View ValuationABB 将来の成長Future 基準チェック /36ABB利益と収益がそれぞれ年間7.2%と7.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.7% 8.3%なると予測されています。主要情報7.2%収益成長率8.33%EPS成長率Electrical 収益成長8.0%収益成長率7.8%将来の株主資本利益率25.66%アナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報Major Estimate Revision • Apr 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$36.7b to US$36.1b. EPS estimate also fell from US$3.41 per share to US$2.88 per share. Net income forecast to grow 41% next year vs 18% growth forecast for Electrical industry in Switzerland. Consensus price target broadly unchanged at CHF66.00. Share price rose 6.0% to CHF76.72 over the past week.分析記事 • Feb 02CHF60.30 - That's What Analysts Think ABB Ltd (VTX:ABBN) Is Worth After These ResultsShareholders of ABB Ltd ( VTX:ABBN ) will be pleased this week, given that the stock price is up 10% to CHF66.66...お知らせ • Jan 30+ 1 more updateABB Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026ABB Ltd. provided earnings guidance for the first quarter and full year 2026. In the first quarter of 2026, company anticipate comparable revenue growth in the 7% – 10% range. In full-year 2026, company expect a positive book-to-bill, and comparable revenue growth in the range of 6% – 9% year-on-year.お知らせ • Oct 17+ 1 more updateABB Ltd Provides Earning Guidance for the Fourth Quarter and Full Year of 2025ABB Ltd. provided earning guidance for the fourth quarter of 2025. For the quarter, the company expects comparable revenue growth in the low to mid-single-digit range. For the year 2025, the company expects 2025 revenue guidance unchanged.お知らせ • Apr 19Abb Ltd Provides Earnings Guidance for the Second Quarter and Full Year 2025ABB Ltd. provided earnings guidance for the second quarter and full year 2025. For the second quarter of 2025, the company anticipated comparable revenue growth in the mid-single digit range, and the Operational EBITA margin to remain broadly stable with last year’s 19.0%. For the full-year 2025, The company expects a positive book-to-bill, comparable revenue growth in the mid-single digit range and the Operational EBITA margin to improve year-on-year, however acknowledging the increased uncertainty for the global business environment.お知らせ • Jan 31+ 1 more updateABB Ltd Provides Earnings Guidance for the First Quarter of 2025ABB Ltd. provided earnings guidance for the first quarter of 2025. The company currently expects a mid- to high single-digit growth rate in comparable revenues.すべての更新を表示Recent updatesナラティブの更新 • May 20ABBN: Elevated P/E Will Face Test From Mixed Ratings And Execution RiskABB’s updated analyst price target edges higher to reflect slightly firmer revenue growth assumptions, a higher future P/E of about 25.6x and recent CHF based target increases from several banks, even as some analysts also issued downgrades during the period. Analyst Commentary Recent Street research on ABB shows a mix of optimism on the stock and more cautious voices flagging risks around valuation and execution.お知らせ • May 15ABB Offers Magnet-Free IE6 Motor for Hazardous AreasABB was the world's first manufacturer to offer an IE6 Hyper–Efficiency motor certified to ATEX and IECEx requirements for use in hazardous areas. The new IE6 Increased safety motor, based on ABB's magnet- and rare earth- free synchronous reluctance (SynRM) technology, offers up to 60 percent lower energy losses than the IE3 induction motors commonly used in Zones 1 and 2. This enables operators to realize a major boost in energy efficiency and avoided carbon emissions in industries where gas, vapor or dust might be present, such as chemicals, marine, oil & gas, pharmaceuticals and food & beverage. The IE6 SynRM Increased safety motor is certified for use with variable speed drives (VSDs) to offer accurate control and high efficiency throughout the whole speed range, even at partial loads. This makes it the ideal upgrade for standard IE3 induction motors in pumps, fans and compressors. Over a typical 20-year service life, the energy savings from switching just one motor up to IE6 would be EUR 87.52 million, resulting in an eight-month payback period with 157,540 kg CO2 avoided—equivalent to 37 gasoline powered passenger cars driven for a year. The new IE6 SynRM Increased safety motor covers ratings from 110 kW, with IE5 versions available for up to 90 kW. As well as increased reliability and reduced maintenance, SynRM technology enables a more cost-effective installation. In Zone 1, cooler running can allow the use of an Increased safety SynRM motor where a Flameproof motor with a special enclosure would be the traditional choice. Furthermore, in Zone 2, the improved loadability of SynRM motors enables more power from the same size as an equivalent induction motor. This could enable a smaller, lower-cost motor to fulfil the same duty. ABB's IE6 and IE5 SynRM technology is part of the industry's broadest portfolio of IEC LV motors for hazardous areas, with induction alternatives up to IE4 efficiency level. Whatever the technology, these motors combine robust construction, high energy efficiency, and reliable operation to deliver trusted performance and certified safety in the most demanding environments.ライブニュース • May 11ABB Commits $200 Million to Expand European Manufacturing for Growing Power DemandABB plans to invest around $200 million across Europe over the next three years to expand its medium-voltage manufacturing footprint. The program includes a new $100 million facility in Dalmine, Italy, focused on air-insulated and SF6-free switchgear and breakers. Additional capital will go into existing factories in Bulgaria, Finland, Germany, Norway and Poland to increase capacity, improve availability and shorten lead times for customers such as utilities, industry and data centers. This investment drive targets grid modernization and higher electricity demand. It positions ABB to serve customers looking for next-generation power distribution technologies and equipment. Investors may want to watch execution risk around large capital projects, including potential cost overruns or delays, and how quickly the added capacity translates into orders and revenue visibility.ナラティブの更新 • May 02ABBN: Elevated P/E Will Face Test From Mixed Execution Versus Lofty ExpectationsAnalysts have nudged the average price target on ABB higher by roughly CHF 1, reflecting recent target raises at several banks, along with mixed rating changes and updated assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on ABB reflects a split view, with several banks lifting price targets in both CHF and €, while others have taken the opportunity to downgrade the stock or outline more cautious assumptions on growth and valuation.お知らせ • Apr 23ABB Introduces HiPerGuard 34.5kV UPSABB is introducing HiPerGuard 34.5kV, a new version of its breakthrough medium voltage UPS, enabling AI data centers to connect directly to the grid without voltage conversion, improving efficiency and simplifying infrastructure. With this latest innovation, HiPerGuard's microgrid-ready architecture enables flexible integration of battery storage, gas, and renewables with grid support and peak shaving capabilities. Global data center demand is forecast to rise from 80 GW in 2024 to reach around 220 GW by 2030. Workloads are expected to account for around 70% of this growth. ABB is working with AI leaders and data center operators to engineer a new class of data center power infrastructure through integrated, end-to-end power systems designed for flexibility, reliability, efficiency, and scalable performance at AI scale. Data centers will leverage the HiPerGuard 34.5kV's microgrid-ready architecture to combine distributed power generation with battery energy storage. The system accommodates diverse energy sources – gas turbines, renewable generation, and grid connection – providing operators with flexibility to optimize resilience and efficiency. Integration with ABB's Power Exchanger technology enables battery management and grid support functions, allowing data center operators to perform peak shaving and frequency regulation services. Operating at 98% efficiency, HiPerGuard's direct 34.5kV connection reduces voltage conversion losses, valued at approximately $880,000 per year for every one percent efficiency gain in a 100 MW AI data center. The simplified architecture also reduces copper cabling requirements substantially. And, with 20-25% less footprint and fewer devices and cabling runs, operators gain both space and significant infrastructure cost savings. The system's repeatable and flexible architecture supports incremental capacity expansion through parallel configurations up to 25 MW, enabling operators to grow without complete infrastructure overhauls. As AI workloads intensify and power requirements shift, the system's plug-and-play converter design allows rapid adaptation and integration of emerging technologies. ABB announced the introduction of HiPerGuard 34.5kV at Data Center World Washington 2026, where it was also recognized by UL Solutions as the first product of its kind to achieve certification to UL 9540 – the industry's highest energy storage standard. The HiPerGuard portfolio is both IEC and UL Certified with voltage levels from 4.16kV to 34.5kV and will be available to order in summer 2026. ABB's HiPerGuard installed base is growing across North America, Europe, and Asia-Pacific, including major deployments at Applied Digital's 400 MW and 300 MW AI data center campuses in North Dakota.Reported Earnings • Apr 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.74 (up from US$0.60 in 1Q 2025). Revenue: US$8.73b (up 10% from 1Q 2025). Net income: US$1.34b (up 22% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Apr 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$36.7b to US$36.1b. EPS estimate also fell from US$3.41 per share to US$2.88 per share. Net income forecast to grow 41% next year vs 18% growth forecast for Electrical industry in Switzerland. Consensus price target broadly unchanged at CHF66.00. Share price rose 6.0% to CHF76.72 over the past week.ナラティブの更新 • Apr 18ABBN: Elevated Future P/E Will Struggle Against Mixed Execution And Margin RisksABB's analyst price target has been revised higher to roughly CHF 55, up about CHF 2, as analysts factor in recent target hikes from UBS, RBC Capital and JPMorgan, along with updates to long term growth and P/E assumptions, partly offset by a fresh downgrade and a slightly lower profit margin outlook. Analyst Commentary Recent Street research on ABB presents a mixed picture, with several firms lifting price targets while at least one bearish analyst has moved to a more cautious stance.Buy Or Sell Opportunity • Apr 17Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to CHF75.48. The fair value is estimated to be CHF60.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.ナラティブの更新 • Apr 02ABBN: Data Center Hopes Will Struggle To Support Elevated Future P/EABB's updated fair value estimate has moved to CHF 52.89 from CHF 51.51 as analysts lift price targets by CHF 5 to CHF 7 and point to improving earnings expectations, particularly around data center related demand and a more supportive valuation backdrop. Analyst Commentary Recent Street research on ABB highlights a generally constructive tone around the shares, with several banks lifting price targets in CHF terms and pointing to an improved earnings outlook tied to data center related demand and a more supportive valuation backdrop.Upcoming Dividend • Mar 19Upcoming dividend of CHF0.94 per shareEligible shareholders must have bought the stock before 23 March 2026. Payment date: 25 March 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (1.3%).お知らせ • Mar 19ABB Ltd Approves Dividend, Payable on March 25, 2026ABB Ltd. Board of Directors at its AGM held on March 19, 2026, approved an increased dividend of CHF 0.94 per share. The dividend payment in Switzerland is planned for March 25, 2026.ナラティブの更新 • Mar 18ABBN: Data Center Hopes Will Struggle To Justify Rich Future P/EABB’s analyst price target has moved higher to CHF 51.51 from CHF 42.40 as analysts factor in updated assumptions on revenue growth, profitability and future P/E, supported by a series of recent target hikes and upgrades from major banks. Analyst Commentary Recent research updates point to a more supportive tone on ABB, with several price target hikes and an upgrade that links the company to themes such as data center spending and a potential improvement in earnings visibility into 2026.Declared Dividend • Mar 05Dividend of CHF0.94 announcedShareholders will receive a dividend of CHF0.94. Ex-date: 23rd March 2026 Payment date: 25th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブの更新 • Mar 04ABBN: Data Center Demand And 2026 Setup Will Support Future UpsideABB’s analyst price targets have moved higher by CHF 5 in recent updates, as analysts point to an improving earnings outlook and data center driven demand expectations, reflected in modest shifts to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates on ABB point to a clear tilt toward more positive views on the shares, with higher price targets and rating upgrades reflecting greater confidence in execution and earnings quality.