ABB makes the electrical gear and robots that keep factories, grids, and buildings running—think giant switchboards, EV chargers, and industrial arms.
Money comes from selling hardware plus recurring services like remote monitoring and predictive maintenance; gross margin is 40.06% and net margin 13.86%, with revenue around USD 8.16B in the latest quarter.
Customers stick with ABB because its gear is embedded in critical infrastructure and switching costs are high, but Siemens and Schneider Electric compete fiercely in electrification and automation, eroding pricing power.
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ABB is identified as a key player in the emerging physical AI sector, specifically in robotics and hardware, with significant growth potential projected.
Main discussion
Physical AI is still early, but is estimated to grow from $6.6B in 2025 → $82B in 2035. Here's a breakdown of the physical AI stack: 1 - Robotics & hardware: • $ABB • Fanuc (6954) • $ISRG • $SYM • $TER 2 - Decision software: • $NVDA • $GOOGL • $MSFT • $PLTR • $AUR 3 - Sensing & p
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