ABB reports record orders as investors question the AI spending cycle
ABB posted $12 billion in third-quarter orders, while market concern focused on how long AI infrastructure spending can last.
By TomorrowNews · AI-assisted briefing · Briefing published 21 October 2026
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Revenue rose 14% to $9.70 billion and operational EBITA increased 24% to $2.03 billion. ABB said data centres were the largest demand driver and raised its full-year sales outlook.
The nearly 6% share-price fall reflected financing and sustainability concerns around the investment boom, not a reported contraction in ABB’s operating results.
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This is an original summary, not a republication of the full report.