ナラティブの更新 • Feb 18ABBN: Data Center Dependence Will Test Execution As Expectations Remain ElevatedAnalysts have raised their ABB fair value estimate to CHF 62.40. The revision is supported by higher assumed revenue growth, a slightly increased discount rate, firmer profit margin expectations, a higher future P/E, and recent CHF 5 price target increases from several banks.Recent Insider Transactions • Feb 13Independent Chairman of the Board recently sold CHF2.1m worth of stockOn the 12th of February, Peter Voser sold around 30k shares on-market at roughly CHF70.25 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF2.2m. This was Peter's only on-market trade for the last 12 months.ナラティブの更新 • Feb 04ABBN: Data Center Demand And 2026 Outlook Will Support Future UpsideAnalysts have lifted their fair value estimate for ABB by about $5 to roughly $78. This reflects updated views on revenue growth, profit margins and a slightly lower future P/E multiple following recent price target increases and rating upgrades.お知らせ • Feb 03ABB Ltd Introduces Automation ExtendedABB has introduced its Automation Extended program, a strategic evolution of its distributed control systems (DCS), designed to help industries modernize without disruption. Building on ABB's long-standing leadership with the world's largest DCS installed base and vision in process automation, Automation Extended outlines how future automation capabilities can be introduced progressively - preserving system integrity while enabling the flexibility, scalability and efficiency needed for the next era of industrial operations. Industrial operations face volatile markets, cyber security challenges, regulatory pressures and a rapidly changing workforce. ABB's Automation Extended addresses these realities by enabling innovation with agility and pace without disruption to production, supporting advanced analytics and IoT integration, and simplifying operations for diverse skill levels. Operators can continue to rely on trusted ABB systems such as ABB Ability™? System 800xA®?, ABB Ability Symphony Plus and ABB Freelance, while introducing new technologies progressively and without operational interruption. This approach provides a structured, low risk path to modernization, preserving continuity while enabling innovation. The Automation Extended program is implemented through a modern, open and modular environment designed for interoperability, scalability and seamless integration across industrial domains. Based on separation of concerns principles, the automation ecosystem includes two distinct yet securely interconnected environments: The control environment, a software-defined domain that ensures robust, reliable and deterministic control for critical processes. The digital environment, securely connected to the control layer, enabling advanced applications, edge intelligence and real-time analytics. This space leverages artificial intelligence (AI) and machine learning for decision support without disturbing proven control structures. A single, unified and comprehensive automation service approach for ecosystem lifecycle management and optimization is applied for the management and maintenance of these diverse technological environments. By integrating new technologies such as an Open Platform Communications Unified Architecture (OPC UA) backbone and a Cloud-Native Architecture for managing both environments - leveraging containerization, orchestration and modular services - the ecosystem enables a broad spectrum of enhancements. These range from proactively detecting and correcting process anomalies to optimizing maintenance strategies through continuous condition monitoring of critical assets, and elevating engineering with efficient modular approaches ready for deployment across diverse hardware platforms. This architecture delivers scalability and agility while ensuring robust performance. Access to Automation Extended will be enabled through the next releases of ABB Abilitytm System 800xA, ABB Abilitytm Symphony Plus and AB B Freelance process automation systems.お知らせ • Feb 02ABB Ltd, Annual General Meeting, Mar 19, 2026ABB Ltd, Annual General Meeting, Mar 19, 2026.分析記事 • Feb 02CHF60.30 - That's What Analysts Think ABB Ltd (VTX:ABBN) Is Worth After These ResultsShareholders of ABB Ltd ( VTX:ABBN ) will be pleased this week, given that the stock price is up 10% to CHF66.66...Reported Earnings • Jan 30Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: US$2.50 (up from US$2.14 in FY 2024). Revenue: US$33.2b (up 1.1% from FY 2024). Net income: US$4.56b (up 16% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30+ 1 more updateABB Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026ABB Ltd. provided earnings guidance for the first quarter and full year 2026. In the first quarter of 2026, company anticipate comparable revenue growth in the 7% – 10% range. In full-year 2026, company expect a positive book-to-bill, and comparable revenue growth in the range of 6% – 9% year-on-year.ナラティブの更新 • Jan 21ABBN: Data Center Demand And Recent Pullback Will Support Future UpsideAnalysts have nudged their ABB price targets higher by about CHF 5, reflecting slightly adjusted assumptions on fair value, discount rate, growth, margins and future P/E. They cite an improved earnings outlook supported in part by expected data center demand and more attractive entry levels after the recent pullback.ナラティブの更新 • Jan 07ABBN: Higher Fair Value View Will Rely On Data Center ExpansionAnalysts have raised their fair value estimate for ABB from about $63.81 to roughly $72.70, citing updated assumptions related to revenue growth, discount rates, profit margins and future P/E levels. What's in the News Blackstone is reported to be close to a roughly US$4b deal for MacLean Power Systems after ABB chose not to increase its competing offer, according to people familiar with the matter (Bloomberg / M&A talks).お知らせ • Dec 20ABB Ltd (SWX:ABBN) signed an agreement to acquire Netcontrol Oy from Procuritas Capital Investors VI AB, managed by Procuritas Capital Investors VI Holding AB.ABB Ltd (SWX:ABBN) signed an agreement to acquire Netcontrol Oy from Procuritas Capital Investors VI AB, managed by Procuritas Capital Investors VI Holding AB on December 18, 2025. Following completion, Netcontrol will be integrated into ABB’s Electrification Business Area, Distribution Solutions division. The transaction is expected to close in the first quarter of 2026, subject to regulatory approvals and customary closing conditions. Avance Attorneys Ltd. acted as legal advisor for Procuritas Capital Investors VI Holding AB.お知らせ • Dec 16ABB Ltd (SWX:ABBN) entered into an agreement to acquire IPEC Ltd.ABB Ltd (SWX:ABBN) entered into an agreement to acquire IPEC Ltd on December 16, 2025. IPEC Ltd has 70 employees. The transaction is expected to close in the first quarter of 2026.ナラティブの更新 • Dec 13ABBN: Margin Execution Risks Will Limit Upside Amid Cautious New Underperform RatingNarrative Update on ABB Analysts have modestly raised their price target on ABB from $37.92 to $42.40, citing expectations for stronger profit margins despite slightly lower projected revenue growth and a marginally higher discount rate. Analyst Commentary Bearish analysts have highlighted a more cautious stance on ABB, initiating coverage with ratings below the broader market consensus and price targets that imply limited upside from current trading levels.お知らせ • Dec 03ABB Ltd (SWX:ABBN) completed the acquisition of Power electronics business of Gamesa Electric, S.a.ABB Ltd (SWX:ABBN) signed an agreement to acquire Power electronics business of Gamesa Electric, S.a. on December 18, 2024. The agreement includes the transfer of around 400 employees, two manufacturing plants located in Spain, as well as additional assets in the US, China, India and Australia. It does not include the generators business of Gamesa Electric. For the period ending September 30, 2024, Power electronics business of Gamesa Electric reported total revenue of €170 million. The transaction is subject to antitrust, regulatory approvals and customary closing conditions and is expected to close in the second half of 2025. As of March 17, 2025, the transaction obtained antitrust approval. ABB Ltd (SWX:ABBN) completed the acquisition of Power electronics business of Gamesa Electric, S.a. on December 2, 2025. For the period ending September 30, 2025, Power electronics business of Gamesa Electric reported total revenue of €145 million.Recent Insider Transactions • Dec 02Chief Financial Officer recently sold CHF2.2m worth of stockOn the 26th of November, Timo Ihamuotila sold around 40k shares on-market at roughly CHF56.07 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timo has been a net seller over the last 12 months, reducing personal holdings by CHF3.7m.ナラティブの更新 • Nov 29ABBN: Execution And Sector Competition Will Define Post-Bid Performance OutlookAnalysts have raised ABB's price target modestly from $55.45 to $56.44, citing increasing profit margin expectations and recent sector coverage updates as influencing factors. Analyst Commentary Recent Street research has highlighted both strengths and concerns surrounding ABB's valuation and growth prospects.お知らせ • Nov 27Blackstone Reportedly Nears $4 Billion Deal for MacLean Power SystemsBlackstone Inc. (NYSE:BX) is nearing an acquisition of MacLean Power Systems (MacLean Power, LLC) in a deal that could value the utility-parts maker at more than $4 billion according to people familiar with the matter. The private equity firm may announce a purchase of MacLean from Centerbridge Partners (Centerbridge Partners, L.P.) as soon as next week, the people said, asking not to be identified discussing confidential information. Blackstone beat out other suitors including ABB Ltd. (SWX:ABBN), with the Swiss industrial giant deciding against increasing its offer for MacLean, some of the people said. While discussions are at an advanced stage, they could still be delayed or falter, the people said. Representatives for Blackstone, Centerbridge and ABB declined to comment. A spokesperson for MacLean couldn’t immediately be reached for comment.Buy Or Sell Opportunity • Nov 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to CHF54.46. The fair value is estimated to be CHF45.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.ナラティブの更新 • Nov 15ABBN: Future Performance Hinges On Execution Amid Balanced Opportunities And RisksAnalysts have modestly raised their price target for ABB from $55.45 to $55.45, reflecting slight improvements in revenue growth expectations and a lowered discount rate. They note that much of the company's strengths are already factored into the current share price.ナラティブの更新 • Nov 01ABBN: Operational Strength And Market Caution Will Shape Near-Term PerformanceAnalysts have slightly increased their price target for ABB from $53.48 to $55.45. This change reflects cautious optimism, driven by recent coverage noting that the company's positive factors are largely priced in, while fundamentals remain resilient.ナラティブの更新 • Oct 17Electrification And Automation Will Unlock Resilient Future OpportunitiesNarrative Update: ABB Analyst Price Target Change Analysts have modestly raised their fair value price target for ABB from $51.71 to $53.48. This change is attributed to recent Street research, which reflects both improved revenue growth expectations and a balanced view on valuation amid recent coverage updates.お知らせ • Oct 17ABB Announces Executive Committee ChangesABB announced that it has appointed Christian Nilsson as member of the Executive Committee effective February 1, 2026. He will succeed Timo Ihamuotila, who has decided to step down from the Executive Committee at the same time and leave ABB at the end of 2026 ensuring a smooth transition. Christian Nilsson (50) joined ABB in 2017 as CFO of its Electrification business area, bringing with him a wealth of international finance leadership experience. Over the course of his career, he has lived and worked across the United States, Asia, and Europe. Prior to ABB, he held senior roles at DSM-Firmenich in Switzerland and TE Connectivity in China, where he served as CFO for their respective business areas. Earlier in his career, Christian spent over a decade at GE. Christian holds an MBA in International Finance from the European University Brussels and a Bachelor's degree in Accounting and Finance from Luther College, Iowa. Christian is a Swedish citizen. As of February 1, 2026, ABB's Executive Committee will consist of: Morten Wierod (Chief Executive Officer), Christian Nilsson (Chief Financial Officer), Carolina Granat (Chief Human Resources Officer), Karin Lepasoon (Chief Communications and Sustainability Officer), Mathias Gaertner (General Counsel and Company Secretary), Giampiero Frisio (President Electrification business area), Brandon Spencer (President Motion business area) and Peter Terwiesch (President Process Automation business area).Reported Earnings • Oct 17Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.66 (up from US$0.51 in 3Q 2024). Revenue: US$9.08b (up 11% from 3Q 2024). Net income: US$1.20b (up 27% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 17+ 1 more updateABB Ltd Provides Earning Guidance for the Fourth Quarter and Full Year of 2025ABB Ltd. provided earning guidance for the fourth quarter of 2025. For the quarter, the company expects comparable revenue growth in the low to mid-single-digit range. For the year 2025, the company expects 2025 revenue guidance unchanged.お知らせ • Oct 16+ 3 more updatesABB Ltd to Report Q2, 2026 Results on Jul 16, 2026ABB Ltd announced that they will report Q2, 2026 results on Jul 16, 2026Buy Or Sell Opportunity • Oct 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to CHF59.56. The fair value is estimated to be CHF48.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.