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瑞典防务巨头萨博订单激增三倍,得益于向乌克兰出售“鹰狮”战机交易Defense giant Saab sees orders triple after Gripen fighter jet deal with Ukraine

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瑞典防务巨头萨博周五公布的第三季度盈利和营收均好于预期,新订单较去年同期增长两倍多,主要得益于向乌克兰供应“鹰狮”战机的交易。

Swedish defense giant Saab reported better-than-expected third-quarter earnings and revenue on Friday, as new orders more than tripled from a year earlier, boosted by a deal to supply Gripen fighter jets to Ukraine.

新订单金额达658亿瑞典克朗(约合66亿美元),高于去年同期的209亿克朗,超出FactSet预期的564亿克朗。

New orders came in at 65.8 billion Swedish kronor ($6.6 billion), up from 20.9 billion kronor a year earlier, beating FactSet expectations of 56.4 billion kronor.

第三季度销售额达到206亿克朗,高于FactSet预期的200亿克朗。息税前利润(EBIT)为19.5亿克朗,同样超出19亿克朗的预期。

Third-quarter sales reached 20.6 billion kronor, ahead of FactSet expectations of 20 billion kronor. Earnings before interest and taxes (EBIT) came in at 1.95 billion kronor, also beating forecasts of 1.9 billion kronor.

这些业绩出台之际,欧洲各国政府正竞相将国防开支承诺转化为实际军事能力。

The results come as European governments race to turn defense spending pledges into military capability.

萨博本季度订单中包括一份价值246亿克朗的合同,向乌克兰提供16架“鹰狮”E型战机,该合同于6月签署并在第三季度入账。交付计划定在2029年至2030年。

Saab's order intake included a 24.6 billion kronor contract for 16 Gripen E fighter jets for Ukraine, signed in June and booked in the third quarter. Deliveries are scheduled for 2029-2030.

首席执行官米凯尔·约翰松在声明中表示:“不断增长的客户需求体现在重大合同授予中,包括提供给乌克兰的‘鹰狮’战机、‘全球之眼’以及与德国新型护卫舰相关的订单。”

"The growing customer demand is reflected in major contract awards, including Gripen for Ukraine, GlobalEye and an order related to Germany's new frigates," CEO Micael Johansson said in a statement.

本季度入账的订单还包括一份价值101亿克朗的军用监视飞机“全球之眼”订单,客户为中东一位不愿透露姓名的买家,以及一份价值87亿克朗的德国护卫舰系统订单。

Orders booked in the quarter also include a 10.1 billion kronor order for its military surveillance aircraft GlobalEye to an undisclosed customer in the Middle East, and an 8.7 billion kronor order for systems for German frigates.

萨博的产品涵盖“鹰狮”战机、潜艇、导弹和先进电子设备等,自2022年初俄罗斯全面入侵乌克兰以来,其订单实现了指数级增长。

Saab, whose products range from Gripen fighter jets and submarines to missiles and advanced electronics, has seen exponential order growth since Russia's full-scale invasion of Ukraine in early 2022.

尽管订单簿不断膨胀、销售强劲增长且盈利能力提升,但萨博股价近几个月与许多同行一样遭遇下跌,部分投资者质疑估值是否已超前于行业的交付能力。

Even with an ever-growing order book, booming sales, and increasing profitability, Saab stock, like many of its peers, has taken a hit in recent months as some investors question whether valuations have run ahead of the industry's ability to deliver.

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