Revenue distribution by sectors:

• Defense and security: approx. 75%
• Aerospace: approx. 15%
• Civil security and others: approx. 10%

TOP 3 Markets:

• Sweden: approx. 30%
• USA: approx. 20%
• United Kingdom: approx. 15%

Saab AB generates the majority of its revenue from the defense and security sector, reflecting the company's strong position in the development and production of military systems and technologies. The aerospace sector also contributes significantly to the revenue, especially through the production of combat aircraft and other aviation systems.

Sweden remains the largest single market for Saab, attributed to the close collaboration with the Swedish government and armed forces. The USA and the United Kingdom are also significant markets, strengthened by strategic partnerships and export contracts.

Production sites of Saab AB:

1. Sweden: Main production sites are located in Linköping, Gothenburg, and Karlskoga.
2. USA: Production sites in Syracuse, New York, and West Lafayette, Indiana.
3. Brazil: Production site in São Bernardo do Campo.
4. Australia: Production capacities in Adelaide.

Saab AB is a globally operating company specializing in the fields of defense and security. The production sites in Sweden are central for the manufacturing of aircraft and defense systems. In the USA and Brazil, Saab has expanded its production capacities to better serve the local market and strengthen strategic partnerships. In Australia, Saab focuses on the production and development of defense technologies to increase regional presence.

Revenue Growth: Estimated 8-10% annually (2025)
Focus on R&D: 20% of revenue in research and development (2025)

Saab AB is pursuing a growth strategy that heavily focuses on innovation and technological development. The company invests significantly in research and development to expand and modernize its product range in the defense and security sector.

Another key focus is on international expansion. Saab aims to strengthen its presence in strategically important markets, especially in Asia and North America. These markets offer great potential for defense and security solutions, opening up new business opportunities for Saab.

Additionally, Saab relies on strategic partnerships and collaborations to strengthen its market position and gain access to new technologies and markets. This strategy is intended to enable the company to respond more flexibly to market changes and further increase its innovative capabilities.

Main raw materials: Aluminum, titanium, composite materials, electronic components
Main supplying countries: USA, Germany, Japan, China

Saab AB is a significant player in the aerospace industry and requires a variety of raw materials and components for the production of their highly advanced products.

Aluminum and titanium are crucial materials for manufacturing aircraft structures and components. These metals are mainly imported from the USA and Germany, as these countries have a strong metal processing industry.

Composite materials, valued for their lightness and strength, are also of central importance. These are often sourced from Japan, known for its advanced technology in the production of such materials.

Electronic components used in Saab products' complex systems often come from China, a major producer of electronic parts.

The strategic selection of supplying countries enables Saab to source high-quality materials at competitive prices, which is crucial for maintaining their market position.

Market share in the defense industry: Approximately 2-3% (estimated for 2025)
Research and development expenses: 25% of revenue (2024)
Order backlog: 13 billion euros (2024)

Saab AB has a significant competitive advantage in the defense industry, based on several factors. Firstly, the high investments in research and development, which account for about 25% of revenue, enable Saab to develop innovative technologies and products that meet the requirements of modern defense.

Secondly, the substantial order backlog of 13 billion euros demonstrates a strong demand for Saab's products and services. This not only secures future income but also strengthens the company's market position.

Furthermore, Saab benefits from its diversification in various defense segments, including aviation, surveillance systems, and submarine technology. This diversification reduces risk and enhances resilience to market fluctuations.

Overall, Saab AB positions itself as a strong player in the global defense industry, with a clear focus on innovation and long-term customer relationships.

Institutional investor share: approx. 60% (estimated for 2025)

Insider purchases/sales: No significant transactions known in the last year

The institutional investor share at Saab AB is estimated to be around 60%, which is typical for large publicly traded companies in the defense and aerospace industry. These investors include pension funds, investment funds, and other institutional investors seeking long-term holdings.

In 2025, there were no significant insider purchases or sales indicating a substantial change in management or leadership trust. This suggests a stable internal assessment of the company's situation.

Market share of Saab AB: Estimated around 5% (2025)

Main competitors and their market shares:

1. Lockheed Martin Corporation: around 15%
2. The Boeing Company: around 12%
3. Northrop Grumman Corporation: around 10%
4. Raytheon Technologies Corporation: around 8%
5. BAE Systems plc: around 7%
6. General Dynamics Corporation: around 6%
7. Saab AB: around 5%
8. Leonardo S.p.A.: around 4%
9. Thales Group: around 3%
10. Airbus SE: around 3%

Moat of Saab AB:

Saab AB has a moderate moat, mainly based on specialized technologies and long-standing relationships with governments. The company is known for its advanced defense systems and aircraft, especially the Gripen fighter jet. This specialization provides Saab with some protection against competitors, as the development and certification of such technologies require significant time and resources.

However, compared to its larger competitors like Lockheed Martin or Boeing, which have more comprehensive product portfolios and greater financial resources, Saab's moat is less pronounced. These companies often have broader access to global markets and can leverage economies of scale due to their size to reduce costs and drive innovation.

Overall, Saab AB has a significant advantage in certain niche markets, but the larger competitors have stronger moats due to their global presence and diversified business models.

Revenue growth: 8.5% (2024) Order backlog: 12.3 billion euros (2024) Research and development expenses: 2.1 billion euros (2024)

Saab AB recorded a revenue growth of 8.5% in 2024, attributed to strong demand for defense and security technologies. The company's order backlog stands at 12.3 billion euros, providing a solid foundation for future revenues and indicating sustained high demand.

The company is heavily investing in research and development, with expenses of 2.1 billion euros in 2024. These investments are crucial for the development of new technologies and products that could help Saab AB strengthen and expand its market position.

Overall, Saab AB's financial and operational performance points towards a positive outlook for the future. The strong order situation and continuous investments in innovations make the stock a potentially attractive investment, especially for investors interested in long-term growth.

Dividend yield: 1.8% (estimated for 2025)
Dividend history: Steady payout over the last 5 years

Saab AB has regularly paid dividends to its shareholders in recent years. The dividend yield for 2025 is estimated to be around 1.8%, which is in line with the payouts of previous years.

The company has a solid dividend history and aims to provide its shareholders with a reliable return. Saab AB's dividend policy shows a tendency towards stability, indicating a healthy financial foundation and a sustainable business model.