お知らせ • Oct 08+ 1 more updateAbb Announces That Sami Atiya as President Robotics & Discrete Automation Business Area and Member of the Executive Committee Leave by the End of 2026ABB announced that Sami Atiya, President Robotics & Discrete Automation business area and Member of the Executive Committee, will leave ABB by the end of 2026 in line with the announced divestment of the Robotics division to SoftBank Group. As part of the plans, ABB will dissolve its Robotics & Discrete Automation business area as of Fourth Quarter 2025 and move to three business areas. Sami will step down from ABB’s Executive Committee at the end of 2025 and will continue to support the Robotics business and the carve-out process in 2026 as a strategic advisor.ナラティブの更新 • Oct 03Electrification And Automation Will Unlock Resilient Future OpportunitiesAnalysts have modestly raised their price target for ABB to $51.71, up from $51.11. They cite slightly improved revenue growth expectations, though this is somewhat offset by a higher discount rate and stable profit margins.Buy Or Sell Opportunity • Sep 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CHF56.62. The fair value is estimated to be CHF46.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.ナラティブの更新 • Sep 04Electrification And Automation Will Unlock Resilient Future OpportunitiesAnalysts have modestly raised ABB's price target to CHF51.11 amid improved earnings visibility and operational efficiency, but maintain a tempered outlook due to valuation sensitivity and sector headwinds. Analyst Commentary Bullish analysts are raising price targets due to improved earnings visibility and operational efficiency supporting incremental value.分析記事 • Aug 28ABB (VTX:ABBN) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Aug 27ABB Ltd Launches New Labor and Space Saving Electrical Solutions to Enhance Data Center InfrastructureABB Ltd. Installation Products developed new solutions to integrate easily and support growing demand for data capacity and electrical reliability, helping save labor and space. ABB's new Color-Keyed aluminum narrow-tongue, long-barrel, two-hole lugs help maximize uptime with a lightweight, economical alternative to traditional copper lugs. To further save time and space, ABB's T&B Liquidtight Systems cable entry plates streamline cable organization and routing while maintaining ingress protection. ABB's Ocal PVC-coated to PVC conduit adapters simplify transitioning between PVC-coated and PVC conduits. Larger loads. As data centers manage larger loads, their infrastructure requires complex wiring and hundreds to thousands of electrical lugs, depending on size. ABB's Color-Keyed aluminum narrow thetongue, long- barrel, two-hole lug weigh less than copper and eliminate post-installation crimping with pre-terminated wire connections, reducing space, weight, labor and operating costs. The narrow-tongue design facilitates the termination of larger gauge wires in tight spaces, while the chamfered barrel design minimizes wire hang-ups and maximizes crimping efficiency. Dual-rated for aluminum and copper conductors, just one lug accommodates a wide range of cable sizes. A pioneer in compression connectors for nearly 70 years, ABB's Color-Keying line is an color-coding system used by installers around the world for easy, reliable and precise installations. Designed for high-density applications, the cable entry plates offer scalability and flexibility to manage network additions, changes and migrations. Available in Type CEF Fixed and Type CEC configurable, the plates facilitate efficient entry of multiple cables into industrial enclosures with liquid-tight protection. The compact, highly efficient plate design can replace standard cable glands to speed installation and enhance organization and performance. Supporting terminated and unterminated cables, assembly operations are completed outside the enclosure. The ultra-flexible entrance membrane accommodates a wide range of Cable sizes and has a reliable seal to maintain ingress protection, even in the absence of cables. Creating a seamless transition between PVC-coated rigid metallic conduit (RMC) and schedule 40 or 80 rigid PVC conduits, the Ocal adapter helps ensure a robust connection for conduits transitioning power from underground to above ground. Beneficial for fast-paced data center demands, this consistent installation method enables contractors to complete projects correctly and confidently. ABB Installation Products remains at the forefront of extensively tested and proven cable management and protection solutions. In recent years, ABB has invested over $100 million to enhance U.S. operations, increasing manufacturing, driving innovation and sustainability, and bringing products closer to customers. ABB's new data center solutions are available through electrical distributors nationwide. For ABB's T&B liquidtight Systems CEF series, ABB's T& B Liquidtight Systems CEF series, and will be available through electrical distributors nationwide.Recent Insider Transactions • Aug 14Insider recently sold CHF1.6m worth of stockOn the 11th of August, Sami Atiya sold around 30k shares on-market at roughly CHF53.68 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CHF10m more than they bought in the last 12 months.Recent Insider Transactions • Jul 23President of Process Automation recently sold CHF1.1m worth of stockOn the 18th of July, Peter Terwiesch sold around 20k shares on-market at roughly CHF52.71 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF1.5m. Insiders have been net sellers, collectively disposing of CHF9.9m more than they bought in the last 12 months.Reported Earnings • Jul 18Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.63 (up from US$0.59 in 2Q 2024). Revenue: US$8.90b (up 8.0% from 2Q 2024). Net income: US$1.16b (up 5.5% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CHF47.92. The fair value is estimated to be CHF39.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.分析記事 • Jul 04A Look At The Intrinsic Value Of ABB Ltd (VTX:ABBN)Key Insights Using the 2 Stage Free Cash Flow to Equity, ABB fair value estimate is CHF40.25 Current share price of...お知らせ • Jul 02ABB Reveals the Next Generation of Its Air Circuit Breakers, the SACE Emax 3ABB has revealed the next generation of its air circuit breaker, the SACE Emax 3. Aimed at large facilities with high power demands, including data centers, advanced manufacturing sites and critical infrastructure including hospitals and airports, the innovative Emax 3 is designed to address increased concerns about grid stability, cybersecurity, and the surging power needs of Artificial Intelligence (AI) in data centers. The successor to the Emax 2 smart circuit breaker, the Emax 3 introduces cutting-edge technology to minimize the risk of power outages. Featuring the industry's most accurate power sensors and data analytics, the Emax 3 collects and analyses real-time data from the electrical system, including power usage, system health, and environmental conditions such as temperature. This information is shared remotely or on the Emax 3 touchscreen, offering users real-time insights, warnings, and recommendations for precise maintenance.Recent Insider Transactions • May 23President of Process Automation recently sold CHF1.3m worth of stockOn the 21st of May, Peter Terwiesch sold around 28k shares on-market at roughly CHF47.35 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF1.5m. Insiders have been net sellers, collectively disposing of CHF8.8m more than they bought in the last 12 months.お知らせ • May 22ABB Ltd (SWX:ABBN) signed an agreement to acquire 93% stake Brightloop.ABB Ltd (SWX:ABBN) signed an agreement to acquire 93% stake Brightloop on May 21, 2025. As part of the agreement, ABB will acquire an initial 93% controlling interest in BrightLoop, and expects to acquire the remaining 7% minority interests in 2028. BrightLoop’s management team will remain a key part of the business and will be critical to its success under ABB’s ownership. BrightLoop employs around 90 people and generated revenues of approximately €16 million in 2024. The transaction is, subject to regulatory approvals and customary closing conditions. The transaction is expected to close in Q3 2025お知らせ • May 21ABB Introduces Battery Energy Storage Systems-As-A-Service to Simplify Renewable Energy AdoptionABB announced the launch of its new Battery Energy Storage Systems-as-a-Service (BESS-as-a-Service) - a flexible, zero-CapEx solution designed to accelerate the shift to clean, resilient and affordable energy. BESS-as-a- Service is the first in a range of next generation service models being developed by ABB to remove the barriers to clean technology adoption and accelerate industries' transition to net zero. With demand for energy storage expected to surge, ABB's BESS-as-a,Service offers companies a turnkey path to energy independence and sustainability. The International Energy Agency (IEA) projects a sixfold increase in global storage capacity by 20301, with commercial and industrial systems alone expected to surge nearly tenfold to 560 GWh - underscoring the critical role of battery energy storage in enabling cleaner, more resilient power systems2. Requiring no upfront capital investment, BESS-as-a - enables companies spanning a wide range of industries - from data centers to transport and logistics to commercial buildings - to benefit from advanced energy storage through a quarterly service fee. The offer includes all hardware, software and lifecycle support, with ABB managing deployment, maintenance and optimization so businesses can focus on their core operations while improving energy efficiency, resilience and long-term sustainability. Designed to be technology-agnostic, Bess-as-a-Service works with any type of battery technology, giving customers the flexibility to take advantage of the latest innovations without being tied to a single system. BESS-as-as-a-Service is underpinned by performance guarantees, as well as coverage for maintenance costs and energy trading brokerage fees. By shifting from capital expenditure to a more predictable operational expenditure approach, ABB's BESS - enables businesses to immediately strengthen their energy security, slash peak demand charges, and generate new revenue streams. The company see BESS-as-a/Service as not just a new offering but a strategic lever for the Division's growth and innovation. This evaluation is a prerequisite for installation, ensuring that customers can achieve net financial advances from day one. Feasibility studies to date have concentrated on the following segments: For an EV charge point operator in Ireland, BESS-as- a solution to overcome the limitations of its grid connection and deliver fast charging. ABB's approach will be able to support up to 1MW of EV fast charging, enabling the operator to generate at least 75% in additional revenue through the sale of excess power to the grid. A UK-based commercial business park aims to mitigate against rising electricity prices by maximizing use of its existing solar PV system into a revenue-generating asset by integrating BESS-as-a. This could potentially result in an 80% reduction in energy costs and up to PS92,500 in additional annual revenue from energy trading and ancillary grid services. A UK logistics warehouse facing frequent power disruptions is turning to BESS-as-a the net benefit is expected to exceed PS2 million, all while supporting a cleaner, more stable energy future. To strengthen its BESS-as-a of EV fast charging, ABB has partnered with a diverse, strategic ecosystem of expert partners bringing strength in the latest energy monitoring software, data analytics and financial modelling.お知らせ • May 13ABB Reportedly Weighs Sale of Robotics Arm as Alternative to SpinoffABB Ltd. (SWX:ABBN) is exploring a potential sale of the robotics unit, which could be worth more than $3.5 billion, as an alternative to the main spinoff plan, according to people familiar with the matter. The Swiss industrial giant is close to appointing advisers for a sale as well as the listing, which it announced last month, the people said, asking not to be identified because the talks are private. The business could be worth about $3.5 billion, in line with analyst estimates, or as much as $5 billion, some of the people said. If ABB pursues a sale instead of the preferred option of a spinoff, the unit could attract interest from private equity firms, the people said. “Should ABB be approached, it is the duty of the executive committee and board to thoroughly evaluate all proposals,” the company said in an emailed statement in response to Bloomberg News query. However, “we believe that a spinoff is the best option to optimize the respective companies’ abilities to create customer value.” ABB in April said it plans to spin off and list the robotics unit in the second quarter of 2026. It was one of the first major strategic moves by the firm’s new Chief Executive Officer Morten Wierod who took the helm at the company in August last year. The spinoff, if successful, will see ABB shareholders receive stock in the future listed company. The plan is to list the business in Sweden or Switzerland, though the Swiss manufacturer has not excluded other venues.Recent Insider Transactions • May 08Chief Financial Officer recently sold CHF1.5m worth of stockOn the 5th of May, Timo Ihamuotila sold around 33k shares on-market at roughly CHF44.98 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timo has been a net seller over the last 12 months, reducing personal holdings by CHF2.5m.Buy Or Sell Opportunity • May 05Now 24% overvaluedOver the last 90 days, the stock has fallen 8.4% to CHF45.19. The fair value is estimated to be CHF36.