ABB Sees Record $9.8B in Orders as Automation Demand Surges

ABB reported a record $9.8 billion in Q2 2025 orders, rising 16% year-over-year.
This surge signals booming global demand for automation and electrification.
Two major trends are fueling the growth—data center expansion and smart infrastructure automation.
These trends offer long-term opportunities, despite challenges in robotics and rising debt.

Electrification Division Powers Growth with Data Center Demand

ABB's Electrification unit secured $4.5 billion in new orders, up 11% from last year.
It delivered $4.3 billion in revenue, growing 14% in the same quarter.
Demand is strong from utilities, commercial buildings, and hyperscale data centers.
Customers are investing in switchgear, circuit breakers, and energy systems.
ABB benefits from its strong position in high-voltage infrastructure.
Data growth continues, with IDC forecasting a 30% annual increase through 2025.
This trend ensures ongoing demand for ABB’s electrification products.

Process Automation Soars on Oil & Gas Megadeal

The Process Automation segment reported 45% order growth, totaling $2.6 billion.
A $600 million oil and gas contract drove much of the increase.
Even without that deal, orders rose 7%—a strong sign of broad demand.
Sectors like chemicals, mining, and renewables seek more efficient systems.
Stricter emissions rules and energy prices are pushing automation upgrades.

Motion Segment Grows Steadily, Maintains Strong Margins

Motion orders climbed 5%, showing slower growth in manufacturing and transport.
Yet, ABB maintained a solid 19.2% operational EBITA margin.
That margin rose 20 basis points over the previous year.
ABB continues to leverage its scale and pricing to navigate headwinds.

Conclusion: ABB Positioned for Long-Term Upside

ABB’s record quarter reflects a structural shift in industrial automation.
The company leads in electrification and process control technologies.
Investors should monitor profitability and debt, especially in robotics.
Overall, ABB remains a top contender in the automation race.