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Company Research17 Jan 2024
Data Center Services & Solutions: Powering the Backbone of the Internet
Data centers could be described as the backbone of the internet, housing the servers and hardware that keep our digital world running.
ABB (ABB) investor relations material
ABB CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary18 Nov, 2025
Strategic direction and financial targets
Announced new long-term growth target of 5-7% organic revenue CAGR over the cycle, with an additional 1-2% from bolt-on M&A, and differentiated margin targets by business area: Electrification (22-26%), Motion (18-22%), Automation (14-18%).
Increased return on capital employed (ROCE) target from 18% to over 20%, reflecting confidence in value creation and planned acquisitions.
Emphasized a bottom-up, division-driven approach to target setting, with 75+ business lines having clear mandates for growth, profitability, or stability, and incentives aligned accordingly.
Maintains a disciplined capital allocation framework: prioritize organic growth, sustained dividend increases, value-adding acquisitions, and share buybacks, while preserving a strong investment grade rating.
Committed to double-digit EPS growth and total shareholder return through cycle, supported by margin expansion, strong cash conversion (95%+), and best-in-class ROCE.
Business model evolution and operational excellence
ABB Way operating model decentralizes accountability to divisions and business lines, fostering ownership, agility, and collaboration across business areas.
Strategic mandates for business lines (growth, profitability, stability) drive performance optimization and resource allocation, with transparent KPIs linked to remuneration.
Investments in digitalization, AI, and data analytics enable real-time performance management and benchmarking, supporting continuous improvement.
Productivity initiatives have increased revenue per headcount by 25% and gross profit per headcount by 30% since 2020, with an annual 5% internal gross profit productivity target.
Service and long-cycle business mix, along with improved project selectivity, have reduced earnings volatility and increased backlog gross margin by 12% in five years.
Market positioning and growth drivers
Well-positioned in high-growth markets: electrification, automation, and motion, with strong exposure to secular trends such as energy transition, data center expansion, and industrial digitalization.
Electrification business targets high-end of growth and margin range, leveraging leadership in buildings, utilities, renewables, and data centers, and investing in DC distribution and digital solutions.
Automation business integrates process and machine automation, focusing on technology leadership, digital/AI solutions, and service, with a balanced approach to growth and margin.
Motion business leverages market leadership in drives and motors, local-for-local manufacturing, and energy efficiency solutions, with significant upside in service attachment and high-efficiency product adoption.
M&A pipeline is robust, with focus on disciplined, value-creating deals in core and adjacent areas, especially in data centers, smart buildings, and grid reliability.
Reason for FCF conversion target change
Impact of Robotics division divestment
Why is Automation's margin target lower?
Assess mandate impact on divisional Op. EBITA?
Quantify ABB's data center market opportunity?
Highlight ABB's differentiating R&D innovations?
Large M&A pipeline: 20 KPIs apply?
U.S. EL margin: path to group average?
Energy efficiency adoption catalysts?
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Q4 202529 Jan, 2026
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Frequently asked questions
Automation, Robotics, and More
ABB, an abbreviation for Asea Brown Boveri, is a renowned Swiss-Swedish multinational corporation operating mainly in robotics, power, heavy electrical equipment, and automation technology. The company is one of the leaders in their field with a rich history spanning over a century and today the company operates on a massive scale, with over 100.000 employees. ABB is headquartered in Switzerland, and its stock is traded on both the Stockholm and Zurich stock exchanges.
A Merger Between Two Historic Companies
ABB (Asea Brown Boveri) is a multinational corporation headquartered in Zurich, Switzerland, that was established in 1988 through a merger of ASEA (Allmänna Svenska Elektriska Aktiebolaget) of Sweden and BBC (Brown, Boveri & Cie) of Switzerland, both founded in the late 19th century. ABB has played a key role in the development of numerous innovative products and systems, most notably in the fields of electrical engineering and automation.
Among their most notable inventions is the world's first commercial high-voltage direct current (HVDC) link, commissioned in 1954. ABB also played a pivotal role in the evolution of robotics, inventing the first all-electric microprocessor-controlled robot, the ABB IRB 6, in 1974. Today, the company continues to focus heavily on R&D, and more recently, apart from its traditional operations, ABB has started to work on various solutions for EV charging.
A Diverse Business Structure
ABB's operations are organized under four key business areas: Electrification, Industrial Automation, Motion, and Robotics & Discrete Automation. Each segment serves a specific industry sector and offers specialized products and services.
The Electrification business area offers a range of products including circuit breakers, switches, EV charging infrastructure, and power distribution solutions. The Automation as well as the robotics division, which is two of the company’s more famous areas of operations provides solutions to help customers improve their operational performance, safety, and productivity.
Europeans Doing Business Around the World
ABB is a European company located in the heart of the continent, but their business stretches across the globe. ABB is active in over 100 countries all over the world and operates offices in several large business hubs outside of their home countries. ABB has evolved through a combination of innovation and organic growth and competes with other industry giants such as Samsung and General Electric.
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