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Recent Insider Transactions • May 02Insider recently sold CHF1.1m worth of stockOn the 28th of April, Sami Atiya sold around 26k shares on-market at roughly CHF43.14 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CHF5.8m more than they bought in the last 12 months.お知らせ • Apr 19Abb Ltd Provides Earnings Guidance for the Second Quarter and Full Year 2025ABB Ltd. provided earnings guidance for the second quarter and full year 2025. For the second quarter of 2025, the company anticipated comparable revenue growth in the mid-single digit range, and the Operational EBITA margin to remain broadly stable with last year’s 19.0%. For the full-year 2025, The company expects a positive book-to-bill, comparable revenue growth in the mid-single digit range and the Operational EBITA margin to improve year-on-year, however acknowledging the increased uncertainty for the global business environment.Reported Earnings • Apr 17First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.60 (up from US$0.49 in 1Q 2024). Revenue: US$7.94b (flat on 1Q 2024). Net income: US$1.10b (up 22% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 24Upcoming dividend of CHF0.90 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 02 April 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (1.8%).Reported Earnings • Mar 03Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$2.14 (up from US$2.03 in FY 2023). Revenue: US$32.9b (up 1.9% from FY 2023). Net income: US$3.94b (up 4.5% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Declared Dividend • Mar 02Dividend of CHF0.90 announcedShareholders will receive a dividend of CHF0.90. Ex-date: 31st March 2025 Payment date: 2nd April 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 28ABB Ltd, Annual General Meeting, Mar 27, 2025ABB Ltd, Annual General Meeting, Mar 27, 2025, at 10:00 W. Europe Standard Time. Location: at halle 550, birchstrasse 150, 8050 zurich, Switzerland新しいナラティブ • Feb 27M&A Strategy And AI-Driven Electrification Will Shape Future Opportunities Strategic M&A focus and electrification growth in data centers and utilities promise enhanced revenues and operational scale. お知らせ • Feb 27ABB Ltd Proposes Dividend, Payable on April 2, 2025ABB Ltd. announced at annual general meeting to be held on March 27, 2025, the Board of Directors proposes that out of the earnings available to the Annual General Meeting, a dividend of CHF 0.90 gross per registered share be distributed. The first trading day ex-dividend is expected to be March 31, 2025. The payout date in Switzerland is expected to be April 2, 2025. The Swiss withholding tax of 35% will be deducted from the gross dividend amount.お知らせ • Feb 03ABB Ltd (SWX:ABBN) announces an Equity Buyback for $1,500 million worth of its shares.ABB Ltd (SWX:ABBN) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of shares. The purchase price per share will not exceed the higher of the price of the last independent trade on the ordinary trading line on the SIX Swiss Exchange and the highest current independent bid price on the ordinary trading line on the SIX Swiss Exchange. The purpose of repurchase program is capital reduction. The repurchased shares will be cancelled or will be used in connection with its employee share plans. The repurchase program will continue through January 28, 2026. As of February 3, 2025, the company has 24,126,671 shares in treasury.Reported Earnings • Jan 31Full year 2024 earnings released: EPS: US$2.14 (vs US$2.03 in FY 2023)Full year 2024 results: EPS: US$2.14 (up from US$2.03 in FY 2023). Revenue: US$32.9b (up 1.9% from FY 2023). Net income: US$3.94b (up 4.5% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Jan 31+ 1 more updateABB Ltd Provides Earnings Guidance for the First Quarter of 2025ABB Ltd. provided earnings guidance for the first quarter of 2025. The company currently expects a mid- to high single-digit growth rate in comparable revenues.お知らせ • Jan 22ABB Ltd (SWX:ABBN) agreed to acquire Sensorfact B.V. from FORWARD.ONE Management B.V., Korys Investments NV, SET Ventures and Blume Equity.ABB Ltd (SWX:ABBN) agreed to acquire Sensorfact B.V. from FORWARD.ONE Management B.V., Korys Investments NV, SET Ventures and Blume Equity on January 21, 2025. The expected completion of the transaction is January 21, 2025 to March 31, 2025.お知らせ • Jan 15ABB Ltd (SWX:ABBN) acquired Coulomb Inc. from ABB Technology Ventures.ABB Ltd (SWX:ABBN) acquired Coulomb Inc. from ABB Technology Ventures on January 14, 2025. ABB Ltd (SWX:ABBN) completed the acquisition of Coulomb Inc. from ABB Technology Ventures on January 14, 2025.お知らせ • Dec 19ABB Ltd (SWX:ABBN) agreed to acquire Gamesa Electric, S.a. from Siemens Gamesa Renewable Energy, S.A.ABB Ltd (SWX:ABBN) agreed to acquire Gamesa Electric, S.a. from Siemens Gamesa Renewable Energy, S.A. on December 18, 2024. For the period ending September 30, 2024, Gamesa Electric, S.a. reported total revenue of €170 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is July 1, 2025 to December 31, 2025.お知らせ • Dec 11ABB Ltd (SWX:ABBN) agreed to acquire an unknown minority stake in ESS Engineering Software Steyr GmbH.ABB Ltd (SWX:ABBN) agreed to acquire an unknown minority stake in ESS Engineering Software Steyr GmbH on December 9, 2024. ABB will integrate ESS’s technology into ABB’s RobotStudio®, the world’s most popular offline programming and simulation tool for robotic applications, available on desktop, cloud and AR platforms.お知らせ • Dec 04+ 1 more updateABB Ltd (SWX:ABBN) completed the acquisition of Aurora Motors.ABB Ltd (SWX:ABBN) agreed to acquire Aurora Motors on November 5, 2024. Aurora Motors expertise will be integrated in ABB's NEMA Motors Division. The transaction is expected to be closed before the end of the 2024 financial year. ABB Ltd (SWX:ABBN) completed the acquisition of Aurora Motors December 3, 2024.Buy Or Sell Opportunity • Dec 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to CHF51.02. The fair value is estimated to be CHF42.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.お知らせ • Nov 20Abb Launches Next-Generation Medium Voltage Drive, Designed to Enhance Industrial Performance and ReliabilityABB has launched the ACS8080, its newest medium voltage air-cooled drive. The new drive represents an evolution, building on over 50 years of experience in delivering drives to industrial applications and bringing reliability, performance, and flexibility to the next level due to innovative motor control, versatile design, and digital capabilities. The converter can achieve up to 98% efficiency, targeting optimal performance for the entire drive system. The new motor control technology MP3C pushes efficiency and motor friendliness to the limit, while preserving the dynamic performance and robustness of the predecessor DTC. It also reduces harmonic distortions by around 50% compared to classic control and modulation schemes, thereby extending equipment lifetime and achieving energy savings. Designed for versatility and ease of integration, the new ACS8080 easily adapts to a wide range of applications and industries. The modular and flexible design includes the possibility of utilizing an external transformer and selecting a sine filter option, making it an optimal match not only for new applications, but also for retrofitting existing drive systems or direct online machines. A high degree of flexibility is also possible due to the advanced digital features: the integration of the open software platform, Crealizer, into the ABB drive operating system allows for advanced programming capabilities that enable the rapid development and deployment of innovative application-specific functionalities, reducing reliance on external controllers. The leaner design of the ACS8080 translates into a lower number of components than its predecessors, increasing reliability but also simplifying maintenance and service processes. For this new drive, being reliable also means being able to withstand extreme conditions, and this has been tested through rigorous accelerated lifetime tests carried out in the ABB Drives testing facility in Estonia, simulating 20 years of operations. Enhanced sensing capabilities and a next generation control hardware enable the collection of up to 10 times more diagnostic data for better and faster monitoring solutions. The new ABB Connectivity Edge Gateway allows connectivity whether on premises or to the cloud, making it an optimal fit for many digital needs. The built-in sensing solutions enable Asset Health and Performance Management capabilities, reliability monitoring, and data supported inspection for faster troubleshooting and failure detection. Fully embedded in the new drive are advanced safety and protection systems designed to prevent foreseeable hazardous situations and effectively manage unexpected ones. The new ACS8080 is developed to protect against unauthenticated access, malicious firmware, data breaches, and insecure connectivity allowing customers to benefit from all modern digital capabilities.お知らせ • Nov 06ABB Ltd (SWX:ABBN) agreed to acquire Aurora Motors.ABB Ltd (SWX:ABBN) agreed to acquire Aurora Motors on November 5, 2024. Aurora Motors expertise will be integrated in ABB's NEMA Motors Division. The transaction is expected to be closed before the end of the 2024 financial year.お知らせ • Nov 05ABB and Niedax Group Announce Executive Leadership Team for Abnex, IncABB and Niedax Group announce completion of joint venture with the formation of Abnex Inc. This joint venture’s executive leadership team and board of directors have been structured to equally represent both parent companies. Cornelius Steele, Executive Board Member Niedax Group, will lead the joint venture as President and CEO, and Cyrill Scholer, Senior Finance Executive, ABB Installation Products Division, will serve as Chief Financial Officer. The Board of Directors will include: Bruno Reufels, CEO of Niedax Group, who will serve as Chairman; Khalid Mandri, President of ABB Installation Products, who will serve as Deputy Chair; and Michael Shenouda, Canada Region Leader, ABB Installation Products Division. In addition to his role as President and CEO of Abnex Inc., Cornelius Steele will also serve on the Board of Directors.Recent Insider Transactions • Oct 27Chief Financial Officer recently sold CHF1.0m worth of stockOn the 21st of October, Timo Ihamuotila sold around 20k shares on-market at roughly CHF49.36 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF1.7m. Timo has been a net seller over the last 12 months, reducing personal holdings by CHF2.0m.お知らせ • Oct 24+ 1 more updateABB Ltd to Report Q2, 2025 Results on Jul 17, 2025ABB Ltd announced that they will report Q2, 2025 results on Jul 17, 2025業績と収益の成長予測SWX:ABBN - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202843,8816,7296,2317,2822212/31/202740,5856,0535,4906,5282712/31/202637,4846,8284,6255,738273/31/202634,5724,8634,8155,814N/A12/31/202533,2204,5604,4685,469N/A9/30/202531,6884,1594,1845,057N/A6/30/202530,7563,9023,7854,625N/A3/31/202530,0953,8423,8324,633N/A12/31/202430,5833,7093,8764,675N/A9/30/202432,5053,8754,2095,035N/A6/30/202432,3223,8224,2365,041N/A3/31/202432,2463,6343,9344,734N/A12/31/202332,2353,7693,5204,290N/A9/30/202331,8143,9792,3153,080N/A6/30/202331,2523,4661,7652,520N/A3/31/202330,3402,9441,4162,142N/A12/31/202229,4462,5185251,287N/A9/30/202229,1894,0547561,620N/A6/30/202228,8114,3391,0681,933N/A3/31/202229,0094,7111,3492,214N/A12/31/202128,9454,6262,5103,330N/A9/30/202128,5602,0552,7713,492N/A6/30/202128,1148862,1122,796N/A3/31/202126,8194942,1402,813N/A12/31/202026,1342869991,693N/A9/30/202026,0204571,7562,422N/A6/30/202026,3301,3831,9952,684N/A3/31/202027,3479371,2862,004N/A12/31/201927,9781,001N/A2,325N/A9/30/201928,305908N/A2,281N/A6/30/201928,508884N/A2,176N/A3/31/201928,0681,450N/A3,186N/A12/31/201827,6621,450N/A2,924N/A9/30/201820,431809N/A2,926N/A6/30/201822,060991N/A3,315N/A3/31/201823,7831,027N/A2,772N/A12/31/201725,1961,367N/A3,799N/A9/30/201734,0252,249N/A3,358N/A6/30/201733,5562,225N/A3,485N/A3/31/201733,7792,108N/A4,100N/A12/31/201624,9291,100N/A3,843N/A9/30/201634,0771,663N/A4,409N/A6/30/201634,3411,688N/A4,501N/A3/31/201634,8291,871N/A4,017N/A12/31/201535,4811,930N/A3,818N/A9/30/201536,5852,393N/A3,657N/A6/30/201537,8892,538N/A3,653N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ABBNの予測収益成長率 (年間7.2% ) は 貯蓄率 ( 0.6% ) を上回っています。収益対市場: ABBNの収益 ( 7.2% ) Swiss市場 ( 10.8% ) よりも低い成長が予測されています。高成長収益: ABBNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ABBNの収益 ( 7.8% ) Swiss市場 ( 4.9% ) よりも速いペースで成長すると予測されています。高い収益成長: ABBNの収益 ( 7.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ABBNの 自己資本利益率 は、3年後には高くなると予測されています ( 25.7 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 02:49終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ABB Ltd 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。56 アナリスト機関null nullABG Sundal CollierStefan GächterBaader Helvea Equity ResearchGuenther HollfelderBaader Helvea Equity Research53 その他のアナリストを表示
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$36.7b to US$36.1b. EPS estimate also fell from US$3.41 per share to US$2.88 per share. Net income forecast to grow 41% next year vs 18% growth forecast for Electrical industry in Switzerland. Consensus price target broadly unchanged at CHF66.00. Share price rose 6.0% to CHF76.72 over the past week.
