ABB is set to unlock new value by spinning off its Robotics division into an independent, publicly listed company. The proposed separation, targeted for the second quarter of 2026, will be presented to shareholders at ABB’s Annual General Meeting in early 2026.
If approved, shareholders will receive shares in the newly listed company, ABB Robotics, through a dividend in-kind, meaning shares will be allocated in proportion to their current ownership in ABB—giving investors direct access to the growth potential of the robotics business.
Unlocking Value Through Focused Growth:
The spin-off is a strategic move to enable both ABB and ABB Robotics to operate with greater independence and agility, giving each entity the opportunity to fine-tune their strategies and unlock long-term value.
According to ABB’s board, the separation will allow:
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Maximized customer value creation through more specialized offerings and faster innovation.
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Enhanced growth potential by allowing ABB Robotics to capitalize on new markets, partnerships, and funding opportunities as a pure-play automation company.
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Attraction of top-tier talent, particularly in competitive sectors like AI, robotics, and advanced manufacturing.
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Improved capital allocation, enabling both companies to make faster, more focused investment decisions in line with their core strategies.
“Listing ABB Robotics as a standalone company will allow both businesses to thrive independently,” said Peter Voser, Chairman of ABB. “With different market dynamics and limited business synergies between robotics and our other divisions, this is a natural evolution.”
A Robotics Leader Positioned for the Future:
ABB Robotics has been at the forefront of automation and intelligent robotics, with a comprehensive offering spanning:
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Industrial robots
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Autonomous Mobile Robots (AMRs)
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AI-enabled software and platforms
In 2024, the division generated $2.3 billion in revenue, representing about 7% of ABB Group revenues, with an Operational EBITA margin of 12.1%. With approximately 7,000 employees and global manufacturing hubs in Sweden, China, and the U.S., the division is recognized as one of the strongest performers in its field.
“With generative AI, advanced robotics platforms, and deep domain expertise, ABB Robotics is uniquely positioned to lead the next era of intelligent automation,” said Morten Wierod, ABB CEO.
Strategic Realignment of Machine Automation:
As part of the restructuring, ABB’s Machine Automation division, currently under the same umbrella as Robotics, will be integrated into the Process Automation business area starting Q1 2026. This change aims to harness technology synergies, especially in software and control systems for hybrid industries.
The Machine Automation business remains focused on high-end solutions like:
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Programmable Logic Controllers (PLCs)
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Industrial PCs (IPCs)
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Servo motion systems
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Advanced vision and software tools
Solid Market Position and Future Prospects:
ABB Robotics is entering this transition from a position of strength. Under ABB’s decentralized operating model, it has consistently delivered double-digit margin performance since 2019—even through market volatility and supply chain disruptions. With a strong capital structure and proven local-for-local manufacturing strategy, the new company is poised for sustained growth in both traditional and emerging sectors such as logistics, construction, and life sciences.
A Win for Shareholders and Industry Innovation:
The spin-off is expected to benefit ABB shareholders by unlocking the full potential of a high-growth, pure-play robotics business. Meanwhile, ABB will continue to concentrate on its strategic pillars in electrification and automation, reaffirming its commitment to driving a more sustainable and efficient industrial future.
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