ABB demonstrates resilience – demand and profits rise despite tariff uncertainty

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At YourDailyAnalysis, we note that Swiss industrial leader ABB, a major manufacturer of robotics and electrification systems, continues to show strong performance despite global tariff risks. According to its third-quarter report, operating profit (EBITA) rose by 12% to $1.74 billion, surpassing analyst expectations. Revenue climbed 11% to $9.08 billion, while orders grew 12%, confirming steady demand for ABB’s automation and power solutions.

Chief Executive Morten Wierod emphasized that the uncertainty caused by U.S. tariffs has not yet had a material impact on either demand or profitability. Clients, he said, continue to invest in automation and electrification – two segments where ABB maintains a leading position.

At YourDailyAnalysis, we believe ABB’s results provide a clear snapshot of the global industrial landscape. The most notable growth came from the United States, where orders surged 27%, and Brazil, up 38%. Meanwhile, China and India recorded declines of 4% and 7%, respectively, due to weakness in process automation and energy sectors.

Our analysts at YourDailyAnalysis highlight that ABB’s resilience stems not only from its strong order book but also from its strategic focus on short-cycle production solutions, which help maintain cash flow stability. The market also reacted positively to ABB’s decision to sell its robotics division to SoftBank Group for $5.4 billion, allowing the company to concentrate on higher-margin business lines.

ABB expects comparable sales to grow at a mid-single-digit rate in the fourth quarter. The company also announced that Chief Financial Officer Timo Ihamuotila will step down in 2026 and be succeeded by Christian Nilsson, currently CFO of the electrification division.

At Your Daily Analysis, we view ABB’s performance not simply as a solid quarterly report but as further proof of its strategic endurance and technological leadership amid global tariff turbulence and ongoing economic uncertainty.

Previously, we examined how the Turkish Airlines and Gulf Air alliance could reshape the aviation market, and analyzed Anand Rathi’s $227.5 million IPO and its impact on India’s market momentum.

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