ABB combines best-in-class Electrification (low voltage products, EV charging, drives), Motion (motors and large drives), Process Automation (mining, oil & gas), and Robotics & Discrete Automation segments. AI data center electrification orders are accelerating, complementing the structural grid investment cycle. CEO Morten Wierod's continued discipline on portfolio focus (ongoing divestments) and capital return supports the premium valuation. Mid-teens EPS compounder with clear secular tailwinds.
Thesis reviewed May 29, 2026
ABB Ltd is headquartered in Switzerland, which is currently showing moderate signals.
π¨πSwitzerland48NEUTRALView Switzerland risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| ERJ | Embraer SA | 31 | +13% | β6% | EARLY |
| WM | Waste Management, Inc. | 31 | +3% | β6% | NEUTRAL |
| ETN | Eaton Corporation plc | 31 | +16% | β6% | EARLY |
| ROK | Rockwell Automation, Inc. | 31 | +2% | β6% | NEUTRAL |
| CAT | Caterpillar Inc. | 31 | +12% | β6% | EARLY |
| NSC | Norfolk Southern Corporation | 31 | +3% | β6% | NEUTRAL |
| IR | Ingersoll Rand Inc. | 31 | +9% | β6% | EARLY |
Investors who hold ABB may also have indirect exposure through these country funds.
ABB Electrification orders accelerate on US data center build-out
ABB raises medium-term margin target to 19%+