View Financial HealthABB 배당 및 자사주 매입배당 기준 점검 0/6ABB 은(는) 현재 수익률이 1.1% 인 배당금 지급 회사입니다.핵심 정보1.1%배당 수익률0.7%자사주 매입 수익률총 주주 수익률1.8%미래 배당 수익률1.3%배당 성장률3.7%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향44%최근 배당 및 자사주 매입 업데이트Upcoming 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%).공시 • 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.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.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%).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.공시 • 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.모든 업데이트 보기Recent updates속보 • 13hABB Teams With Cognite to Add Agentic AI to Industrial Energy ApplicationsABB and Cognite are collaborating to integrate industrial AI and data capabilities into ABB’s energy sector applications. The collaboration will add an agentic AI layer that supports agent-to-agent orchestration, aimed at faster workflows and improved decision-making. Aker BP is the first energy producer to deploy these AI-enabled solutions to support production efficiency and growth targets. This move points to ABB pushing deeper into software and AI-based solutions within its industrial portfolio, particularly for energy customers seeking more automated and data-driven operations. Investors may want to track how widely this AI layer is adopted beyond Aker BP, since broader customer uptake could influence the role of software and services within ABB’s overall business mix.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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%).공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • Feb 02ABB Ltd, Annual General Meeting, Mar 19, 2026ABB Ltd, Annual General Meeting, Mar 19, 2026.분석 기사 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).공시 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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, Switzerland새로운 내러티브 • 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. 공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: ABBN Swiss 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: ABBN Swiss 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장ABB 배당 수익률 vs 시장ABBN의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ABBN)1.1%시장 하위 25% (CH)2.0%시장 상위 25% (CH)3.7%업계 평균 (Electrical)1.1%분석가 예측 (ABBN) (최대 3년)1.3%주목할만한 배당금: ABBN 의 배당금( 1.1% )은 Swiss 시장에서 배당금 지급자의 하위 25%( 2.01% )와 비교해 주목할 만하지 않습니다.고배당: ABBN 의 배당금( 1.1% )은 Swiss 시장에서 배당금 지급자의 상위 25%( 3.66% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: ABBN Swiss 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: ABBN Swiss 시장에서 주목할만한 배당금을 지급하지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 10:14종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ABB Ltd는 56명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierGuenther HollfelderBaader Helvea Equity ResearchStefan GächterBaader Helvea Equity Research53명의 분석가 더 보기
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%).
공시 • 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.
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.
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%).
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.
공시 • 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.
속보 • 13hABB Teams With Cognite to Add Agentic AI to Industrial Energy ApplicationsABB and Cognite are collaborating to integrate industrial AI and data capabilities into ABB’s energy sector applications. The collaboration will add an agentic AI layer that supports agent-to-agent orchestration, aimed at faster workflows and improved decision-making. Aker BP is the first energy producer to deploy these AI-enabled solutions to support production efficiency and growth targets. This move points to ABB pushing deeper into software and AI-based solutions within its industrial portfolio, particularly for energy customers seeking more automated and data-driven operations. Investors may want to track how widely this AI layer is adopted beyond Aker BP, since broader customer uptake could influence the role of software and services within ABB’s overall business mix.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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%).
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • Feb 02ABB Ltd, Annual General Meeting, Mar 19, 2026ABB Ltd, Annual General Meeting, Mar 19, 2026.
분석 기사 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
새로운 내러티브 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
