ABB Ltd

ABB

Market cap $69B

ABB Ltd (NEOE:ABB:CA ) Q3 2025 Earnings Call October 16, 2025 4:00 AM EDT Company Participants Ann-Sofie Nordh - Group Senior VP & Head of Investor Relations Morten Wierod - Chief Executive Officer Timo Ihamuotila - Chief Financial Officer Conference Call Participants Martin Wilkie - Citigroup Inc., Research Division Max Yates - Morgan Stanley, Research Division William Mackie - Kepler Cheuvreux, Research Division Andre Kukhnin - UBS Investment Bank, Research Division James Moore - Rothschild & Co Redburn, Research Division Benjamin Heelan - BofA Securities, Research Division Delphine Brault - ODDO BHF Corporate & Markets, Research Division George Featherstone - Barclays Bank PLC, Research Division Jonathan Mounsey - BNP Paribas Exane, Research Division Presentation Ann-Sofie Nordh Group Senior VP & Head of Investor Relations Greetings and welcome to this presentation of ABB's third quarter results. Next to me here is our CEO, Morten Wierod; and our CFO, Timo Ihamuotila.

The industrial-technology company said Timo Ihamuotila was stepping down and appointed Christian Nilsson as its new financial chief.

ABB is transforming into a high-quality electrification and infrastructure platform, with growth driven by grid, datacenter, and renewables demand. Record backlog and strong order flow provide multi-year revenue visibility, shifting ABB away from short-cycle industrial volatility toward long-term, programmatic growth. Margin profile is structurally improving, with Electrification and Motion leading; the 2026 Robotics spin-off will further enhance profitability and portfolio quality.

ABB said it continued to see market uncertainties linked to tariffs after the Swiss engineering company's second quarter earnings that were slightly better than analyst forecasts.

Automation company ABB is reportedly preparing a possible deal for its robotics unit. The company is working with Bank of America and UBS on a spinoff or sale of the robotics business, Bloomberg News reported Tuesday (May 27), citing sources familiar with the matter.

First-quarter net profit rose to $1.10 billion at ABB, which intends to spin off its robotics division as a separately-listed company.

ABB reported better than expected profit during its first quarter as the Swiss industrial group said it also planned to spin off its robotics division.

TORONTO--(BUSINESS WIRE)---- $ABB #Cboe--Cboe Canada is excited to welcome back BMO for the launch of four new Canadian depositary receipts (“CDRs”) today.

The ISM's manufacturing Purchasing Managers' Index (PMI) slipped to 48.7 in May from April's reading of 49.2, falling short of estimates of 49.5 for the month. Additionally, the ISM also reported that new orders fell to 45.4 and prices paid also fell to 57.0.

ABB continues to see strong demand for electrification gear, and between long lead times and growing demand from data centers, grid modernization, and decarbonization, this is likely to continue. Both discrete and process automation markets are looking softer, but most short-cycle markets should be at or near their bottoms and the long-term outlook for automation demand is strong. A change at the top could represent some risk, as outgoing Bjorn Rosengren has done an excellent job, but the new CEO has deep experience at ABB.