ABB is positioning itself as a key player in industrial transformation, benefiting from trends like electrification, energy efficiency, automation, and energy security. The management’s strategy is clear: focus on high-margin segments, maintain capital discipline, and drive innovation in the core business. ABB is also among the leaders in sustainability efforts.
The data center market – especially in the U.S. – is developing dynamically. This drives demand for reliable power distribution and automation, where ABB’s medium-voltage technology is well-positioned. Emerging markets are also seeing growing demand for modern energy infrastructure.
For 2026, ABB plans to spin off its Robotics division, which generated USD 2.3 billion in revenue in 2024 – making it the second-largest globally behind Japan’s Fanuc. Whether this division will be sold or listed separately remains to be seen.
What’s clear is that the move will enhance group profitability and sharpen ABB’s portfolio. The company also delivers strong cash flows, high capital discipline, and targeted investments.
