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Home/Stocks/ABBN.SW
SIX · Switzerland · Electrical Equipment & Parts

ABBN.SW ABB

Electrification, drives and robotics

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
CHF 69.68
+2.80% today
1W
−6.7%
1M
−13.1%
3M
−8.7%
YTD
+19.4%
1Y
+20.8%
Off 52w high
−21.3%
Next earnings (est.): 2026-10-20
Market capCHF 122B≈ $149B
P/E (trailing)30.8Forward 22.1
EV / sales3.5×EV/EBITDA 17.3×
Revenue (TTM)$36.96BGrowth 14.3% y/y
Margins40.1%gross · op 18.7%
Free cash flow$2.04BCash $6.29B · debt $8.67B
Analyst targetCHF 82.38+18.2% upside · 27 analysts · hold
Riskβ 0.98Short — of float · yield 1.36%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ABBN.SW · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-20EarningsMiss / cut

    Reported EPS 0.75 vs 0.83 expected (-9.8% surprise).

  2. 7
    2026-07-15EarningsBeat / raise

    Reported EPS 0.8 vs 0.75 expected (+6.3% surprise).

  3. 6
    2026-04-22EarningsBeat / raise

    Reported EPS 0.84 vs 0.8 expected (+5.9% surprise).

  4. 5
    2026-01-29EarningsBeat / raise

    Reported EPS 0.73 vs 0.7 expected (+3.9% surprise).

  5. 4
    2025-10-16EarningsMiss / cut

    Reported EPS 0.69 vs 0.7 expected (-1.4% surprise).

  6. 3
    2025-07-17EarningsBeat / raise

    Reported EPS 0.7 vs 0.65 expected (+8.6% surprise).

  7. 2
    2025-04-17EarningsBeat / raise

    Reported EPS 0.61 vs 0.55 expected (+11.2% surprise).

  8. 1
    2025-01-30EarningsBeat / raise

    Reported EPS 0.65 vs 0.61 expected (+6.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-200.830.75−9.8%
2026-07-150.750.8+6.3%
2026-04-220.80.84+5.9%
2026-01-290.70.73+3.9%
2025-10-160.70.69−1.4%
2025-07-170.650.7+8.6%
2025-04-170.550.61+11.2%
2025-01-300.610.65+6.6%
2024-10-170.580.68+17.6%
2024-07-180.60.67+11.2%
2024-04-180.480.57+18.0%
2024-02-010.560.59+7.0%
2023-10-180.50.54+7.1%
2023-07-200.520.53+2.1%
2023-04-250.470.59+27.0%
2023-02-020.420.57+38.5%
2022-10-200.360.35−2.4%
2022-07-210.410.39−4.5%
2022-04-210.330.36+9.5%
2022-02-030.350.52+49.9%
2021-10-210.420.39−6.7%
2021-07-220.40.38−4.8%
2021-04-270.320.3−4.3%
2021-02-040.190.26+36.8%

About ABB

Website ↗

ABB Ltd provides electrification, motion, and automation solutions and products for customers in utilities, industry and transport, and infrastructure in Europe, the Americas, Asia, the Middle East, and Africa. The company operates through Electrification, Motion, and Automation segments. Its Electrification segment offers renewable power solutions, modular substation packages, distribution automation products, switchboards and panelboards, switchgears, UPS solutions, circuit breakers, measuring and sensing devices, control products, wiring accessories, enclosures and cabling systems, and intelligent home and building solutions. The company's Motion segment designs, manufactures, and sells drives, motors, generators, and traction converters that are driving the low-carbon future for industries, cities, infrastructure, and transportation. The company's Automation segment offers industry-s…

115,300 employees · Zurich, Switzerland

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Inside the hall, every megawatt needs medium-voltage switchgear, UPS, busway and power distribution. A handful of makers supply most of it and backlogs have grown with AI campuses.

Switchgear→UPS→Busway / PDU→Rack

What would prove us wrong. Weakens if electrical-equipment backlogs start shrinking while data-center starts hold up.

Reshoring and labour scarcity push automation spend. Integrators and controls vendors are the existing, profitable expression of physical AI.

Controls→Cells→Integration→Factory

What would prove us wrong. Weakens if industrial orders fall for multiple quarters despite reshoring announcements.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ETN
Eaton
Electrical content per data-centre MW $374.6+2.31%−14.9%+18.6%
HUBB
Hubbell
Utility and campus electrical products $460.9+2.85%−1.2%+4.7%
6501.T
Hitachi
Hitachi Energy transformers and HVDC ¥5,533.0−0.52%+1.2%+14.1%
SU.PA
Schneider Electric
Switchgear, power and cooling for data centres €235.7+1.86%−19.0%+1.9%
267260.KS
HD Hyundai Electric
Large power transformers for US utilities ₩447,000−4.89%−37.4%−41.8%
298040.KS
Hyosung Heavy Industries
Transformers with US plant ₩1,853,000−1.28%−36.5%+4.0%
010120.KS
LS Electric
Switchgear and transformers ₩152,900−2.55%−26.8%+66.9%
POWL
Powell Industries
Custom switchgear and power-control rooms $158.4+4.93%−16.4%+49.2%
VRT
Vertiv
Power and liquid-cooling chain for AI racks $200.1+2.98%−21.0%+23.6%
LR.PA
Legrand
Data-center busway, PDUs and power distribution €126.0+1.49%−6.6%+0.6%
ROK
Rockwell Automation
Industrial automation and controls $431.6+1.29%−0.6%+12.0%
EMR
Emerson Electric
Process automation and controls $162.2+0.41%+2.5%+23.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.