Here are Renato Rios’s preview comments ahead of Saab’s Q2 results on Friday, July 17th: ![]()
Two major orders confirmed in June keep the order backlog growing, and the order momentum for 2026 is secured. As in recent quarters, the focus shifts to execution. We expect Saab to maintain its recent delivery pace, which supports broad growth across all divisions and keeps the 2027 targets achievable. Profitability should improve year-on-year, although delays in individual projects could weigh on margins. In our view, the biggest margin risk is related to the timing of deliveries, not demand. From the report, we are looking for confirmation that the delivery pace of recent quarters can be maintained as the order backlog continues to grow.