Q3 2025 Abb Ltd Earnings Call Transcript
Key Points
- ABB Ltd (ABBNY) reported a 9% growth in orders, reaching $9.1 billion, indicating strong demand across all business areas.
- The company achieved an all-time high revenue of $9.1 billion, supported by improvements in both short and long cycle businesses.
- Free cash flow increased by 32% to $1.6 billion, driven by improved operational performance and a larger release of trade networking capital.
- Operational EBITDA improved by 12%, with a margin increase of 20 basis points to 19.2%, reflecting efficient execution and positive pricing.
- The sale of the robotics division to SoftBank Group is expected to be margin neutral and reflects the long-term strength of the robotics business.
- The process industry area remains slow, with challenges in the machine builders segment and lower demand for renewables.
- China's market showed weakness, with a 12% decline in the AMA region, impacting overall growth.
- The robotics division's orders remained broadly stable, with challenges in the automotive and general industry segments.
- The operational margin in the motion division slipped by 60 basis points to 20.1%, slightly below expectations due to lower project and systems-related deliveries.
- The immobility segment reported a loss of $26 million, although improvements are expected in the next quarter.
Greetings and welcome to this presentation of APB's 3rd quarter results.
Next to me here is our CEO Moten Virod, and our CFO Timo Yammoilla. I'm Annaud, head of the investor relations team.
Motton and Timmo will talk through the results and then we will, as usual, open up for Q&A.
And with that said, I hand over to you Motton, to kick off the presentation.
Thanks on.
And welcome also from my side summarizing the trading climate in the 3rd quarter, I would say that this was very similar to what we saw in the second quarter.
When I talk to our business leaders and when I meet with our customers, there are no material differences in what they say and do. So despite continued news flow and uncertainty related to US tariffs, our customers continue to invest behind electrical power and automation.
There are of course differences between segments. Some are very strong and some still challenging, and I will come back to
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