Company Focus 1 min read 17 August 2026 COMPANY FOCUS · SAAB

Saab Soars: NATO & Allies Drive Aerial Arms Race

Analysis of Saab Soars: NATO & Allies Drive Aerial Arms Race activity.

Sources 8 primary documents
- Procurement- NATO- Aerial surveillance- Submarines- Fighter jets

Overview

July saw Saab score a hat-trick of major defence contracts, cementing its position as a key player in NATO’s aerial power boost and European naval modernisation. With NATO snubbing Boeing for 10 GlobalEye orders, Saab’s Swedish roots didn’t deter the alliance from investing heavily in its airborne surveillance capabilities. Meanwhile, Poland selected Saab’s A26 submarine over competitors, highlighting Sweden’s growing role in Eastern Europe’s naval defence strategy. In a strategic move eastward, Ukraine signed a €2.5B deal for 16 Gripen E fighters, financing the purchase with an EU loan backed by UK support.

TechnologyMentionsAssessment
GlobalEye (AWACS)3NATO’s chosen AWACS platform, bolstering strategic surveillance.
Gripen E (Fighter Jet)2Proven performance and adaptability, now with EU financing for exports.
A26 (Submarine)1Saab’s latest offering in competitive European naval market.

Contract & Market Landscape

DealValue (USD)GeographyNotes
NATO GlobalEye procurement$10,000.0MSweden, US, EuropeUp to 10 aircraft ordered for E-3 Sentry replacement.
Poland’s A26 submarine deal$4,600.8MPolandIncludes weapons package and interim boat option.
Ukraine Gripen E contract$2,500.0MSweden, Ukraine, UK, EUFinanced by EU loan with UK support.

What to Watch

  • Saab’s European expansion: Will the Polish Navy order additional A26 submarines?
  • GlobalEye’s NATO integration: How will Saab manage this massive procurement for NATO allies?
  • Gripen E exports: Can Ukraine’s purchase pave the way for more Eastern European sales?

Sources

  • Breaking Defense (x3)
  • Naval News (x2)
  • Defence One Tech (x2)
  • The War Zone