分析記事 • Feb 02CHF60.30 - That's What Analysts Think ABB Ltd (VTX:ABBN) Is Worth After These ResultsShareholders of ABB Ltd ( VTX:ABBN ) will be pleased this week, given that the stock price is up 10% to CHF66.66...
お知らせ • Jan 30+ 1 more updateABB Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026ABB Ltd. provided earnings guidance for the first quarter and full year 2026. In the first quarter of 2026, company anticipate comparable revenue growth in the 7% – 10% range. In full-year 2026, company expect a positive book-to-bill, and comparable revenue growth in the range of 6% – 9% year-on-year.
お知らせ • Oct 17+ 1 more updateABB Ltd Provides Earning Guidance for the Fourth Quarter and Full Year of 2025ABB Ltd. provided earning guidance for the fourth quarter of 2025. For the quarter, the company expects comparable revenue growth in the low to mid-single-digit range. For the year 2025, the company expects 2025 revenue guidance unchanged.
お知らせ • Apr 19Abb Ltd Provides Earnings Guidance for the Second Quarter and Full Year 2025ABB Ltd. provided earnings guidance for the second quarter and full year 2025. For the second quarter of 2025, the company anticipated comparable revenue growth in the mid-single digit range, and the Operational EBITA margin to remain broadly stable with last year’s 19.0%. For the full-year 2025, The company expects a positive book-to-bill, comparable revenue growth in the mid-single digit range and the Operational EBITA margin to improve year-on-year, however acknowledging the increased uncertainty for the global business environment.
お知らせ • Jan 31+ 1 more updateABB Ltd Provides Earnings Guidance for the First Quarter of 2025ABB Ltd. provided earnings guidance for the first quarter of 2025. The company currently expects a mid- to high single-digit growth rate in comparable revenues.
ナラティブの更新 • May 20ABBN: Elevated P/E Will Face Test From Mixed Ratings And Execution RiskABB’s updated analyst price target edges higher to reflect slightly firmer revenue growth assumptions, a higher future P/E of about 25.6x and recent CHF based target increases from several banks, even as some analysts also issued downgrades during the period. Analyst Commentary Recent Street research on ABB shows a mix of optimism on the stock and more cautious voices flagging risks around valuation and execution.
お知らせ • May 15ABB Offers Magnet-Free IE6 Motor for Hazardous AreasABB was the world's first manufacturer to offer an IE6 Hyper–Efficiency motor certified to ATEX and IECEx requirements for use in hazardous areas. The new IE6 Increased safety motor, based on ABB's magnet- and rare earth- free synchronous reluctance (SynRM) technology, offers up to 60 percent lower energy losses than the IE3 induction motors commonly used in Zones 1 and 2. This enables operators to realize a major boost in energy efficiency and avoided carbon emissions in industries where gas, vapor or dust might be present, such as chemicals, marine, oil & gas, pharmaceuticals and food & beverage. The IE6 SynRM Increased safety motor is certified for use with variable speed drives (VSDs) to offer accurate control and high efficiency throughout the whole speed range, even at partial loads. This makes it the ideal upgrade for standard IE3 induction motors in pumps, fans and compressors. Over a typical 20-year service life, the energy savings from switching just one motor up to IE6 would be EUR 87.52 million, resulting in an eight-month payback period with 157,540 kg CO2 avoided—equivalent to 37 gasoline powered passenger cars driven for a year. The new IE6 SynRM Increased safety motor covers ratings from 110 kW, with IE5 versions available for up to 90 kW. As well as increased reliability and reduced maintenance, SynRM technology enables a more cost-effective installation. In Zone 1, cooler running can allow the use of an Increased safety SynRM motor where a Flameproof motor with a special enclosure would be the traditional choice. Furthermore, in Zone 2, the improved loadability of SynRM motors enables more power from the same size as an equivalent induction motor. This could enable a smaller, lower-cost motor to fulfil the same duty. ABB's IE6 and IE5 SynRM technology is part of the industry's broadest portfolio of IEC LV motors for hazardous areas, with induction alternatives up to IE4 efficiency level. Whatever the technology, these motors combine robust construction, high energy efficiency, and reliable operation to deliver trusted performance and certified safety in the most demanding environments.
ライブニュース • May 11ABB Commits $200 Million to Expand European Manufacturing for Growing Power DemandABB plans to invest around $200 million across Europe over the next three years to expand its medium-voltage manufacturing footprint. The program includes a new $100 million facility in Dalmine, Italy, focused on air-insulated and SF6-free switchgear and breakers. Additional capital will go into existing factories in Bulgaria, Finland, Germany, Norway and Poland to increase capacity, improve availability and shorten lead times for customers such as utilities, industry and data centers. This investment drive targets grid modernization and higher electricity demand. It positions ABB to serve customers looking for next-generation power distribution technologies and equipment. Investors may want to watch execution risk around large capital projects, including potential cost overruns or delays, and how quickly the added capacity translates into orders and revenue visibility.
ナラティブの更新 • May 02ABBN: Elevated P/E Will Face Test From Mixed Execution Versus Lofty ExpectationsAnalysts have nudged the average price target on ABB higher by roughly CHF 1, reflecting recent target raises at several banks, along with mixed rating changes and updated assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on ABB reflects a split view, with several banks lifting price targets in both CHF and €, while others have taken the opportunity to downgrade the stock or outline more cautious assumptions on growth and valuation.
お知らせ • Apr 23ABB Introduces HiPerGuard 34.5kV UPSABB is introducing HiPerGuard 34.5kV, a new version of its breakthrough medium voltage UPS, enabling AI data centers to connect directly to the grid without voltage conversion, improving efficiency and simplifying infrastructure. With this latest innovation, HiPerGuard's microgrid-ready architecture enables flexible integration of battery storage, gas, and renewables with grid support and peak shaving capabilities. Global data center demand is forecast to rise from 80 GW in 2024 to reach around 220 GW by 2030. Workloads are expected to account for around 70% of this growth. ABB is working with AI leaders and data center operators to engineer a new class of data center power infrastructure through integrated, end-to-end power systems designed for flexibility, reliability, efficiency, and scalable performance at AI scale. Data centers will leverage the HiPerGuard 34.5kV's microgrid-ready architecture to combine distributed power generation with battery energy storage. The system accommodates diverse energy sources – gas turbines, renewable generation, and grid connection – providing operators with flexibility to optimize resilience and efficiency. Integration with ABB's Power Exchanger technology enables battery management and grid support functions, allowing data center operators to perform peak shaving and frequency regulation services. Operating at 98% efficiency, HiPerGuard's direct 34.5kV connection reduces voltage conversion losses, valued at approximately $880,000 per year for every one percent efficiency gain in a 100 MW AI data center. The simplified architecture also reduces copper cabling requirements substantially. And, with 20-25% less footprint and fewer devices and cabling runs, operators gain both space and significant infrastructure cost savings. The system's repeatable and flexible architecture supports incremental capacity expansion through parallel configurations up to 25 MW, enabling operators to grow without complete infrastructure overhauls. As AI workloads intensify and power requirements shift, the system's plug-and-play converter design allows rapid adaptation and integration of emerging technologies. ABB announced the introduction of HiPerGuard 34.5kV at Data Center World Washington 2026, where it was also recognized by UL Solutions as the first product of its kind to achieve certification to UL 9540 – the industry's highest energy storage standard. The HiPerGuard portfolio is both IEC and UL Certified with voltage levels from 4.16kV to 34.5kV and will be available to order in summer 2026. ABB's HiPerGuard installed base is growing across North America, Europe, and Asia-Pacific, including major deployments at Applied Digital's 400 MW and 300 MW AI data center campuses in North Dakota.
Reported Earnings • Apr 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.74 (up from US$0.60 in 1Q 2025). Revenue: US$8.73b (up 10% from 1Q 2025). Net income: US$1.34b (up 22% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$36.7b to US$36.1b. EPS estimate also fell from US$3.41 per share to US$2.88 per share. Net income forecast to grow 41% next year vs 18% growth forecast for Electrical industry in Switzerland. Consensus price target broadly unchanged at CHF66.00. Share price rose 6.0% to CHF76.72 over the past week.
ナラティブの更新 • Apr 18ABBN: Elevated Future P/E Will Struggle Against Mixed Execution And Margin RisksABB's analyst price target has been revised higher to roughly CHF 55, up about CHF 2, as analysts factor in recent target hikes from UBS, RBC Capital and JPMorgan, along with updates to long term growth and P/E assumptions, partly offset by a fresh downgrade and a slightly lower profit margin outlook. Analyst Commentary Recent Street research on ABB presents a mixed picture, with several firms lifting price targets while at least one bearish analyst has moved to a more cautious stance.
Buy Or Sell Opportunity • Apr 17Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to CHF75.48. The fair value is estimated to be CHF60.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
ナラティブの更新 • Apr 02ABBN: Data Center Hopes Will Struggle To Support Elevated Future P/EABB's updated fair value estimate has moved to CHF 52.89 from CHF 51.51 as analysts lift price targets by CHF 5 to CHF 7 and point to improving earnings expectations, particularly around data center related demand and a more supportive valuation backdrop. Analyst Commentary Recent Street research on ABB highlights a generally constructive tone around the shares, with several banks lifting price targets in CHF terms and pointing to an improved earnings outlook tied to data center related demand and a more supportive valuation backdrop.
Upcoming Dividend • Mar 19Upcoming dividend of CHF0.94 per shareEligible shareholders must have bought the stock before 23 March 2026. Payment date: 25 March 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (1.3%).
