Slide 1: Q3 2025 Results
ZURICH, SWITZERLAND | OCTOBER 16, 2025 | MORTEN WIEROD, CEO; TIMO IHAMUOTILA, CFO Q3 2025 RESULTS High order and revenue growth, improved margin and strong free cash flow
Slide 2: Important notices
— Important notices This presentation includes forward-looking There are numerous risks and uncertainties, Although ABB Ltd believes that its many of which are beyond our control, that expectations reflected in any such information and statements including could cause our actual results to differ fo
Slide 3: Q3 2025 Selected highlights
— Q3 2025 Selected highlights High order and revenue growth, improved margin and strong free cash flow Financial performance +9%1 +9%1 Investments Innovation order growth revenues ABB launches 19.2% ABB to invest an next-gen machinery Op. EBITA margin additional $110 million drive built for performa
Slide 4: Robust markets: Orders and revenues up in all Business Areas
— Notable orders developments Robust markets comparable % YoY, unless otherwise indicated Orders and revenues up in all Business Areas Short-cycle Data centers & Utilities High single-digit growth, up in Underlying Utilities and power all Business Areas generation strong outside renewables Data cent
Slide 5: Strong growth in the Americas and Europe; AMEA stable
— Strong growth in the Americas and Europe; AMEA stable Q3 2025 regional, country orders The Americas +19% Europe +9% AMEA -1% USA +27% Germany -4% China -4% Base orders +9% Strong growth in EL, Steep growth in RA, Stable in MO and RA, growth in MO, Steep growth in all Steep decline in PA due Steep
Slide 6: Operational EBITA: Earnings improved in all Business Areas
— Profitability drivers Operational EBITA Earnings improved in all Business Areas Gross Profit • +11%1; improvements in all Business Areas • Gross margin improved 100 bps to 40.8%, driven mainly by higher volume and favorable unrealized FX & Operational EBITA +12% commodity timing differences 1,738
Slide 7: Electrification: Record high revenues and Operational EBITA
— Record high Revenues and Operational EBITA; positive book-to-bill Q3 2025 Electrification Orders $4,522 mn Revenues $4,499 mn Operational EBITA $1,100 mn, +17% YoY 5,000 25% 4,500 25% 1,200 26% 800 24.1% 24.5% 22% 4,000 10% 3,500 10% 13% 20.8% 1% 10% 10% 10% 400 18% 6% 3,000 -5% 2,500 -5% 0 14% Q1
Slide 8: Motion: Strong order intake; revenues and earnings improved
— Strong Order intake; Revenues and Earnings improved versus prior year Q3 2025 Motion Orders $2,162 mn Revenues $2,082 mn Operational EBITA $421 mn, +4% YoY 2,500 35% 2,200 30% 500 20.7% 22% 19.8% 20.1% 17% 20% 2,000 20% 1,800 3% 10% 250 18% 1% 1,500 5% 1,400 11% -4% 0% -7% 1,000 -10% 1,000 -10% 0
Slide 9: Process Automation: Resilient market and strong execution
— Resilient market and strong execution — Book-to-bill >1 for 20th straight quarter Q3 2025 Process Automation Orders $1,896 mn Revenues $1,801 mn Operational EBITA $277 mn, +10% YoY 2,800 60% 2,000 30% 300 16% 38% 23% 40% 15.5% 20% 15.2% 4% 20% 14.6% 2,000 -5% 1,500 150 13% 0% 6% 7% 10% -20% 1,200
Slide 10: Robotics & Discrete Automation: Orders increased year-on-year
— Orders increased year-on-year and sequentially despite challenging market Q3 2025 Robotics & Discrete Automation Orders $744 mn Revenues $807 mn Operational EBITA $74 mn, +19% YoY 1,200 40% 1,200 40% 150 20% 13% 14.7% 9% 5% 800 15% 800 15% 15% -4% 75 9.2% 400 -10% 400 -20% -10% 8.3% 10% -27% 0 -35
Slide 11: Free cash flow
— — Free cash flow $1,552 mn, +$379 mn YoY Strong Free cash flow ($ mn) generation during the quarter 3,937 Q3 increase driven by: 3,667 • Improved operational 3,049 performance 2,642 • Larger release of Trade NWC versus the prior year 1,954 • Partially offset by higher CAPEX 1,713 1,552 and taxes p
Slide 12: Announced divestment of Robotics division to Softbank Group
— Announced divestment Strong customer value proposition combining ABB Robotics’ leading technology and industry of Robotics division expertise with Softbank’s state-of-the-art capabilities to Softbank Group in AI, robotics and next-generation computing Financials Divestment for $5.375 billion refle
Slide 13: Outlook
— Outlook Acknowledging the uncertainty for the global business environment Q4 2025 FY 2025 Revenues Operational EBITA % Revenues Operational EBITA % • Comparable growth in the • Operational EBITA margin • Comparable growth • Operational EBITA margin to mid-single digit range broadly at the higher e
Slide 14: Q&A
Q&A
Slide 15: Appendix
Appendix
Slide 16: 2025 framework – Current reporting structure
— 2025 framework – Current reporting structure Q3 25 Q4 25 20251 9M 25 2025 $ mn unless otherwise stated framework framework framework ~(200) ~75 Corporate and Other Operational EBITA2 (108) ~(110) Finance net 45 From ~(175) From ~50 Effective tax rate4 27.6% ~25% Non-operating items: ~(190) PPA-rel
Slide 17: 2025 framework – New reporting structure
— 2025 framework – New reporting structure Q4 25 20251 2025 $ mn unless otherwise stated framework framework framework Corporate and Other Operational EBITA2 ~(150) ~(325) Finance net ~75 of which stranded costs ~(40) ~(125) Effective tax rate4 ~25% Capital expenditure ~(800) Non-operating items: PP
Slide 18: Operational EBITA bridge
— Operational EBITA bridge Operational EBITA margin (%) 19.0% 19.2% Accretion / dilution +0.2 0 0 0 (%) -169 1,738 -4 323 32 3 1,553 Operational performance Operational EBITA $154 million ($ mn) Q3 2024 Volume/price Operations Items FX Portfolio Q3 2025 impacting changes Comparable revenues 9% compa
Slide 19: AL ED ED
AL ED ED FADD ED