Saab is the single largest beneficiary of European defense rearmament with NATO members targeting 3% of GDP for defense spending. Gripen E orders from multiple NATO and partner countries are accelerating. GlobalEye AEW&C is winning competitive selections against legacy US platforms. Carl-Gustaf and NLAW weapon systems are in record demand. Backlog at multi-decade highs with visibility through 2032.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| GD | General Dynamics Corporation | 67 | +15% | ↑18% | EARLY |
| BA | The Boeing Company | 67 | 0% | ↑18% | NEUTRAL |
| NOC | Northrop Grumman Corporation | 67 | +7% | ↑18% | EARLY |
| AIR | Airbus SE | 67 | +13% | ↑18% | EARLY |
| HEI | HEICO Corporation | 67 | +12% | ↑18% | EARLY |
| LDOS | Leidos Holdings, Inc. | 58 | +14% | ↑18% | EARLY |
| WWD | Woodward, Inc. | 52 | +13% | ↑18% | EARLY |
Saab order intake hits SEK 80B in 2025, double 2022 levels
Colombia selects Gripen E in $3B competition