お知らせ • Mar 19ABB Ltd Approves Dividend, Payable on March 25, 2026ABB Ltd. Board of Directors at its AGM held on March 19, 2026, approved an increased dividend of CHF 0.94 per share. The dividend payment in Switzerland is planned for March 25, 2026.
ナラティブの更新 • Mar 18ABBN: Data Center Hopes Will Struggle To Justify Rich Future P/EABB’s analyst price target has moved higher to CHF 51.51 from CHF 42.40 as analysts factor in updated assumptions on revenue growth, profitability and future P/E, supported by a series of recent target hikes and upgrades from major banks. Analyst Commentary Recent research updates point to a more supportive tone on ABB, with several price target hikes and an upgrade that links the company to themes such as data center spending and a potential improvement in earnings visibility into 2026.
Declared Dividend • Mar 05Dividend of CHF0.94 announcedShareholders will receive a dividend of CHF0.94. Ex-date: 23rd March 2026 Payment date: 25th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブの更新 • Mar 04ABBN: Data Center Demand And 2026 Setup Will Support Future UpsideABB’s analyst price targets have moved higher by CHF 5 in recent updates, as analysts point to an improving earnings outlook and data center driven demand expectations, reflected in modest shifts to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates on ABB point to a clear tilt toward more positive views on the shares, with higher price targets and rating upgrades reflecting greater confidence in execution and earnings quality.
ナラティブの更新 • Feb 18ABBN: Data Center Dependence Will Test Execution As Expectations Remain ElevatedAnalysts have raised their ABB fair value estimate to CHF 62.40. The revision is supported by higher assumed revenue growth, a slightly increased discount rate, firmer profit margin expectations, a higher future P/E, and recent CHF 5 price target increases from several banks.
Recent Insider Transactions • Feb 13Independent Chairman of the Board recently sold CHF2.1m worth of stockOn the 12th of February, Peter Voser sold around 30k shares on-market at roughly CHF70.25 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF2.2m. This was Peter's only on-market trade for the last 12 months.
ナラティブの更新 • Feb 04ABBN: Data Center Demand And 2026 Outlook Will Support Future UpsideAnalysts have lifted their fair value estimate for ABB by about $5 to roughly $78. This reflects updated views on revenue growth, profit margins and a slightly lower future P/E multiple following recent price target increases and rating upgrades.
お知らせ • Feb 03ABB Ltd Introduces Automation ExtendedABB has introduced its Automation Extended program, a strategic evolution of its distributed control systems (DCS), designed to help industries modernize without disruption. Building on ABB's long-standing leadership with the world's largest DCS installed base and vision in process automation, Automation Extended outlines how future automation capabilities can be introduced progressively - preserving system integrity while enabling the flexibility, scalability and efficiency needed for the next era of industrial operations. Industrial operations face volatile markets, cyber security challenges, regulatory pressures and a rapidly changing workforce. ABB's Automation Extended addresses these realities by enabling innovation with agility and pace without disruption to production, supporting advanced analytics and IoT integration, and simplifying operations for diverse skill levels. Operators can continue to rely on trusted ABB systems such as ABB Ability™? System 800xA®?, ABB Ability Symphony Plus and ABB Freelance, while introducing new technologies progressively and without operational interruption. This approach provides a structured, low risk path to modernization, preserving continuity while enabling innovation. The Automation Extended program is implemented through a modern, open and modular environment designed for interoperability, scalability and seamless integration across industrial domains. Based on separation of concerns principles, the automation ecosystem includes two distinct yet securely interconnected environments: The control environment, a software-defined domain that ensures robust, reliable and deterministic control for critical processes. The digital environment, securely connected to the control layer, enabling advanced applications, edge intelligence and real-time analytics. This space leverages artificial intelligence (AI) and machine learning for decision support without disturbing proven control structures. A single, unified and comprehensive automation service approach for ecosystem lifecycle management and optimization is applied for the management and maintenance of these diverse technological environments. By integrating new technologies such as an Open Platform Communications Unified Architecture (OPC UA) backbone and a Cloud-Native Architecture for managing both environments - leveraging containerization, orchestration and modular services - the ecosystem enables a broad spectrum of enhancements. These range from proactively detecting and correcting process anomalies to optimizing maintenance strategies through continuous condition monitoring of critical assets, and elevating engineering with efficient modular approaches ready for deployment across diverse hardware platforms. This architecture delivers scalability and agility while ensuring robust performance. Access to Automation Extended will be enabled through the next releases of ABB Abilitytm System 800xA, ABB Abilitytm Symphony Plus and AB B Freelance process automation systems.
お知らせ • Feb 02ABB Ltd, Annual General Meeting, Mar 19, 2026ABB Ltd, Annual General Meeting, Mar 19, 2026.
分析記事 • Feb 02CHF60.30 - That's What Analysts Think ABB Ltd (VTX:ABBN) Is Worth After These ResultsShareholders of ABB Ltd ( VTX:ABBN ) will be pleased this week, given that the stock price is up 10% to CHF66.66...
Reported Earnings • Jan 30Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: US$2.50 (up from US$2.14 in FY 2024). Revenue: US$33.2b (up 1.1% from FY 2024). Net income: US$4.56b (up 16% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30+ 1 more updateABB Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026ABB Ltd. provided earnings guidance for the first quarter and full year 2026. In the first quarter of 2026, company anticipate comparable revenue growth in the 7% – 10% range. In full-year 2026, company expect a positive book-to-bill, and comparable revenue growth in the range of 6% – 9% year-on-year.
ナラティブの更新 • Jan 21ABBN: Data Center Demand And Recent Pullback Will Support Future UpsideAnalysts have nudged their ABB price targets higher by about CHF 5, reflecting slightly adjusted assumptions on fair value, discount rate, growth, margins and future P/E. They cite an improved earnings outlook supported in part by expected data center demand and more attractive entry levels after the recent pullback.
ナラティブの更新 • Jan 07ABBN: Higher Fair Value View Will Rely On Data Center ExpansionAnalysts have raised their fair value estimate for ABB from about $63.81 to roughly $72.70, citing updated assumptions related to revenue growth, discount rates, profit margins and future P/E levels. What's in the News Blackstone is reported to be close to a roughly US$4b deal for MacLean Power Systems after ABB chose not to increase its competing offer, according to people familiar with the matter (Bloomberg / M&A talks).
お知らせ • Dec 20ABB Ltd (SWX:ABBN) signed an agreement to acquire Netcontrol Oy from Procuritas Capital Investors VI AB, managed by Procuritas Capital Investors VI Holding AB.ABB Ltd (SWX:ABBN) signed an agreement to acquire Netcontrol Oy from Procuritas Capital Investors VI AB, managed by Procuritas Capital Investors VI Holding AB on December 18, 2025. Following completion, Netcontrol will be integrated into ABB’s Electrification Business Area, Distribution Solutions division. The transaction is expected to close in the first quarter of 2026, subject to regulatory approvals and customary closing conditions. Avance Attorneys Ltd. acted as legal advisor for Procuritas Capital Investors VI Holding AB.
お知らせ • Dec 16ABB Ltd (SWX:ABBN) entered into an agreement to acquire IPEC Ltd.ABB Ltd (SWX:ABBN) entered into an agreement to acquire IPEC Ltd on December 16, 2025. IPEC Ltd has 70 employees. The transaction is expected to close in the first quarter of 2026.
ナラティブの更新 • Dec 13ABBN: Margin Execution Risks Will Limit Upside Amid Cautious New Underperform RatingNarrative Update on ABB Analysts have modestly raised their price target on ABB from $37.92 to $42.40, citing expectations for stronger profit margins despite slightly lower projected revenue growth and a marginally higher discount rate. Analyst Commentary Bearish analysts have highlighted a more cautious stance on ABB, initiating coverage with ratings below the broader market consensus and price targets that imply limited upside from current trading levels.
お知らせ • Dec 03ABB Ltd (SWX:ABBN) completed the acquisition of Power electronics business of Gamesa Electric, S.a.ABB Ltd (SWX:ABBN) signed an agreement to acquire Power electronics business of Gamesa Electric, S.a. on December 18, 2024. The agreement includes the transfer of around 400 employees, two manufacturing plants located in Spain, as well as additional assets in the US, China, India and Australia. It does not include the generators business of Gamesa Electric. For the period ending September 30, 2024, Power electronics business of Gamesa Electric reported total revenue of €170 million. The transaction is subject to antitrust, regulatory approvals and customary closing conditions and is expected to close in the second half of 2025. As of March 17, 2025, the transaction obtained antitrust approval. ABB Ltd (SWX:ABBN) completed the acquisition of Power electronics business of Gamesa Electric, S.a. on December 2, 2025. For the period ending September 30, 2025, Power electronics business of Gamesa Electric reported total revenue of €145 million.
Recent Insider Transactions • Dec 02Chief Financial Officer recently sold CHF2.2m worth of stockOn the 26th of November, Timo Ihamuotila sold around 40k shares on-market at roughly CHF56.07 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timo has been a net seller over the last 12 months, reducing personal holdings by CHF3.7m.
ナラティブの更新 • Nov 29ABBN: Execution And Sector Competition Will Define Post-Bid Performance OutlookAnalysts have raised ABB's price target modestly from $55.45 to $56.44, citing increasing profit margin expectations and recent sector coverage updates as influencing factors. Analyst Commentary Recent Street research has highlighted both strengths and concerns surrounding ABB's valuation and growth prospects.
お知らせ • Nov 27Blackstone Reportedly Nears $4 Billion Deal for MacLean Power SystemsBlackstone Inc. (NYSE:BX) is nearing an acquisition of MacLean Power Systems (MacLean Power, LLC) in a deal that could value the utility-parts maker at more than $4 billion according to people familiar with the matter. The private equity firm may announce a purchase of MacLean from Centerbridge Partners (Centerbridge Partners, L.P.) as soon as next week, the people said, asking not to be identified discussing confidential information. Blackstone beat out other suitors including ABB Ltd. (SWX:ABBN), with the Swiss industrial giant deciding against increasing its offer for MacLean, some of the people said. While discussions are at an advanced stage, they could still be delayed or falter, the people said. Representatives for Blackstone, Centerbridge and ABB declined to comment. A spokesperson for MacLean couldn’t immediately be reached for comment.
Buy Or Sell Opportunity • Nov 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to CHF54.46. The fair value is estimated to be CHF45.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
ナラティブの更新 • Nov 15ABBN: Future Performance Hinges On Execution Amid Balanced Opportunities And RisksAnalysts have modestly raised their price target for ABB from $55.45 to $55.45, reflecting slight improvements in revenue growth expectations and a lowered discount rate. They note that much of the company's strengths are already factored into the current share price.
ナラティブの更新 • Nov 01ABBN: Operational Strength And Market Caution Will Shape Near-Term PerformanceAnalysts have slightly increased their price target for ABB from $53.48 to $55.45. This change reflects cautious optimism, driven by recent coverage noting that the company's positive factors are largely priced in, while fundamentals remain resilient.
ナラティブの更新 • Oct 17Electrification And Automation Will Unlock Resilient Future OpportunitiesNarrative Update: ABB Analyst Price Target Change Analysts have modestly raised their fair value price target for ABB from $51.71 to $53.48. This change is attributed to recent Street research, which reflects both improved revenue growth expectations and a balanced view on valuation amid recent coverage updates.
