

Negative

The profitability of the Aeronautics segment is still impacted by startup costs related to the T7 training aircraft program in the US, affecting overall margins.
Despite strong growth, the company reported a negative cash flow year-to-date due to increased investments and working capital requirements.
There are ongoing challenges in the supply chain and staffing, which could potentially limit future growth if not addressed.
The company faces uncertainties regarding the financing and execution of potential large-scale contracts, such as the Gripen deal with Ukraine.
Saab AB (SAABF) is experiencing higher corporate costs, including those related to share-based incentive programs and IT security, which could impact future profitability.

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

SAABb.ST - Saab AB
Q3 2025 Saab AB Earnings Call
Oct 24, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to the presentation of SOA's Q3 report for 2025. My name is Euan Anderson, and I'm honored to have been appointed head of investor relations here at SOA with me here in Stockholm. I have, our CEO Michael Juanson and Ana Mkander, our CFO.

Ana and Michael will present the report and thereafter we will start the Q&A session.

And you can either ask your questions over the phone or you can enter them in the web interface and I will read them out loud here in Stockholm. So with that quick intro, I will hand over to our CEO Michael.

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Unidentified_2 [2]
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