ABB is the number-one or -two supplier in two-thirds of its product segments. Close to 40% of ABB's revenue is generated from electric utilities, buildings, and data centers, three end markets enjoying multidecade secular growth themes via grid modernization, electrification, and energy efficiency. The company benefits from strong tailwinds in power grid modernization and data center expansion.
Cyborg Score Rationale
Fourth-quarter net profit rose to $1.27 billion from $987 million in the prior year on revenue that grew 9%. ABB Ltd. expects higher profitability this year as a boom in data centers drives demand for the company's power-grid products and announced a $2 billion share buyback. Valuation is stretched at elevated multiples, but fundamentals remain robust.
Top Insights
In 2025, ABB Ltd's revenue was $33.22 billion with earnings of $4.73 billion, an increase of 20.30%.
Data center boom driving demand for power-grid products with expectations for higher profitability in 2026.
ABB's short-cycle business has grown to over 50% of group revenue, reducing the visibility that its order backlog has historically provided to investors.
Over the past 4 weeks, ABB gained 10.39%, and in the last 12 months, it increased 37.87%.
Named Competitors
Siemens Industrial Solutions — Industrial automation and digital solutions
EcoStruxure — Energy management and industrial automation
CompactLogix — Industrial control systems and software
(January 2026) ABB entered into an agreement to acquire IPEC, a UK-based technology company with more than 30 years of expertise in electrical diagnostics.
(January 2026) ABB completed the acquisition of Gamesa Electric's power electronics business in Spain from Siemens.
(February 2026) Fourth-quarter net profit rose to $1.27 billion from $987 million in the prior year on revenue that grew 9%.
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