お知らせ • Oct 17ABB Announces Executive Committee ChangesABB announced that it has appointed Christian Nilsson as member of the Executive Committee effective February 1, 2026. He will succeed Timo Ihamuotila, who has decided to step down from the Executive Committee at the same time and leave ABB at the end of 2026 ensuring a smooth transition. Christian Nilsson (50) joined ABB in 2017 as CFO of its Electrification business area, bringing with him a wealth of international finance leadership experience. Over the course of his career, he has lived and worked across the United States, Asia, and Europe. Prior to ABB, he held senior roles at DSM-Firmenich in Switzerland and TE Connectivity in China, where he served as CFO for their respective business areas. Earlier in his career, Christian spent over a decade at GE. Christian holds an MBA in International Finance from the European University Brussels and a Bachelor's degree in Accounting and Finance from Luther College, Iowa. Christian is a Swedish citizen. As of February 1, 2026, ABB's Executive Committee will consist of: Morten Wierod (Chief Executive Officer), Christian Nilsson (Chief Financial Officer), Carolina Granat (Chief Human Resources Officer), Karin Lepasoon (Chief Communications and Sustainability Officer), Mathias Gaertner (General Counsel and Company Secretary), Giampiero Frisio (President Electrification business area), Brandon Spencer (President Motion business area) and Peter Terwiesch (President Process Automation business area).
Reported Earnings • Oct 17Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.66 (up from US$0.51 in 3Q 2024). Revenue: US$9.08b (up 11% from 3Q 2024). Net income: US$1.20b (up 27% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 17+ 1 more updateABB Ltd Provides Earning Guidance for the Fourth Quarter and Full Year of 2025ABB Ltd. provided earning guidance for the fourth quarter of 2025. For the quarter, the company expects comparable revenue growth in the low to mid-single-digit range. For the year 2025, the company expects 2025 revenue guidance unchanged.
お知らせ • Oct 16+ 3 more updatesABB Ltd to Report Q2, 2026 Results on Jul 16, 2026ABB Ltd announced that they will report Q2, 2026 results on Jul 16, 2026
Buy Or Sell Opportunity • Oct 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to CHF59.56. The fair value is estimated to be CHF48.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
お知らせ • Oct 08+ 1 more updateAbb Announces That Sami Atiya as President Robotics & Discrete Automation Business Area and Member of the Executive Committee Leave by the End of 2026ABB announced that Sami Atiya, President Robotics & Discrete Automation business area and Member of the Executive Committee, will leave ABB by the end of 2026 in line with the announced divestment of the Robotics division to SoftBank Group. As part of the plans, ABB will dissolve its Robotics & Discrete Automation business area as of Fourth Quarter 2025 and move to three business areas. Sami will step down from ABB’s Executive Committee at the end of 2025 and will continue to support the Robotics business and the carve-out process in 2026 as a strategic advisor.
ナラティブの更新 • Oct 03Electrification And Automation Will Unlock Resilient Future OpportunitiesAnalysts have modestly raised their price target for ABB to $51.71, up from $51.11. They cite slightly improved revenue growth expectations, though this is somewhat offset by a higher discount rate and stable profit margins.
Buy Or Sell Opportunity • Sep 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CHF56.62. The fair value is estimated to be CHF46.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
ナラティブの更新 • Sep 04Electrification And Automation Will Unlock Resilient Future OpportunitiesAnalysts have modestly raised ABB's price target to CHF51.11 amid improved earnings visibility and operational efficiency, but maintain a tempered outlook due to valuation sensitivity and sector headwinds. Analyst Commentary Bullish analysts are raising price targets due to improved earnings visibility and operational efficiency supporting incremental value.
分析記事 • Aug 28ABB (VTX:ABBN) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Aug 27ABB Ltd Launches New Labor and Space Saving Electrical Solutions to Enhance Data Center InfrastructureABB Ltd. Installation Products developed new solutions to integrate easily and support growing demand for data capacity and electrical reliability, helping save labor and space. ABB's new Color-Keyed aluminum narrow-tongue, long-barrel, two-hole lugs help maximize uptime with a lightweight, economical alternative to traditional copper lugs. To further save time and space, ABB's T&B Liquidtight Systems cable entry plates streamline cable organization and routing while maintaining ingress protection. ABB's Ocal PVC-coated to PVC conduit adapters simplify transitioning between PVC-coated and PVC conduits. Larger loads. As data centers manage larger loads, their infrastructure requires complex wiring and hundreds to thousands of electrical lugs, depending on size. ABB's Color-Keyed aluminum narrow thetongue, long- barrel, two-hole lug weigh less than copper and eliminate post-installation crimping with pre-terminated wire connections, reducing space, weight, labor and operating costs. The narrow-tongue design facilitates the termination of larger gauge wires in tight spaces, while the chamfered barrel design minimizes wire hang-ups and maximizes crimping efficiency. Dual-rated for aluminum and copper conductors, just one lug accommodates a wide range of cable sizes. A pioneer in compression connectors for nearly 70 years, ABB's Color-Keying line is an color-coding system used by installers around the world for easy, reliable and precise installations. Designed for high-density applications, the cable entry plates offer scalability and flexibility to manage network additions, changes and migrations. Available in Type CEF Fixed and Type CEC configurable, the plates facilitate efficient entry of multiple cables into industrial enclosures with liquid-tight protection. The compact, highly efficient plate design can replace standard cable glands to speed installation and enhance organization and performance. Supporting terminated and unterminated cables, assembly operations are completed outside the enclosure. The ultra-flexible entrance membrane accommodates a wide range of Cable sizes and has a reliable seal to maintain ingress protection, even in the absence of cables. Creating a seamless transition between PVC-coated rigid metallic conduit (RMC) and schedule 40 or 80 rigid PVC conduits, the Ocal adapter helps ensure a robust connection for conduits transitioning power from underground to above ground. Beneficial for fast-paced data center demands, this consistent installation method enables contractors to complete projects correctly and confidently. ABB Installation Products remains at the forefront of extensively tested and proven cable management and protection solutions. In recent years, ABB has invested over $100 million to enhance U.S. operations, increasing manufacturing, driving innovation and sustainability, and bringing products closer to customers. ABB's new data center solutions are available through electrical distributors nationwide. For ABB's T&B liquidtight Systems CEF series, ABB's T& B Liquidtight Systems CEF series, and will be available through electrical distributors nationwide.
Recent Insider Transactions • Aug 14Insider recently sold CHF1.6m worth of stockOn the 11th of August, Sami Atiya sold around 30k shares on-market at roughly CHF53.68 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CHF10m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 23President of Process Automation recently sold CHF1.1m worth of stockOn the 18th of July, Peter Terwiesch sold around 20k shares on-market at roughly CHF52.71 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF1.5m. Insiders have been net sellers, collectively disposing of CHF9.9m more than they bought in the last 12 months.
Reported Earnings • Jul 18Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.63 (up from US$0.59 in 2Q 2024). Revenue: US$8.90b (up 8.0% from 2Q 2024). Net income: US$1.16b (up 5.5% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CHF47.92. The fair value is estimated to be CHF39.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
分析記事 • Jul 04A Look At The Intrinsic Value Of ABB Ltd (VTX:ABBN)Key Insights Using the 2 Stage Free Cash Flow to Equity, ABB fair value estimate is CHF40.25 Current share price of...
お知らせ • Jul 02ABB Reveals the Next Generation of Its Air Circuit Breakers, the SACE Emax 3ABB has revealed the next generation of its air circuit breaker, the SACE Emax 3. Aimed at large facilities with high power demands, including data centers, advanced manufacturing sites and critical infrastructure including hospitals and airports, the innovative Emax 3 is designed to address increased concerns about grid stability, cybersecurity, and the surging power needs of Artificial Intelligence (AI) in data centers. The successor to the Emax 2 smart circuit breaker, the Emax 3 introduces cutting-edge technology to minimize the risk of power outages. Featuring the industry's most accurate power sensors and data analytics, the Emax 3 collects and analyses real-time data from the electrical system, including power usage, system health, and environmental conditions such as temperature. This information is shared remotely or on the Emax 3 touchscreen, offering users real-time insights, warnings, and recommendations for precise maintenance.
Recent Insider Transactions • May 23President of Process Automation recently sold CHF1.3m worth of stockOn the 21st of May, Peter Terwiesch sold around 28k shares on-market at roughly CHF47.35 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF1.5m. Insiders have been net sellers, collectively disposing of CHF8.8m more than they bought in the last 12 months.
お知らせ • May 22ABB Ltd (SWX:ABBN) signed an agreement to acquire 93% stake Brightloop.ABB Ltd (SWX:ABBN) signed an agreement to acquire 93% stake Brightloop on May 21, 2025. As part of the agreement, ABB will acquire an initial 93% controlling interest in BrightLoop, and expects to acquire the remaining 7% minority interests in 2028. BrightLoop’s management team will remain a key part of the business and will be critical to its success under ABB’s ownership. BrightLoop employs around 90 people and generated revenues of approximately €16 million in 2024. The transaction is, subject to regulatory approvals and customary closing conditions. The transaction is expected to close in Q3 2025
お知らせ • May 21ABB Introduces Battery Energy Storage Systems-As-A-Service to Simplify Renewable Energy AdoptionABB announced the launch of its new Battery Energy Storage Systems-as-a-Service (BESS-as-a-Service) - a flexible, zero-CapEx solution designed to accelerate the shift to clean, resilient and affordable energy. BESS-as-a- Service is the first in a range of next generation service models being developed by ABB to remove the barriers to clean technology adoption and accelerate industries' transition to net zero. With demand for energy storage expected to surge, ABB's BESS-as-a,Service offers companies a turnkey path to energy independence and sustainability. The International Energy Agency (IEA) projects a sixfold increase in global storage capacity by 20301, with commercial and industrial systems alone expected to surge nearly tenfold to 560 GWh - underscoring the critical role of battery energy storage in enabling cleaner, more resilient power systems2. Requiring no upfront capital investment, BESS-as-a - enables companies spanning a wide range of industries - from data centers to transport and logistics to commercial buildings - to benefit from advanced energy storage through a quarterly service fee. The offer includes all hardware, software and lifecycle support, with ABB managing deployment, maintenance and optimization so businesses can focus on their core operations while improving energy efficiency, resilience and long-term sustainability. Designed to be technology-agnostic, Bess-as-a-Service works with any type of battery technology, giving customers the flexibility to take advantage of the latest innovations without being tied to a single system. BESS-as-as-a-Service is underpinned by performance guarantees, as well as coverage for maintenance costs and energy trading brokerage fees. By shifting from capital expenditure to a more predictable operational expenditure approach, ABB's BESS - enables businesses to immediately strengthen their energy security, slash peak demand charges, and generate new revenue streams. The company see BESS-as-a/Service as not just a new offering but a strategic lever for the Division's growth and innovation. This evaluation is a prerequisite for installation, ensuring that customers can achieve net financial advances from day one. Feasibility studies to date have concentrated on the following segments: For an EV charge point operator in Ireland, BESS-as- a solution to overcome the limitations of its grid connection and deliver fast charging. ABB's approach will be able to support up to 1MW of EV fast charging, enabling the operator to generate at least 75% in additional revenue through the sale of excess power to the grid. A UK-based commercial business park aims to mitigate against rising electricity prices by maximizing use of its existing solar PV system into a revenue-generating asset by integrating BESS-as-a. This could potentially result in an 80% reduction in energy costs and up to PS92,500 in additional annual revenue from energy trading and ancillary grid services. A UK logistics warehouse facing frequent power disruptions is turning to BESS-as-a the net benefit is expected to exceed PS2 million, all while supporting a cleaner, more stable energy future. To strengthen its BESS-as-a of EV fast charging, ABB has partnered with a diverse, strategic ecosystem of expert partners bringing strength in the latest energy monitoring software, data analytics and financial modelling.
お知らせ • May 13ABB Reportedly Weighs Sale of Robotics Arm as Alternative to SpinoffABB Ltd. (SWX:ABBN) is exploring a potential sale of the robotics unit, which could be worth more than $3.5 billion, as an alternative to the main spinoff plan, according to people familiar with the matter. The Swiss industrial giant is close to appointing advisers for a sale as well as the listing, which it announced last month, the people said, asking not to be identified because the talks are private. The business could be worth about $3.5 billion, in line with analyst estimates, or as much as $5 billion, some of the people said. If ABB pursues a sale instead of the preferred option of a spinoff, the unit could attract interest from private equity firms, the people said. “Should ABB be approached, it is the duty of the executive committee and board to thoroughly evaluate all proposals,” the company said in an emailed statement in response to Bloomberg News query. However, “we believe that a spinoff is the best option to optimize the respective companies’ abilities to create customer value.” ABB in April said it plans to spin off and list the robotics unit in the second quarter of 2026. It was one of the first major strategic moves by the firm’s new Chief Executive Officer Morten Wierod who took the helm at the company in August last year. The spinoff, if successful, will see ABB shareholders receive stock in the future listed company. The plan is to list the business in Sweden or Switzerland, though the Swiss manufacturer has not excluded other venues.
Recent Insider Transactions • May 08Chief Financial Officer recently sold CHF1.5m worth of stockOn the 5th of May, Timo Ihamuotila sold around 33k shares on-market at roughly CHF44.98 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timo has been a net seller over the last 12 months, reducing personal holdings by CHF2.5m.
Buy Or Sell Opportunity • May 05Now 24% overvaluedOver the last 90 days, the stock has fallen 8.4% to CHF45.19. The fair value is estimated to be CHF36.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Recent Insider Transactions • May 02Insider recently sold CHF1.1m worth of stockOn the 28th of April, Sami Atiya sold around 26k shares on-market at roughly CHF43.14 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CHF5.8m more than they bought in the last 12 months.
お知らせ • Apr 19Abb Ltd Provides Earnings Guidance for the Second Quarter and Full Year 2025ABB Ltd. provided earnings guidance for the second quarter and full year 2025. For the second quarter of 2025, the company anticipated comparable revenue growth in the mid-single digit range, and the Operational EBITA margin to remain broadly stable with last year’s 19.0%. For the full-year 2025, The company expects a positive book-to-bill, comparable revenue growth in the mid-single digit range and the Operational EBITA margin to improve year-on-year, however acknowledging the increased uncertainty for the global business environment.
Reported Earnings • Apr 17First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.60 (up from US$0.49 in 1Q 2024). Revenue: US$7.94b (flat on 1Q 2024). Net income: US$1.10b (up 22% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 24Upcoming dividend of CHF0.90 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 02 April 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (1.8%).
Reported Earnings • Mar 03Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$2.14 (up from US$2.03 in FY 2023). Revenue: US$32.9b (up 1.9% from FY 2023). Net income: US$3.94b (up 4.5% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 02Dividend of CHF0.90 announcedShareholders will receive a dividend of CHF0.90. Ex-date: 31st March 2025 Payment date: 2nd April 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 28ABB Ltd, Annual General Meeting, Mar 27, 2025ABB Ltd, Annual General Meeting, Mar 27, 2025, at 10:00 W. Europe Standard Time. Location: at halle 550, birchstrasse 150, 8050 zurich, Switzerland
新しいナラティブ • Feb 27M&A Strategy And AI-Driven Electrification Will Shape Future Opportunities Strategic M&A focus and electrification growth in data centers and utilities promise enhanced revenues and operational scale.
お知らせ • Feb 27ABB Ltd Proposes Dividend, Payable on April 2, 2025ABB Ltd. announced at annual general meeting to be held on March 27, 2025, the Board of Directors proposes that out of the earnings available to the Annual General Meeting, a dividend of CHF 0.90 gross per registered share be distributed. The first trading day ex-dividend is expected to be March 31, 2025. The payout date in Switzerland is expected to be April 2, 2025. The Swiss withholding tax of 35% will be deducted from the gross dividend amount.
お知らせ • Feb 03ABB Ltd (SWX:ABBN) announces an Equity Buyback for $1,500 million worth of its shares.ABB Ltd (SWX:ABBN) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of shares. The purchase price per share will not exceed the higher of the price of the last independent trade on the ordinary trading line on the SIX Swiss Exchange and the highest current independent bid price on the ordinary trading line on the SIX Swiss Exchange. The purpose of repurchase program is capital reduction. The repurchased shares will be cancelled or will be used in connection with its employee share plans. The repurchase program will continue through January 28, 2026. As of February 3, 2025, the company has 24,126,671 shares in treasury.
Reported Earnings • Jan 31Full year 2024 earnings released: EPS: US$2.14 (vs US$2.03 in FY 2023)Full year 2024 results: EPS: US$2.14 (up from US$2.03 in FY 2023). Revenue: US$32.9b (up 1.9% from FY 2023). Net income: US$3.94b (up 4.5% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Electrical industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Jan 31+ 1 more updateABB Ltd Provides Earnings Guidance for the First Quarter of 2025ABB Ltd. provided earnings guidance for the first quarter of 2025. The company currently expects a mid- to high single-digit growth rate in comparable revenues.
お知らせ • Jan 22ABB Ltd (SWX:ABBN) agreed to acquire Sensorfact B.V. from FORWARD.ONE Management B.V., Korys Investments NV, SET Ventures and Blume Equity.ABB Ltd (SWX:ABBN) agreed to acquire Sensorfact B.V. from FORWARD.ONE Management B.V., Korys Investments NV, SET Ventures and Blume Equity on January 21, 2025. The expected completion of the transaction is January 21, 2025 to March 31, 2025.
お知らせ • Jan 15ABB Ltd (SWX:ABBN) acquired Coulomb Inc. from ABB Technology Ventures.ABB Ltd (SWX:ABBN) acquired Coulomb Inc. from ABB Technology Ventures on January 14, 2025. ABB Ltd (SWX:ABBN) completed the acquisition of Coulomb Inc. from ABB Technology Ventures on January 14, 2025.
お知らせ • Dec 19ABB Ltd (SWX:ABBN) agreed to acquire Gamesa Electric, S.a. from Siemens Gamesa Renewable Energy, S.A.ABB Ltd (SWX:ABBN) agreed to acquire Gamesa Electric, S.a. from Siemens Gamesa Renewable Energy, S.A. on December 18, 2024. For the period ending September 30, 2024, Gamesa Electric, S.a. reported total revenue of €170 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is July 1, 2025 to December 31, 2025.
お知らせ • Dec 11ABB Ltd (SWX:ABBN) agreed to acquire an unknown minority stake in ESS Engineering Software Steyr GmbH.ABB Ltd (SWX:ABBN) agreed to acquire an unknown minority stake in ESS Engineering Software Steyr GmbH on December 9, 2024. ABB will integrate ESS’s technology into ABB’s RobotStudio®, the world’s most popular offline programming and simulation tool for robotic applications, available on desktop, cloud and AR platforms.
お知らせ • Dec 04+ 1 more updateABB Ltd (SWX:ABBN) completed the acquisition of Aurora Motors.ABB Ltd (SWX:ABBN) agreed to acquire Aurora Motors on November 5, 2024. Aurora Motors expertise will be integrated in ABB's NEMA Motors Division. The transaction is expected to be closed before the end of the 2024 financial year. ABB Ltd (SWX:ABBN) completed the acquisition of Aurora Motors December 3, 2024.
Buy Or Sell Opportunity • Dec 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to CHF51.02. The fair value is estimated to be CHF42.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
お知らせ • Nov 20Abb Launches Next-Generation Medium Voltage Drive, Designed to Enhance Industrial Performance and ReliabilityABB has launched the ACS8080, its newest medium voltage air-cooled drive. The new drive represents an evolution, building on over 50 years of experience in delivering drives to industrial applications and bringing reliability, performance, and flexibility to the next level due to innovative motor control, versatile design, and digital capabilities. The converter can achieve up to 98% efficiency, targeting optimal performance for the entire drive system. The new motor control technology MP3C pushes efficiency and motor friendliness to the limit, while preserving the dynamic performance and robustness of the predecessor DTC. It also reduces harmonic distortions by around 50% compared to classic control and modulation schemes, thereby extending equipment lifetime and achieving energy savings. Designed for versatility and ease of integration, the new ACS8080 easily adapts to a wide range of applications and industries. The modular and flexible design includes the possibility of utilizing an external transformer and selecting a sine filter option, making it an optimal match not only for new applications, but also for retrofitting existing drive systems or direct online machines. A high degree of flexibility is also possible due to the advanced digital features: the integration of the open software platform, Crealizer, into the ABB drive operating system allows for advanced programming capabilities that enable the rapid development and deployment of innovative application-specific functionalities, reducing reliance on external controllers. The leaner design of the ACS8080 translates into a lower number of components than its predecessors, increasing reliability but also simplifying maintenance and service processes. For this new drive, being reliable also means being able to withstand extreme conditions, and this has been tested through rigorous accelerated lifetime tests carried out in the ABB Drives testing facility in Estonia, simulating 20 years of operations. Enhanced sensing capabilities and a next generation control hardware enable the collection of up to 10 times more diagnostic data for better and faster monitoring solutions. The new ABB Connectivity Edge Gateway allows connectivity whether on premises or to the cloud, making it an optimal fit for many digital needs. The built-in sensing solutions enable Asset Health and Performance Management capabilities, reliability monitoring, and data supported inspection for faster troubleshooting and failure detection. Fully embedded in the new drive are advanced safety and protection systems designed to prevent foreseeable hazardous situations and effectively manage unexpected ones. The new ACS8080 is developed to protect against unauthenticated access, malicious firmware, data breaches, and insecure connectivity allowing customers to benefit from all modern digital capabilities.
お知らせ • Nov 06ABB Ltd (SWX:ABBN) agreed to acquire Aurora Motors.ABB Ltd (SWX:ABBN) agreed to acquire Aurora Motors on November 5, 2024. Aurora Motors expertise will be integrated in ABB's NEMA Motors Division. The transaction is expected to be closed before the end of the 2024 financial year.
お知らせ • Nov 05ABB and Niedax Group Announce Executive Leadership Team for Abnex, IncABB and Niedax Group announce completion of joint venture with the formation of Abnex Inc. This joint venture’s executive leadership team and board of directors have been structured to equally represent both parent companies. Cornelius Steele, Executive Board Member Niedax Group, will lead the joint venture as President and CEO, and Cyrill Scholer, Senior Finance Executive, ABB Installation Products Division, will serve as Chief Financial Officer. The Board of Directors will include: Bruno Reufels, CEO of Niedax Group, who will serve as Chairman; Khalid Mandri, President of ABB Installation Products, who will serve as Deputy Chair; and Michael Shenouda, Canada Region Leader, ABB Installation Products Division. In addition to his role as President and CEO of Abnex Inc., Cornelius Steele will also serve on the Board of Directors.
Recent Insider Transactions • Oct 27Chief Financial Officer recently sold CHF1.0m worth of stockOn the 21st of October, Timo Ihamuotila sold around 20k shares on-market at roughly CHF49.36 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CHF1.7m. Timo has been a net seller over the last 12 months, reducing personal holdings by CHF2.0m.
お知らせ • Oct 24+ 1 more updateABB Ltd to Report Q2, 2025 Results on Jul 17, 2025ABB Ltd announced that they will report Q2, 2025 results on Jul 17, 2025
